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  • 1 Introduction
    • Overview of Implementing Talent Review and Succession Management
    • Setup Tasks for Implementing Talent Review
    • Setup Tasks for Implementing Succession Management
    • Setup Tasks for Implementing Talent Pools
    • Structure of Implementing Talent Review and Succession Management Guide
  • 2 Activate Oracle AI Apps for Talent Management
    • Welcome to Oracle AI Apps for Talent Management
    • Activate Oracle AI Apps for Talent Management
    • Ingestion Steps for AI Apps Features
    • Synchronize Talent Data for AI Recommendations
  • 3 Talent Review Overview
    • Talent Review
    • Talent Review Life Cycle
    • Deep Links
    • FAQs
      • How can I diagnose any issues with Talent Review data?
  • 4 Talent Review Profile Options and Descriptive Flexfields
    • Search Logic Profile Options for Client List of Values
    • Talent Review Profile Options
    • Descriptive Flexfields for Talent Review
  • 5 Talent Review Templates
    • Talent Review Template
    • Submission Process Threshold
    • Ratings Options
    • Box Chart Matrix Options
      • Configure Box Chart Views
      • Enable Background Colors for Boxes in a Box Chart View
    • Talent Review Data Options
      • Analytic Options in the Talent Review Meeting Template
      • Population Filters in the Talent Review Meeting Template
      • Actions Options in the Talent Review Meeting Template
      • Color Code Options in the Talent Review Meeting Template
    • Talent Review Display Options
    • How You Include Matrix Managers as Reviewers
    • FAQs
      • What happens when you include succession plans and talent pools in a Talent Review template?
      • What happens when you opt to include matrix managers as reviewers in a Talent Review template?
      • Can I edit a talent review template after it has been used for a meeting?
      • Why should I create multiple Talent Review templates?
      • What happens when I inactivate a talent review meeting template that's in use?
      • What happens if I don't select a preferred display option for the ratings or specify the color or shape to use for a rating level?
      • Can I specify the same preferred display option for more than one analytic?
  • 6 Potential Assessment
    • How You Set Up Potential Assessment
    • Guidelines for Configuring a Potential Assessment
    • How You Determine the Number of Questions to Add to a Potential Assessment Questionnaire
    • Example of Rating Potential Using the Potential Assessment
    • Configure a Potential Assessment
    • FAQs for Potential Assessment
      • Can I update an existing potential assessment questionnaire?
      • What happens if I change the potential assessment questionnaire associated with a Talent Review meeting template?
      • How can I prevent facilitators from viewing the potential assessments of member of the review population?
  • 7 Talent Review Tasks and Notes
    • Talent Review Tasks
    • Overview of Alerts for Talent Review Tasks
    • Notify Owners and Assignees about Talent Review Meeting Tasks
    • Remind Assignees When Talent Review Tasks Are Due
    • Talent Review Notes
  • 8 Talent Review Integrations
    • How Talent Review Works with Profiles, Goals, and Performance Management
    • Configure a Talent Review Box Assignment Event for Journeys
    • Dispose Talent Review Data
  • 9 Succession Management
    • Succession Planning
    • How Inferred Incumbents of Succession Plans Decide Plan Access
    • Succession Management Lookups
    • Descriptive Flexfields for Succession Management
    • Set Up Suggested Successor
    • Data Used for AI-Based Candidate Suggestions
    • How You Enable Succession Organization Charts
    • FAQs
      • What happens if I remove a readiness category lookup?
      • How can I set a default plan type or control the order of plan types in the succession plan type list?
      • How can I show incumbents for existing Job and Position type succession plans?
      • How can I hide the Incumbents section and the incumbents listed on the Succession Overview page?
      • How can I hide the option to add talent pool members as succession plan candidates?
      • How can I hide the option to add AI suggested succession plan candidates?
      • How do I enable the automatic removal of candidates whose employment is terminated?
    • Succession Management Alerts
      • How You Configure Alerts for Succession Plans
      • How You Send Succession Alerts on Role Change Effective Date
    • Succession Management Alerts FAQ
      • How can I hide the Alerts section in a succession plan?
    • Succession Plan Deep Links
      • Overview of Succession Plan Deep Links
      • Embed the Edit Succession Plan Deep Link in an Analysis
    • Succession Plan Notes
      • Contextual Notes in Application Pages
      • Add an Object Note to a Succession Plan
    • Succession Management Integrations
      • How Succession Plans, Talent Pools, and Talent Reviews Work Together
      • Configure a Succession Readiness Event for Journeys
      • Dispose Succession Management Data
  • 10 Talent Pools
    • Talent Pools
    • Descriptive Flexfields for Talent Pools
    • Overview of Talent Pool Deep Links
    • Embed the Edit Talent Pool Deep Link in an Analysis
    • Dispose Talent Pools Data
  • 11 Personalization Using Transaction Design Studio
    • Use Transaction Design Studio to Configure Field Displays
    • How You Configure Talent Review Pages Using Transaction Design Studio
    • How You Configure Succession Plan Pages Using Transaction Design Studio
    • How You Configure Talent Pool Pages Using Transaction Design Studio
    • Configure Guided Journeys for Talent Review Meeting Configuration Pages
    • Configure Guided Journeys for the Prepare Review Content Page