If your enterprise has enabled the Talent Matrix feature, then plan administrators and managers can view talent matrix of workers in a manager's hierarchy using the View Talent Matrix for Performance link from the Succession Planning for Administrators or Succession Planning responsibility.
For an overview, see:
When you click the View Talent Matrix for Performance link, the Succession Planning Portal appears where you can view the Talent Matrix tab that displays talent matrix of workers.
Select the template of your choice.
You can also select a default template that Oracle Succession Planning provides. See: Using the Default Nine Box Matrix Templates to Assess Workforce for more information.
The Select Manager field displays the name of the logged in manager, by default. You can choose a different manager to view the talent matrix of workers in that manager's hierarchy.
When you select the template and a manager and click Go, the application displays workers in relevant grids of the Talent Matrix based on the talent matrix mappings and the succession planning extra information entered for each worker. Only workers directly reporting to the manager are plotted in the Talent Matrix grids and not the indirect reports. To enable the manager to have a complete picture of their assignees plotted on the Talent Matrix, the list of (only) direct assignees not plotted on the Talent Matrix is displayed in the View Employees with Incomplete Succession Details list.
Depending on the talent matrix template grid specifications, an icon is displayed for each worker to indicate if a succession plan exists for the worker or not. If a succession plan is defined for a worker, then a check mark is displayed and if the plan is not created, then an X icon acts as the indicator. Click the check mark to view the successor details for the worker or employee.
Note: While creating a template, if the administrator has not selected the check box for a specific grid, then the succession details will not be available for workers placed in that grid.
Click the X mark to define the succession plan for the worker or employee. To view the worker person card, click a worker's name in the grid. You can view the worker's job details and succession indicators. The succession indicators depend on the X and Y axes of the selected talent matrix template. For example, if the template is to assess impact of loss and retention, only those values are shown.
View Employees with Incomplete Succession Details: Click this link to view a list of employees for whom succession planning details are incomplete. The incomplete succession details are based on the X or Y or both axes values in the talent matrix template. For example, if the template is to assess performance rating and readiness level and if relevant information is not available for an employee, then that employee is listed in View Employees with Incomplete Succession Details list.
Print Talent Matrix: Use this action to print the Talent Matrix report in an Adobe Acrobat PDF format.