Conduct a Talent Review Meeting

As a facilitator or a Talent Review super user, you use the Talent Review dashboard to conduct talent review meetings.

1. Go to My Client Groups > Talent Review.

   You can see the Talent Review Meetings page.

   Note: Because of the default filters, you can only see meetings scheduled in the previous 3 months that haven’t started or are in progress on the overview page. You can clear the filters to view more meetings that you have access to.
2. Locate the meeting that you want to conduct.
3. From the Actions menu, select Conduct Meeting.
   Note: You can conduct the Talent Review meeting only on or after the meeting date.
4. If there are multiple views, select a dashboard view.
   The members of the review population are placed in boxes of the Talent Review meeting dashboard based on the latest ratings assigned to them. You can see members of the review population only if their assignment is associated with their manager for the duration of the meeting. Note that you can't see members who have an inactive primary assignment or whose profile has been inactivated on the dashboard. You can switch between the graph view and the table view.
5. Select the Holding Area button to view the holding area of the meeting dashboard. Here, you can see these persons:
   • Employees who aren't rated by their managers
   • Employees who are rated using nonstandard rating models
   You can drag and drop members from the holding area to the dashboard and back.
6. Apply filters to focus on specific review population members.
7. Find a specific member.
   1. Select the Open Configuration icon.
   2. In the Find review population members panel, search for and select the member you want to view.
8. To view more details about a member of the review population, hover over their name.
9. In the graph view of the meeting dashboard, use display options to highlight segments of the review population.
10. View prior ratings of the review population members.
    Note: You can't perform these actions while you view the prior ratings:

    • Update the ratings or move workers from their current box position.

    • Use display options.

11. After discussion with the participants, assign ratings to the members.
    • In the graph view, move a review population member to the box that represents their current rating.
    • In the table view, select the current rating in the grid cell and add comments to justify the rating.
12. Perform actions on the members.
    Note:

    The actions displayed depends on the template configuration.

13. Associate succession plans that you can access with the meeting if it has been enabled in the meeting template.
    1. Select the Plans and Pools button.
    2. On the Succession Plans tab, add a succession plan or create 1.
    3. Add review population members to the associated succession plans based on the discussions in the meeting.
14. Associate talent pools that you can access with the meeting if it has been enabled in the meeting template.
    1. Select the Plans and Pools button.
    2. On the Talent Pools tab, add a talent pool or create 1.
    3. Add review population members to the associated talent pools based on the discussions in the meeting.
15. If you have any follow-up tasks for the review population members, add tasks for them.
16. Submit the ratings.

Results:

The talent profiles of the members of the review population are updated with the rating changes. The Meeting Submission Date value is set to the current date. The meeting status changes to Complete and you can no longer update ratings. If the meeting template is configured to run a scheduled process when you submit the meeting, a message appears with the process number. You can check the status of the submission process using the Scheduled Processes task.