How do I manage the Talent Review tool as an Admin?

Document created by Bridge Doc Team Employee on Jan 31, 2020Last modified by Bridge Doc Team Employee on Apr 3, 2020
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The Talent Review tool allows managers and executives to plan for their employees' future. The Talent Review tool also assists in determining which employees are meeting their potential and which may need additional resources to succeed. Account admins can customize and format several components of the Talent Review tool and begin and end review cycles.


  • Talent review data may contain private or sensitive information. Facilitator permissions should extend only to those authorized to view and edit sensitive employee data.
  • An admin must enable this feature before you can access the tool.
  • Some features may be restricted based on user role permissions.

Open Admin Menu

  Expanded Global Navigation menu

In the Global Navigation menu, click the Application Switcher icon [1]. Then, click the Admin menu option [2].

Open Talent Review Settings

  Expanded Account Management Menu

Click the Account Management link [1] and then click the Talent Review link [2].

Customize Dimension Questions

  Dimension question customization form

Scroll past the Facilitator and Reviewer sections to see the Dimension Question section [1]. Here, account admins and facilitators can customize the Talent Review 9 Box axes titles [2], questions [3], question descriptions [4], and categories [5] to fit the specific goals and needs of an organization.

For each question, the least desirable characteristic should be entered as the first category [6], a neutral characteristic as the second category [7], and the most desirable characteristic in your employees as the last category [8]. You can also add an optional description to any of the categories [9]. To edit the default text of any of these fields, click the existing text field and add your own text.

Create Custom Questions

  Action plan customization form

Account admins and facilitators also have the option to add custom questions. Admins can edit the question title [1], prompt question text [2], question description [3], answers [4], and answer descriptions [5] of the custom question.

To add an answer, click the Add Answer link [6]. To delete an answer, click the Delete icon [7]. To designate the answer type as single select or multi-select, click the Answer Type menu link [8]. To designate the question as optional or required, click the Question Type menu link [9]. To add an additional custom question, click the Add Question link [10]. To delete the question, click the Delete Question icon [11].

Note: Language translation is disabled for all fields when any text is customized on this page.

Start New Cycle

  Talent Review page with Start New Cycle button highlighted

Once your talent review settings are customized, scroll to the top of the page and click the Start New Cycle button to open a new review cycle.

Note: Talent Review questions cannot be customized during an open cycle.

End Current Review Cycle

  Talent Review page with End Current Review Cycle button highlighted

To immediately end a review cycle and move the cycle data to Talent Review history, click the End Current Review Cycle button.

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