Deltek Talent Management

Using the Help Search

Learning Aids

Along with online help, you can use learning aids to explore Talent Management features.

The learning aids are grouped by type in the tables below. You can either scroll through this topic or use the following links to navigate to the learning aids that you want to explore.

Click-Thrus/QuickSteps:

Core
Recruiting
Performance
Development
Learning

Clickguides

Videos:

User Interface, Navigation, and Personal Options
Core: Global Settings: System Administration
Core: Global Settings: Your Organization
Recruiting Administration
Recruiting Users and Managers
Performance Administration
Performance Users and Managers
Development Administration
Development Users and Managers
Learning Administration
Learning Users and Managers

Click-Thrus/Quick Steps

Click-Thru /Quick Step	Description
Core
Search for Duplicate National Identifier Data	Administrators learn how to use the Search for Duplicates feature to identify duplicate National Identifier information.
Project Metrics	Managers learn about project roles, applying skills and competencies to those project roles, and creating dynamic project appraisal workflows.
iCal/ics Exporting and Sharing Calendar and Events	Employees learn how to share, export and un-share calendar events between calendars that accept an ics file, and the Talent Management calendar.
Add and View Tasks	Employees, managers, and administrators learn how to create and view tasks on the My Tasks screen.
Recruiting
Candidate Automatic Status Change	Administrators learn how to configure DTM so that a candidate's acceptance or rejection of a job offer automatically updates the candidate's status wherever it displays in DTM (such as on the Active Candidates screen or on reports).
Recruiting Lock Workflow Process	Administrators learn how to enable the Lock Workflow Process feature, to limit the status settings through which recruiters can move candidates to only those specified in the workflow at the time of requisition creation.
Create Onboarding Tasks	Administrators create assigned tasks, which are completed by Recruiting Users and new hires during the Onboarding process. Tasks include the ability to set deadlines, create e-mail reminders, and track task processes.
Cross posting Setup	Administrators configure the Organization's Account and choose which Job Board Sites are available to allow Recruiting Users to cross post Jobs to multiple external job boards from within Talent Management.
Cross post a Job	Recruiting Users cross post a requisition to approved external job boards.
Apply Using the LinkedIn Feature	Administrators learn how to enable and activate the LinkedIn integration so job seekers can apply with LinkedIn.
Performance
Add Goals to an Appraisal via Performance Workflow	Administrators learn how to create a goal in the Goals Library and add it to an appraisal via a performance workflow.
Add Goals within an Appraisal	Managers learn how to add a goal to an appraisal.
Bring an Employee Goal into an Appraisal	Administrators learn how to bring an employee goal into an appraisal.
Create Employee Goals	Employees and managers learn how to create employee goals via continuous employee goal management.
Development
9 Box Configuration	Administrators change default 9 Box configuration, such as whether the content is pulled from appraisal scores or a manually entered score, the layout of content including the x-axis orientation, measurement priority, priority weight, and colors, labels, and descriptions.
View and Manage Employee Potential and Performance Using the 9 Box	Managers use the 9 Box to get a quick, nine-box-grid display of where each employee fits within the organization in terms of performance and potential. Steps show how to manually set an employee’s Overall Potential and Performance Score and how to view Potential and Performance Ratings within the 9 Box.
Configure Employee Referrals	Administrators configure the fields and options that display on Employee Referrals screens, like the Refer a Friend screen, and specify options for collecting National Identifiers and handling duplicate referrals.
Learning
Combined Search for Courses and Curricula	Learning Users use the Learning Search screen to search for and view courses and curricula.
Add Learning Requirements	Managers and administrators learn how to add learning requirements and how to assign or remove users from learning requirement tasks.
Add External Certifications as a Manager or Admin	Managers and administrators learn how to add an external certification to an employee's learning profile.
External Certificates in Drop-Down and Multi-Select Lists	Administrators learn how to add external certificates to drop-down and multi-select lists. In doing so, you define a list of external certificates relevant to the business and industry from which job seekers can select as part of their applications.
Configuring the Training Wish List Feature and Acknowledging Requests	Administrators learn how to add a user to the Training Wish List Administrator group, enable the feature for employees, and acknowledge a TWL request.
Add a Training Wish List Item	Employees learn how to submit a Training Wish List request to a TWL administrator if they need training but cannot find it in the Learning Management System.
Renew and Track External Certifications	Employees learn how to renew an external certification and view external certification history.
SCORM Package Properties Editor	Managers and administrators learn how to use the SCORM Package Properties Editor to adjust settings that influence the behavior of an e-learning package, including how the package is launched and how course history is managed. (SCORM is the Shareable Content Object Reference Model.)
	Return to Top

Clickguides

Clickguide	Description
Total Talent Profile for Core HR Users	Learn about the Core HR module and see a demonstration of the Total Talent Profile tabs and features that are available for users who have licensed the Core HR module.
Talent Relationship Management	Learn about the Talent Relationship Management (TRM) feature, which you use to create and manage recruiting campaigns and to stay engaged with qualified candidates.
	Return to Top

