Select Succession Candidates from a Talent Pool Using the Talent Review Dashboard

You can add members of a selected talent pool to a talent review meeting to evaluate and select candidates for a succession plan.

Assume that you want to select candidates for the Senior Manager succession plan. Here's how you can do this:

1. Create a Talent Review meeting, for example Senior Manager Candidate Selection Meeting.

2. While adding review content, add the Senior Manager succession plan and talent pools that you have access to.

3. Add those managers who need to select candidates as reviewers for the meeting.

4. Add talent pool members who you think can be included in the Senior Manager succession plan to the review population of the created meeting.

5. Prepare the review content for the meeting.

6. Conduct the Senior Manager Candidate Selection Meeting talent review meeting.

   Note: You can add a succession plan while conducting the meeting. You can also create a succession plan while conducting the meeting.

7. Review the available ratings of the review population to evaluate potential candidates.

8. Add suitable candidates to the Senior Manager succession plan.

Let's now see how you can do some of these steps.

Add Talent Pool Members to the Review Population of a Meeting

While creating or editing a Talent Review meeting, you can add members of a talent pool that you can access to the review population of a meeting.

1. Edit the Talent Review meeting, for example Senior Manager Candidate Selection Meeting.

2. Navigate to the Population Selection section of the meeting configuration page.

3. From the Employees to Include list, select Find in talent pool.

4. Select the talent pool.

5. Select the members who you want to add to the review population.

6. Click Add to Review Population.

7. Save the meeting.

Conduct the Meeting, Review Potential Candidates, and Add Them to a Succession Plan

1. On the facilitator Overview page, select the Senior Manager Candidate Selection Meeting talent review meeting row.

2. From the Actions menu, select Conduct Meeting.

3. Review the ratings.

   • Hover over a person's name on the dashboard to view the ratings for that person.

   • Select a person on the dashboard and click Show Details to see more information on the worker's person spotlight.

4. Add workers to the succession plan.

   • Select workers, and drag them to the plan in the Succession Plans pane.

   • Select workers, and from the Actions menu, click Add to Succession Plan.

5. Save or submit the meeting.