Deltek Talent Management

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Table of Contents
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  • Welcome to Deltek Talent Management
  • What's New
  • Learning Aids
  • Using Online Help
    • Searching Online Help
    • Sending Feedback to Deltek About Any Help Topic
    • Online Help Home Page
  • Getting Started User Overview
    • Welcome to Deltek Talent Management
    • Access to Features Based on Role
    • Terminology
    • Main User Interface Elements
      • Navigation Pane
        • Display or Hide the Left Navigation
      • Dashboard
        • Procedures for the Dashboard
          • Add New Widgets
          • Add New Tasks
          • View Tasks
          • Edit Tasks
        • Elements on the Dashboard
          • Widgets
            • Add New Widgets
          • My Tasks Screen
            • Display the My Tasks Screen
            • Contents of the My Tasks Screen
      • Toolbar
        • Calendar
          • My Calendar Screen
            • Display the My Calendar Screen
            • Contents of the My Calendar Screen
            • Quick Access Tools
          • Mini Calendar
            • Display
          • Procedures for the Calendar
            • Add a New Calendar Event
            • Share Calendars
            • Unshare Calendar Events
            • Export Calendar Events
            • Export Calendar Events to Google Calendar
            • Export Calendar Events to Yahoo Calendar
            • Export Calendar Events to Outlook
            • Review Pending Interviews
        • Manage Favorites
        • Notifications
          • Display the Notifications Screen
          • Contents of the Notification Screen
      • Your My Profile Menu
        • Total Talent Profile
          • Total Talent Profile and Your User Group
          • Total Talent Profile and Core HR
          • Display the Total Talent Profile
          • Edit the Total Talent Profile
            • Edit The Preferences Tab
            • Edit Total Talent Profile Details as an Employee
            • Edit Total Talent Profile Details as a Manager or HRBP
            • Edit the Employee Name and Pronouns
          • Total Talent Profile Tabs
            • About Me
              • Update Your Profile Photo
              • Edit the Employee Name and Pronouns
            • Personal and Contact Details Tab
              • Job History
                • Manage Job History
                • Add Positions to the External Job History List
            • Employment Details Tab
            • Additional Information Tab
            • Performance Tab
            • Development Tab
              • Display the Competency Profile Screen from the Total Talent Profile
              • Manually Add Competencies and Skills Via Total Talent Profile
              • Send Message to Project Team Members
            • Learning Tab
            • Benefits Tab
            • Preferences Tab
            • History Tab
              • Effective Dating Functionality
            • Self-Service Tab
            • Employee File Tab
        • Personalize System Settings Screen
          • Update System Wide Personalization Settings
            • Settings on the Personalize System Settings Screen
          • Communication Delivery
          • Personalize Recruiting Settings Screen
            • Update Personalized Recruiting Settings
        • Account Information
          • Edit Account Information
          • Edit Professional Information
          • Enter Diversity Information
          • Change Your Username
          • Change Your Password
          • Enable Two-Factor Authentication
          • Disable Two-Factor Authentication
        • Org Chart
          • Displaying Successors
        • System Notifications
        • Themes
  • My Employees
    • My Employees Screen
      • My Employees Performance Tab
        • Display the My Employees Performance Tab
        • Contents of the My Employees Performance Tab
        • Reassign an Appraisal as a Manager
      • My Employees Development Tab
        • Display the My Employees Development Tab
        • Contents of the My Employees Development Tab
          • Skills
            • Contents
            • Contents of the Skills Profile Screen From New Skills and Competencies Widget
          • Competencies
            • Contents of the Competency Profile Screen
            • Contents of the Competencies Screen From the New Skills and Competencies Widget
      • My Employees Learning Tab
        • Display the My Employees Learning Tab
        • Contents of the My Employees Learning Tab
    • Employee Job Profile Screen
      • Display the Position Profile Screen
      • Contents of the Employee Job Profile Screen
    • My Matrix Employees Screen
      • Display the My Matrix Employees Screen
      • Contents of the My Matrix Employees Screen
    • 9 Box Screen
      • Display the 9 Box Screen
      • Contents of the 9 Box Screen
    • My Project Teams Screen
      • Display
      • Contents
    • Certifications Screen
      • Display the Certifications Screen
      • Contents of the Certifications Screen
    • Profile Edits Screen
    • My Pending Approvals Screen
      • Display
      • Contents
      • Approval History Screen
        • Display
        • Contents of the Approval History Screen
      • All Pending Approvals Screen
        • Display
        • Contents
      • Personalize and Filter Approvals
  • Recruiting User Overview
    • Recruiting Menu Choices
    • Recruiting Workflow
    • Main Dashboard
      • Manage Your Widgets
      • Recruiting Widgets
    • Résumé Dashboard
      • Display
      • Contents
        • Résumé Badge
          • Résumé Scroll
          • Duplicate Résumé Detected
        • Tabs
          • Résumé Profile Tab
          • Actions Tab
          • Vendor Actions Tab
          • Information Tab
          • Transaction Log Tab
          • Workbench Tab
    • Calendar
      • Mini Calendar
        • Display
      • My Calendar Screen
        • Display the My Calendar Screen
        • Contents of the My Calendar Screen
        • Quick Access Tools
      • Managing Calendars
        • Share Calendars
        • View Calendars
        • Remove an Employee from a Calendar
        • Add an Event to a Calendar
        • Create a Single Event Interview
        • Create a Scheduled Slot Interview
        • Create a Group Event Interview
        • View Events
        • Export to an External Calendar
    • Requisitions
      • Managing Requisitions
        • Display
        • Contents
      • Creating a Requisition (Posting a Job)
        • Create a Requisition Using the Quick Job Posting Widget
        • Create a Requisition Using the Requisition Creation Wizard
        • Create a Requisition from the Job Profile Library
        • Create a Requisition from a Draft
        • Create a Requisition from a Template
        • Create a Requisition by Copying an Existing One
      • Managing a Requisition
        • Edit a Requisition
        • Add a Résumé
        • Print or Email Job Details
        • Screening Questionnaires Library
        • Share a Confidential Requisition
        • Cross Post a Job
        • Share a Job to Social Media
        • View or Add Notes
        • Requisition Status
          • Change Requisition Status
        • Send a Job to a Referral Program
        • View a Referral Posting
        • Send a Job to a Kiosk
        • Issue a Vendor Hiring Order
          • Manage Hiring Orders
          • View Vendor Hiring Order
          • Edit Vendor Hiring Order
          • Manage Vendor Candidates
          • Pending Submission to Recruiter Screen
          • Candidates Submitted Screen
            • Invite to Interview
        • Reassign the Recruiting Manager, Hiring Manager or Team
      • Translating a Requisition into Different Languages
        • Translate a Requisition
      • Approvals Screen
        • Display the Approvals Screen
        • Personalize and Filter Approvals
        • Approve or Reject Requisitions
        • My Pending Approvals Screen
          • Display the Approvals Screen
          • Contents
        • All Pending Approvals
          • Display the All Pending Approvals Screen
          • Contents
        • Approval History
          • Contents of the Approval History Screen
    • Applicants
      • New Résumé Submissions Screen
        • Display the New Résumé Submissions Screen
        • Contents of the New Résumé Submissions Screen
      • Personalize and Filter Résumé Listings
      • Perform Bulk Actions
      • Historical View
        • Perform Bulk Actions on the History View Screen
    • Candidates
      • Active Candidates Screen
        • Display
          • View Active Candidates for a Requisition
          • New Résumé Submissions Screen
      • Personalize and Filter Requisition Settings
      • Perform Bulk Actions on the Active Candidates Screen
        • Change Active Candidate Status
        • Remove as Candidate
        • Invite to Interview
      • Candidate Comparison Screen
      • Search Candidates Screen
        • Display
      • Search for Candidates Attached to Requisitions
      • Search Candidates Results Screen
      • Perform Bulk Actions
        • Change Active Candidate Status
        • Remove as Candidate
        • Invite to Interview
        • Send a Letter
    • Résumés
      • Add a Résumé Screen
        • Display the Add a Résumé Screen
