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Administrator Guide
Last Updated: 2024-03-08
Start Talent Reviews

Start Talent Reviews

  • Configure the
    Talent Review
     business process and security policy in the Talent Pipeline functional area.
  • In the
    Domain Security Policies for Functional Area
     report, configure the security policy for each section on the talent review template. To determine the appropriate permissions, consider each person's role in the talent review process.
  • Security:
    Talent Review
     domain in the Talent Pipeline functional area.
Launch a talent review for an individual, an organization, or a talent pool. Workday offers several choices to make the process simple and flexible, including 2 options for data entry:
  • The
    Guided Editor
     is a wizard that takes you through individual steps, with an interactive navigation bar to move between sections.
  • The
    Summary Editor
     gives you a single-page layout to enter all of your talent information.
Other options help you manage the process workflow. You can:
  • Switch between editors at any time by clicking
    Guide Me
     or
    Go to Summary Editor
    .
  • View the most recent comment, the comment history, and the process history at the bottom of the
    Welcome Page
    .
  • Pause and resume the data entry process as needed.
  • Confirm and submit your talent information when data entry is complete.
A worker can have only 1 talent review in progress at a time. If you launch a talent review for an organization, any member who already has a talent review in progress is ineligible for the second talent review. The process only starts for the eligible members of the organization.
  1. Access the appropriate task:
    • Start Talent Review for Organization
    • Start Talent Review for Worker
  2. Specify who the review is for and select the template.
    • If the review is for a
      Supervisory Organization
      , you can optionally:
      • Include subordinate organizations.
      • Select a calibration program to start simultaneously with this talent review.
    • If the review is for a
      Talent Pool
      , you can only select static talent pools, not dynamic pools.
    • If your tenant has fewer than 10,000 workers, Workday displays the worker counts and lists the first 50 eligible workers.
    • When you select a calibration program, Workday uses the rules and dates defined in the review template to determine employee eligibility.
  3. (Workers and Managers) Complete the
    Update Profile
     task:
    The
    Update Profile
     task name is generic to give you more control over the talent review terminology that workers see.
    1. Click the item in the
      All Items
       section of My Tasks.
    2. Select either
      Go to Guided Editor
       or
      Go to Summary Editor
      .
    3. Provide the applicable information in each section.
    4. (Workers) Click
      Submit
       when you complete your information.
    5. (Managers) Click
      Approve
      ,
      Deny
      ,
      Send Back
      , or
      Close
      .
      If a manager sends back a review for an employee to complete, much of the skills and experiences information that the manager entered is visible to the employee.
  • If you include a calibration program when you start a review, Workday includes the employee's potential assessment from the talent review.
  • Managers can access the
    Talent Review Status Summary
     report to see key attributes of the talent review process for their team. Managers can take immediate action on assigned tasks. They also can see each employee's current performance rating and most recent potential assessment.
If necessary, you can cancel or rescind individual talent reviews. On a worker profile, click
Talent Cards
 and either:
  • Cancel a talent review that has a status of
    In Progress
    .
  • Rescind a talent review that has a status of
    Successfully Completed
    .
Rescind is the only option to stop talent reviews for organizations and talent pools. Workday automatically starts the review process for every eligible member, completing the launch task event. Access the
Mass Rescind Business Processes
 task.
If a talent review stalls because its participants are unable to complete their assigned tasks, you can manually advance the review. Access the
Mass Advance Business Process
 task or from the related actions menu on the overall process, select
Business Process
Advance Manually
. You must have permission on the
Manual Advance
 action in the
Talent Review
 business process security policy.
Workday assigns the
Update My Talent Profile
 step to the administrator who advanced the review, not to the original assignee if you send it back after it was manually advanced.