Select Succession Candidates from a Talent Pool Using the Talent Review Dashboard
You can add members of a selected talent pool to a talent review meeting to evaluate and select candidates for a succession plan.
Assume that you want to select candidates for the Senior Manager succession plan. Here's how you can do this:
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Create a Talent Review meeting, for example Senior Manager Candidate Selection Meeting.
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While adding review content, add the Senior Manager succession plan and talent pools that you have access to.
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Add those managers who need to select candidates as reviewers for the meeting.
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Add talent pool members who you think can be included in the Senior Manager succession plan to the review population of the created meeting.
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Prepare the review content for the meeting.
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Conduct the Senior Manager Candidate Selection Meeting talent review meeting.
Note: You can add a succession plan while conducting the meeting. You can also create a succession plan while conducting the meeting. -
Review the available ratings of the review population to evaluate potential candidates.
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Add suitable candidates to the Senior Manager succession plan.
Let's now see how you can do some of these steps.
Add Talent Pool Members to the Review Population of a Meeting
While creating or editing a Talent Review meeting, you can add members of a talent pool that you can access to the review population of a meeting.
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Edit the Talent Review meeting, for example Senior Manager Candidate Selection Meeting.
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Navigate to the Population Selection section of the meeting configuration page.
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From the Employees to Include list, select Find in talent pool.
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Select the talent pool.
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Select the members who you want to add to the review population.
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Click Add to Review Population.
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Save the meeting.
Conduct the Meeting, Review Potential Candidates, and Add Them to a Succession Plan
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On the facilitator Overview page, select the Senior Manager Candidate Selection Meeting talent review meeting row.
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From the Actions menu, select Conduct Meeting.
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Review the ratings.
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Hover over a person's name on the dashboard to view the ratings for that person.
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Select a person on the dashboard and click Show Details to see more information on the worker's person spotlight.
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Add workers to the succession plan.
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Select workers, and drag them to the plan in the Succession Plans pane.
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Select workers, and from the Actions menu, click Add to Succession Plan.
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Save or submit the meeting.