Talos Perform can help your organisation draw up succession plans, identify areas of personnel-related risk and ensure you don't miss opportunities to develop your talent.
Talos Perform does this by gathering the assessment and opinion of each employee's manager from time to time using its Reviews feature. The steps involved are as follows:
Create your talent profile questionnaire
Conduct the reviews
Report on the results and act
Create your talent profile questionnaire
Note: You will need 'Form Designer' and 'Moderator' access to create a talent and succession planning review form or new section within an existing form.
Is there a natural point in the year - such as a year-end review time - when managers can assess their team's talent profile? If so, you can combine the talent profile questionnaire with the existing review.
Otherwise, create a form specifically for talent profiles. Here's an example - you can find this example in Form Design:
You can also add a 9-box grid like this, with your own labels and descriptions:
To do this, you'll need to select the Grid Only question type.
This will automatically create the example grid above but if you'd like to customise it, you can select the "Show advanced editing options such as privacy and special components?" tick box at the top of your form to edit the JSON.
When adding this section, ensure that the visibility of all questions are marked as "Managers can input, hidden from employees" and the section as a whole is marked as "Manager-only (not shown to appraisee)".
Conduct the reviews
If you're using this section within a year-end review, then continue with the reviews as normal.
If you'd prefer to run a talent review separately, then:
Ensure hidden reviews are enabled on your account
Ensure the "2-step no self-assessment" is also enabled
Set up the reviews in bulk ensuring that you select the "Hidden from reviewee" option and use the "2-step no self-assessment" workflow
Report on the results
Use the Scores and Comments report to filter and extract information on the various questions in the form, for example:
You can also use our new visual 9 box grid report to see where each employee has been rated and the number/percentage of employees in each box:
Note: You will need to enable this feature in Configuration.
To enable 9 box grid reports, go to Configuration > select the 'Superuser' tab and click into the 'Main' drop down tab. In the 'Nine box grid reports' section you will need to use the toggle to enable the feature.
To save a 9 box grid report, you will need to go into the Administration Centre, select the 'Reports' tab. Then click 'Create a report' in the top right corner.
Using the drop down box that appears, select the '9 box grid report'.
Click onto the 'Filter' button, using the 'Questions' section, select the 'Open questions picker'.
A pop up tab will appear for you to choose which questions to filter by, select and click into the 'Talent Management' box, then press 'Apply' and click 'Show results'.
Once your report has been created, you can save this by clicking 'Save report' in the top left side of the page, the pop up will appear to title the name of the report and will appear in your 'Reports' tab.
