The Talent Plan process lets a manager or HR Administrator record team member performance against the potential and risk of leaving against the impact of loss. The system displays results graphically using 9 box grids for individual team members on an org chart view. If you configure it, it also displays this for teams as a whole. The default is org chart view.
You can view talent plans for reports two levels down the org chart from you. Manager two levels up from you can view the talent plan for your direct reports. For example, your manager's manager can see the plans of their own direct reports, and the plan for your direct reports. This encompasses team members across three org chart levels.
There's a processing limit of 1000 employees for the number of Team Members the system displays in the Talent Plan. If the three org chart levels below the subject contain more than 1000 employees, the system only retrieves and displays the first 1000 Team Members.
The team member doesn't typically see the Talent Plan. The manager usually enters it.
To set up a Talent Plan for your users:
- Set the Policy options to give access to the views you want
- All labels on the Talent Plan 9 Box Grid view are Custom Labels, enabling full customization and translation
- If you select the Talent Plan 9 Box Grid view, ensure you define Team Member visibility to enable display in Grid view
You can see Team Members in the Talent Plan 9 Box Grid if:
- You check Talent Plan 9 Box Grid in your Policy
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The Team Member's manager can view the Team Member's Talent Plan
- If the manager is a cross reporting manager for the Team Member, check Talent Plan for that type of cross reporting manager on the Configure page
- If the Team Member’s manager can't view the Team Member’s Talent Plan, the system displays the Team Member in the Unclassified box
- The Team Member has a Talent Plan
- If the Team Member doesn't have a Talent Plan, the system displays the Team Member in the Unclassified box