Talent Review Template

As an implementor, you create templates which facilitators can use to create talent review meetings. Facilitators can use the same template for many meetings.

The talent review template controls these aspects of a talent review meeting:

Inclusion of succession plans and talent pools
Inclusion of matrix managers as reviewers
Maximum number of records for a meeting
Layout of the box chart that displays employee ratings
Filters that facilitators can use in a meeting
Actions that facilitators can perform

You create talent review templates on the Talent Review Templates page. You can navigate to this page in these ways:

Use the Configure Talent Review Dashboard Options task in the Setup and Maintenance work area.
Use the Search Talent Review Template quick action available in My Client Groups.

This image shows what you typically specify while creating a Talent Review meeting template.

This image shows that you need to specify the template name, submission process threshold, the maximum number of records, the ratings options, the box chart views, and the data options for a Talent Review template. You also need to indicate if the template can include succession plans and pools and matrix managers.

The maximum number of records you specify in the template is the maximum number of employees allowed for the review population. The default value is 500.