Attention: This topic explains how to use the Talent Matrix Template page. For information on how to map succession planning lookup values to nine box values using the Nine Box Values: Overview and Define Nine Box Mapping pages, see: Mapping Succession Planning Lookup Values to Nine Box Values.
If the Talent Matrix feature is enabled and the Manage Talent Matrix Templates function is added to the responsibility, then plan administrators can navigate to the Talent Matrix Template page using the Talent Matrix for Performance, Manage Talent Matrix Templates link of the responsibility.
For an overview, see: Using Talent Matrix
As an administrator, you can:
Search for draft and published templates using search criteria such as the matrix name, matrix type, and business group. If you select the Published Templates check box, then the search results display only published templates.
The search results table displays information about the current or published templates depending on the search criteria that you use. From the search results table, you can perform the following tasks for a talent matrix template:
Preview
Update
Delete
Click the Create Template button to navigate to the Create or Update Talent Matrix Template page to create or update a template. See: Creating or Updating Talent Matrix Templates.