        • Contents of the Add a Résumé Screen
      • Adding Résumés
        • Upload a Résumé
        • Manually Add Résumé Details
      • Search Résumés Screen
        • Display the Search Résumés Screen
        • Contents of the Search Résumés Screen
      • Searching for Résumés
        • Search for a Résumé
        • Personalize and Filter Résumé Search Results
        • View Job Seekers Without a Résumé
        • View Incomplete Applications
        • Perform Bulk Actions
          • Compare Selected Candidates
      • View Newest Résumés Screen
      • Résumé Search Agents Screen
      • Create an Agent
      • Pooled Résumés Screen
      • Create a Résumé Pool
      • Pool Questionnaires
        • Create Pool Questionnaires
        • View Job Seekers in a Pool
        • Perform Bulk Actions on the Pooled Résumés Screen
          • Compare Selected Candidates
        • Personalize and Filter Pooled Résumés
      • Bulk Upload Screen
      • DOI Recruiter Submissions Screen
        • Contents of the DOI Recruiter Submissions Screen
    • Contacts
      • Add a Contact Screen
        • Import from Facebook
        • Import Contacts
      • Manage Contacts Screen
    • Monster
      • Search Monster Screen
        • Bulk Import Monster Search Results
        • Save as Résumé Search Agent
      • Monster Power Résumé Search Screen
      • Monster Cloud Search Screen
        • Advanced Search Options
        • Best Practices for Efficient Search Flow
      • Monster Cloud Analytics Screen
    • Career Builder
      • Search CareerBuilder Screen
    • Offers
      • My Offers Screen
        • Filter the Displayed Offers
        • Create Offers
      • My Pending Approvals Screen
        • Display
        • Contents
        • Personalize and Filter Approvals
        • Approval History Screen
          • Display
          • Contents of the Approval History Screen
        • All Pending Approvals Screen
          • Display
          • Contents
      • Approvals Screen
    • Hires
      • Recent Hires Screen
        • Perform Bulk Actions on the Recent Hires Screen
    • Onboarding
      • Onboarding Tasks
        • Display
        • Contents
      • Active Onboarding
        • Display
        • Contents
      • Onboarding Details
        • Display
        • Contents
          • Dynamic Forms
        • Archive Duplicate Onboarding Documents
          • Remove as Candidate
          • Change Candidate Status
        • Procedures of the Onboarding Details Screen
          • Add a Document into the Onboarding Checklist
          • Route Onboarding Documents and Forms
          • Initiate the Onboarding Process
          • Archive Onboarding Sessions
      • E-Verify User Overview
        • Main Dashboard
          • Alerts
          • Widgets
        • Accessing E-Verify
          • Onboarding
            • Active Onboarding
            • Onboarding Details
        • E-Verify Process
          • E-Verify Cases
            • Display
            • Filtering the Cases Listing
            • Search Case Status Definitions
          • Creating a Case
            • Step 1: Initiate E-Verify
              • Photo Matching
              • Verify Information
              • Initial Case Results
            • Step 2: Verification Results
              • Employment Authorized
              • Tentative Nonconfirmation (TNC)
              • DHS Verification In Process
              • Interim Case Results
                • SSA Tentative Nonconfirmation (SSA TNC)
                • DHS Tentative Nonconfirmation (TNC)
                • Review and Update Employee Data
                • SSA/DHS In Continuance
              • Duplicate Case
            • Final Case Results
              • Employment Authorized
              • SSA or DHS Final Nonconfirmation
              • DHS No Show
              • Error: Close Case and Resubmit
          • Closing a Case
            • Step 3: Close Case
            • Case Closure Statements
          • Case Details
        • Acronyms
        • E-Verify Resources
    • Create TRM Campaign
      • Complete Step 1: Campaign Details
      • Complete Step 2: Campaign Scheduling
        • Create Custom TRM Letter Template
      • Complete Step 3: Campaign Preview
      • Select Test Campaign Recipients
    • Manage TRM Campaign
      • Contents of Manage Campaign Screen
        • My Published Campaigns Section of Manage Campaigns Screen
        • My Created Campaigns Section of Manage Campaigns Screen
        • My Draft Campaigns Section of Manage Campaigns Screen
        • All Active Campaigns Section of Manage Campaigns Screen
      • Campaign Dashboard Screen
        • Display the Campaign Dashboard Screen
        • Contents of the Campaign Dashboard Screen
    • Appendix A: Terminology
      • Résumé Types
      • Glossary of Terms
    • Appendix B: Libraries
      • Screening Questionnaires Library
        • Create Screening Questionnaires
        • Add Questions to Screening Questionaires
        • Create Questions by Copying from Existing Questionnaires
        • Create Custom Questions for a Screening Questionnaire
      • Documents Library
      • Letter Templates Library
        • Create a New Letter
    • Appendix C: Cross-Posting Reports
      • Display Cross-Posting Reports
  • Performance User Overview
    • Phase 1: Planning
    • Phase 2: Performance
    • Phase 3: Assessment
    • Phase 4: Review
    • Performance Menu Choices
    • Definition of Terms
    • Multiple Ways to Launch a Performance Appraisal
      • Launch Appraisals Select Employees Step
      • Launch Appraisals Select Performance Workflow Step
      • Launch Appraisals Review Step
    • Employee Recognition Screen
      • Display
      • Contents
        • Public Recognition Tab Contents
        • My Recognition Tab Contents
        • Give Recognition Tab Contents
      • Give Recognition
      • Edit Employee Recognition
      • View Details of an Employee Recognition
      • Delete an Employee Recognition as an Administrator
    • My Pending Approvals Screen
      • Display
      • Contents
      • Filter Pending Approvals
      • Approval History Screen
        • Display
        • Contents of the Approval History Screen
      • All Pending Approvals Screen
        • Display
        • Contents
    • My Appraisals Screen
      • Display
      • Contents
      • Performance Appraisal Screen
        • Display
        • Tabs
          • Appraisal Information Tab
          • Achievements Tab
          • Core Competencies Tab and Job Competencies Tabs
            • Competencies
          • Goals Tab
            • Add a Goal Within an Appraisal
            • Browse Goals Screen
              • Goal Score Types
          • Skills Tab
            • Skills
            • Add a Skill to an Appraisal
          • Recognition Tab
          • Continuous Feedback Tab
          • Summary Tab
        • Print an Appraisal
      • Appraisal Signatures Screen
        • Display
        • Contents
        • Sign an Appraisal
      • Score this Appraisal Screen
        • Display
        • Contents
        • Score an Appraisal as an Employee
        • Score an Appraisal as a Manager
      • Reassign an Appraisal Screen
        • Reassign an Appraisal as a Manager
        • Reassign Appraisals as an Administrator
    • Employee Goals Screen
      • Display
      • Contents
      • Add an Employee Goal
        • Add an Employee Goal for Yourself
        • Add an Employee Goal for a Direct Report
      • Edit an Employee Goal
      • Goal Score Types
      • Employee Goals Notifications
    • View Employee Goal Screen
    • Browse Goals Screen
    • My 360s Screen
      • Display
      • Contents
      • Rate a 360 Appraisal
      • Create 360s Screen
        • Display the Create 360s Screen
        • Contents of the Create 360s Screen
          • Create 360s Identification Step
          • Create 360s Categories Step
          • Create 360s Content Step
          • Create 360s Select Employees Step
          • Create 360s Select 360 Participants Step
          • Create 360s Review Step
    • Continuous Feedback Screen
      • Display
      • Contents
      • About Editing an Existing Continuous Feedback Session
        • Edit an Existing Continuous Feedback Session as a Manager or Administrator
        • Edit a Continuous Feedback Session as the Creator
        • Edit an Existing Continuous Feedback Session as a Project Team Lead/Owner/Admin
        • Edit a Continuous Feedback Session as a Project Team Member
      • Accept a Continuous Feedback Session as an Employee
      • Accept a Continuous Feedback Session as a Manager
      • Sign-off on a Continuous Feedback Session
      • Continuous Feedback Notifications
        • The Continuous Feedback Session Notification
        • The Continuous Feedback Session Updated Notification
        • New Continuous Feedback Message Notification
        • Continuous Feedback Signature Notification
        • Continuous Feedback Delinquent Manager Notification
      • Create a New Continuous Feedback Session
        • Create a New Continuous Feedback Session for Yourself
        • Create a New Continuous Feedback Session for Your Employee
    • View Continuous Feedback Session Screen
      • Display
      • Contents of the View Continuous Feedback Session Screen
        • Contents of the Continuous Feedback Session Career Path Tab
        • Contents of the Continuous Feedback Session Competencies Tab
