FAQ: Talent Reviews
General
- Can both employees and contingent workers participate in talent reviews?
- Yes, both types of workers can take part in talent reviews. Create a talent review rule that specifies which workers to include in the talent review. Associate the talent review rule with your talent review template. Include theContingent Worker as Selfsecurity group in your configuration of theTalent Reviewbusiness process and domain.TheCareer Interests,Job Interests,Relocation Preferences, andTravel Preferencessections aren't available to contingent workers. Workday hides these sections even if you include them on your talent review template.
- Can I load historical talent reviews into Workday?
- No, you can't load completed talent review events from another system. However, you can load historical talent data into Workday (including skills, experiences, and assessments) using the Enterprise Interface Builder (EIB).
- How does information flow between talent reviews and worker profiles?
- Workday pulls completed skill and experience information from an employee's worker profile into the talent review when you launch the review. After completing and approving the talent review, the profile displays updated information from the talent review. If the worker removes a skill or experience during the talent review, Workday also removes that information from the profile.During talent reviews, Workday locks talent information in the talent review to prevent changes from other skills and experience business processes. TheTalent Reviewbusiness process doesn't launch stand-alone skills and experience business processes.
- How can I track talent reviews for my team?
- Access theTalent Review Status Summaryreport to track the status of talent reviews and view completed ratings:Talent ReviewTalent Profile
- The most recent in-progress or completed talent review for each worker on your team.
- Click aReviewbutton to complete reviews waiting for your evaluation and approval.
- Is High Potentialflag if the potential rating is set asHigh Potentialon theMaintain Potentialtask.
- The potential rating from the most recently completedAssess Potentialevent for the employee.
- The performance rating from the most recently completed performance review for the employee.
Talent Review Templates
- Can talent review templates have different security permissions?
- No, the same security permissions apply to all talent review templates. To control view and edit access to individual sections, grant different permissions on each of theTalent Reviewsubdomains.
- Can I provide separate instructions for administrators on talent review templates?
- Yes, use theManagers and Others Instructionsfields for anyone other than employees. To provide instructions for multiple audiences, use the formatting toolbar to differentiate each set of instructions.
- How do I configure competencies?
- Use theConfigure Competencytask to set up competencies in your Workday tenant. Then add theCompetenciessection to the talent review template and specify which competencies to include on the template. If you want to capture different competencies for different groups of workers, create separate talent review templates for each group.Example: Executives haveLeadershipandStrategic Visionas competencies, while sales teams haveNegotiationandPresentation Skills.
- Why is the selection list empty for job interests?
- Identify which job profiles to make public for browsing and selection. To set up a public job catalog:
- In theCreate Job ProfileorEdit Job Profiletask, select thePublic Jobcheck box to identify a public job.
- In theDomain Security Policies for Functional Areareport, configure security for thePublic Job: ViewandPublic Job Qualifications: Viewdomains.
For detailed instructions, see Create a Public Job Catalog. - Does Workday deliver a list of schools for the Education section?
- Workday provides predefined school data that you can load into your tenant using the Enterprise Interface Builder. Alternatively, you can use theCreate Schooltask to set up schools on your own. The Workday school data includes over 19,000 schools in more than 180 countries.During talent reviews, workers can also add schools using free-form text fields in theEducationsection. Schools added manually are only available to the workers who add them.
- Can I change the character limit on the Talent Summary fields?
- No, those fields have a 250-character limit to optimize display on talent cards. Add theTalent Summary Detailsfield to your template so that you can capture additional information. The text in this field doesn't display on talent cards.
- If my template has warnings about incomplete instructional text, can I still launch a talent review?
- Yes, the warnings are just a reminder that instructions are missing and don't prevent you from starting a talent review. Resolve any error messages listed at the top of a talent review template before you can launch a review.
Talent Cards
- Can I change the layout of talent cards?
- Yes, you can override the standard print layout with a custom layout that you create in Workday Studio. You can use 1 layout for all talent cards, or create 1 for current talent cards and 1 for event-based talent cards. See Steps: Create Custom Talent Card Layouts.If you keep the standard print layout, you do have control over the content of talent cards from talent review events. The talent cards only include the sections of data that you configured on the talent review template.
- Why are some talent card sections empty?
- Sections on event-based talent cards are empty if workers don't have information in those areas. Current talent cards reflect a worker's available talent information. In this case, sections are empty if you enable the security domains but the information isn't available.In many cases, security permissions determine whether a section displays on a talent card at all. If you disable the security domain or the person printing the talent card doesn't have permission to view it, that section doesn't display.
- How do talent cards sort information?
- Education is sorted by highest degree, based on theOrderin theMaintain Degreestask. If a worker has 2 degrees with the same sort order, the most recent degree displays first.
- Fluent language precedes other languages.
- Workday sorts work experiences based on theTalent Card Sort Orderin theMaintain Work Experiencestask.
- Workday sorts competencies alphabetically with a maximum of 8.
- On event-based talent cards, the talent review competency rating comes first, followed by the rating from the next highest competency precedence. Current talent cards display ratings from the 2 highest competency precedences.
- Why are some certifications missing from talent cards?
- Talent cards exclude expired certifications. However, expired certifications are available in the talent review itself so that employees can update or remove them.
- Can I select specific performance reviews to include on talent cards?
- No, talent cards always reflect the most recent performance review.
- Can I see a preview of my talent card?
- Yes, click the print button in the Summary Editor to view a talent card with the current talent review information.
- How do I add theTalent Cardstab to worker profiles?
- Add theCareercontent group to the worker profile, then add theTalent Cardsreport to that group. Worker profiles can also display theTalent Cardsreport in theOvervieworPerformancecontent group. See Steps: Set Up Profiles and Profile Groups.
- Can everyone in the management level hierarchy access a worker's talent card?
- No, only the worker's direct manager can access the talent card. Others in the management level hierarchy only view the worker's talent card if you add the management chain to the talent card security policy.
- Can I print talent cards in other languages?
- Yes, Workday prints data and labels on talent cards in the current user's language.
- Can I turn off talent cards?
- Yes, disable the security policy on these domains:
- Self-Service: Talent Card
- Worker Data: Talent Card
Talent cards and talent reviews use the same security domains.To remove current talent cards from worker profiles, use theConfigure Profile Grouptask.To remove talent card print tasks from menus and search, use theTo turn off talent reviews and event-based talent cards, disable the security policy on theTalent Reviewdomain.Hide Workday Delivered Reporttask. When you hide standard reports, Workday doesn't display them in searches. If you can't find a specific report, access theHide Workday Delivered Reporttask to determine if you or another administrator hid it.
Talent Reviews with Calibration
- Can I launch talent reviews with calibration?
- Yes, you can launch talent reviews with calibration for an organization. When you select a calibration program on theStart Talent Review for Organizationtask, Workday concurrently launches the calibration program and the talent review.
- Is the calibration for the same group of workers as for the talent reviews?
- Yes, Workday uses the employee eligibility rules and dates defined in the talent review template instead of the calibration program rules.
- How do I set up talent reviews with calibration?
- If you have talent reviews and calibration set up for your organization, then talent reviews with calibration don't require any additional configuration.
- How does information flow between talent reviews and calibration?
- After a talent review with calibration event completes, Workday pulls potential information from the talent review into the calibration program. Configure the calibration program to use thePotential - Talent Review with Calibrationreport field as the default value for potential. After calibration is complete, the employee's worker profile displays the updated potential assessment from the calibration.