Configure Talent Review Meeting Templates

As an implementer, you create templates which facilitators can use to create talent review meetings. Facilitators can use the same template for many meetings.

You create talent review templates on the Talent Review Templates page. Use the Talent Review Templates quick action available in My Client Groups to navigate to this page.

On the New Talent Review Template page, do these tasks:

  1. Specify general information about the meeting template.
  2. Add ratings to use in Talent Review meetings that are created based on the meeting template.
  3. Add box chart views and configure their boxes.
  4. Select data options.
  5. Specify display options.
  6. Submit the configuration.