Talent Plan | Configuration options

Policy options

Option	Description
Talent Plans	Checkbox. If checked, the Talent Plan process is active and can be enabled for WX users. If checked and Talent Plan 9 Box Grid is not checked, Talent Plans display in org chart view.
Talent Plan 9 Box Grid	Checkbox. If checked, Talent Plan 9 Box Grid is available for WX users as a display option in addition to the org chart view. Talent Plans must also be checked. Also displays 9 Box Grid Classification field in the Talent Plan Detail view for a Team Member.
Talent Plan Repeat	Number. Number of months between Talent Plan reviews. The manager is prompted to review the Talent Plan when due.

Field sets

Talent Plan object

Field set	Purpose
Talent Plan Team Contact Details	Additional fields displayed for team members on the Talent Plan Org Chart view:
Talent Plan WX	Fields displayed in the Talent Plan Detail view for a team member.

Team Member object

Field set	Purpose
WX Talent 9 Box Grid Details	Fields displayed on hover over team member image on Talent Plan 9 Box Grid view. Use touch on mobile to display the fields:

Picklists

To edit these default picklist values:

1. Go to Setup and select the Object Manager tab.

2. Select object, select the picklist field, go to the Values related list.

Talent Assessment object

Impact of Loss field

• High

• Medium

• Low

Performance Rating field

• Exceeds Expectations

• Meets Expectations

• Below Expectations

• Development Need

Potential field

• High

• Medium

• Low

Talent Plan object

Impact of Loss field

• High

• Medium

• Low

Performance Rating field

• Exceeds Expectations

• Meets Expectations

• Below Expectations

• Development Need

Reason to Leave field

• No career progression

• Seeking new skills

• Salary

• Personal/family change

• Work environment

• Fitting in to team

• Other

Risk of Leaving field

• High

• Medium

• Low

Object fields

To rename these custom fields:

1. Go to Setup and in Quick Find enter Override.

2. On the Override page select the:

   • Package hosting the object

   • Language

   • Setup Component = Custom Field

   • Object

   • Aspect = Field Label

3. Enter new values in the Field Label Override column

Talent Assessment object (HCM)
Default Field Label	Field Type
Assessor	Lookup (Team Member)
Comment	Long Text Area (32768)
Impact of Loss	Picklist
Performance Rating	Picklist
Potential	Picklist
Score Impact	Number (2,0)
Score Performance	Number (2,0)
Score Potential	Number (2,0)
Talent Plan	Master-Detail (Talent Plan)

 

Talent Plan object (HCM)
Default Field Label	Field Type
Active	Checkbox
Average Impact	Formula (Number)
Average Performance	Formula (Number)
Average Potential	Formula (Number)
Count Impact	Roll-Up Summary (COUNT Talent Assessment)
Count Performance	Roll-Up Summary (COUNT Talent Assessment)
Count Potential	Roll-Up Summary (COUNT Talent Assessment)
Impact of Loss	Picklist
Impact Of Loss Score	Formula (Number)
Performance Rating	Picklist
Performance Rating Score	Formula (Number)
Potential	Picklist
Potential Score	Formula (Number)
Reason to Leave	Picklist
Retention Plan	Long Text Area (32000)
Risk of Leaving	Picklist
Risk Of Leaving Score	Formula (Number)
Score Impact	Number (2,0)
Score Performance	Number (2,0)
Score Potential	Number (2,0)
Score Risk	Number (2,0)
Sum Impact	Roll-Up Summary (SUM Talent Assessment)
Sum Performance	Roll-Up Summary (SUM Talent Assessment)
Sum Potential	Roll-Up Summary (SUM Talent Assessment)
Team Member	Lookup (Team Member)

Record Types

There are no Record Types defined for Talent Plan.

Actions

• Manager: Add New. Appears when: 

  • A team member who has a talent plan with the Created Date in the past by at least the number of months defined in the policy option Talent Plan Repeat.

Action Events

Event	When sent
Draft	When a Talent Plan is edited.
New	When a Talent Plan is created.