How to add new round in Talent snapshot

Customer Success Updated by Customer Success

Only users with administration rights will be able to add new round in Talent snapshot.

You can now add new round in Talent snapshot for your users.

To do this:

1. Select Admin>Talent Snapshots: Configure.

2. Select "New Round."

3. Fill up all the details in the "Round Details."

The "Round Details" page will be displayed as below:

Round Name: Write the name of the round which you want to it to be displayed.

Select Template*: You will get the predesigned template to select the Template.

Deadline Date: Select a deadline by when you want your team to submit the round.

Schedule Round For Later: You can enable the schedule button to schedule the round.

Employee Sharing Options: Answers sharing options can be selected as you want.

4. Click on "Next" to follow the next steps

5. Enter the Participants details, you can select a specific org unit, match or un-match a specific org unit as per your choice.

Furthermore, Select and unselect user to whom you want to share the round and click on "Next."

6. In the Third step: "Review" you will find the preview of the all the question which will be included in the round.

7. Select "Next."

8. In email notification, you can see the email invitation preview which will be visible to customers.

You can edit the email before sending it to your users by clicking on "Edit" button.

9. Click on "Send now" to send the talent snapshot to your users.

Sharing options

As an admin you can share by individual where the manager has completed the talent snapshot before the round is closed. As best practice we would advise the admin closes the round first and then share all / share by individual if they would like employees to see manager responses. The reason for this is to ensure these are the managers final submitted responses before being shared.

An email will be sent to the employee once shared alerting them that the admin has shared the relevant talent snapshot responses from their manager with them.

1.  Select “Employees” from the existing round from the list.

2.  Select “Share all” and “Share” on the screen as per your requirement.

The Share All button will complete the following if the talent snapshot has not already been shared with the employee:

· Share all completed and submitted talent snapshot responses from managers.

· Share saved talent snapshot responses from managers where responses have been entered for all mandatory questions. In this instance mandatory and non-mandatory saved responses will be shared.

· Talent snapshot responses will not be shared if responses are missing for all mandatory question. These will show as "Incomplete" on the response-sharing employee list page.

· If the talent snapshot template has no mandatory questions, all talent snapshot responses will be shared whether these there are saved or submitted by the manager. These will show as "complete" on the response-sharing employee list page as there are no mandatory questions.

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