- Adding a new Talent Map
- Setting up Map Admins
- Adding Map Members
- Adding Opportunities
- Adding Match Criteria
Please note that only individuals with the Super Admin or Talent Specialist Role can create Talent Maps.
- Adding a New Talent Map
Navigate to Talent, then Maps. Click on Add Map in the top right corner of your Map dashboard. You will then be prompted to enter a Map Name and a Map Purpose, and whether you wish to collect Opportunity Interest. Please note that you can edit these aspects of your Map at a later date by navigating to the Info tab and clicking on Edit, next to Details.
When you access your Map, you will see an invitation to add Opportunities and Members. There is no particular order in which you must add Opportunities, Members, or Map Admins. You can add them in the order that suits your ideal workflow.
Only those listed in the Company tab can be added as Map Admins. You can find the detailed steps on how to add people to the Company tab here.
In the Admins tab of the Map, click on Invite. You can then search for individuals based on their first name, last name, or email address.
Read this article for a list of all tasks associated to the Map Admin Permission.
Please note that individuals with the Super Admin and Talent Specialist roles have access to all Talent Maps and features. Any Talent Map Admins (added on a per-Map basis) that do not have a Talent Specialist or Super Admin role will only have visibility on the Map that they are an Admin for. Please find the detailed list of roles and permissions here.
Only employees listed in the Company tab can be added as Members. You can find the detailed steps on how to add employees to the Company tab here.
The Members tab in Talent Maps functions in the same way as the Members tab in Talent Groups.
To add Members to your Map, navigate to the Members tab and Click on Add Members.
You will have 3 options to add Members:
- Search for employees that are in the company list.
- Search for previously created Groups of employees.
- Search for Maps that have a list of employees associated with them.
Please note that if a Group is updated after the Group Members have been added to a Talent Map, the Members in the Talent Map will not update. You will have to re-add the Group to have the Map reflect the changes.
Once the Members are added, you can navigate to the Opportunities tab and click on Add Opportunity.
You can find more details about adding, removing or editing Opportunities here.
When you add an Opportunity, you have the ability to import a Match Criteria. Please note that you can always create the Map without Match Criteria and add it later. In that case, the Opportunity will display Not yet defined in the Key Dimensions column.
Read this article for more information about adding, viewing and editing the Match Criteria of an Opportunity.
For more information about Talent Maps, you can read the following articles:
- How do I add and remove Members within a Talent Map?
- How do I add, remove, or edit Opportunities in a Talent Map?
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