The Manage Outstanding Talent Documents screen allows an administrator to view the status of all 180 and 360 review forms that have been started.
To access the manage outstanding talent documents screen, go to Talent > Manage Outstanding Assessments and 360s.
Begin by typing the name of the document for which you want to see the status.
Enter a date range. The results will reflect documents that were started during the selected date range.
You may enter an employee name to further refine the results or leave it blank to see all results for the selected document.
Click Search to see the results.
To view detailed results, select a specific employee/document and click Details in the top toolbar.
The detailed results show the name of the Feedback form and the current step within the process. The timeline allows an administrator to see the date that each step was completed.
You can perform the following actions:
Click the Open option to view the Talent Document, including all feedback that has been entered.
When a document is deleted, all associated feedback that has been submitted is also deleted. The system will warn you that you are about to permanently delete the document.
Click OK to complete the deletion process.
If the user is still in the audience for this document, a new, blank version of the document will be available on their Talent Documents section.
This option allows an administrator to send the document back to the previous step.
Any information that was previously submitted can be viewed and then edited by the assessor. If an assessor had started to fill out information for the current step (that is, information was saved, but not submitted), this information will be lost when the document is reverted.
When a document is reverted, the system will give an administrator the option to send an email to the user letting them know that the document has been reverted, as shown in the screen below.
The system will also warn you that any information saved for the current step will be lost.
Click OK to revert the document. Once a document has been reverted, this will be reflected on the document’s timeline.
When a 360 review form is selected, the Overview screen will detail how many raters have been selected and completed the assessment for each employee.
You can then select an employee and click the Details button in the top toolbar.
The details screen will list each individual rater and their current status in completing the 360 form. If the rater has completed the form, the completion date will also be shown.
You can perform the following actions:
Open each rater’s form and view any feedback that has been entered.
A rater can be deleted. When an administrator selects the Delete option, the system will give a warning message. Click OK to complete the deletion process.
An administrator can use the Add Rater option, in the top toolbar, to add new raters.
To add a new rater, first select the relationship that the rater has with the employee, and then select the rater. Relationship options are:
Once the rater has been selected, check the Send e-mail request to new rater checkbox at the bottom to ensure that the new rater receives the appropriate email notification.