        • Contents of the Continuous Feedback Session Development Tab
        • Contents of the Continuous Feedback Session Goals Tab
        • Contents of the Continuous Feedback Session Skills Tab
        • Contents of the Continuous Feedback Session Recognition Tab
      • View a Continuous Feedback Session as a Manager or Employee
      • View a Continuous Feedback Session from Project Teams
  • Learning User Overview
    • Definition of Terms
    • Learning Menu Choices
    • Learning Search Screen
      • Display the Learning Search Screen
      • Use Filters on the Learning Search Screen
      • Sections of the Learning Search Screen
        • Courses
          • Find a Course
          • Course Profile Screen
            • Display
            • Contents
              • Contents of the Read & Sign Course Profile Screen
              • Contents of the Instructor-Led Course Profile Screen
              • Contents of the Course Profile Screen - E-Learning
                • Launch Package Properties Editor
            • Buttons and Icons
          • Class Profile Screen (Student’s View)
            • Display
            • Contents
              • View Class Assignments
            • Import Class Enrollee List
              • Display the Import Class Enrollee List Wizard
              • Complete the Class Enrollee List Wizard
          • Class Profile Screen (Instructor’s View)
            • Display
            • Contents
            • Import Class Enrollee List
              • Display the Import Class Enrollee List Wizard
              • Complete the Class Enrollee List Wizard
        • Learning Paths
          • Contents
            • Details Tab of the Learning Path Profile Screen
            • Courses Tab of the Learning Path Profile Screen
            • Instructors Tab of the Learning Path Profile Screen
            • Students Tab of the Learning Path Profile Screen
            • Buttons and Icons of the Learning Path Profile Screen
          • Actions for the Learning Paths Section
            • Enroll in a Learning Path
            • Enroll Students
            • Add Learning Requirements
            • Drop or Request Re-enrollment to Learning Path
    • Learning Profile Screen
      • Display
      • Contents
      • Sections
        • Learning Paths Section
        • Certifications Section
          • External Certifications Section
            • Display
            • Contents
            • Add an External Certification
        • Course Section
        • Course Watch List Section
        • Class Waiting List Section
        • Course History Section
        • External Training Summary Section
        • Current Recommendations Section
      • Procedures for the Learning Profile Screen
        • Add an External Certification
        • Edit an External Certification
        • Renew an External Certification
    • My Classes Screen
      • Display
      • Sections
        • Classes Section
        • Course Watch List Section
        • Class Waiting List Section
      • Procedures
        • Complete and Upload an Assignment
        • Take a Test
    • Classes Instructing Screen
      • Display
      • Contents
      • Filter the Classes Shown
      • Procedures
        • Create and Post Assignments
        • Create and Post Tests
          • Create a New Test
          • Add Questions and Answers to a Test
            • Types of Test Questions
        • Assign a Weight to the Test
        • Copy an Existing Test to Create a New One
        • Grade Tests
        • Use Grade Book
          • Review a Class and Record Grades
          • Override Automatically Calculated Class Grade
        • Finalize Grades
        • Record Class Attendance
    • Class Schedule Screen
      • Display
      • Filter the Classes Shown
      • Procedures for the Class Schedule Screen
        • Find a Class
        • Enroll in a Class
        • Enroll Your Direct Reports in a Class
        • Save a Class to Your Outlook Calendar
    • Learning Requirements Screen
      • Display the Manage Learning Requirements Screen
      • Contents of the Manage Learning Requirements Screen
      • Procedures for the Learning Requirements Screen
        • Add Learning Requirements
        • View Learning Requirement Details
    • Tuition Assistance Screen
      • Display
      • Contents
      • Procedures for the Tuition Assistance Screen
        • Request Tuition Assistance for Internal Classes
        • Request Tuition Assistance for External Training
    • Training Wish List Screen
    • External Training Screen
      • Display
      • Contents
      • Procedures
        • Add External Training Information Manually
        • Import External Training Information
          • Add External Training Using Existing CSV File
          • Add External Training Using New CSV File
    • Learning Library
      • Display
      • Requested/Checked Out Items Screen
    • Search Library Screen
      • Display
      • Contents
      • Search Results
      • Search for an Item in the Library
      • Request an Item from the Library
  • Development User Overview
    • Definition of Terms
    • Succession Menu
      • Contents
      • Succession Plans Screen
        • Display
        • Contents
        • Succession Plan Screen
          • Display
          • Contents
          • About Nominating a Successor
            • Nominate Successors to the Talent Pool for a Job
            • Nominate a Successor
        • Manage Succession Plan Participants Screen
          • Display
          • Contents
          • Add a Participant
        • Gap Analysis Screen
          • Color Coding on the Gap Analysis Screen
          • Display
          • Contents
        • View a Talent Pool
      • Successor Ranking
        • Display
        • Contents
          • Rank Successors for a Plan That You Own
          • Ask Participants to Rank Successors
          • Edit a Ranking Request
          • Submit a Ranking Request
          • Review Ranking History
      • Domino List
        • Display
        • Contents
        • View an Employee’s Domino List
  • Career Center Overview
    • My Resumes
      • Résumé Profile Screen
        • Display the Résumé Profile Screen
        • Contents of the Résumé Profile Screen
        • Procedures for the Résumé Profile Screen
          • Edit Your Résumé
          • Complete the Job Application Wizard
            • Terms of Use Step of the Job Application Wizard
            • Resume Profile Creation Step of the Job Application Wizard
            • Diversity Information Step of the Job Application Wizard
            • Skills Profile Step of the Job Application Wizard
            • Upload an Attachment Step of the Job Application Wizard
            • Competency Profile Step of the Job Application Wizard
            • Cover Letter Step of the Job Application Wizard
      • Cover Letters Screen
        • Display the Cover Letters Screen
        • Create a New Cover Letter
        • Edit Your Cover Letter
      • Résumé Attachments Screen
        • Display the Résumé Attachments Screen
        • Upload an Attachment Step of the Job Application Wizard
      • Secondary Application Screen
        • Display the Secondary Application Screen
      • Résumé Submission History
        • Display the Résumé Submission History Screen
      • Interview Invitations Screen
        • Display the Interview Invitations Screen
        • View Your Interview Invitation History
      • Contents
      • Contents of the Competency Profile Screen
    • Job Search
      • Search Jobs Screen
        • Quick Job Search Tab
        • Advanced Search Tab
        • Hourly Job Search Tab
        • Results Tab
          • Contents of the Search Results Tab
          • Job Details
            • Send Job To A Friend
        • My Job Search Agents Tab
          • Contents of the Search Agents Screen
      • Search Agents
        • Display the Search Agents Screen
          • Contents of the Search Agents Screen
        • Create Search Agents
    • Refer Someone
    • My Referrals Screen
      • Display the My Referrals Screen
        • Contents of My Referrals Screen
        • Add a Referral
    • Extended Offers
      • Display the Extended Offers Screen
      • Approve or Reject a Pending Offer
    • New Hire Checklist
      • Display the New Hire Checklist Screen
      • Complete the New Hire Checklist
    • Career Development
      • Access Career Development Features
      • My Career Path Screen
        • Display Your Career Path
        • Display a Career Path for a Direct Report
        • Contents
        • Career Path Screen
          • Display
          • Contents
          • Add a Job to Your Career Path
        • Create a Career Path
        • View Pending Career Path Jobs
        • Add a Job to a Direct Report's Career Path
        • Position Profile Screen
      • Development Plans Screen
        • Display as Manager
        • Display as Employee
        • Contents
        • Copy a Development Plan
        • Edit a Development Plan
        • Mark a Development Plan Item as Completed
      • Add Development Plan Screen
        • Display
        • Contents
        • Add a New Development Plan for Yourself
        • Add a New Development Plan For Direct and Indirect Reports
      • Development Plan Items Screen
        • Display
        • Contents
        • Add a Development Plan Item
        • Edit a Development Plan Item
      • View Development Plan Screen
        • Display
