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Administrator Guide
Last Updated: 2023-06-23
Steps: Enable Manual Talent Matrix Placement

Steps: Enable Manual Talent Matrix Placement

Security:
  • The
    Custom Report Creation
     domain in the System functional area.
  • The
    Set Up: Talent
     domain in the Talent Pipeline functional area.
Managers can plot a worker's talent matrix placement with the
Assess Potential
 task instead of having Workday determine the placement based on the worker's performance rating and potential.
Alternatively, you can create calibration programs to manage talent matrix placement.
Manual talent matrix placement doesn't update after calibration completes. It only updates after completion of the
Assess Potential
 business process.
  1. Create a custom nBox report.
    1. Access the
      Copy Standard Report to Custom Report
       task.
    2. In the
      Standard Report Name
       prompt, select
      Talent Matrix - Performance by Potential
      .
    3. Give the report a meaningful
      Name
      .
    4. Click the
      Drill Down
       tab, add a row to the
      Drillable Fields
       grid, and select the
      Talent Matrix Review Rating
       field.
    5. Click the
      Matrix
       tab. From the
      Group by Field
       prompt under
      Row Grouping
       select the
      Talent Matrix Review Rating
       field.
    6. From the
      Group by Field
       prompt under
      Column Grouping
      , select the
      Potential
       field.
    7. Click the
      Drill Down
       tab. Add 2 rows to the
      Columns
       grid under
      Detail Data
       and select the
      Potential
       and
      Talent Matrix Review Rating
       fields.
  2. Access the
    Set Up nBox Report
     task.
    Map rating values to each box in the talent matrix grid.
  3. Configure the selection list for the
    Talent Matrix Placement
     prompt:
    1. Access the
      Maintain Talent Matrix Setup
       task.
    2. Click the
      Talent Matrix Placement nBox Report
       prompt and select the report you created in Step 1.
    3. Select the
      Enable Manual Talent Matrix Placement
       check box.
    4. For each box in your talent matrix, add a row to the grid, define a
      Box Name
       and
      ID
      , select a
      Potential
       value and a corresponding
      Review Rating
      , and optionally add a
      Description
      . For example:
      Box Name
      ID
      Potential
      Review Rating
      Critical Talent
      1
      High Potential
      3- Outstanding Performance
      Rising Star
      2
      High Potential
      2- Meets Expectations
      Needs Coaching
      3
      High Potential
      1- Needs Improvement
      Emerging Talent
      4
      Medium Potential
      3- Outstanding Performance
      Solid Contributor
      5
      Medium Potential
      2- Meets Expectations
      Questionable
      6
      Medium Potential
      1- Needs Improvement
      Expert
      7
      Low Potential
      3- Outstanding Performance
      Specialist
      8
      Low Potential
      2- Meets Expectations
      Unsatisfactory
      9
      Low Potential
      1- Needs Improvement
  4. Access the
    Set Up nBox Report
     task to specify values for the
    Box Name
     fields you defined in Step 3d.
    This makes the
    Talent Matrix Placement
     report field return the correct values.
(Managers) Access the
Assess Potential
 task to select an employee's talent matrix placement. Talent matrix placement replaces the employee's potential rating. The
Talent Matrix Placement
 field replaces the
Potential
 field and lists the
Box Names
 from the nBox configuration in Step 3. You can view the employee's talent matrix placement:
  • On the
    Employee Potential
     report.
  • On worker profiles in the
    Overview
    ,
    Career
    , or
    Performance
     profile group.