How You Configure Talent Review Pages Using Transaction Design Studio

Use Transaction Design Studio (TDS) to create rules to configure Talent Review pages. You can include or hide sections and fields as needed by your organization.

Actions

This table shows the actions that you can use to configure Talent Review pages and the page for which the action applies.

Action	Page
Prepare Review Content	Prepare Review Content
Talent Review Meetings	Create and Edit Talent Review Meeting pages
Talent Review Notes	Notes

Did you know that you can create multiple rules for an action? But remember that you can have only one active rule for any action at a time.

Prepare Review Content Action

To control the attributes that meeting reviewers can see while preparing review content, create a rule for the Prepare Review Content action in TDS. You can specify a role criteria for the rules that you create using this action.

You can specify the guided journey tasks to show at the page level and for the Meeting Info and Ratings sections of the Prepare Review Content page in the Show or Hide Regions section.

You can hide or display these attributes in the Page Attributes section:

• The photo of the employee being reviewed

• Data submission deadline

• Data validity guideline

• The Display list of values used to filter the employees listed

• Meeting date

• Meeting instructions

• View Notes action for the employee in the Ratings section

• View Tasks action for the employee in the Ratings section

In the Available Attributes section, you can hide or display the name of the employee's manager.

Talent Review Meetings Action

To configure the fields shown on the Create and Edit Talent Review Meeting pages, use the Talent Review Meetings actions in TDS and add a rule. This table lists the attributes of the Meeting data source.

Attribute	Field on the Create and Edit Talent Review Meeting pages	Make Required/ Not Required	Make Visible/Not Visible
Data Submission Deadline	Data Submission Deadline field in the Meeting Info section	Yes	Yes
Data Validity Guideline	Data Validity Guideline field in the Review Content section	Yes	Yes
Find Workers by Analysis Option	Find by analysis option in the Employees to Include list of the Population Selection section	No	Yes
Find Workers by Criteria Option	Find by criteria option in the Employees to Include list of the Population Selection section	No	Yes
Find Workers in Talent Pool Option	Find in talent pool option in the Employees to Include list of the Population Selection section	No	Yes
Meeting Instructions	Meeting Instructions field in the Review Participants section	Yes	Yes
Meeting Purpose	Meeting Purpose field in the Meeting Info section	Yes	Yes

If your organization uses only some options in the Employees to Include list, you can hide the options that aren’t used. If you hide 2 options in the Employees to Include list, the list is disabled and facilitators can see only the attributes corresponding to the visible option when they configure a Talent Review meeting.

Talent Review Notes Action

The Notes page of a Talent Review meeting has two sections: Meeting Notes and Review Population Notes. To hide or display these sections of the Notes page, create a rule for the Talent Review Notes action in TDS and then specify the visibility for the corresponding attributes. You can specify a role criteria for the rules that you create using this action.