How You Filter and Find Workers on the Talent Review Meeting Dashboard

When conducting a meeting, you may want to focus on a particular subset of the review population, such as selected managers, worker location, or job. Use population filters to see specific subsets of the review population.

The filters that you see on the meeting dashboard are those selected in the template used for the meeting.

Here are some of the ways in which you can filter the review population:

• Subordinate Level: Select this filter to show people in the selected levels below the business leader.

  • Level 1: This shows only the direct reports of the business leader.
  • Level 2: This shows the indirect reports of the business leader.
  • Level 3: This shows workers who report to managers in level 2.
  Note: People in the review population who aren't part of the business leader's organization aren't filtered using the subordinate level filter.
• Competency: If you have upgraded to Enhanced Talent Profile, you can see multiple competency sections for filtering the talent review meeting. You can see both the section and the competency names. Note that you can see only the competencies that have HRMS (Human Resources) subscribed sections.
• Management Level: Select this filter to show only people at the specified management level.
• Reporting Relationship: Use this filter to filter the review population by the reporting relationship they have with their managers. You can view this filter only if these conditions are met:
  • Matrix managers are included in the meeting.
  • You selected a manager who has dotted line reports included in the meeting in the Managers filter.

Apart from using filters, you can enter a worker's name in the field above the box chart to locate the worker in the meeting dashboard.