Contents
1 Talent Review Overview
- Talent Review
- Talent Review Life Cycle
- Sort Options for Talent Review Meetings
- How Talent Review Works with Profiles, Goals, and Performance Management
2 Talent Profiles
- Overview of Talent Profiles
- Enhanced Talent Profiles
- Talent Profile Summary Report
- Compare Profiles and Find the Best Fit
- Comparing Items
- Best-Fit Analysis
- Access the Best-Fit Feature as an HR Specialist
- Access the Best-Fit Feature as a Manager
- Access the Best-Fit Feature as a Worker
- How Best-Fit is Calculated
- How the Overall Score in a Best-Fit Analysis is Calculated
- How the Individual Score for Person to Person, Job to Person, and Job to Job Analyses is Calculated
- How the Individual Score for Person to Job Analysis is Calculated
- Examples of Best-Fit Analysis
- FAQs for Compare Profiles and Find the Best Fit
3 Talent Review Meeting Configuration
- How You Configure Talent Review Meeting Details
- Guidelines for Selecting Review Content for a Talent Review Meeting
- Talent Review Prior Ratings
- Guidelines for Selecting Participants for Talent Reviews
- How You Select the Review Population for a Talent Review Meeting
- FAQs for Talent Review Meeting Configuration
- On which Talent Profiles attribute is the mobility value displayed in Talent Review meetings based on?
- Can I include employees with a suspended primary assignment in a talent review meeting?
- Can I duplicate a talent review meeting?
- As a super user, can I edit the content of a Talent Review meeting?
- What happens when facilitators include matrix managers in a Talent Review meeting?
- What happens if I change the potential assessment questionnaire in the meeting configuration?
4 Talent Review Meeting Content Preparation
- How You Prepare Content for a Talent Review Meeting
- Preview Meeting Dashboard When Preparing Review Content
- How You Manage Tasks When Preparing Review Content
- Manage Notes When Preparing Review Content
- Grant Review Access to Other Managers
- FAQs for Talent Review Meeting Content Preparation
- What happens if talent review content isn't complete by the deadline?
- Can reviewers see data for workers they don't manage when preparing content?
- Can I grant access to managers with a suspended primary assignment?
- Why can’t I edit, save, or submit ratings for my direct reports when preparing review content for a talent review meeting?
5 Talent Review Meetings: Conducting
- How You Conduct a Talent Review Meeting
- Graph and Table Views of the Talent Review Meeting Dashboard
- Display Options of the Talent Review Dashboard
- Actions for Talent Review Meetings
- How You Filter and Find Workers on the Talent Review Meeting Dashboard
- Talent Review Tasks
- Talent Review Notes
- Overview of Adding Analyses to the Talent Review Dashboard
- Add Analyses to the Talent Review Dashboard
- Overview of Reopening a Talent Review Meeting
- FAQs for Talent Review Meetings: Conducting
- Can I edit the review population of a talent review after it's started?
- Can I change the attributes of an in-progress talent review meeting?
- Can I save the talent review meeting even if it isn't completed?
- How can I view a summary of the selected display options?
- What happens to the performance evaluation rating if I change the performance rating in the talent review?
- What happens when I submit a talent review meeting?
- Why can't I add the talent review population using the Workforce Talent Review - Talent Review meeting Real Time subject area in OTBI?
- When do talent review calibrated ratings appear in reports?
- What happens when I delete a completed talent review meeting?
- How can I monitor the deletion or reopening of a talent review meeting?
- Can I hide or unhide a note created during a Talent Review meeting?
- What happens to the note count when a note is hidden?
- As a super user, can I report on all Talent Review meetings?
- Why can't I see the View Task button in the task notification for a Talent Review meeting?
6 Succession Planning
- Succession Planning
- How You Access Succession Plans
- Attributes for Succession Plan Candidates
- How You Add Internal Candidates to a Succession Plan from Other Work Areas
- Create a Succession Plan
- External Candidates
- How You Add Talent Pool Members as Succession Plan Candidates
- How You Add Artificial Intelligence Suggested Candidates to Succession Plans
- Select Succession Candidates from a Talent Pool Using the Talent Review Dashboard
- Considerations for Selecting Owners and Privacy Levels for Succession Plans
- How Plan Privacy and Ownership Determines Access in the Succession Plans Overview Work Area
- How Managers Can Work With Succession Plans
- How Plan Privacy and Ownership Determine Plan Access for Talent Review Meetings
- Examples of Access to Nonprivate Succession Plans
- Succession Plan History of Changes
- Succession Organization Chart
- How Succession Plans, Talent Pools, and Talent Reviews Work Together
- FAQs for Succession Planning
- Can I include employees with a suspended primary assignment in a succession plan?
- Why can't I perform all the actions on a succession plan?
- What happens if I remove a readiness category lookup?
- Can I delete a succession plan?
- What happens when I delete a succession plan?
- Why can't I view some succession plans?
- How can I enable alerts for a succession plan that I own?
- What attributes determine if a candidate has moved to plan role?
- Why can't I change the notification settings in the Alerts section of a succession plan?
- How can I send alerts to some owners for role changes of candidates or incumbents of a succession plan?
- Why can't I change the notification settings for succession plan owners?
- Why don't I get notified about assignment changes in succession plans?
- Can I hide the banners shown in a succession plan?
- How can I refresh the list of incumbents shown in a Job or Position type succession plan?
- What happens if the automatic removal of candidates whose employment is terminated is enabled?