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Administrator Guide
Last Updated: 2023-06-23
Create Talent Review Templates

Create Talent Review Templates

Security:
Set Up: Talent Review
 and
Talent Review
 domains in the Talent Pipeline functional area.
Set guidelines for a talent review by creating a template that defines:
  • Who the review is for.
  • What type of talent information to capture.
  • How to organize the information.
  • What employees and managers see when they complete the review.
To add sections to a talent review template, enable the
Talent Review
 domain and the subdomain for each section. The subdomains inherit the permissions from the parent domain, which you can override. Example:
Talent Review
 and
Talent Review: Competencies
.
  1. Access the
    Create Talent Review Template
     task.
  2. Click
    Configure Talent Review Template
    .
  3. (Optional) Click
    Edit
     to specify the template audience and purpose:
    1. Click the
      Applies To
       prompt to select a rule that identifies the target population for this template.
    2. Enter a
      Company Statement
       that provides comments or a message for talent cards.
      This statement only displays on talent cards that you print for talent reviews based on this template.
    3. Click
      Save
      .
  4. Click
    Configure Instructional Text
     to provide instructions for employees and managers or others who use this template.
    Option Description
    Welcome Page Instructions
    Enter instructions for employees and managers when they begin the talent review, and add a
    Welcome Page Title
     that distinguishes this review from other reviews.
    Welcome Back Page Instructions
    Enter instructions for employees and managers when they return to an in-progress talent review. You can also specify a unique
    Welcome Back Page Title
     to remind users that this review is in progress.
    Summary Editor Page Instructions
    Enter instructions for employees and managers to explain the summary editor page. You can also add a
    Summary Page Title
    .
    If you leave a field blank, then the corresponding section has no instructions on the template for that role. Workday recommends that you provide a
    Welcome Page Title
     at a minimum and keep page titles concise for best display.
  5. Click
    Configure Section Order
     to select and organize the template sections:
    1. Specify a
      Section Group Title
      .
      The title can be for a single section or a group of sections.
    2. Select the
      Display as One Section
       check box if you want to combine multiple sections into a group.
      With this option, the Guided Editor presents the section group as a single step, rather than as separate steps in the wizard flow. This setting doesn't affect the Summary Editor.
    3. Click the
      Section
       prompt to select the first section.
  6. Configure each template section:
    1. Click
      Configure
      .
    2. Explain how to complete the section by providing
      Employee Instructions
       and
      Manager and Others Instructions
      .
      These instructions are only for the Guided Editor.
    3. (Competencies only) Select one or more
      Competencies
       for this template.
      You can select any number of competencies, but talent cards display a maximum of 8 competencies.
      In talent reviews, employees can only select the competencies configured on the template. They can't pull in competencies from job profiles, management levels, or other sources.
    4. (Languages only) Select the
      Language Ability Type
       for this template.
      In talent reviews, employees select their proficiency level for this ability type. If you have only 1 active language ability type, Workday automatically uses that type.
    5. (Talent Summary only) Specify which summary fields to display on the template and whether others can view or edit them.
      If you don't select at least 1 summary field for display, the section is empty.
      The
      Employee Talent Summary
       and
      Manager Summary
       fields are limited to 250 characters for optimal display on talent cards. The
      Talent Summary Details
       field has no character limit and doesn't display on talent cards.
    6. (Combined sections only) Click
      Configure
       in the
      Instructional Text
       column to provide
      Employee Instructions
       and
      Manager and Others Instructions
      .
The
Errors & Warnings
 section indicates whether the template is properly configured, including all section requirements and instructional text. Instructional text is optional but recommended.
After you launch a talent review, Workday locks the template to prevent changes. The
Status
 section indicates whether the template is locked and in use, and displays how many talent reviews were initiated on the template. To see a list of in-progress talent reviews, who initiated them, and the initiation date, click the
Initiations
 number.
  • Launch the
    Talent Review
     process.
  • Modify or inactivate a talent review template with the
    Configure Talent Review Template
     report.
    When a template is
    Inactive
    , you can no longer select the template from menu prompts. The template remains valid for in progress or complete talent reviews.