How You 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.

To open the Talent Review dashboard:

Go to My Client Groups > Talent Review.
Select the meeting row in the Meetings section.
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.
From the Actions menu, select Conduct Meeting.

You can see workers in the review population in the box chart matrix. But you can't see workers who have an inactive primary assignment or whose profile has been inactivated on the dashboard.

You can do any of these actions in a talent review meeting:

Change the review ratings.
View the prior ratings of members of the review population if enabled in the Talent Review meeting template.
View the most recent potential assessment ratings saved or submitted by reviewers.
Add a member of the review population to a talent pool.
Add notes or tasks for members of the review population.
Add a development or performance goal to a member of the review population if enabled in the Talent Review meeting template.
Print the dashboard.

You can save a meeting that's in progress and can continue it later. When you have completed conducting the meeting, submit it. This updates the worker profiles with the new ratings.

Note: You can reopen a submitted talent review meeting.

Let's look at different aspects of the Talent Review dashboard that you use to conduct a meeting.

Dashboard View

The dashboard views that you can use are configured in the template selected when the talent review meeting was created. For example, the template might be configured to show performance ratings on the x-axis, and potential on the y-axis. Another view might contain risk of loss on the x-axis and impact of loss on the y-axis. A third might be a single rating, such as talent score. You can select one of these dashboard views while conducting the meeting.

Holding Area

Click the Holding Area icon to view the workers in this area. The number above the icon indicates the number of workers in the area. These workers are included in the Holding Area:

Workers who aren't rated by their managers
Workers who are rated using nonstandard rating models
Workers removed from the box chart during the talent review meeting

You can drag and drop workers from the Holding Area to the dashboard and back. When you submit a meeting, the ratings of the workers in the Holding Area for that meeting are set to blank in their profiles.

Succession Plans and Talent Pools

Click the Succession Plans and Talent Pools icons to view the succession plans and talent pools associated with a meeting. You can view or add only these succession plans and talent pools in a talent review meeting:

By default, you can view only the succession plans and talent pools that were included when the meeting was created.
You can add only the succession plans or talent pools that you own to a talent review meeting.
You can create succession plans and talent pools while conducting the meeting and add the workers in the review population to these new plans and pools.

Only workers in the review population who are candidates in succession plans or members of talent pools appear in the views shown on the dashboard. The number that you see with a plan or pool is the number of members of the review population who are in the plan or pool and who are active candidates and pool members.

Actions

In the graph view, you can perform some actions on individual workers and some on multiple workers. The actions are grouped in the Actions menu. To do an action, select workers and then select the action to perform, or right-click a worker and select an action. To select multiple workers, use the Control key and click worker names.

Use the Select Visible Workers check box to select multiple workers. These workers are selected depending on the visibility of the Holding area and the area of the box chart matrix that you focus:

If the Holding Area is visible, all workers on the box chart and the Holding Area are selected.
If you had minimized the Holding Area, only the workers on the box chart are selected.
If you had zoomed into a single box, only workers in that box are selected.