        • Contents
      • Search Careers Screen
        • Display
        • Contents
        • Search for a Job
      • Mentoring Relationships
        • Display
        • Contents
        • Display
        • Contents
        • Nominate Yourself as a Mentor
        • Search for a Mentor
        • Send a Message to Your Mentor/Mentee
        • Recommend Activities to Your Mentee
        • Recommend Courses to Your Mentee
      • My Project Teams Screen
        • Display
        • Contents
        • Project Team Screen
          • Display
          • Actions on the Project Team Screen
          • Tabs of the Project Team Screen
            • Summary Tab
            • Members Tab
            • Milestones Tab
            • Messages Tab
            • Appraisals Tab
              • Launch Appraisals from the Appraisals Tab
                • Launch Appraisals Select Employees Step
                • Launch Appraisals Select Performance Workflow Step
                • Launch Appraisals Review Step
              • Launch 360 Appraisals
            • Continuous Feedback Tab of Project Teams
              • Edit an Existing Continuous Feedback Session as a Project Team Lead/Owner/Admin
              • Edit a Continuous Feedback Session as a Project Team Member
          • Ending a Project and Assigning Skills and Competencies
        • Create New Project Team Screen
          • Display
          • Contents
          • Add a New Project Team
          • Edit a Project Team
          • Add New Team Members
    • Terms of Use
      • Terms of Use Screen
        • Display the Terms of Use Screen
  • Reports Overview
    • Reporting Tool Overview
      • Navigation
        • Reporting Tool Navigation Pane
        • Tool Bar
      • Reporting Menu
        • Reports Management
          • Contents
            • Actions on the Reports Management Screen
          • Search Reports
          • Display and Filter Reports
          • Share Reports
          • Shortcut Functions
          • Manage Favorites
            • Access the Favorite Reports List
            • Tag a Report as a Favorite
        • Create Reports
          • Create Reports with Report Wizard
            • Step 1: Select the Category of Report
              • Create a Report Using a Pre-Defined Category
              • Create a Report from Scratch
            • Step 2: Build a Report
              • Add Data Sources
              • Add Columns to Build the Report
              • Add Filters
              • Use the User ID as Filter Criteria
              • Sort Columns
              • Add Crosstab Reports
              • Prompt Check Box
              • Save and Publish the Report
        • Data Object Builder
          • Contents
            • Data Object Tree
              • Actions in the Data Object Screen
            • Tab Bar
            • Work Area
          • Work Area: Graphical View
            • Actions in the Graphical View
            • Rename Data Columns in the Graphical View
          • Graphical View: Toolbar
            • Change Join Types
          • Graphical View: SQL Editor Tab
            • Graphical View: Properties Tab
          • Create Objects Using the Data Object Builder
        • Run Reports
          • Use Report Filters Added to a Report
          • Edit Search Filters
          • Search Through Large Filter Conditions
        • Sample Report Output Screen
        • Schedule Reports
      • Administration Menu
        • Contents of the Manage Settings Screen
        • Manage Groups
          • Actions on the Manage Groups Screen
          • Add Groups
        • Manage Users
          • Actions on the User Management Screen
          • Search and Add Users from Talent Management
          • Search for Users
        • Contents of the User Events Screen
      • Tools Menu
        • Data Explorer
          • Data Explorer Screen
          • Enable the Data Explorer
          • Search Feature for Data Objects and Fields
            • Sample Search for Data Objects and Fields
          • Create Reports with Data Explorer
          • Learn By Creating a Sample Report
          • Learn By Understanding the Relation Chain
          • Export Report Data
        • Data Object Management
        • Contents of the Denorm Stats Screen
        • Contents of the Report Statuses Screen
        • Contents of the Cron Import Table Exceptions Screen
      • Appendix A: Join Selected Data Objects
        • Insert Conditions
      • Appendix B: Column Element Types
        • Constants
        • Functions
          • String
          • Date & Time
          • Aggregate
          • Mathematical
          • Logical Functions
            • Other Functions
        • Types
        • Operators
        • Comparators
    • Recruiting Reports
      • Requisition Activity
        • Candidate Activity by Requisition Report
        • Candidate Activity Tracking
        • Quality of Applicants Report
        • Recruiter Effectiveness Report
        • Recruiter Productivity Report
        • Requisition Details Report
        • Requisition Status Log Report
      • Sources
        • Referral Sources Report
        • Social Media Recruiting Overview Report
        • Sourcing Effectiveness Report
      • Employee Referral
        • Earned Awards by Job Report
        • Jobs With Referral Options Report
        • Jobs With Referrals Report
        • Referral Activity Report
      • OFCCP
        • Candidate Actions Detail Report
        • Demographic Details Report
        • Disposition Details Report
        • Job Seeker Summary Report
        • Résumé Search Details Report
      • Hires
        • Cost Per Hire Report
        • Hire Details Report
        • Quality of Hire Report
        • Time to Fill Report
        • Time to Hire Report
      • Cross-Posting
        • Click Tracking Report
        • Cross-Posted Job Status Report
        • Job Post Count Per Recruiter Per Site Report
        • Job Post Count Per Site Report
        • Posted Sites Report
        • Posting Authorization Report
        • Queuing Report
        • Referring Site Sources Per Job Report
        • Sending Report
      • Diversity
        • Adverse Impact Report
        • Affirmative Action Details Report
        • Diversity Details by Requisition Report
        • Diversity Statistics Report
        • EEO-1 Report
        • Vets-4212 Report
          • Contents of the VETS-4212 Report
      • Custom Reports
    • Learning Reports
      • Certifications
        • Certifications Expiring Report
          • Contents of the Certifications Expiring Report
      • Courses
        • Course Effectiveness by Appraisal Competencies Report
          • Contents of the Course Effectiveness by Appraisal Competencies Report
        • Course Skills and Competencies Report
          • Contents of the Course Skills & Competencies Report
        • Courses With Watch Lists Report
          • Contents of the Courses With Watch Lists Report
        • Performance Competencies Without Courses Report
          • Contents of the Performance Competencies Without Courses Report
        • Successors Course Completion Report
          • Contents of the Successors Course Completion Report
        • Upcoming Recurring Compliance Courses Report
      • Library Sources
        • Checked Out Library Resources Report
        • Library Resources Report
        • Library Resources with Waiting List Report
        • Overdue Library Resources Report
      • Tuition Assistance Administration Section of the Learning Reports Screen
        • Tuition Assistance Totals by Date Range Report
        • Tuition Assistance by Date Report
        • Tuition Assistance Disposition Breakdown Report
      • Classes
        • Class Participation by Attendance Report
        • Instructor Facilitation Activity Report
        • Instructor Performance Report
        • Performance Competencies without Classes Report
        • Roster of Enrolled Students Report
        • Student Class History Report
        • Training Hours Report
        • Training Required Versus Training Accomplished Report
      • Learning Path
        • Career Path Participants with Learning Paths Report
        • Learning Path by Associations Report
        • Learning Path Participation Report
        • New Hire Learning Path Courses without Classes Report
        • Overdue New Hire Learning Path Report
      • Tests
        • Copied Test Trends Report
        • Test Success Report
      • Custom Reports
    • Performance Reports
      • 360 Appraisal Scores Report
        • Contents of the 360 Appraisal Scores Report
      • Goal Progress Report
        • Contents of the Goal Progress Report
      • Appraisal Scores Report
        • Contents of the Appraisal Scores Report
      • Delinquent Appraisal Report
        • Contents of the Delinquent Appraisal Report
      • Phase Status Report
        • Contents of the Phase Status Report
    • Career Paths Reports
      • Bench Planning Summary Report
        • Contents of the Bench Planning Summary Report
      • Gap Analysis: Jobs Report
        • Contents of the Gap Analysis: Jobs Report
      • Gap Analysis Employee Report
        • Contents of the Gap Analysis: Employee Report
      • Average Performance Rating by Tenure Report
        • Contents of the Average Performance Rating by Tenure Report
      • Career Development by Competency Performance Report
        • Contents of the Career Development by Competency Performance Report
