Deltek Talent Management

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Table of Contents
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  • Welcome to Deltek Talent Management
  • What's New
  • Talent Management User Guides
  • Learning Aids
    • Basics: User Interface, Navigation, and Personal Options
    • Core Administration and Setup
    • Recruiting Module
    • Performance Module
    • Development Module
    • Learning Module
  • 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 Navigation Pane
      • Main Dashboard
        • Procedures for the Dashboard
          • Add New Widgets
          • Add New Tasks
          • View Tasks
          • Edit Tasks
        • Elements on the Dashboard
          • Widgets
          • My Tasks Screen
            • Display the My Tasks Screen
            • Contents of the My Tasks Screen
      • Toolbar
      • Sub-Menu
      • Breadcrumbs
      • Instructional Videos
    • 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
    • Your Account
      • Total Talent Profile
        • 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
          • Edit the Employee Name
        • Employee Summary Pane
          • Update Your Profile Photo
          • Edit the Employee Name
        • Overview Tab
          • Manage Appraisals
          • Manage Career Path Details
          • Competencies & Skills Panel
            • Manually Add Competencies and Skills Via Total Talent Profile
          • Job History
            • Add Positions to the External Job History List
          • Manage Project Teams
            • Send Message to Project Team Members
          • View Succession Plans
          • Manage Training & Development
        • Personal and Contact Details Tab
        • Employment Details Tab
        • Additional Information Tab
        • Benefits Tab
        • Preferences Tab
        • History Tab
        • Self-Service Tab
        • Employee File Tab
      • Notifications
        • Display the Notifications Screen
        • Contents of the Notification Screen
      • Correspondence Screen
        • Display the Correspondence Screen
      • Personalization Screen
        • Update Personalization Settings
        • Settings on the Personalization Screen
        • Communication Delivery
      • 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
  • My Employees
    • My Employees Screen
      • My Employees Performance Screen
        • Display the My Employees Performance Screen
        • Contents of the My Employees Performance Screen
      • My Employees Development Screen
        • Display the My Employees Development Screen
        • Contents of the My Employees Development Screen
      • My Employees Learning Screen
        • Display the My Employees Learning Screen
        • Contents of the My Employees Learning Screen
    • Employee Job Profile Screen
      • Display the Employee Job 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
  • 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
        • Personalize and Filter Approvals
        • Approve or Reject Requisitions
        • My Pending Approvals Screen
          • Display the Approvals Screen
          • Contents
        • All Pending Approvals
          • Display the Approvals Screen
          • Contents
        • Approval History
          • Display the Approvals Screen
          • 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
      • Approvals Screen
        • Personalize and Filter Approvals
    • 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
              • Display the Competencies Screen
              • Contents of the Competencies Screen
              • Display the Competency Profile Screen
              • Contents of the Competency Profile Screen
          • Goals Tab
            • Add a Goal Within an Appraisal
            • Browse Goals Screen
              • Goal Score Types
          • Skills Tab
            • 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
        • Reassign an Appraisal
    • 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
            • 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
      • 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
          • View a Talent Pool
      • 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
        • Send Job To A Friend
        • Advanced Search Tab
        • Hourly Job Search Tab
        • View All Jobs Tab
          • Contents of the Search Results Tab
        • 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
        • 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
        • Navigation Pane
        • Tool Bar
      • Access Reports
        • Reports Management
          • Contents
            • Actions in the Reports Management Screen
          • Search Reports
          • Display Reports
          • Filter Reports
          • Save Reports
          • Share Reports
          • Shortcut Functions
          • Manage Favorites
            • Access the Favorite Reports List
            • Tag a Report as a Favorite
        • Run Reports
          • Use Report Filters
          • Edit Search Filters
          • Search Through Large Filter Conditions
        • Sample Report Output Screen
        • Schedule Reports
      • Create Reports
        • Create Reports with Data Explorer
        • Create Reports with Report Wizard
          • Step 1: Select the Category of Report
            • Create a Report Using a Pre-Defined Category
            • Create a Report Using a New Category
          • Step 2: Build a Report
            • Add Data Sources
            • Add Columns
            • 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
      • 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
      • Administration
        • Manage Users
          • Actions on the Manage Users Screen
          • Add a User
          • Search for Users
          • Set General, Addresses, and Password & Group Information
        • Manage Groups
          • Actions on the Manage Groups Screen
          • Add Groups
        • Manage Data Objects
        • Upload Your Company Logo
      • 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
