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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Talent Matrix Reports

Steps: Set Up Talent Matrix Reports

  • Configure access to these security domains in the Performance Enablement functional area:
    • Person Data: Competencies
    • Worker Data: Performance Reviews
  • Configure access to these security domains in the Talent Pipeline functional area:
    • View: Talent Matrix
    • Worker Data: Talent Matrix Placement
    • Worker Data: Talent
  • Configure access to the
    Manage: Initiatives
     domain in the Projects functional area.
  • (Optional) Rename terms throughout Talent using the
    Maintain Custom Labels
     task.
View and interact with worker-specific talent data in your organization with talent matrix reports. You can use the Workday-delivered talent matrix reports or create custom reports using the Workday Report Writer.
  • A worker's talent matrix placement displays in:
    • Profiles.
    • Worker preview cards.
    • Talent cards.
To use talent matrix reports, configure security, talent rating options, and the underlying nBox report definitions.
  1. Access the
    Maintain Talent Matrix Setup
     task.
    Select a primary
    Talent Matrix Placement nBox Report
    . This report is on the Worker business object and is basis for showing a worker's talent matrix placement in Workday. If you want all talent reviewers to use a single ratings scale, select the
    Display Talent Matrix Review Rating
     check box and select the default rating scale.
    Security:
    Set Up: Talent
     domain in Talent Pipeline functional area.
  2. Access the
    Maintain Employee Review Setup
     task if you use
    Performance Over Time
     as an axis for the talent matrix report.
    On the
    Worklet
     tab, specify the templates and rating scale to use for both
    Performance Over Time
     report types.
    Security:
    Set Up: Employee Reviews
     domain in Performance Enablement functional area.
  3. Access the
    Configure Competency
     task if you use the Workday-delivered
    Talent Matrix- Performance Over time by Competency
     nBox report.
    Select the
    Use for Talent Matrix
     check box to specify the competency to use with the report.
    Security:
    Set Up: Skills and Experience
     domain in Worker Profile and Skills functional area.
  4. Access the
    Set Up nBox Report
     task.
    Map rating values to each box in the talent matrix grid.
    Security:
    Custom Report Management
     domain in System functional area.
Run Talent Matrix reports.