Talent Conference Helicopter View - Grid Functionality

When viewing the Talent Conference Helicopter View within a talent conference task, the system displays the selected metric grid with employee icons that correspond with the selected User Criteria, Date Criteria, Filters, and Color Code. The cells are labeled in accordance with the selected grid, and the employees are displayed within the cell that matches their metric ratings. If the number of users that are plotted in a grid cell exceeds the maximum number of visible employees, the system displays arrows within the cell, allowing the user to scroll up and down through the employees contained within the cell.

The Talent Conference Helicopter View can be configured to display ratings for employees based on a specific succession task or based on their most recent ratings.

To open a succession planning task, go to Home > Scheduled Tasks. Then, click the task name.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
SMP Helicopter Evergreen Calibration Allows users to view and calibrate Evergreen succession data within the Helicopter View. This permission can be constrained by OU, User's OU, User, User Self and Subordinates, and User's Direct Subordinates. The constraints that are applied to this permission determine whose data can be viewed and calibrated within the Helicopter View. This is an administrator or manager permission. Talent/Succession
SMP Task - View Grants the ability to view succession tasks. This permission is dynamically assigned to a user when they are assigned any type of SMP task. However, this permission is not dynamically removed when the SMP task has ended. This permission cannot be constrained. Talent/Succession
Task - View Grants ability to view assigned tasks via Scheduled Tasks screen and Welcome Page My Tasks widget. This is an end user permission. Core

View All Users in Cell

When a user clicks the title of a cell, an employee selector pop-up displays all employees within the cell in alphabetical order by last name. The employee selector displays each employee's photo, name, and position, as well as a View Details button. Click the View Details button to open a detailed view of the employee. See Talent Conference Helicopter View - Employee Detailed View.

View User Details

When a user clicks an employee icon within the grid, an employee selector pop-up displays an overview of the employee, including the employee's photo, name, user name, and position. The pop-up also displays the following information:

  • The metric rating titles and values used to plot the employee's grid position. Note: An employee must have a rating for the specified metric for the progress bars to appear. The colors associated with the progress values are configurable for the metric rating scale in SMP Custom Field Administration.
  • The date on which the metric ratings were last updated.
  • The user who last updated the employee's succession ratings or grid placements.
  • Succession Log - Select this link to view a log of succession-related comments that have been added for the user from various locations in the system. See Succession Log.
  • A View Details button. Click the View Details button to open a detailed view of the employee. See Talent Conference Helicopter View - Employee Detailed View.
  • A Record Calibration button. Click the Record Calibration button to confirm the calibration data and finalize the user's position on the grid. See Talent Conference Helicopter View - Record Calibration.

Calibrate or Reposition Employee within Metric Grid

Users are positioned in the Talent Conference Helicopter View's grid based on their succession ratings. Each position in the grid corresponds with a specific combination of succession ratings.

Depending on the succession template's configuration, moderators may be able to calibrate a user's succession ratings by dragging and dropping the user's icon to a different cell within the grid.

See Talent Conference Helicopter View - Calibrate Ratings.

Record Calibration

Depending on the succession template's configuration, moderators may be able to calibrate a user's succession ratings by dragging and dropping the user's icon to a different cell within the grid. However, a calibration is not finalized until the calibration is recorded.

To record a calibration, click the employee's icon within the grid. Within the pop-up, click the Record Calibration button.

See Talent Conference Helicopter View - Record Calibration.

Reset Grid

If the grid placements are reset, this applies even if an employee has been repositioned and the new position has been saved and recorded. Once the original grid placements are reset, the asterisks are removed. This action cannot be undone.

Click the Reset Grid button in the upper-right corner of the grid to revert all employees to their original grid placements. A confirmation pop-up appears.

Back, View Summary, Save, or Cancel

Click Back to discard any unsaved calibrations and return to the Talent Conference step of the Talent Conference task. See SMP Talent Conference Task - Talent Conference Step.

Click View Summary to view a summary of the Talent Conference step. See Talent Conference Helicopter View - Summary.

Click Save to save all employee position adjustments. All grid placements are saved. The asterisks remain to denote that the user has been repositioned and that the new position has not yet been recorded. Calibrations are not finalized until the calibrations are recorded. See Talent Conference Helicopter View - Record Calibration.

Click Cancel to discard any unsaved calibrations.