Videos

Video	Description
User Interface, Navigation, and Personal Options
Basic Navigation	Learn how to navigate through Talent Management using the two menu areas: the Navigation Pane and the secondary menu or toolbar.
Personal Options	Users personalize system options, such as the calendar choices, time zone, languages, communication delivery, recruiting settings, dashboard widgets, user ID, and passwords.
Total Talent Profile	Learn about the Total Talent Profile, which provides a single location for all details about your company's employees. Details provided include a summary of the tabs on the profile, as well as information about editing the profile and tracking history of changes.
User Interface Overview	With the release of Talent Management 15, the User Interface has dramatically changed. Use this video to navigate this new UI and learn about the UI components, the navigation pane, the global toolbar, the global search, and widgets.
Core: Global Settings: System Administration
Drop-down and Multi-Select Lists	Administrators manage the options available in the drop down boxes and select lists throughout Talent Management.
Groups and Features	Administrators create and manage Groups to determine access permissions to the various Talent Management Features. Administrators enable and configure Features, by Group, to determine the functionality your Organization will use.
Notifications	Administrators manage how and when the many Talent Management notifications are sent, and customize the content of the email notifications.
Page Options Configuration	Administrators configure what details display for various areas of Talent Management on the Page Options screen.
Core: Global Settings: Your Organization
Approval Chains	Administrators create and manage lists of users who can approve or reject a requisition, an offer, a performance appraisal, and/or a Self-Service edit to the Total Talent Profile.
Competencies	Administrators manage Competencies (Behaviors, traits or knowledge), and Competencies categories, which are used to help match candidates to positions, to provide a basis for appraisal ratings, and to help employees succeed in reaching career goals.
Job Families	Administrators use Job Families to establish associations and enhance workflows.
Job Profiles	Administrators configure Job profiles, which are used when creating a requisition, when associating performance appraisals, as a guide for advancement within an organization, and to describe the role of an employee with that job title within your organization.
Locations and Location Groups	Administrators create and manage the Locations used by your Organization.
Create and Manage Company Organizational Structure	Administrators create and manage the company Organizational Structure. For quick entry of your Organizational Structure, you can use the Bulk Upload option.
Scales	Administrators configure Scales to customize methods of measuring competency experience as well as rating an employee's performance.
Skills	Administrators manage Skills (developed through training and experience) and Skills categories, which are used to match candidates to positions and provide a basis for appraisal ratings.
Users	Administrators view and manage all of the Users that have been added to Talent Management from the Users screen.
	Return to Top
Recruiting Administration
Dynamic Forms	Administrators create and manage dynamic forms, creating forms from scratch, and/or customizing forms to use throughout Talent Management for requisitions, applications, interviews, and more.
Dynamic Form Fields and Field Blocks	Administrators create custom fields and field blocks for dynamic forms.
Recruiting Workflows	Administrators configure workflows to automate several functions of the recruiting process. Creating a workflow involves a 10-step wizard, but you can save a workflow as a draft to finish at another time.
Recruiting Teams	Administrators create Recruiting teams to allow a group of users to share information on requisitions, job seekers, and candidates.
Onboarding Administration	Administrators contribute to onboarding by uploading onboarding documents, creating onboarding bundles, and creating onboarding distribution lists. Once configured, the Onboarding process allows recruiting users to deliver onboarding documents to new hires and send internal communications to other departments relating to a new hire.
Employee Referral Setup	Administrators create and manage awards earned by employees when they refer friends to requisitions.
Crossposting Setup	See the Click-Thrus: Recruiting section of this topic to view a click-thru demonstration of how to configure Crossposting, to allow Recruiting Users to crosspost jobs.
Recruiting Users and Managers
Creating a Letter Template	Recruiting Users create Letter Templates to use to communicate with candidates through Talent Management. Templates save time, create consistency of content, reduce errors, and can be tracked within Talent Management.
Sending a Letter	Recruiting users communicate with candidates via letters. Access to sending letters is available from the Résumé Dashboard of the candidate as well as various areas in the application where candidate lists are shown.
Requisition Creation	Learn how to follow a seven step wizard to create a requisition whether, the requisition is created from scratch, using an existing template, or copying an existing requisition.
Define Requisition Approvers During Requisition Creation Process	Learn how to automate the Requisition approval processes by selecting approvers in Step 3 of the requisition creation process. Choose the approvers, and set whether the process follows the serial or parallel approval timeline.
Manage Requisitions	Managers can view and manage all the jobs assigned to them or associated with their Recruiting team. Common management actions include the ability to edit a requisition, flag a job as featured, cross-post, share on Social Media, add a screening questionnaire, and add a résumé.
Approving a Requisition	Approvers approve requisitions from email notifications or from within Deltek Talent Management.