      • Career Path Participants with Learning Paths
        • Career Path Participants With Learning Paths
      • Employees Without a Career Path Report
        • Contents of the Employees Without a Career Path Report
      • Potential Distribution Report
        • Contents of the Potential Distribution Report
    • Succession Planning Reports
      • People in Key Positions Report
        • Contents of the People in Key Positions Report
      • Key Positions Report
        • Contents of the Key Positions Report
      • Training Required vs Training Accomplished Report
        • Contents of the Training Required vs Training Accomplished Report
      • Successors Course Completion Report
        • Successors Course Completion Report
      • Succession Plans Without Successors Report
        • Contents of the Succession Plans Without Successors Report
    • Your Organization Reports
      • Positions
        • Vacant Open Positions (Days) Report
      • Turnover
        • Company/Division Turnover Trends Report
        • Employee Profiles Report
        • Job Title Turnover Trends Report
        • Manager Turnover Trends Report
        • Turnover - By Company/Division Report
        • Turnover - By Job Title Report
        • Turnover - By Location Report
      • Salary
        • Salary Range By Salary Grade Report
      • Custom Reports
    • Core HR Reports
      • EEO-1 Report
      • Vets-4212 Report
        • Contents of the VETS-4212 Report
  • Administration
    • Core HR Administrator Overview
      • Add Users to the Core HR Administrator Group
      • Effective Dating Functionality
      • Configure the Additional Information
        • Display
        • Contents
        • Configure the Additional Information Tab
        • Create a Custom Field for the Additional Information Tab
        • Additional Information Tab View Screen
      • Self-Service Administration
        • Display
        • Contents
          • Employee Tab of the Self-Service Administration Screen
          • Manager Tab of the Self-Service Administration Screen
          • HRBP Tab of the Self-Service Administration Screen
      • Upload Employment Record Historical File Screen
        • Display
        • Contents of the Upload Employment Record Historical File Screen
        • Bulk Upload Employment Record Historical Data
        • View Bulk Import Batch Queue
    • Getting Started Core Administrator Overview
      • Display the Administration Menu
      • Administration Menu Contents
      • Custom Menus
        • Display
        • Contents
        • Add Menu Items
        • Rename the Menu Tab
      • Drop-down and Multi-Select Lists
        • Display the Drop-Down and Multi-Select Lists Screen
        • Available List Options
        • Add List Items
        • Logical Values for List Categories
        • Actions in the Select Lists Management Screen
      • Dynamic Forms
        • Display
        • Contents
      • FAQs
        • Display the FAQs Screen
        • Contents of the FAQs Screen
        • Create a New FAQ Category
        • Add a Question to an FAQ Category
        • FAQs Questions Management Screen
      • Features
        • Display the Features Screen
        • Configure Features Settings
        • Enable Dashboard Widgets
      • Groups
        • Display the Groups Screen
        • Contents of the Groups Screen
        • Module Association for Groups
        • Create a New Group
      • Languages
        • Display the Languages Screen
        • Contents of the Languages Screen
        • Token Count in the Languages Screen
        • Set the Language Administrator
        • Edit the Welcome Token
        • Add New Languages
          • Add New Custom Languages
        • Import Language Token Translations
        • Bulk Translate Custom Tokens
        • Word Filter
          • Add Values in the Word Filter
          • View Filter Values
          • Delete Filter Values
      • License File
      • News and Announcements Administration
        • Display the News and Announcements Administration Screen
        • Contents of the News and Announcements Administration Screen
      • Notification Events
        • Display the Notification Events Screen
        • Notification Categories
        • Notification Events Details
          • Display Notification Details
          • Add Recipients to Event Notifications
          • SMS Version Notification Templates
          • Edit Notification Content
          • Add Merge Codes
      • Page Options
        • Display the Page Options Screen
        • Contents of the Page Options Screen
        • Core Tab of the Page Options Screen
          • Manage User-Specific Options on the Core Tab
          • Sections of the Core Tab
            • Configure Account Creation Form Management Settings
            • Create National Identifier Collection Rules
            • Create Duplication Rules
        • Recruiting Tab of the Page Options Screen
          • Sections of the Recruiting Tab
            • Manage Job Search Options
            • Manage Job Details
            • Manage Options for New Résumé Submissions and Active Candidates
            • Manage Résumé Search Options
            • Manage Onboarding Options
      • Survey Tool Administration
        • Display
        • Contents
        • Display
        • Contents
        • Create a Survey
        • Edit a Survey
      • System Settings
        • Display the System Settings Screen
      • Approval Chains
        • Display the Approval Chains Screen
        • Contents of the Approval Chains Screen
        • Create an Approval Chain
      • Bulk Upload User Skills and Competencies
        • Enable the Bulk Upload User Skills and Competencies Feature
        • Display
        • Contents
      • Competencies
        • Display the Manage Competencies Screen
        • Contents of the Manage Competencies Screen
        • Competency Sources
        • Add a New Competency Category
        • View Competencies in a Category
        • Contents of the Competencies Screen
        • Add a New Competency
        • Edit a Competency
        • Display Rating Tips
          • Contents of the Rating Tips Screen
          • Add Rating Tips
        • Development Suggestions
          • Display the Development Suggestions Screen
          • Contents of the Development Suggestions Screen
          • Add Development Suggestions
        • Upload Bulk Upload Competencies
      • Documents
        • Display the Documents Screen
        • Contents of the Documents Screen
        • Add a Document
      • Job Families
        • Display the Job Families Screen
        • Contents of the Current Job Families Section
        • Add a New Job Family
      • Job Profiles
        • Display the Job Profiles Screen
        • Contents of the Job Profiles Screen
        • Create a Job Profile
        • Occupational Information Network (O*NET)
          • Create a Job Profile Using O*NET
        • Bulk Upload Jobs
        • Managing Positions
          • Display the Managing Positions Screen
          • Contents of the Manage Positions Screen
          • Create a Position for a Job Profile
          • Assign an Employee to the New Position
      • Location Groups
        • Display Location Groups
        • Contents of the Location Groups Screen
        • Add a Location Group
      • Locations
        • Display the Locations Management Screen
        • Contents of the Locations Management Screen
        • Types of Locations
          • Create a Physical Location
          • Create a Remote (Virtual) Location
          • Edit a Location
        • Bulk Upload Locations
      • Merge Profiles
      • Organizational Structure
        • Display the Organizational Structure Screen
        • View Structure Levels
        • Organization Level
        • Add an Organizational Level
        • Bulk Upload Structure
        • Add Employees to Organizational Level
      • Scales
        • Display the Scales Screen
        • Contents of the Scales Screen
        • Create a New Scale
          • Step 1: Settings
          • Step 2: Values
          • Step 3: Review
        • Overall Scale Warning
        • How Scales Rate an Appraisal
      • Search for Duplicates
      • Skills
        • Display the Skills Screen
        • Contents of the Skills Screen
        • Manage Skill Categories
          • Display the Manage Skill Categories Screen
          • Contents of the Manage Skill Categories Screen
          • Create a New Skill Category
        • Manage Skills
          • Display the Manage Skills Screen
          • Contents of the Manage Skills Screen
          • View Skills in a Specific Category
          • Create a New Skill
      • Users
        • Display the Users Screen
        • Search for Specific Users
        • Contents of the Users Screen
        • Bulk Action Options on the Users Screen
          • Send a Letter
        • Add New User
          • Sections in the Edit User Profile Screen
        • Bulk Upload Users
        • Off-Board an Employee
      • Employment Periods
      • View Offboarded Users
        • Display the View Offboarded Users Screen
        • Contents of the View Offboarded Users Screen
        • Filter the View Offboarded Users Screen
        • Reassign Pending Items
          • Reassign Pending Items
            • Sections of the Reassign Pending Items Screen
              • Direct Reports Section
              • Pending Self-Service Approvals Section
