Select Review Content

You select the review content that reviewers can use to rate the review population in the Review content step of the Talent Review meeting configuration guided process.

  1. Select the ratings for reviewers. You can reorder the ratings according to how you want the ratings to appear for managers preparing review content.
    1. Click Reorder.
    2. In the Reorder ratings panel, drag and rearrange the ratings.
    3. Click Apply.
  2. If you have selected the Potential rating, the Enable potential assessment checkbox is selected by default. This allows reviewers to use the potential assessment questionnaire to rate their direct and indirect reports. By default, you see the questionnaire configured in the meeting template in the Potential Assessment list. But you can select another active potential assessment questionnaire.
    Tip: Deselect the Enable potential assessment checkbox if you don't want to allow reviewers to use the potential assessment questionnaire.
  3. To allow matrix managers to rate their dotted-line reports, select the Include matrix managers as reviewers checkbox. The setting you specify here for including matrix managers overrides the setting specified in the meeting template.
    Note:

    Matrix managers need to have edit profile content section access security permissions to rate their dotted-line reports.

  4. From the Data Validity Guideline list, select the period within which the profile data of the review population must have been updated.

    This guideline helps to alert reviewers about any profile data of the review population that isn't current. The data validity is calculated back from the current date.

  5. In the Prior Rating Start Date and Prior Rating End Date fields, indicate the date range in which you want to retrieve prior rating of completed meetings.

    Only the most recent rating in the indicated date range is considered.

  6. In the Succession plans section, add succession plans to associate with the meeting.
    Note:

    While conducting the meeting, facilitators can create additional succession plans for the Talent Review meeting and add review population members to these plans.

  7. In the Talent pools section, add talent pools to associate with the meeting.
    Note:

    While conducting the meeting, facilitators can create additional talent pools for the Talent Review meeting and add review population members to these pools.

What to do next

Click Continue to add meeting participants.