Share A Requisition on Social Media	Recruiting Users share Requisitions to one or more Social Media sites like LinkedIn, Facebook, and Twitter. You must have account for the media site in order to use this option.
Screening Questionnaire Creation	Recruiting Users can customize Screening Questionnaires with different styles of question and answer combinations to tailor toward specific jobs or departments in your organization.
Add a Screening Questionnaire to a Requisition	Recruiting Users add a screening questionnaire to a requisition either during the creation of the requisition or from the Manage Requisitions page. When viewing résumé submissions or candidates on a requisition, the recruiting user has the ability to review the questionnaire results.
Résumé Dashboard Overview	Recruiting Users learn how to use the Résumé Dashboard to access job seeker information, edit options and easily assess and manage an applicant's progress in the recruitment process.
Résumé Submissions List	Recruiting Users learn how to manage new résumé submissions by performing actions such as marking the submission as a candidate, rejecting the applicant, sending letters, adding to pool and routing a résumé.
Résumé Routing	Recruiting Users can route a résumé to internal users or to external users via their e-mail address. There are two methods of routing a résumé: in bulk with multiple candidates or individually from the Résumé Dashboard of the candidate.
Searching Résumés	Recruiting Users search for a job seeker using one or more specific criteria. Recruiting users can view incomplete applications as well as view job seekers without a résumé. These searches can be saved as a Résumé Search Agent.
Adding Résumés	Recruiting Users can add a résumé into Talent Management. The résumé can be added directly to a specific requisition, an invitation to apply to a requisition can be sent when a résumé is added, or the résumé can be a searchable profile in the system with no association to a specific requisition.
Deleting a Résumé	Recruiting Users and Administrators delete a résumé of a job seeker in a two-step process: a recruiting user suggests that a résumé is deleted from the system and the site administrator approves the rejection. Deleting a résumé permanently removes that résumé from the application.
Hire a Candidate	Recruiting Users hire a candidate from the candidate's Résumé Dashboard.
Onboarding a Candidate	Learn how to use the five-step Onboarding wizard to onboard a candidate. Steps include: onboarding initiation, document selection, letter selection, choosing who is notified about the new hire, and reviewing your choices.
Changing Candidate Status	Recruiting Users can manually change the status of a candidate on either the Résumé Dashboard of the candidate or the Active Candidates list.
Candidate Removal	Recruiting Users have the ability to disposition a job seeker and a candidate from a requisition. There are two methods to remove a candidate from a requisition: in bulk when managing either the New Résumé Submissions or the Active Candidates table and by removing a job seeker via his or her Résumé Dashboard.
Offer Management	Learn how to create an offer using the three-step offer wizard: create offer details (i.e., salary, start date, benefits), select the offer letter, and choose the offer approvers.
Setting Up and Managing Vendor Agencies	Administrators can configure and manage external recruiting agencies from Talent Management. Set up includes creating vendor accounts, creating charge codes, adding vendor locations, and creating distribution lists for vendors.
Issuing and Managing Vendor Hiring Orders	Administrators can configure and manage external recruiting agencies from Talent Management. Set up includes creating vendor accounts, creating charge codes, adding vendor locations, and creating distribution lists for vendors.
Crosspost a Job	See the Click-Thrus: Recruiting section of this topic to view a click-thru demonstration of how to crosspost a Job.
The Employee Referral Program	Recruiting Users enable a requisition with a Referral Award Plan and employees refer someone to a requisition that offers a reward.
	Return to Top
Performance Administration
Appraisal Administration	Administrators view and manage appraisals for all the employees in Talent Management on the Appraisal Administration screen. The screen indicates who has appraisals and who does not, and provides access to bulk actions such as launching appraisals, closing appraisals, and sending employees a letter.
Administrators Launch Appraisals	Administrators launch appraisals for employees in bulk as well as individually.
Appraisal Workflows	Administrators use workflows to automate several functions of the employee appraisal process. Creating a workflow involves a 11-step wizard that includes choosing content, the scale used, which phases are involved, and scheduling events.
360 Workflows	Administrators use 360 Workflows Templates to configure several sections for a 360 assessment.
Goals	See the Click-Thrus: Performance section of this topic for links to click-thrus that describe Administrative functions related to goals.
Closing Appraisals in Bulk	Administrators close appraisals for employees in an organization. Once appraisals are closed in bulk, the administrator can view the details of the closure.
Performance Users and Managers
My Employees Performance Screen	Managers monitor the performance of their direct reports from the My Employees Performance screen. Here you can view and manage appraisals, career paths, development plans, and classes.
Appraisal Overview	An appraisal includes many parts and actions available depending on your role as well as the Performance Workflow configuration.
Managers Create and Launch Appraisals	Managers can be given the ability to create and launch appraisals for direct reports. An appraisal creation wizard allows the manager to create and launch appraisals for one or more employees at a time.
Scoring Appraisals	Employees and Managers enter appraisal scores. Scoring occurs during the Assessment and Review phases of an appraisal.