              • Pending Requisitions Section
              • Pending Offers Section
              • Requisitions Section
              • Appraisal Approver Section
              • Appraiser Section
              • Appraisal Manager Section
              • Cross-Posting Section
    • Recruiting Administrator Overview
      • Recruiting Administration Menu
        • Display the Recruiting Administration Menu
        • Contents of the Recruiting Administration Menu
      • Configuration
        • Application Restriction Rules
          • Display the Application Restriction Rules Screen
          • Contents of the Application Restriction Rules Screen
          • Create an Application Restriction Rule
          • Set Restriction Duration for an Application Restriction
          • How Application Restriction Rules Affect a Job Seeker
          • Customize Application Restriction Button Text
          • Edit Application Restriction Rule
          • Deactivate/Activate an Application Restriction Rule
          • Delete an Application Restriction Rule
        • Diversity Data Collection
          • Display the Diversity Data Collection Screen
          • Contents of the Diversity Collection Options Screen
          • Add an Option to a Diversity Category
          • Edit a Diversity Category Option
          • Change the Sort Order of the Diversity Category Options
          • Deactivate or Activate a Diversity Category Option
          • Delete a Diversity Category Option
          • Additional Information about Diversity Data Collection
        • Dynamic Forms
          • Display the Dynamic Forms Screen
          • Create Dynamic Form
          • Add Fields To A Form
          • Move Fields Within A Form
          • Removing Field from Form
          • Adding and Deleting Rows On A Form
          • Adding a Field Block
            • Add a Field Block
          • Move Field Blocks
          • Remove Field Blocks
          • Managing Repeatable Field Blocks
          • Manage Repeatable Field Blocks
          • Multiple Page Format
          • Create Custom Form Fields
          • Preview Form
          • Edit Dynamic Forms
          • Copy a Dynamic Form
          • Deactivate / Activate Dynamic Form
          • Delete Dynamic Form
          • Manage Form Fields
          • Manage System Fields
          • Edit System Fields
          • Deactivate System Fields
          • Manage Custom Fields
          • Create a Custom Field
          • Edit a Custom Field
          • Encrypt a Custom Field
          • Deactivate or Activate a Custom Field
          • Delete a Custom Field
          • Manage Field Blocks
          • Create a Field Block
          • Preview a Field Block
          • Edit Field Blocks
          • Deactivate/Activate Field Blocks
        • Manage Group Access
          • Display the Manage Group Access Screen
          • Manage Group Access
        • External Front Ends
          • Display the External Front Ends Screen
          • View Front End Details
          • Edit Front End
          • Set the Default Front End
        • Kiosks
          • Display the Kiosks Screen
          • Contents of the Kiosks Screen
          • Create a New Kiosk
          • Edit a Kiosk
        • Social Media Integrations
          • Display the Social Media Integrations Screen
        • Configure LinkedIn Integration
        • Configure JobTarget Pixel-Tracking Feature
        • Teams
          • Display the Teams Screen
          • Create a Team
          • Edit a Team
          • View Team Members
          • Deactivate/Activate a Team
        • Terms of Use
          • Display the Terms of Use Screen
          • Contents of the Terms of Use Screen
          • Create a New Statement
          • Add Terms of Use Version
          • Clone Terms of Use Version
          • Edit Terms of Use Statement Translation
          • Add Terms of Use Version Translation
          • Set the Default Statement
          • Update to Latest Version
          • Deactivate/Activate Statements
          • Delete Statements
        • Workflows
          • Display the Workflows Screen
          • Contents of the Workflows Screen
          • Preview Recruiting Workflow
          • Lock Workflow Process
          • Create a Recruiting Workflow
            • Step 1: Associations
              • Complete Step 1: Associations
            • Step 2: Roles
              • Complete Step 2: Roles
            • Step 3: Form & Approvers
              • Complete Step 3: Form & Approvers
            • Step 4: Statuses
              • Complete Step 4: Statuses
            • Step 5: Résumé Submission
              • Complete Step 5: Résumé Submission
            • Step 6: Candidate Process
              • Complete Step 6: Candidate Process
            • Step 7: User Tasks
              • Complete Step 7: User Tasks
            • Step 8: Automated Actions
              • Complete Step 8: Automated Actions
                • Scenarios for “Action to Perform”
                • Scenario: Candidate Status Change Field Set to Declined
                • Scenario: Change Status Change Field Set to Job Seeker Screens Out
                • Scenario: Candidate Status Change Field Set to Job Seeker Screens Out and Change Status Field Set to Declined
                • Scenario: Action Pending Completion Field Set to Unclaimed Interview
            • Step 9: Offers
              • Complete Step 9: Offers
            • Step 10: Onboarding
              • Complete Step 10: Onboarding
          • Edit Recruiting Workflows
          • Copy Recruiting Workflow
          • Selecting the Default Recruiting Workflow
          • Select the Default Recruiting Workflow
          • Deactivate/Activate Recruiting Workflow
          • Configure Passive Résumé Workflows
          • Create a Passive Résumé Workflow
          • Testing Workflow Associations
          • Test Workflow Associations
        • Global Notification
          • Display the Global Notification Screen
          • Contents of the Global Notification Screen
          • Create and Activate a Global Notification Message
          • Edit a Global Notification Message
          • Delete a Global Notification Message
          • Deactivate a Global Notification Message
          • Unpublish a Global Notification Message
      • Onboarding
        • Onboarding System Settings
          • Display the Onboarding System Settings
        • Onboarding-Specific Features
          • Dispay the Onboarding Specific Features Screen
        • Welcome Page Management
          • Display the Welcome Page Management Screen
        • Document Library
          • Display the Document Library
          • Remove E-Signature Requirement
          • Add an Onboarding Document
          • Manage Onboarding Document Versions
          • Add Onboarding Document Versions
          • Download an Onboarding Document
          • Edit an Onboarding Document Versions
          • Delete an Onboarding Document Version
          • Deactivate/Activate Onboarding Document
        • Bundles
          • Display the Bundles Screen
          • Create Onboarding Bundle
          • Edit Onboarding Bundle
          • Deactivate/Activate Onboarding Bundle
          • Delete Onboarding Bundle
        • Recipients
          • Display the Recipients Screen
          • Create Recipient List
          • Edit Onboarding Recipient List
          • Delete Onboarding Recipient List
        • Onboarding Tasks Management
          • Display the Onboarding Tasks Management Screen
          • Contents of the Onboarding Tasks Management Screen
          • Create An Onboarding Tasks
          • Edit Onboarding Task
          • Delete An Onboarding Task
          • Deactivate An Onboarding Task
      • Cross-Posting
        • Accounts
          • Display the Accounts Screen
          • Manage Accounts
        • Authorization Requests
          • Display the Authorization Requests Screen
          • Authorize or Reject a Requisition for Cross-Posting
        • Site Selection
          • Display the Site Selection Screen
      • Vendors
        • Accounts
          • Display the Vendor Accounts Screen
          • View Vendor Agency Details
          • View Vendor Agency Users
          • Add a Vendor Agency
          • Edit a Vendor
          • Add an Address to a Vendor Agency
          • Add Vendor Users
          • Deactivate/Activate Vendor Agency
          • Edit Vendor Agency Users
          • Deactivate/Activate Vendor Users
        • Charge Codes
          • Display the Charge Codes Screen
          • Create Charge Code
          • Edit Charge Code
          • Delete Charge Code
        • Distribution Lists
          • Display the Distribution Lists
          • Create Distribution List
          • Edit Distribution List
          • Delete Distribution List
        • Locations
          • Display the Locations Screen
          • Add Vendor Agency Location
          • Edit Vendor Agency Location
          • Delete Vendor Agency Location
      • Employee Referral Program
        • Awards Pending Approval
          • Display the Awards Pending Approval Screen
          • Contents of the Awards Pending Approval Screen
          • Approve/Reject an Award
        • Manage Earned Awards
          • Display the Manage Earned Awards
          • Contents of the Manage Earned Awards Screen
        • Earned Awards History
          • Display the Earned Awards History screen.
