Administrator Topic

Create SMP Template - Talent Conference Step

The Talent Conference step enables task moderators to configure and schedule a talent review conference, which engages multiple stakeholders within the organization to provide input in employee calibration decisions. This step utilizes the Talent Conference Helicopter View and metric grids to display each user's ratings and to calibrate ratings. Task moderators are able to record any succession rating calibration decisions, generate a summary report, and distribute the results to stakeholders.

A Talent Conference template must contain at least one Talent Conference step. However, multiple Talent Conference steps can be added.

To create an SMP Template, go to Admin > Tools > Succession Management > Templates. Then, click the Add Template link.

Enter the following information:

  • Title - This is the name of the step, which is displayed to the assessor to indicate the current step. This field is required and the character limit is 50. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

SMP Metric Grid

This section enables administrators to configure which pre-configured SMP metric grids are included in the Talent Conference step. At least one metric grid must be selected.

To add a metric grid, click the plus icon to the right of the SMP Metric Grid section heading. The selected metric grids are added to the section, and they appear in the order they were added.

The administrator can configure whether or not calibration is allowed for the metric grid. An option appears for each axis of the metric grid, and both options are selected by default.

  • When calibration is enabled for the X-axis, the talent conference moderator is able to override the original placement of employees along the X-axis of the Talent Conference Helicopter View.
  • When calibration is enabled for the Y-axis, the talent conference moderator is able to override the original placement of employees along the Y-axis of the Talent Conference Helicopter View.
  • When calibration is disabled for both axes, the Talent Conference Helicopter View cannot be modified. The moderator is only able to view the position of users within the Talent Conference Helicopter View.

The system displays metric grids in all languages based on the Availability and Active Status of the metric grid. The availability of the metric grid is set during the creation of the Metric Grid custom field. The active status of the metric grid is set in Custom Field Administration.

The display language of the metric grid is based upon the language preference of the administrator that is creating the SMP task.

  • If there is a translation available that matches the administrator's language preference, the metric grid title is displayed in the administrator's language.
  • If there is no translation available that matches the administrator's language preference, then the drop-down displays the metric grid title in the default language for the metric grid.

Custom Filters

This section enables administrators to select user record custom fields to be available as filters on the Talent Conference Helicopter View. Only drop-down, radio button, checkbox, and multiple checkbox user record custom fields can be selected.

To add a custom filter, click the plus icon to the right of the Custom Filter section heading. As a best practice, no more than four custom filters should be selected. The selected custom filters are added to the section, and they appear in the order they were added.

To remove a selected custom filter, click the Remove icon.

Save or Cancel

Click Save to save any unsaved changes to the step, or click Cancel to discard any unsaved changes.

 

Last Published: 9/10/2021 If you have feedback or suggestions for an Online Help article, please select this link. © 2021, Cornerstone OnDemand