Create and View 360 Assessments	Managers use 360 Assessments to allow direct reports to rate the performance of a fellow employee. They are also useful for obtaining feedback from external customers.
Acknowledging & Endorsing Skills and Competencies	Managers approve and endorse skills and competencies that have been added to a direct report's Total Talent Profile. Approval and endorsement can be accessed via two different methods: My Employees page and the widget, New Skills and Competencies.
Continuous Feedback	Employees and Managers navigate to the Continuous Feedback feature, create and accept a meeting session, edit, delete, or add participants to a session, send messages in a session, sign-off and complete a session, and add the Continuous Feedback Widget to the Dashboard.
Employee Recognition	Employees and Managers recognize peers, colleagues and direct reports for their accomplishments using Employee Recognition.
Goals	See the Click-Thrus: Performance section of this topic for links to click-thrus that describe User and Manager functions related to goals.
	Return to Top
Development Administration
Assigning Succession Plans	Administrators change ownership of a Succession Plan to another executive by reassigning the Succession Plan.
Create Career Path Templates	Administrators create templates, or sequential lists showing all the possible positions an employee may need to develop the skills and competencies necessary to achieve his or her "Ultimate Job." Templates can be created by job profile, then used by managers for recommendations on an employee's Career Path.
Development Users and Managers
My Employees Development Screen	Managers view and maintain the Career Paths, Development Plans, 9-Box placement, and Succession Plan nominations of a direct report on the My Employees Development screen.
Development Plans	Employees and Managers use Development Plans to provide a focused approach to each employee's training and developmental needs. Managers help their direct reports enhance their job skills and become more effective and productive. Employees track their progress and add tasks to existing plans.
Creating and Managing Career Paths	Managers create Career Paths, which consist of different positions that an employee will need to occupy in order to achieve his or her ultimate job.
Manage Domino Lists	Managers use Domino Lists, a visual representation of a Succession Plan, to quickly identify where an employee's plan is missing a key person and/or position, and to see what could happen if the employee left his or her position.
Create and Manage Mentoring Relationships	Employees and Managers use Mentoring relationships to allow employees to connect with mentors who can help the employee develop competencies and skills, expand his or her knowledge base, or gain experience for future growth.
Create and Manage Project Teams	Managers create and manage project teams through which employees gain skills and competencies by serving on these teams as either team leads or team members.
Launch Appraisals for Project Team Members	Project Team Leads and Team Owners can launch Appraisals for Project Team members and the Team Lead can manage the appraisal going forward. The Performance module must be enabled to use this functionality.
Standard Development Reports	Talent Management provides several standard reports specific to the Development module, related to Career Paths, Succession Planning, and Organization details. Reports can be run and the results exported into several format options.
	Return to Top
Learning Administration
Learning Logistics: Buildings, Rooms & Equipment	Administrators use Logistics to create and manage buildings, rooms, and equipment that is used throughout the Learning module.
Create and Grant Certifications	Administrators create and grant certificates to students after they have successfully completed a course or a curriculum. See the Click-Thrus: Learning section of this topic for links to click-thrus about certifications.
Create and Manage Courses	Administrators create and maintain Courses in Talent Management. Courses are used to classes.
Creating Classes	Administrators and Learning Managers given the proper access create classes from courses within Talent Management. Creating a class may involve scheduling sessions, assigning an instructor, and choosing a location.
Create and Manage Curricula	Administrators create a Curriculum by choosing the courses to fit a theme. A Curriculum is a set of courses with a common theme or learning objective.
Create and Manage Tests and Evaluation	Learning Users with the proper access create and manage tests and evaluations. Tests are used to determine knowledge, intelligence, and/or ability that has been gained by a student after completing a class. Evaluations are used to rate the instruction and/or content of a class.
Learning Users and Managers
My Employees Learning Screen	Managers monitor their employees' training progress on the My Employees Learning Screen. Training details include classes in which employees are enrolled and their progress through a curriculum.
Class Enrollment	Employees search for and enroll in a class utilizing the Course Search function or through the Class Schedule. See the Click-Thrus: Learning section of this topic for a link to the Combined Search for Courses and Curricula click-thru, which explains how to perform searches in the Learning module.
Class Instructor Functions	Instructors with the proper access enroll students, manage assignments, manage tests, take attendance, change the status of a class, and finalize grades.
Learning Profile	Use the Learning Profile to see a consolidated view of your activity within the Learning module, including details on enrolled curriculum, courses, and classes; watch or waiting lists; outside coursework; and recommended courses.
Grade Book	Instructors use the Grade Book to review scores automatically calculated by Talent Management, enter grades manually, override grades, and finalize grades.
Tuition Assistance	Users learn how to request Tuition Assistance screen for external training.
	Return to Top

