How to Create & Save Filters for Talent Reviews/Dot Meetings for HR

This is a how to guide that will help you prepare your filters for a Talent Review or Dot Meeting that you can later reuse any time you need to discuss the same group of people.

Step 1: Access Filters by navigating to the “Select Filters” section.

 

Step 2: Select the “Managed By” filter and choose the manager(s) for your talent review.

 

Step 3 (OPTIONAL): Apply the “Exclude Someone” filter and select names from previous searches to exclude them - only in case you have one manager reporting to another in the same session

 

Step 4: Save this filters applied for future use

 

Step 5: Reload same filter at any point in the future