Talent Review Notes

You can create notes for workers in the review population of talent review meetings. You can also create notes about the meeting.

• Facilitators need to select My Client Groups > Talent Review.

• Reviewers need to select My Team > Talent Review.

To manage notes, select the View Notes option from the Actions menu of a meeting.

Notes use the Feedback feature that's available in person spotlight and person smart navigation. When you view the feedback for a person, you can identify the notes that were created in a talent review meeting by the name of the meeting that's displayed in the note.

Create Notes

You can create notes for both the meeting and the workers in the review population.

• On the meeting dashboard, select a worker in the review population and click Add Notes.

• On the Notes page that opens when you select the View Notes option from the Actions menu of a meeting, you can add notes in these ways:

  • To add a note about the meeting, in the Meeting Notes section, click Add.

  • To add a note for a worker:

    1. Click the Notes link in the worker row.

    2. In the Notes section, click Add.

• On the Prepare Review Content page, to add a note for a worker in the review population, do this:

  1. Select the worker row.

  2. From the Actions menu, select View Notes.

  3. In the Notes section, click Add.

When you create a note, you need to specify who can see the note. The visibility settings that you see depend on what your administrator has configured for Talent Review using the Manage Feedback Visibility task. This table shows the options that are generally available to indicate the note visibility in Talent Review.

Note: Meeting facilitators can see the notes created for a Talent Review meeting only when they open the meeting. When they're in the meeting, they can see any meeting note added for all workers in the review population even if they don't have data access to all workers. But they can't see the meeting note on the Feedback page in person spotlight if they don't have access to the worker.

Visibility Setting	Who Can See the Note
Everyone	Any person in the organization. People who aren't participants in the meeting can view the note in the person spotlight page.
Managers Only	Managers in the hierarchy of the worker for whom the note is created and the meeting facilitators.
Managers and <Worker Name>	Managers in the hierarchy of the worker, the meeting facilitators, and the worker for whom the note is created. The worker can view the note in the person spotlight.
Manager, worker, and peers	Managers in the hierarchy of the worker, the meeting facilitators, the worker for whom the note is created, and the peers of the worker. The worker can view the note in the person spotlight.
Only Me	Only the author of the note. However, if the facilitator creates the note on the dashboard during the actual meeting, the participants can see it when the meeting is conducted.
Only worker and me	Only the author of the note and the worker for whom the note is created.

View History

Facilitators can view all notes for all meetings for the members of the review population, including those created by reviewers.

1. Select the View Notes option from the Actions menu of a meeting.

2. Click the Notes link in the worker row.

3. Select a meeting to view the notes created for that meeting.

Create Reports

You can create reports for notes using Oracle Transaction Business Intelligence (OTBI).