JavaScript must be enabled in order to use this site.Please enable JavaScript in your browser and refresh the page.

Learning Aids

Along with online help, you can use learning aids to explore Talent Management features.

The learning aids are grouped by type in the tables below. You can either scroll through this topic or use the following links to navigate to the learning aids that you want to explore.

Click-Thrus/QuickSteps:

Core
Recruiting
Performance
Development
Learning

Clickguides

Videos:

User Interface, Navigation, and Personal Options
Core: Global Settings: System Administration
Core: Global Settings: Your Organization
Recruiting Administration
Recruiting Users and Managers
Performance Administration
Performance Users and Managers
Development Administration
Development Users and Managers
Learning Administration
Learning Users and Managers

Click-Thrus/Quick Steps

Click-Thru /Quick Step	Description
Core
Search for Duplicate National Identifier Data	Administrators learn how to use the Search for Duplicates feature to identify duplicate National Identifier information.
Project Metrics	Managers learn about project roles, applying skills and competencies to those project roles, and creating dynamic project appraisal workflows.
iCal/ics Exporting and Sharing Calendar and Events	Employees learn how to share, export and un-share calendar events between calendars that accept an ics file, and the Talent Management calendar.
Add and View Tasks	Employees, managers, and administrators learn how to create and view tasks on the My Tasks screen.
Recruiting
Candidate Automatic Status Change	Administrators learn how to configure DTM so that a candidate's acceptance or rejection of a job offer automatically updates the candidate's status wherever it displays in DTM (such as on the Active Candidates screen or on reports).
Recruiting Lock Workflow Process	Administrators learn how to enable the Lock Workflow Process feature, to limit the status settings through which recruiters can move candidates to only those specified in the workflow at the time of requisition creation.
Create Onboarding Tasks	Administrators create assigned tasks, which are completed by Recruiting Users and new hires during the Onboarding process. Tasks include the ability to set deadlines, create e-mail reminders, and track task processes.
Cross posting Setup	Administrators configure the Organization's Account and choose which Job Board Sites are available to allow Recruiting Users to cross post Jobs to multiple external job boards from within Talent Management.
Cross post a Job	Recruiting Users cross post a requisition to approved external job boards.
Apply Using the LinkedIn Feature	Administrators learn how to enable and activate the LinkedIn integration so job seekers can apply with LinkedIn.
Performance
Add Goals to an Appraisal via Performance Workflow	Administrators learn how to create a goal in the Goals Library and add it to an appraisal via a performance workflow.
Add Goals within an Appraisal	Managers learn how to add a goal to an appraisal.
Bring an Employee Goal into an Appraisal	Administrators learn how to bring an employee goal into an appraisal.
Create Employee Goals	Employees and managers learn how to create employee goals via continuous employee goal management.
Development
9 Box Configuration	Administrators change default 9 Box configuration, such as whether the content is pulled from appraisal scores or a manually entered score, the layout of content including the x-axis orientation, measurement priority, priority weight, and colors, labels, and descriptions.
View and Manage Employee Potential and Performance Using the 9 Box	Managers use the 9 Box to get a quick, nine-box-grid display of where each employee fits within the organization in terms of performance and potential. Steps show how to manually set an employee’s Overall Potential and Performance Score and how to view Potential and Performance Ratings within the 9 Box.
Configure Employee Referrals	Administrators configure the fields and options that display on Employee Referrals screens, like the Refer a Friend screen, and specify options for collecting National Identifiers and handling duplicate referrals.
Learning
Combined Search for Courses and Curricula	Learning Users use the Learning Search screen to search for and view courses and curricula.
Add Learning Requirements	Managers and administrators learn how to add learning requirements and how to assign or remove users from learning requirement tasks.
Add External Certifications as a Manager or Admin	Managers and administrators learn how to add an external certification to an employee's learning profile.
External Certificates in Drop-Down and Multi-Select Lists	Administrators learn how to add external certificates to drop-down and multi-select lists. In doing so, you define a list of external certificates relevant to the business and industry from which job seekers can select as part of their applications.
Configuring the Training Wish List Feature and Acknowledging Requests	Administrators learn how to add a user to the Training Wish List Administrator group, enable the feature for employees, and acknowledge a TWL request.
Add a Training Wish List Item	Employees learn how to submit a Training Wish List request to a TWL administrator if they need training but cannot find it in the Learning Management System.
Renew and Track External Certifications	Employees learn how to renew an external certification and view external certification history.
SCORM Package Properties Editor	Managers and administrators learn how to use the SCORM Package Properties Editor to adjust settings that influence the behavior of an e-learning package, including how the package is launched and how course history is managed. (SCORM is the Shareable Content Object Reference Model.)
	Return to Top

Clickguides

Clickguide	Description
Total Talent Profile for Core HR Users	Learn about the Core HR module and see a demonstration of the Total Talent Profile tabs and features that are available for users who have licensed the Core HR module.
Talent Relationship Management	Learn about the Talent Relationship Management (TRM) feature, which you use to create and manage recruiting campaigns and to stay engaged with qualified candidates.
	Return to Top

