How You Prepare Content for a Talent Review Meeting

As reviewers, you can rate your direct and indirect reports who are part of the review population before the talent review meeting. You do this on the Prepare Review Content page.

To prepare review content, you need to have security access to update the talent profile ratings of the person. To view the Prepare Review Content page, do these steps:

Select My Team > Talent Review to open the participants' Meetings overview page.
Select the meeting for which you need to provide ratings.

Note: Because of the default filters, you can only see meetings scheduled in the previous 3 months that haven’t started or are in progress on the overview page. You can clear the filters to view more meetings that you have access to.
From the Actions menu, select Prepare Review Content.

If your administrator or the meeting facilitator has enabled the inclusion of matrix managers as reviewers, and if your dotted line reports are part of the review population, you can identify them by the Dotted line report label below their name. But if a person is both a direct report and a dotted line report, then you won't see the Dotted line report label for that person.

Get Notification to Update Ratings

When the meeting facilitator or a Talent Review super user creates and submits a talent review meeting, as a reviewer, you will receive a notification to prepare the review content. The notification has a link to the meeting's Prepare Review Content page. You can update content until the meeting data submission deadline. But remember that after the meeting starts, you can't edit any ratings. You can, however, add notes and view the box chart matrix to see where your reports appear on the box chart before the meeting starts.

Check Ratings to Update

While creating the meeting, facilitators and Talent Review super users can set a data validity guideline to ensure that ratings are updated within a specified time frame. When you open the Prepare Review Content page, you can see a circular icon next to ratings that fall outside the guideline. This indicates that you need to update these ratings. When you change a rating, the icon disappears.

Complete Potential Assessment

You can also use the potential assessment questionnaire to rate your direct and indirect reports. As matrix managers you can rate your dotted line reports if you have the relevant Talent Profiles security access.

Select the row that shows the person who you want to rate.
From the Actions menu, click Potential Assessment.
Select an appropriate option for all the questions. Add comments about the rating you've given for questions that have comments enabled.
Click Continue.

You can see the potential rating and assessment score for the employee. You can choose to use this score or provide different responses to obtain a new rating.

Tip: Click Cancel if you don't want to use the ratings and return to the Prepare Review Content page.

Save or Submit the Content

You can either save or submit ratings on the Prepare Review Content page.

When you save, the edited ratings are saved, but the employee profile isn't updated. Facilitators and Talent Review super users can't see the updated ratings in the meeting dashboard. You can return to the page and continue editing data until the meeting starts or until the submission deadline.
Here's what happens when you submit the ratings:
- The employee profile is updated with the edited ratings. The rating source is set to Talent Review Meeting Preparation in the profiles tables.
- If your administrator has configured the submission process threshold in the meeting template and if the number of employees rated by the reviewer exceeds or is equal to the submission process threshold, a scheduled process is automatically run to update the profile ratings.
  
  Note: Configuring the submission process threshold in the meeting template is optional.
- Facilitators and Talent Review super users can see the updated ratings on the meeting dashboard.