Actions for Talent Review Meetings
A facilitator, super user, or reviewer can perform actions on workers in the review population of a Talent Review meeting.
As a facilitator or a Talent Review super user, you can perform many actions on workers in the review population when conducting the meeting. As a reviewer, you can perform actions on the dashboard view that you open from the Prepare Review Content page. Remember that the actions are available only if they have been enabled on the template on which the meeting is based.
What You Can Do
You can do some actions only for a single worker and some actions for multiple workers.
This table describes the actions that you can do on a talent review meeting dashboard.
Action |
What You Do |
For a Single Worker |
For Multiple Workers |
Comments |
---|---|---|---|---|
Show Details |
See more information on the worker's person spotlight. |
Yes |
No |
Click Done to return to the dashboard. |
View Analytics |
See the Oracle Transaction Business Intelligence (OTBI) reports added to the meeting in which the selected workers are included. |
Yes |
Yes |
You can only view analyses that you have access to view. |
View Potential Assessment | View the most recent potential assessment ratings saved or submitted by reviewers. | Yes | No |
|
Print Profile |
Print the profile information. |
Yes |
Yes |
Select to print the profiles of all the workers in the dashboard. The print output will include only the worker’s profile and content sections that you have access to. |
Move |
Move the selected workers to the holding area or to another box in the box chart. |
Yes |
Yes |
To move workers to another box, specify the new ratings. |
Add Task |
Add a task for the selected worker. |
Yes |
No |
The selected worker becomes the associated worker and the worker's manager the default assignee for the task. You're added as the default owner of the task. But you can change these values. |
Add Note |
Add a note for the selected worker. |
Yes |
No |
You can specify who can see the note added. |
Add to Succession Plan |
Add the selected workers to a succession plan associated with the meeting. |
Yes |
Yes |
Reviewers can add workers only to succession plans that they have access to. |
Add to Talent Pool |
Add the selected workers to a talent pool associated with the meeting. |
Yes |
Yes |
Reviewers can add workers only to talent pools that they have access to. |
Add Development Goal |
Add a development goal for the selected worker. |
Yes |
No |
|
Add Performance Goal |
Add a performance goal for the selected worker. |
Yes |
No |
When a primary goal plan is active, the performance goal that's added is automatically added to the primary goal plan of the selected review period. |
Compare |
Compare the first selected workers with other selected workers. |
No |
Yes |
You can see the Compare action only if both these conditions are true:
|