Videos

Video	Description
User Interface, Navigation, and Personal Options
Basic Navigation	Learn how to navigate through Talent Management using the two menu areas: the Navigation Pane and the secondary menu or toolbar.
Personal Options	Users personalize system options, such as the calendar choices, time zone, languages, communication delivery, recruiting settings, dashboard widgets, user ID, and passwords.
Total Talent Profile	Learn about the Total Talent Profile, which provides a single location for all details about your company's employees. Details provided include a summary of the tabs on the profile, as well as information about editing the profile and tracking history of changes.
User Interface Overview	With the release of Talent Management 15, the User Interface has dramatically changed. Use this video to navigate this new UI and learn about the UI components, the navigation pane, the global toolbar, the global search, and widgets.
Core: Global Settings: System Administration
Drop-down and Multi-Select Lists	Administrators manage the options available in the drop down boxes and select lists throughout Talent Management.
Groups and Features	Administrators create and manage Groups to determine access permissions to the various Talent Management Features. Administrators enable and configure Features, by Group, to determine the functionality your Organization will use.
Notifications	Administrators manage how and when the many Talent Management notifications are sent, and customize the content of the email notifications.
Page Options Configuration	Administrators configure what details display for various areas of Talent Management on the Page Options screen.
Core: Global Settings: Your Organization
Approval Chains	Administrators create and manage lists of users who can approve or reject a requisition, an offer, a performance appraisal, and/or a Self-Service edit to the Total Talent Profile.
Competencies	Administrators manage Competencies (Behaviors, traits or knowledge), and Competencies categories, which are used to help match candidates to positions, to provide a basis for appraisal ratings, and to help employees succeed in reaching career goals.
Job Families	Administrators use Job Families to establish associations and enhance workflows.
Job Profiles	Administrators configure Job profiles, which are used when creating a requisition, when associating performance appraisals, as a guide for advancement within an organization, and to describe the role of an employee with that job title within your organization.
Locations and Location Groups	Administrators create and manage the Locations used by your Organization.
Create and Manage Company Organizational Structure	Administrators create and manage the company Organizational Structure. For quick entry of your Organizational Structure, you can use the Bulk Upload option.
Scales	Administrators configure Scales to customize methods of measuring competency experience as well as rating an employee's performance.
Skills	Administrators manage Skills (developed through training and experience) and Skills categories, which are used to match candidates to positions and provide a basis for appraisal ratings.
Users	Administrators view and manage all of the Users that have been added to Talent Management from the Users screen.
	Return to Top
Recruiting Administration
Dynamic Forms	Administrators create and manage dynamic forms, creating forms from scratch, and/or customizing forms to use throughout Talent Management for requisitions, applications, interviews, and more.
Dynamic Form Fields and Field Blocks	Administrators create custom fields and field blocks for dynamic forms.
Recruiting Workflows	Administrators configure workflows to automate several functions of the recruiting process. Creating a workflow involves a 10-step wizard, but you can save a workflow as a draft to finish at another time.
Recruiting Teams	Administrators create Recruiting teams to allow a group of users to share information on requisitions, job seekers, and candidates.
Onboarding Administration	Administrators contribute to onboarding by uploading onboarding documents, creating onboarding bundles, and creating onboarding distribution lists. Once configured, the Onboarding process allows recruiting users to deliver onboarding documents to new hires and send internal communications to other departments relating to a new hire.
Employee Referral Setup	Administrators create and manage awards earned by employees when they refer friends to requisitions.
Crossposting Setup	See the Click-Thrus: Recruiting section of this topic to view a click-thru demonstration of how to configure Crossposting, to allow Recruiting Users to crosspost jobs.
Recruiting Users and Managers
Creating a Letter Template	Recruiting Users create Letter Templates to use to communicate with candidates through Talent Management. Templates save time, create consistency of content, reduce errors, and can be tracked within Talent Management.
Sending a Letter	Recruiting users communicate with candidates via letters. Access to sending letters is available from the Résumé Dashboard of the candidate as well as various areas in the application where candidate lists are shown.
Requisition Creation	Learn how to follow a seven step wizard to create a requisition whether, the requisition is created from scratch, using an existing template, or copying an existing requisition.
Define Requisition Approvers During Requisition Creation Process	Learn how to automate the Requisition approval processes by selecting approvers in Step 3 of the requisition creation process. Choose the approvers, and set whether the process follows the serial or parallel approval timeline.
Manage Requisitions	Managers can view and manage all the jobs assigned to them or associated with their Recruiting team. Common management actions include the ability to edit a requisition, flag a job as featured, cross-post, share on Social Media, add a screening questionnaire, and add a résumé.
Approving a Requisition	Approvers approve requisitions from email notifications or from within Deltek Talent Management.
