What happens when you include succession plans and talent pools in a Talent Review template?

When creating or editing a Talent Review template, you can opt to include succession plans and talent pools.

When you do so, facilitators and reviewers can perform these actions:

  • When creating a meeting based on the template, facilitators can add succession plans and talent pools that they can access to the meeting.

  • When preparing review content, reviewers can add employees to plans and pools that they can access in the participant view of the dashboard. They can also add succession plans and talent pools.

While conducting a meeting, facilitators can perform these actions:

  • Add employees in the review population as candidates to plans included or created in a meeting.

  • Add employees in the review population as members of talent pools included or created in a meeting.