New talent plan

1. In the menu, select the service that hosts the Talent Planning process:

   

   WX displays the Talent Plan summary for your team.

2. Select the name of the team member:

   

   You can select a team member name from a sub-team list:

   

   WX displays the Talent Plan detail view for the team member. The Detail view includes the current and previous plans for the team member if they exist:

   

3. Select New.

   WX displays the New Talent Plan view:

   

   Performance Rating is taken from the most recent, completed and signed off performance review. You can change this rating if you want to.

4. Use the picklists to select the ratings you want to give this team member.

   All fields are mandatory except Reason to Leave and Retention Plan.

   Select a Reason to Leave to record the most likely reason that would cause this team member to leave.

   Enter a Retention Plan to record the steps you plan to take to keep this team member.

5. Select Save.

   The talent plan is saved. You can edit talent plans as long as they remain current.