Share A Requisition on Social Media	Recruiting Users share Requisitions to one or more Social Media sites like LinkedIn, Facebook, and Twitter. You must have account for the media site in order to use this option.
Screening Questionnaire Creation	Recruiting Users can customize Screening Questionnaires with different styles of question and answer combinations to tailor toward specific jobs or departments in your organization.
Add a Screening Questionnaire to a Requisition	Recruiting Users add a screening questionnaire to a requisition either during the creation of the requisition or from the Manage Requisitions page. When viewing résumé submissions or candidates on a requisition, the recruiting user has the ability to review the questionnaire results.
Résumé Dashboard Overview	Recruiting Users learn how to use the Résumé Dashboard to access job seeker information, edit options and easily assess and manage an applicant's progress in the recruitment process.
Résumé Submissions List	Recruiting Users learn how to manage new résumé submissions by performing actions such as marking the submission as a candidate, rejecting the applicant, sending letters, adding to pool and routing a résumé.
Résumé Routing	Recruiting Users can route a résumé to internal users or to external users via their e-mail address. There are two methods of routing a résumé: in bulk with multiple candidates or individually from the Résumé Dashboard of the candidate.
Searching Résumés	Recruiting Users search for a job seeker using one or more specific criteria. Recruiting users can view incomplete applications as well as view job seekers without a résumé. These searches can be saved as a Résumé Search Agent.
Adding Résumés	Recruiting Users can add a résumé into Talent Management. The résumé can be added directly to a specific requisition, an invitation to apply to a requisition can be sent when a résumé is added, or the résumé can be a searchable profile in the system with no association to a specific requisition.
Deleting a Résumé	Recruiting Users and Administrators delete a résumé of a job seeker in a two-step process: a recruiting user suggests that a résumé is deleted from the system and the site administrator approves the rejection. Deleting a résumé permanently removes that résumé from the application.
Hire a Candidate	Recruiting Users hire a candidate from the candidate's Résumé Dashboard.
Onboarding a Candidate	Learn how to use the five-step Onboarding wizard to onboard a candidate. Steps include: onboarding initiation, document selection, letter selection, choosing who is notified about the new hire, and reviewing your choices.
Changing Candidate Status	Recruiting Users can manually change the status of a candidate on either the Résumé Dashboard of the candidate or the Active Candidates list.
Candidate Removal	Recruiting Users have the ability to disposition a job seeker and a candidate from a requisition. There are two methods to remove a candidate from a requisition: in bulk when managing either the New Résumé Submissions or the Active Candidates table and by removing a job seeker via his or her Résumé Dashboard.
Offer Management	Learn how to create an offer using the three-step offer wizard: create offer details (i.e., salary, start date, benefits), select the offer letter, and choose the offer approvers.
Setting Up and Managing Vendor Agencies	Administrators can configure and manage external recruiting agencies from Talent Management. Set up includes creating vendor accounts, creating charge codes, adding vendor locations, and creating distribution lists for vendors.
Issuing and Managing Vendor Hiring Orders	Administrators can configure and manage external recruiting agencies from Talent Management. Set up includes creating vendor accounts, creating charge codes, adding vendor locations, and creating distribution lists for vendors.
Crosspost a Job	See the Click-Thrus: Recruiting section of this topic to view a click-thru demonstration of how to crosspost a Job.
The Employee Referral Program	Recruiting Users enable a requisition with a Referral Award Plan and employees refer someone to a requisition that offers a reward.
	Return to Top
Performance Administration
Appraisal Administration	Administrators view and manage appraisals for all the employees in Talent Management on the Appraisal Administration screen. The screen indicates who has appraisals and who does not, and provides access to bulk actions such as launching appraisals, closing appraisals, and sending employees a letter.
Administrators Launch Appraisals	Administrators launch appraisals for employees in bulk as well as individually.
Appraisal Workflows	Administrators use workflows to automate several functions of the employee appraisal process. Creating a workflow involves a 11-step wizard that includes choosing content, the scale used, which phases are involved, and scheduling events.
360 Workflows	Administrators use 360 Workflows Templates to configure several sections for a 360 assessment.
Goals	See the Click-Thrus: Performance section of this topic for links to click-thrus that describe Administrative functions related to goals.
Closing Appraisals in Bulk	Administrators close appraisals for employees in an organization. Once appraisals are closed in bulk, the administrator can view the details of the closure.
Performance Users and Managers
My Employees Performance Screen	Managers monitor the performance of their direct reports from the My Employees Performance screen. Here you can view and manage appraisals, career paths, development plans, and classes.
Appraisal Overview	An appraisal includes many parts and actions available depending on your role as well as the Performance Workflow configuration.
Managers Create and Launch Appraisals	Managers can be given the ability to create and launch appraisals for direct reports. An appraisal creation wizard allows the manager to create and launch appraisals for one or more employees at a time.
Scoring Appraisals	Employees and Managers enter appraisal scores. Scoring occurs during the Assessment and Review phases of an appraisal.
