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.