Applicable Product:

• Talent Management: Performance

Applicable Release:

• 26.07 and up
   

Summary: 

This article shows how to add the Talent Assessment section on both annual and interim Bulk Evaluation Forms

Details: 

Talent assessments allow you to rate employees on their overall talent status based on key metrics.  Previously, if a performance plan was configured to include talent assessment as an evaluation point, a manager could only rate employees individually from the manager evaluation form. Now, a Talent Assessment section can be added to bulk evaluation form, allowing managers to rate multiple employees in bulk without having to access individual forms.
 

Add the Talent Assessment Section to the Bulk Evaluation Form

1. Open the appropriate performance plan. Note: The plan must be configured to allow bulk evaluations and use Talent Assessments as an evaluation point.
2. In the left menu, click Bulk Evaluation Form (or Interim Bulk Evaluation Form if appropriate) in the Final Evaluation Form Configuration section in the left menu. 
3. Click the Actions menu and select Configure form sections.
4. Click the Talent Assessment checkbox. Configure additional options, such as sort order, expanded by default, etc.
5. Click Save. The section is added to the form layout.

6. Only specific fields display by default but there are many additional fields that can be included in the section.  Click the section's Actions menu to make changes and updates to the fields and section layout. Be sure to save any changes.

   
   
   
   Once you complete these steps, the Talent Assessment section is available on the bulk evaluation form.  If the manager evaluation form is configured to include a Talent Assessment section, managers can still fill out the fields there. Any information entered in the manager evaluation form will be displayed in the bulk evaluation form and vice versa, provided the field exists in both section layouts.