Access the Talent Opportunity Planner Settings by clicking on your Profile Icon > Settings > Talent Opportunity Settings.
Talent Opportunity Planner Templates
Toggle a template on/off to enable/disable them when initiating a Talent Opportunity Plan.
Click on "+" to create a new Talent Opportunity Plan Template.
Talent Opportunity Planner Template Checklist Settings
To add a new Talent Opportunity Planner Checklist item, click on "+" or "Add Checklist Item".
You can toggle to Add/Remove Checklist Items that will appear in the Talent Opportunity Plan.
To delete a Talent Opportunity Plan checklist item, simply click on "..." beside the checklist item and select Delete.
Talent Opportunity Planner Milestones
Similar to Case Milestones, completing checklist tasks associated with a milestone reflects on the Talent Opportunity Plan's Overall Progress.
Create a Milestone by clicking on Add Milestone. Fill in the details and associate related tasks.
💡Learn more about managing Milestones and Checklists.
Talent Opportunity Planner Template Initiation Settings
Position Details
You can toggle to Add/Remove Fields that will appear or select Required fields during initiation.
Position title
Location
Status
Owner
Purpose
Department
Region
Job Grade
Duration
Min Salary, Max Salary, and Salary Currency
Preferred Start Date
Job Description
Business Case
Organization Structure
You can toggle to Add/Remove Fields that will appear or select Required fields during initiation.
Organization Leader
Reporting Manager
Division
Business Unit
Legal Entity
Cost Center
Cost allocation
Scenarios and Costs
To edit Scenario details, you can click on "..." and select Edit or simply select the scenario.
Local Hire
Domestic Relocation
Short Term Assignment
International Permanent Transfer
Long Term Assignment
Managing Talent Opportunity Planner Templates
To edit an existing Talent Opportunity Template, click on a template or click on "..." and select Edit.
To delete a Talent Opportunity Plan Template, open a template and scroll down. Click on "Delete" at the bottom of the screen.
