OrgChart Now Help Guide

Talent Pool

Overview

When trying to identify the right person to fill an open role, you may want to consider more than one candidate. The Talent Pool allows you to identify a list of potential candidates for any position.

Accessing the Talent Pool Panel

  1. If you are not currently in the planning mode, you will need to open an existing plan, or create a new plan. Reference the Plan Explorer topic for more information to article.

  2. Click on the Talent Pool tab. If the Talent Pool tab is not shown click on the Planning_ExpandMenu.png button (on the right side of the screen).

    talent_pool_screenshot__2_.png

Adding Candidates to the Talent Pool

  1. Search for an employee by Name or Title.

    talent_pool_add.png

    Note

    Note: Yellow text indicates that an employee is outside the scope of the current plan (not a direct or indirect report to the top-box in the plan).

  2. Click on any result to add the associated record to the Talent Pool.

    talent_pool_david_gipe.png
Moving a Candidate into the Plan
  1. In the Talent Pool Panel, click on the Planning_Talent_Move.png or Planning_Talent_Add.png icon to the right of an employee.

  2. You will be prompted to specify a new manager for the employee.  Optionally, you can update other attributes associated with the employee (e.g. title) and/or add a comment. If Effective Dating is enabled, you can also specify the date that the change will be effective.

    Note

    Note: The Planning_Talent_Move.png icon denotes that the employee is moving within the scope of the current plan.

    The Planning_Talent_Add.png icon denotes that the employee is being added to the plan (e.g. the employee is located outside the scope of the current plan).

Additional Options
Planning_Talent_Delete.png

Remove an employee from the talent pool.

Planning_AdditionalOptions.png

Display additional details about an employee.