Actions for Talent Review Members

When conducting a Talent Review meeting, you can do some actions for the members of the review population.

You can perform some actions on multiple members and some only on a single member.

• To perform actions on multiple members, select the members and then from the Actions menu select the action.
• To perform actions for a single member, select the member and then click the right mouse button to view the actions menu.

Note:

The actions displayed on the meeting dashboard depends on the template configuration.

This table describes the actions that you can do on a talent review meeting dashboard.

Action	What You Do	Action For a Single Worker	In Actions Menu	Comments
View Potential Assessment	View the most recent potential assessment ratings saved or submitted by reviewers.	Yes	Yes	Facilitators can only view the ratings and the comments entered by the reviewers. They can't edit the responses and comments. If a reviewer has saved or submitted multiple potential assessments for a member of the review population, then the facilitator will see only the most recent responses and comments. If multiple reviewers have completed a potential assessment for a member of the review population, then the facilitator will see only the most recently saved or submitted assessment regardless of who submitted it.
Print Profile	Print the talent profile information.	Yes	Yes	The print output will include only the content sections that you have access to.
Print All Profiles	Prints the talent profiles of all the workers in the dashboard.	No	Yes	The print output will include only the worker’s profile and content sections that you have access to.
Move Within Matrix	Move the selected workers to the holding area or to another box in the box chart.	Yes	Yes	To move workers to another box, specify the new ratings.
Add Task	Add a task for the selected worker.	Yes	No	The selected worker becomes the associated worker and the worker's manager the default assignee for the task. You're added as the default owner of the task. But you can change these values.
Add Note	Add a note for the selected worker.	Yes	No	You can specify who can see the note added.
Add to Succession Plan	Add the selected workers to a succession plan associated with the meeting.	Yes	Yes	You can add workers only to succession plans that you have access to.
Add to Talent Pool	Add the selected workers to a talent pool associated with the meeting.	Yes	No	You can add workers only to talent pools that you have access to.
Add Development Goal	Add a development goal for the selected worker.	Yes	No	NA
Add Performance Goal	Add a performance goal for the selected worker.	Yes	No	When a primary goal plan is active, the performance goal that's added is automatically added to the primary goal plan of the selected review period.