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OrgChart Now Help Guide

Table of Contents

Talent Pool

Audience

Audience: Administrators & Read/Write Users Edition: Enterprise

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. Open a new plan, or create a new on with the Plan Explorer.

  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).

    5_2_TalentPool_Selected.png

Adding Candidates to the Talent Pool

  1. Search for an employee by Name or Title.

    5_2_1_Planning_TalentPool_Search.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.

    5_2_1_Planning_TalentPool.png
Moving a Candidate into the Plan
  1. In the Talent Pool Panel, click on the 5_2_1_Talent_Pool_Move.png or 5_2_1_Talent_Pool_Add_Record.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 5_2_1_Talent_Pool_Move.png icon denotes that the employee is moving within the scope of the current plan.

    The 5_2_1_Talent_Pool_Add_Record.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
5_2_1_Talent_Pool_Add_Branch.png

Add selected employee and their subordinates to the current plan.

5_2_1_Talent_Pool_Delete_Record.png

Remove the selected employee from the talent pool.

5_2_1_Talent_Pool_More_Info.png

Display additional details about an employee.

5_2_1_Talent_Pool_Less_Info.png

Hide additional details about an employee.

Clear

Remove all staged records from the Talent Pool.