Contents
1 Introduction
- Overview of Implementing Talent Review and Succession Management
- Setup Tasks for Implementing Talent Review
- Setup Tasks for Implementing Succession Management
- Setup Tasks for Implementing Talent Pools
- Structure of Implementing Talent Review and Succession Management Guide
2 Activate Oracle AI Apps for Talent Management
- Welcome to Oracle AI Apps for Talent Management
- Activate Oracle AI Apps for Talent Management
- Ingestion Steps for AI Apps Features
- Synchronize Talent Data for AI Recommendations
3 Talent Review Overview
4 Talent Review Profile Options and Descriptive Flexfields
- Search Logic Profile Options for Client List of Values
- Talent Review Profile Options
- Descriptive Flexfields for Talent Review
5 Talent Review Templates
- Talent Review Template
- Submission Process Threshold
- Ratings Options
- Box Chart Matrix Options
- Talent Review Data Options
- Talent Review Display Options
- How You Include Matrix Managers as Reviewers
- FAQs
- What happens when you include succession plans and talent pools in a Talent Review template?
- What happens when you opt to include matrix managers as reviewers in a Talent Review template?
- Can I edit a talent review template after it has been used for a meeting?
- Why should I create multiple Talent Review templates?
- What happens when I inactivate a talent review meeting template that's in use?
- What happens if I don't select a preferred display option for the ratings or specify the color or shape to use for a rating level?
- Can I specify the same preferred display option for more than one analytic?
6 Potential Assessment
- How You Set Up Potential Assessment
- Guidelines for Configuring a Potential Assessment
- How You Determine the Number of Questions to Add to a Potential Assessment Questionnaire
- Example of Rating Potential Using the Potential Assessment
- Configure a Potential Assessment
- FAQs for Potential Assessment
7 Talent Review Tasks and Notes
- Talent Review Tasks
- Overview of Alerts for Talent Review Tasks
- Notify Owners and Assignees about Talent Review Meeting Tasks
- Remind Assignees When Talent Review Tasks Are Due
- Talent Review Notes
8 Talent Review Integrations
- How Talent Review Works with Profiles, Goals, and Performance Management
- Configure a Talent Review Box Assignment Event for Journeys
- Dispose Talent Review Data
9 Succession Management
- Succession Planning
- How Inferred Incumbents of Succession Plans Decide Plan Access
- Succession Management Lookups
- Descriptive Flexfields for Succession Management
- Set Up Suggested Successor
- Data Used for AI-Based Candidate Suggestions
- How You Enable Succession Organization Charts
- FAQs
- What happens if I remove a readiness category lookup?
- How can I set a default plan type or control the order of plan types in the succession plan type list?
- How can I show incumbents for existing Job and Position type succession plans?
- How can I hide the Incumbents section and the incumbents listed on the Succession Overview page?
- How can I hide the option to add talent pool members as succession plan candidates?
- How can I hide the option to add AI suggested succession plan candidates?
- Succession Management Alerts
- Succession Management Alerts FAQ
- Succession Plan Deep Links
- Succession Plan Notes
- Succession Management Integrations
10 Talent Pools
- Talent Pools
- Descriptive Flexfields for Talent Pools
- Overview of Talent Pool Deep Links
- Embed the Edit Talent Pool Deep Link in an Analysis
- Dispose Talent Pools Data
11 Personalization Using Transaction Design Studio
- Use Transaction Design Studio to Configure Field Displays
- How You Configure Talent Review Pages Using Transaction Design Studio
- How You Configure Succession Plan Pages Using Transaction Design Studio
- How You Configure Talent Pool Pages Using Transaction Design Studio
- Configure Guided Journeys for Talent Review Meeting Configuration Pages
- Configure Guided Journeys for the Prepare Review Content Page