Review admins and cycle collaborators use the Talent Matrix to plot participants across two dimensions — such as performance rating and manager assessment responses — in a 9-box grid. When complete, every participant with data for both selected axes appears in the matrix.
Not covered here: Using the Talent Matrix inside a calibration session. See Clone, edit, or delete a calibration session for instructions on that workflow.
Before You Begin
- Your account must have access to performance review results. This feature is available on the Perform and Total Platform packages.
- At least one manager review must be submitted and results shared with a participant before the Talent Matrix appears.
- The manager review question template must include Yes/No or Opinion Scale questions to use as axes.
- Opinion Scale question answers must be ordered left-to-right from low to high. See Understand performance review question templates if you need to verify question ordering.
Steps
- Go to Reviews in the left-hand navigation.
- Click the relevant review cycle.
- Click the Company's Results tab.
- Click the Summary tab, then scroll down to the Talent Matrix section.
- Select a question or metric from the X-axis dropdown.
- Select a question or metric from the Y-axis dropdown.
- Available options include Opinion Scale questions, Yes/No questions, and Performance Ratings.
- Review the populated matrix.
> Note: Participants appear only if their manager answered and shared results for both selected questions. Hover over # Participants at the bottom of the matrix to see who is missing and why.
- To filter the matrix, click the People filter and select a group.
- Options include direct reports, your hierarchy, specific individuals, groups, or manager groups.
- To filter by demographic attribute, click the Demographics & People Data filter and select a segment.
- Available attributes: Age, Ethnicity, Gender, Race, or Salary.
- To save your filter selections for reuse, click Presets > Save Current as Preset.
- See Create a saved filter preset in a performance review cycle for details.
- To expand the matrix to full width, click Focus mode in the top-right corner of the Talent Matrix.
- To export results, click Download in the top-right corner of the Talent Matrix.
- The export includes all participants, their manager's answers for both selected questions, the box each participant falls into, and additional data.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Talent Matrix section does not appear | Confirm at least one manager has submitted and shared results for a participant | Ask the relevant manager to share results — see Share review results with a review cycle participant |
| Participant missing from the matrix | Hover over # Participants to identify which question data is missing | Ask the manager to complete and share both selected-axis questions for that participant |
| Participant placed in an unexpected box | Confirm the Opinion Scale question's answers are ordered left-to-right from low to high | Reorder the question answers in the template — see Understand performance review question templates |
| No questions appear in the X-axis or Y-axis dropdowns | Confirm the question template includes at least one Yes/No or Opinion Scale question | Add the required question type to the template — see Understand performance review question templates |
| Export file is missing participants | Confirm those participants had manager reviews submitted and shared before the download | Re-run the download after the manager shares results |