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Administrator Guide
Last Updated: 2023-06-23
Set Up Talent Matrix Placement Indicator

Set Up Talent Matrix Placement Indicator

Security:
  • Set Up: Talent
     domain in the Talent Pipeline functional area.
  • Worker Data: Talent Matrix Placement
     domain in the Talent Pipeline functional area.
You can create an analytic indicator to provide a visualization of talent matrix placement in custom reports. The analytic indicator is based on the primary nBox report in your tenant. The visualization is only available for nBox reports that have a 3 x 3, 4 x 4, or 5 x 5 grid.
  1. Access the
    View Talent Matrix Setup
     report.
    Determine which talent matrix report is the primary nBox report for your tenant in the
    Talent Matrix Placement nBox Report
     field.
  2. Access the
    View nBox Setup
     report.
    In the
    nBox Box Labels
     grid, make a note of the values in the
    Box Name
     and
    Help Text
     columns.
    You can also export the data to Microsoft Excel.
  3. Access the
    Create Analytic Indicator
     task.
    1. At the
      Business Object
       prompt, select
      Worker
      .
    2. At the
      Field
       prompt, select
      Talent Matrix Placement
      .
    3. Create a
      Display Option Name
      , such as
      Talent Matrix Visualization
      .
    4. For the
      Visualization Type
      , select the size of your primary nBox report, such as
      nBox - 3x3
      .
    5. For the
      Default Visualization
      , select
      Empty Box
      .
    6. (Optional) In the
      Default Help Text
       field, specify text to display when you hover over the visualization.
    7. In the
      Display Conditions
       grid, add a row for each box in your nBox grid and specify:
      • Control Field
         =
        Talent Matrix Placement
      • Condition
         =
        equal to
      • Condition Value
         = the box label you found in Step 2
      • Visualization
         = the box position
      • Help Text
         = the help text you found in Step 2
  4. Add the analytic indicator to the
    Talent Matrix Placement
     field in custom reports.
    1. Access the
      Edit Custom Report
       task.
    2. On the
      Columns
       tab, find the
      Talent Matrix Placement
       field, click the
      Options
       prompt, and select the visualization you created in Step 3. The selection list identifies the visualization by its
      Display Option Name
      .
The display conditions for a 2 x 2 talent matrix might look similar to this table:
Condition Field
Condition
Condition Value
Visualization
Help Text
Talent Matrix Placement
equal to
Needs Coaching
Row 1 Column 1
Consider reassignment
Talent Matrix Placement
equal to
Solid Contributor
Row 1 Column 2
Delivers what is required for current position
Talent Matrix Placement
equal to
Rising Star
Row 2 Column 1
Highly valued, seasoned professional
Talent Matrix Placement
equal to
Critical Talent
Row 2 Column 2
Capable of senior management