        • Manage Referral Awards
          • Display the Manage Referral Awards Screen
          • Contents of the Manage Referral Awards Screen
          • Add an Award
        • Requisition Referral Award Plans
          • Display the Requisition Referral Award Plans Screen
          • Contents of the Requisition Referral Award Plans Screen
          • Create New Award Plan
        • Earned Awards by Job
          • Display the Earned Awards by Job Screen
          • Contents of the Earned Awards by Job Screen
      • Résumés
        • Résumé Suggested for Deletion
          • Display the Résumes Suggested for Deletion Screen
          • Contents of the Display the Résumes Suggested for Deletion Screen
        • Job Seeker Account Deletion
          • Job Seeker Delete Own Account
          • Automatic Job Seeker Account Deletion
          • System Changes When Job Seeker Account Deleted
      • Benefit Packages
        • Contents of Benefit Packages Screen
        • Create a Benefit
    • Performance Administrator Overview
      • Performance Administration Menu
        • Display
        • Contents
      • Reassign an Appraisal Screen
        • Reassign Appraisals as an Administrator
        • Reassign an Appraisal as a Manager
      • Appraisals Section
        • Appraisal Administration Screen
          • Display
          • Contents
            • Reassign an Individual Appraisal on the Appraisal Administration Screen
          • Components of an Appraisal
            • Planning
            • Performance
            • Assessment
            • Review
          • Launch a New Appraisal
          • Bulk Appraisal Actions Screen
            • Display
            • Contents
              • Bulk Launch Appraisal
                • Step 1
                • Step 2
                • Step 3
                • Bulk Appraisal Actions Success Screen
              • Bulk Close Appraisals
                • Step 1
                • Step 2
                • Bulk Close Appraisals Success Screen
            • Reassign Appraisals as an Administrator
              • Display
              • Contents
          • Send Employees a Letter Screen
            • Display
            • Send Employees a Letter
              • Step 1
              • Step 2
        • Reassign an Appraisal as a Manager
        • Workflows
          • Display
          • Contents
            • Unfinished Workflows
            • Create/Edit a New Workflow
              • Step 1
                • Identify the Workflow
                • Add Company/Division Associations
                • Add and Remove Employee Associations
                • Workflow Example
              • Step 2
                • Select and Organize Categories
                • Fixing Weights
                • Dynamically Add Employee Goals to an Appraisal
              • Step 3
                • Select Content
                • Add Categories under a Main Skill Category
                • Locking Categories
                  • Lock a Category
                • Managing Weights
                • Revise Weight Values
              • Step 4
                • Select the Scale for a Workflow
              • Step 5
                • Add or Modify Phase Type
              • Step 6
                • Achievements
                • Competencies and Skills, and Goals
                • Performance Journal
                • Scoring
                • Approvals and Signatures
              • Step 7
                • Add or Delete Appraiser Types
                • Appraiser Types
                • Select Appraisal Order
              • Step 8
                • Select Approval Chains
                • Select Approvers
              • Step 9
                • Reorder Approvers
              • Step 10
                • Select Notification Options and Template
                • Notifications
                • Edit Letter Templates
              • Step 11
              • Important Information About Pushing Workflow Edits to Active Appraisals
              • Multi-Function Workflow Scenario
            • Best Practices for Managing Performance Workflows
        • Salary Suggestion Management
          • Display the Salary Suggestion Management Screen
          • Contents of the Salary Suggestion Management Screen
        • Print Configuration Screen
          • Enable the Appraisal Global Print View Configuration Feature
          • Display the Print Configuration Screen
          • Contents
          • Configure Global Appraisal Print View Options
      • Continuous Feedback Section
        • Session Meeting Reasons Screen
          • Display
          • Contents
          • Contents
          • Create a New Session Meeting Reason
          • Edit a Session Meeting Reason
        • Continuous Feedback Administration Screen
          • Display
          • Contents of the Continuous Feedback Administration Screen
            • Bulk Continuous Feedback Actions Screen
              • Display
              • Contents
          • Bulk Launch a Continuous Feedback Session
            • Display
          • Contents of the View Bulk Continuous Feedback Actions Screen
      • Employee Recognition Section
        • Badge Management Screen
          • Contents
          • Create an Employee Recognition Badge
      • 360s Section
        • 360s Administration
          • Display
          • Contents
          • Launch a 360 Assessment as an Administrator or HRBP
            • Contents of the Create 360s Screen
              • Create 360s Identification Step
              • Create 360s Categories Step
              • Create 360s Content Step
              • Create 360s Select Employees Step
              • Create 360s Select 360 Participants Step
              • Create 360s Review Step
        • 360 Assessment Screen
          • Tabs of the 360 Assessment Screen
            • 360 Information Tab
            • Summary Tab
        • Hide 360 Comments
        • Bulk 360s Actions Screen
          • Display the Bulk 360s Actions Screen
          • Contents
          • Bulk Launch a 360 Assessment
            • Identification Step (360 Bulk Launch)
            • Categories Step (360 Bulk Launch)
            • Content Step (360 Bulk Launch)
            • Select Employees Step (360 Bulk Launch)
            • Select 360 Participants Step (360 Bulk Launch)
            • Review Step (360 Bulk Launch)
        • 360 Workflows
          • Display
          • Contents
          • Create New 360 Workflows
            • Step 1
              • Identify the Workflow
            • Step 2
              • Select and Reorganize Categories
              • Fixing Weights
            • Step 3
              • Select Content
              • Add Categories under a Main Skill Category
            • Step 4
      • Goals Section
        • Goals Library
          • Display
          • Contents
          • Edit a Goal Category
          • Add a New Goal Category
          • Delete a Goal Category
          • Add a Goal
          • Manage Goals Screen
            • Display
            • Contents
            • Edit a Goal
            • Display the Initiate Cascading Goal Screen
            • Initiate Cascading Goal Select Employees Step
            • Initiate Cascading Goal Select Appraisals Step
            • Initiate Cascading Goal Review Step
            • Display the Goal Rating Tips Screen
            • Contents
    • Learning Administrator Overview
      • Definition of Terms
      • Learning Administration Menu Choices
      • Courses & Classes
        • Classes Screen
          • Display
          • Filter the Contents
          • Contents
          • Add a Class Screen
            • Display
            • Contents
            • Add a New Class
            • Delete a Class
            • Select an Instructor, Location, and Equipment for a Class
            • Review Class Information
          • Class Enrollment Screen
            • Display
            • Contents
            • Enroll Students in a Class
        • Class Evaluations Screen
          • Display
          • Contents
          • Create an Evaluation
          • Review and Manage Evaluations
        • Courses Screen
          • Contents
          • Contents
          • Add Course Screen
            • Display
            • Add an Instructor-Led Course
              • Tabs of the Add Course Screen for Instructor-Led Course
                • Details Tab for Instructor-Lead Course
                • Attachments Tab for Instructor-Led Course
                • Additional Details Tab for Instructor-Led Course
                • Associations Tab for Instructor-Led Course
                • Approvals Tab for Instructor-Led Course
                • Skills Gained Tab for Instructor-Led Course
                • Competencies Gained Tab for Instructor-Led Course
                • Prerequisite and Equivalent Courses Tab for Instructor-Led Course
                • Equipment Tab for Instructor-Led Course
                • Topics Covered Tab for Instructor-Led Course
            • Add an E-Learning Course
              • Tabs of the Add Course Screen for E-Learning Course
                • Learning Package Import Tab for E-Learning Course
