Utilizing the Talent Search Results and Toolbar

Once your search has been performed, you can see the Search Results screen with the employees matching any of the criteria (OR search) and the percent they matched. There are many functions available from this screen.

1. Results and Filters: The total number of employees that matched the search criteria is noted, with additional options.
   1. Choose Export All to export all the names selected in an .xlsx file. A dialog screen allows you to specify the exported file name and choose which fields you want to export. If there are more than 20 match results, a job is triggered in the back end. An information window will inform the user to download the exported file in Reporting (View Schedules → My Jobs).
   2. Search Criteria options.
      1. Modify Search: The user returns to their initial search criteria.
      2. Save search: The user can save the search criteria for use in the future.
   3. The left column provides a breakdown of the criteria and the number of employees within each criterion. Selecting a filter narrows your results to just the employees within that selection.
      1. Add Criteria: You can add additional criteria to refine your search.
2. List of Employees: A list of all employees that match any of the criteria (OR search) and the percent they matched.
   1. To see only those employees that matched all the criteria (AND search), toggle the Exact Match option on.
   2. To see on which criteria they matched, choose the % of match bar for an employee.

If you select one or more employees from the list, the Search Toolbar appears. You can use the "Employee" box at the top of the list to select all employees in the list.

1. Add to pool: The selected records will all be added to the same Talent Pool. When this is selected the Nominate Employees to Pool screen opens:
   1. Select the Talent Pool to which you want to nominate the employees.
   2. Select a Readiness Level for each employee.
   3. Notes can be added for each employee.
   4. Choose Nominate to add all of the selected employees to the chosen Talent Pool.
   
2. Export: The selected names in an .xlsx file. When this is selected the Export Talent Search Results screen opens.
   1. Enter a name for the exported file.
   2. Select the fields that you wish to have included in the export file. Select the "All" box to include all fields.
   3. Choose Export to export the names.

   If there are more than 20 match results, a job is triggered in the back end. An information window informs the user to download the exported file in Reporting (View Schedules → My Jobs).

   Note

   The Export button is only available to users who have the RBP permissions to use it.
   
3. Compare: The selected employees are listed side-by-side with the basic information criteria fields that you used for the search, and competency ratings. You must have at least two employees selected to use Compare.
   1. Configure Fields can be used to add Basic Information data to the comparison.
   2. The comparison can be printed.
   3. Close the comparison screen.

   Data displaying in this section is stored in the Employee Profile. If the field is blank, it is likely that no data exists in Employee Profile.

   
4. Nominate: The selected employees are nominated to a position. When this is selected the Nominate Employees screen opens. All employees selected will be nominated to the same position.
   1. Select the position to which you’re nominating the employees.
   2. Select a Readiness level and enter a Rank if you wish (if ranking is enabled in Nominations Setup). Ranking is helpful when more than one employee has the same Readiness level.
   3. Enter Notes for any of the employees.
   4. Choose Nominate to nominate these employees as successors to the selected position.