        • 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
      • 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
        • Diversity Details by Requisition Report
        • Diversity Statistics Report
        • Affirmative Action Details Report
        • EEO-1 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
        • Contents of the EEO-1 Report
      • Vets-4212 Report
        • Contents of the VETS-4212 Report
  • Administration
    • Talent Management Administration Guides
    • Getting Started Core Administrator Overview
      • Display the Administration Menu
      • Administration Menu Contents
      • Core HR Administration
        • 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
        • Additional Information Tab Configuration
          • Display
          • Contents of the Additional Information Configuration Screen
          • Create a Custom Field for the Additional Information Tab
          • Configure the Additional Information Tab
          • Additional Information Tab View Screen
      • 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
      • 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
        • Bulk Translate Custom Tokens
        • Word Filter
          • Add Values in the Word Filter
          • View Filter Values
          • Delete Filter Values
      • 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
      • System Settings
        • Display the System Settings Screen
      • News and Announcements Administration
        • Display the News and Announcements Administration Screen
        • Contents of the News and Announcements Administration 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
        • 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
        • Bulk Upload Locations
      • 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
      • 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
      • 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
      • Search for Duplicates
    • 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
        • Social Media Integrations
          • Display the Social Media Integrations Screen
        • Configure LinkedIn Integration
        • 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
      • Appraisals Section
        • Appraisal Administration Screen
          • Display
          • Contents
          • 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 Close Appraisals
              • Step 1
              • Step 2
          • Reassign Appraisals Screen
            • Display
            • Contents
          • Send Employees a Letter Screen
            • Display
            • Send Employees a Letter
              • Step 1
              • Step 2
        • 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
              • Multi-Function Workflow Scenario
        • 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 of the Add Course Screen
                • Attachments Tab of the Add Course Screen
                • Additional Details Tab of the Add Course Screen
                • Associations Tab of the Add Course Screen
                • Approvals Tab of the Add Course Screen
                • Skills Gained Tab of the Add Course Screen
                • Competencies Gained Tab of the Add Course Screen
                • Prerequisite and Equivalent Courses Tab of the Add Course Screen
                • Equipment Tab of the Add Course Screen
                • Topics Covered Tab of the Add Course Screen
            • Add an E-Learning Course
              • Tabs of the Add Course Screen for E-Learning Course
                • Learning Package Import Tab of the Add Course Screen
                • Details Tab of the Add Course Screen
                • Additional Details Tab of the Add Course Screen
                • Associations Tab of the Add Course Screen
                • Approvals Tab of the Add Course Screen
                • Skills Gained Tab of the Add Course Screen
                • Competencies Gained Tab of the Add Course Screen
                • Prerequisite and Equivalent Courses Tab of the Add Course Screen
                • Equipment Tab of the Add Course Screen
                • Topics Covered Tab of the Add Course Screen
            • Add a Read and Sign Course
              • Tabs of the Add Course Screen for Read and Sign Course
                • Details Tab of the Add Course Screen
                • Read and Sign Documents Tab of the Add Course Screen
                • Associations Tab of the Add Course Screen
                • Additional Details Tab of the Add Course Screen
                • Approvals Tab of the Add Course Screen
                • Skills Gained Tab of the Add Course Screen
                • Competencies Gained Tab of the Add Course Screen
                • Prerequisite and Equivalent Courses Tab of the Add Course Screen
                • Equipment Tab of the Add Course Screen
                • Topics Covered Tab of the Add Course Screen
          • Edit a 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
          • 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 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
          • Potentials Rating Tips
            • Display the Potentials Rating Tips Screen
            • Edit a Potentials 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
      • Development Plans
        • Enable the Development Plan Features
      • Enable Launch Appraisals From Project Teams For Specific Employee Groups
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Glossary
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Constants

A constant is a value that remains the same during an open session.

This includes a person's name, ID, or email address, which may differ from person to person. However, the information does not change for the same person within a session.

Constants include the following:

  • Currency
  • Current Time
  • Date Format
  • User ID
  • User Login
  • User Email
Parent Topic: Appendix B: Column Element Types
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Appendix B: Column Element Types
Constants
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