Create and View 360 Assessments	Managers use 360 Assessments to allow direct reports to rate the performance of a fellow employee. They are also useful for obtaining feedback from external customers.
Acknowledging & Endorsing Skills and Competencies	Managers approve and endorse skills and competencies that have been added to a direct report's Total Talent Profile. Approval and endorsement can be accessed via two different methods: My Employees page and the widget, New Skills and Competencies.
Continuous Feedback	Employees and Managers navigate to the Continuous Feedback feature, create and accept a meeting session, edit, delete, or add participants to a session, send messages in a session, sign-off and complete a session, and add the Continuous Feedback Widget to the Dashboard.
Employee Recognition	Employees and Managers recognize peers, colleagues and direct reports for their accomplishments using Employee Recognition.
Goals	See the Click-Thrus: Performance section of this topic for links to click-thrus that describe User and Manager functions related to goals.
	Return to Top
Development Administration
Assigning Succession Plans	Administrators change ownership of a Succession Plan to another executive by reassigning the Succession Plan.
Create Career Path Templates	Administrators create templates, or sequential lists showing all the possible positions an employee may need to develop the skills and competencies necessary to achieve his or her "Ultimate Job." Templates can be created by job profile, then used by managers for recommendations on an employee's Career Path.
Development Users and Managers
My Employees Development Screen	Managers view and maintain the Career Paths, Development Plans, 9-Box placement, and Succession Plan nominations of a direct report on the My Employees Development screen.
Development Plans	Employees and Managers use Development Plans to provide a focused approach to each employee's training and developmental needs. Managers help their direct reports enhance their job skills and become more effective and productive. Employees track their progress and add tasks to existing plans.
Creating and Managing Career Paths	Managers create Career Paths, which consist of different positions that an employee will need to occupy in order to achieve his or her ultimate job.
Manage Domino Lists	Managers use Domino Lists, a visual representation of a Succession Plan, to quickly identify where an employee's plan is missing a key person and/or position, and to see what could happen if the employee left his or her position.
Create and Manage Mentoring Relationships	Employees and Managers use Mentoring relationships to allow employees to connect with mentors who can help the employee develop competencies and skills, expand his or her knowledge base, or gain experience for future growth.
Create and Manage Project Teams	Managers create and manage project teams through which employees gain skills and competencies by serving on these teams as either team leads or team members.
Launch Appraisals for Project Team Members	Project Team Leads and Team Owners can launch Appraisals for Project Team members and the Team Lead can manage the appraisal going forward. The Performance module must be enabled to use this functionality.
Standard Development Reports	Talent Management provides several standard reports specific to the Development module, related to Career Paths, Succession Planning, and Organization details. Reports can be run and the results exported into several format options.
	Return to Top
Learning Administration
Learning Logistics: Buildings, Rooms & Equipment	Administrators use Logistics to create and manage buildings, rooms, and equipment that is used throughout the Learning module.
Create and Grant Certifications	Administrators create and grant certificates to students after they have successfully completed a course or a curriculum. See the Click-Thrus: Learning section of this topic for links to click-thrus about certifications.
Create and Manage Courses	Administrators create and maintain Courses in Talent Management. Courses are used to classes.
Creating Classes	Administrators and Learning Managers given the proper access create classes from courses within Talent Management. Creating a class may involve scheduling sessions, assigning an instructor, and choosing a location.
Create and Manage Curricula	Administrators create a Curriculum by choosing the courses to fit a theme. A Curriculum is a set of courses with a common theme or learning objective.
Create and Manage Tests and Evaluation	Learning Users with the proper access create and manage tests and evaluations. Tests are used to determine knowledge, intelligence, and/or ability that has been gained by a student after completing a class. Evaluations are used to rate the instruction and/or content of a class.
Learning Users and Managers
My Employees Learning Screen	Managers monitor their employees' training progress on the My Employees Learning Screen. Training details include classes in which employees are enrolled and their progress through a curriculum.
Class Enrollment	Employees search for and enroll in a class utilizing the Course Search function or through the Class Schedule. See the Click-Thrus: Learning section of this topic for a link to the Combined Search for Courses and Curricula click-thru, which explains how to perform searches in the Learning module.
Class Instructor Functions	Instructors with the proper access enroll students, manage assignments, manage tests, take attendance, change the status of a class, and finalize grades.
Learning Profile	Use the Learning Profile to see a consolidated view of your activity within the Learning module, including details on enrolled curriculum, courses, and classes; watch or waiting lists; outside coursework; and recommended courses.
Grade Book	Instructors use the Grade Book to review scores automatically calculated by Talent Management, enter grades manually, override grades, and finalize grades.
Tuition Assistance	Users learn how to request Tuition Assistance screen for external training.
	Return to Top