New Talent Plan
-
In the menu, select the service that hosts the Talent Planning process:
WX displays the Talent Plan summary for your team.
-
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:
-
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.
-
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.
-
Select Save.
The Talent Plan is saved. You can edit Talent Plans as long as they remain current.