Download Talent Matrix Reports

The Talent Matrix report exports performance rating and potential rating data for review cycle participants. After downloading, you have a spreadsheet showing where each participant falls in the Talent Matrix grid.

Before You Begin

  • Your review cycle must include the Talent Matrix feature. If the tab is not visible, the feature is not enabled for that cycle.
  • Results must be shared with participants before this report is available to download.
  • Review admins and Cycle collaborators can download data for all participants. Managers can download data for their direct reports only.

Steps

  1. Click Reviews in the left-hand navigation.
  2. Click the name of the review cycle you want to access.
  3. Click the Company results tab on the review cycle page.
  4. Click the Talent Matrix tab.
  5. Click the Download button in the top right corner of the page.
  6. Select your desired file format from the dropdown menu.

What the Report Contains

The downloaded file includes:

  • Participant first name
  • Participant last name
  • Participant email
  • Manager first name
  • Manager last name
  • Performance rating
  • Potential rating
  • Talent Matrix quadrant placement

If Something Goes Wrong

Issue Check Fix
Talent Matrix tab is not visible Confirm Talent Matrix was enabled when the cycle was configured Contact your Review admin — the feature cannot be added after cycle launch
Download button is unavailable Confirm results have been shared with participants Wait until the Share results milestone is complete, then retry
Manager cannot see all participants Confirm the manager role — managers see direct reports only Review admins or Cycle collaborators must download the full report
Report downloads but is empty Confirm ratings have been submitted and finalized Check that managers have completed Performance Ratings in the cycle before downloading

Not Covered Here

This article does not cover enabling the Talent Matrix feature in a review cycle or interpreting Talent Matrix quadrant placements.

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