Specify General Information About the Meeting Template

You specify general information about the Talent Review meeting template in the General info step of the Talent Review meeting template configuration process.

1. Enter a unique name for the template.
2. Select the status. Only active templates can be used to configure Talent Review meetings.
3. Select the owner. The person creating the template is the default owner.
4. In the Maximum Records Allowed field, specify the maximum number of employees allowed for the review population. The default value is 500.
5. Indicate if you want to allow the inclusion of succession plans and talent pools in Talent Review meetings created based on the template.
6. Indicate if you want to allow the inclusion of matrix managers as reviewers for Talent Review meetings created based on the template.
7. Enter the submission process threshold. This value controls the scheduling of a process used to update ratings in employee profiles. We recommend a value below 50.