View the Talent Matrix for a Succession Plan

By default, Dayforce displays the List View when you open the slide-out panel for a succession plan. However, you can also view the plan in the Talent Matrix view to quickly assess each employee’s potential and to visualize their succession readiness based on their talent factor ratings. The talent matrix is designed to help you identify the employees who are excelling, as well as those who might require additional attention.

You cannot add or delete employees in the Talent Matrix. If needed, open the List view of the succession plan slide-out panel.

Note: Talent matrices are configurable and can be updated for your organization's needs in Succession Setup > Talent Review Setup. See Configure Talent Matrices.

To access the Talent Matrix view for a succession plan:

1. Go to Succession > Succession Plans.
2. Click the name of a plan to open its slide-out panel.
3. At the top-right of the slide-out panel, click Talent Matrix.
4. Dayforce switches to the Talent Matrix view, with employees shown in various boxes based on their ratings for the succession readiness factors being plotted:
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6. For example, an employee with a high potential but average performance might be plotted in the “Potential Performer” box to suggest that, with some nurturing, they could improve their performance and become an ideal candidate for succession.

How to Use the Talent Matrix

You can use the following features in the talent matrix:

• If your organization has more than one talent matrix configured, toggle between them using the drop-down list above the talent matrix:
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• See more details about each box by hovering over it, or click the information icon next to its title:
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• Employees without a rating for one or more talent factors are listed to the right of the matrix under Not Rated Yet.
• Click the name of an employee (in either the matrix or in the list) to open their talent score card, where you can rate them on their succession readiness or update their ratings.
• Click the picture of an employee to access their employee card (if enabled). From this card, you can click View Profile to go directly to the employee’s profile.
• From the employee's profile, you can see their talent factor scorecard and access and update additional ratings. See Talent Factor Ratings in the People Feature.
• You might also be able to access their career profile to make more informed decisions about their potential. See Career Profiles in the People Feature.