Actions Data Options

When creating or editing a Talent Review meeting template, you can specify the actions facilitators can perform while conducting the review meeting.

You specify these in the Actions section of the Data options step of the Talent Review meeting template configuration process.

Action Options	What It Does	Comments
Add notes	Facilitators can add notes about the meeting or for any person in the review population. Facilitators can also manage notes created by the worker's manager during the content preparation phase before the talent review.	NA
Add tasks	Facilitators can assign tasks to meeting participants and others.	The tasks added appear in the Manage Notes and Tasks task the facilitator uses after the meeting to follow up on assigned tasks.
Add goals	Facilitators can create goals or assign performance or development goals from the goal library.	The goal management business process must be available to create performance goals. The career development business process must be available to create development goals.
Enable holding area	The Holding Area displays workers without ratings at the start of the meeting.	During the meeting, participants can move workers to this area from the box chart. If you don't enable the Holding Area, workers without ratings at the start of the meeting don't appear in the review.
Enable organization chart	Participants can view the organization chart of the organization being reviewed.	NA
Enable potential assessment	Enables reviewers to answer potential assessment questions on the Prepare Review Content page. The potential rating is calculated automatically based on the responses.	You can select the potential assessment questionnaire when you enable this action.