                • Details Tab for E-Learning Course
                • Additional Details Tab for E-Learning Course
                • Associations Tab for E-Learning Course
                • Approvals Tab for E-Learning Course
                • Skills Gained Tab for E-Learning Course
                • Competencies Gained Tab for E-Learning Course
                • Prerequisite and Equivalent Courses Tab for E-Learning Course
                • Equipment Tab for E-Learning Course
                • Topics Covered Tab for E-Learning Course
            • Add a Read and Sign Course
              • Tabs of the Add Course Screen for Read and Sign Course
                • Details Tab for Read and Sign Course
                • Read and Sign Documents Tab for Read and Sign Course
                • Associations Tab for Read and Sign Course
                • Additional Details Tab for Read and Sign Course
                • Approvals Tab for Read and Sign Course
                • Skills Gained Tab for Read and Sign Course
                • Competencies Gained Tab for Read and Sign Course
                • Prerequisite and Equivalent Courses Tab for Read and Sign Course
                • Equipment Tab for Read and Sign Course
                • Topics Covered Tab for Read and Sign Course
          • Edit a Course
            • Tabs of the Edit Course Screen for Instructor-Led Course
              • Details Tab for Instructor-Lead Course
              • Attachments Tab for Instructor-Led Course
              • Additional Details Tab for Instructor-Led Course
              • Associations Tab for Instructor-Led Course
              • Approvals Tab for Instructor-Led Course
              • Skills Gained Tab for Instructor-Led Course
              • Competencies Gained Tab for Instructor-Led Course
              • Prerequisite and Equivalent Courses Tab for Instructor-Led Course
              • Equipment Tab for Instructor-Led Course
              • Topics Covered Tab for Instructor-Led Course
            • Tabs of the Edit Course Screen for E-Learning Course
              • Learning Package Import Tab for E-Learning Course
              • Details Tab for E-Learning Course
              • Additional Details Tab for E-Learning Course
              • Associations Tab for Instructor-Led Course
              • Approvals Tab for E-Learning Course
              • Skills Gained Tab for E-Learning Course
              • Competencies Gained Tab for E-Learning Course
              • Prerequisite and Equivalent Courses Tab for E-Learning Course
              • Equipment Tab for E-Learning Course
              • Topics Covered Tab for E-Learning Course
            • Tabs of the Edit Course Scren for Read and Sign Course
              • Details Tab for Read and Sign Course
              • Read and Sign Documents Tab for Read and Sign Course
              • Associations Tab for Read and Sign Course
              • Additional Details Tab for Read and Sign Course
              • Approvals Tab for Read and Sign Course
              • Skills Gained Tab for Read and Sign Course
              • Competencies Gained Tab for Read and Sign Course
              • Prerequisite and Equivalent Courses Tab for Read and Sign Course
              • Equipment Tab for Read and Sign Course
              • Topics Covered Tab for Read and Sign Course
        • Test Template Screen
          • Display the Create Test Template Screen
          • Contents of the Create Test Template Screen
          • Add a New Test Template
          • Edit Test Templates
        • Tuition Assistance Screen
          • Display
          • Contents
          • Edit Internal Tuition Assistance Requests
          • Edit External Tuition Assistance Requests
          • Request Tuition Assistance on Behalf of a Student
          • Approve, Reject, or Cancel Requests
          • Cancel an Approved Request
          • Record Payments to Employees
          • Tuition Assistance Preferences Screen
            • Display
            • Contents
            • Sections
            • Add Tuition Assistance Caps
            • Add Tuition Assistance Dispositions
            • Add Tuition Assistance Types
        • E-Learning Setup Wizard
          • Display
          • Configure the E-Learning Setup Wizard
        • EPIQ Jobs
          • Display the EPIQ Jobs Screen
          • Contents of the EPIQ Jobs Screen
          • Uploading Multi-Course vs. Single Course
          • Filter EPIQ Jobs
          • Bulk Process EPIQ Jobs
      • Learning Paths
        • Manage Learning Paths Screen
          • Display
          • Contents
          • Search for a Learning Path
          • Edit a Learning Path
          • Clone a Learning Path
          • View Courses Assigned to a Learning Path
          • Assign Courses to a Learning Path
          • Add Learning Path Screen
            • Display
            • Contents
            • Automatic Enrollment in a Learning Path
            • Create a New Learning Path
            • Edit a New Learning Path
      • Certifications
        • Certifications Screen
          • Display
          • Contents
          • Granting of Certifications
            • Grant a Certification
            • Automate the Granting of Certifications
          • Add/Update Certifications Screen
            • Display
            • Contents
            • Add a New Certification
            • Modify a Certification
          • Edit Template Screen
            • Display
            • Contents
            • Edit the Certificate Template
        • Import External Certifications Screen
      • Logistics
        • Buildings Screen
          • Display
          • Contents
          • Add a Building
        • Equipment Screen
          • Display
          • Contents
          • Add an Equipment Type
          • Add New Equipment
          • Add a New Piece of Equipment from Scratch
          • Add a New Piece of Equipment Based on an Existing Piece
          • Reserve Equipment
        • Rooms Screen
          • Display
          • Contents
          • Add a Room
          • Reserve a Room
          • Make a Room Unavailable for Reservation
        • Resource History Screen
          • Display
          • Contents
      • Library
        • Library Resources Screen
          • Display
          • Contents of the Library Resources Screen
          • Filter the Library Resources Shown
          • Add Resources
          • Add a Resource Type
          • Add a Presentation Method
          • Change the Number of Copies of a Resource
          • Review Resource History
        • Add/Edit Resource Screen
          • Display
          • Contents
        • Add a Resource
        • Requested/Checked Out Items Screen
          • Display
          • Contents
          • Check Out a Resource and Give It to an Employee
          • Check In a Resource Returned by an Employee
    • Development Administrator Overview
      • Development Plans
        • Enable the Development Plan Features
      • Development and Succession Planning Administration Menus
        • Development Administration Menu Choices
          • Display
          • Career Path Templates Screen
            • Display the Career Path Templates Screen
            • Contents of the Career Path Templates Screen
            • View Career Path Templates Screen
              • Display the View Career Path Templates Screen
              • Contents of the View Career Path Templates Screen
              • Create a New Career Path Template
              • Add Jobs to a Career Path Template
              • Gap Analysis
                • Launch the Competencies Gap Analysis Table
                • Contents of the Competencies Gap Section
                • Contents of the Skills Gap Section
                • Download Gap Analysis as a Report
              • Edit Jobs in the Career Path Template
              • Delete Jobs from the Career Path Template
              • Edit Career Path Templates
              • Delete a Career Path Template
          • Potential Rating Tips
            • Display the Potentials Rating Tips Screen
            • Edit a Potential Rating Tip
        • Succession Planning Administration Menu Choices
          • Display
          • Manage Succession Plans
            • Display
            • Contents
            • Change Succession Plan Owner
            • Succession Plans Without Successors
              • Display
              • Contents
          • Configure 9 Box
            • Display
            • Contents
            • Edit the 9 Box
      • Enable Launch Appraisals From Project Teams For Specific Employee Groups
Index
Glossary
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This area of the Data Object Builder is displayed across the top of the screen with, graphical and SQL options for viewing the data objects you'll be working with.

The Save or Save as… buttons allow you to name and save the new data object or to save the edited data object as a new object while still retaining a copy of the original.

Parent Topic: Contents of the Data Object Builder
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