HR

Step-by-step guide

There are lots of features within the full Talent Managment module and this guide will show you the recommended configuration order.

Contents

• Overview
• 1. Company Goals – Available as Standard and in Full Talent Management
• 2. Performance and Potential Nine Box Grid – Available in Full Talent Management
• 3. Flight Risk Nine Box Grid – Available in Full Talent Management
• 4. Review Forms - Available as Standard and in Full Talent Management
• 5. Review Types - Available as Standard (with some fields disabled) and in Full Talent Management

Overview

The Talent Management module enables you to record employee objectives and align them with your organisation objectives, establish a succession plan for roles in your organisation, analyse the development needs of those in the succession planning and analyse the “flight risk” of employees.

There are a number of areas that require configuration in order to fully utilise the functionality that the Talent Management module offers. Each of these areas has an accompanying information guide and the recommended configuration order is detailed below.

1. Company Goals – Available as Standard and in Full Talent Management

• Go to the following area:
  • Latest (left-hand) menu: Performance & Development > Performance & Development Configuration > Company Goals
  • Pre-2025 (top) menu: System > Talent Management Configuration > Company Goals
• The screen will display any Company Goals that have already been set up showing the date that they were set, if they have been completed – the completed date any notes and whether the goal has been enabled

2. Performance and Potential Nine Box Grid – Available in Full Talent Management

A Nine Box Grid is a tool that can be used to assist with conversations about employee development and succession planning. Employees are mapped against two axes; usually performance and potential. Employees are assigned to relevant boxes on the two measurement categories and can be used to identify the strengths and weaknesses of a group of employees.

• Go to the following area:
  • Latest (left-hand) menu: Performance & Development > Performance & Development Configuration > Nine Box Grid Configuration
  • Pre-2025 (top) menu: System > Talent Management Configuration > Nine Box Grid Configuration
• Click on the tab labelled Performance and Potential 9 Box Grid. The screen will display a Nine Box Grid layout with a key to the left

3. Flight Risk Nine Box Grid – Available in Full Talent Management

The Flight Risk Nine Box Grid is a tool that can be used to assess employees against the axes of Impact and Risk and potentially in conjunction with the Nine Box Grid establish areas of talent or knowledge possible exposure.

• Go to the following area:
  • Latest (left-hand) menu: Performance & Development > Performance & Development Configuration > Nine Box Grid Configuration
  • Pre-2025 (top) menu: System > Talent Management Configuration > Nine Box Grid Configuration
• Click on the tab labelled Flight Risk 9 Box Grid. The screen will display a Nine Box Grid layout with a key to the left

4. Review Forms - Available as Standard and in Full Talent Management

Review Forms create the structure for the review. The form can be divided into sections and to aid with creation a new form can be based on an existing form.

• Go to the following area:
  • Latest (left-hand) menu: Performance & Development > Performance & Development Configuration > Review Forms Configuration
  • Pre-2025 (top) menu: System > Talent Management Configuration > Review Forms
• The screen will display any review forms already set up

5. Review Types - Available as Standard (with some fields disabled) and in Full Talent Management

Review Types enables you to set up different review interactions and to determine which forms and other aspects of Talent are to be incorporated into that type of review. Eg does the type include the use of the nine box rating.

• Go to the following area:
  • Latest (left-hand) menu: Performance & Development > Performance & Development Configuration > Review Types Configuration
  • Pre-2025 (top) menu: System > Talent Management Configuration > Review Types
• The screen will display any review types already set up and what options are included within that type

See all the related Talent Managment guides for more details on each aspect of this configuration path.