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Talent Opportunity Planner Overview

Written by Carlo Arazas
Updated yesterday

Workia's Talent Opportunity Planner enables you to easily plan and track candidates that are being considered for a position! 👥

How do I use the Talent Opportunity Planner?

To start using the Talent Opportunity Plans, simply click on Plans in the website header and go to the Talent Opportunity Plans tab.

A list of existing Talent Opportunity Plans where important details such as the Title, Location, Tags, Owner, Status, and Progress are shown.

Click on "+" to create a new talent opportunity plan.

💡Note: Learn more about creating Talent Opportunity Plans.

Talent Opportunity Plan Status and Progress

This shows the overall progress of the Talent Opportunity Plan. Similar with Case Records, completing checklist items add to the Talent Opportunity Plan's progress.

Talent Opportunity Planner Tags

You can add Talent Plan tags to easily sort your Talent Opportunity Plans.

How do I add tags to Talent Opportunity Plans?

There are two ways to add tags to Talent Opportunity Plans:

While in the Talent Opportunity Plans List page, click on "+ Tag" while hovering on an item.

Another way is by opening Talent Opportunity Plan and on the upper left, click on "+ Tag".

Managing Talent Opportunity Planner Tags

You can enable/disable Talent Plan tags by toggling them on/off.

To add a new Talent Plan tag, click on Manage Tags and select "+ Add Talent plan tags".

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