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homeTalent Tracking
  • Preboarding
    • Agency Portal
      • Understand Talent Tracking
      • Understanding Offers
      • Offer creation
      • Offer expiry communication
      • Offers: Signature Methods
      • Configuring Universal CC Recipient for DocuSign Offer Letters
      • Manual Offer Status Override
      • Offer approval and related notifications
      • Enabling SMS and WhatsApp for offer communication
      • Understanding the Position Overview Page
      • Create, approve, and publish a position
      • View filled openings and manage hiring limits
      • Slack alerts for Approval Workflow
      • Allowing recruiters to edit pending approval chains
      • Linked requisitions for evergreen positions
      • Automated Job Posting Compliance Rules
      • Job Distribution in Talent Tracking
      • Understanding Approvals
      • Workflow Automation Triggers
      • Understanding Requisition Creation and Management
      • Create, approve, and publish a requisition
      • Talent Tracking monthly releases
      • Download job descriptions from requisitions
      • Skip Approvals
      • Streamlining offer updates with automated data refresh
      • Talent Tracking readiness checks
      • Requisition and offer template versioning
      • Job Descriptions on the Intake Form
      • View field changes on positions and offers
      • Understand scheduling a candidate rejection
      New Home

      Talent Tracking readiness checks

      scheduleLast updated on November 13, 2026

      What is Talent Tracking Setup Readiness Checks?

      Talent Tracking Setup Readiness Checks are a set of automated checks on the Instance Health page that tell you whether a tenant's Talent Tracking setup is complete. They mirror what Admin Console product setup treats as complete, so you can validate a tenant from one page instead of opening every setup screen. Each check reports pass, fail, or not applicable, and each failure tells you exactly what's missing and where to fix it.

      Why it matters

      • You validate Talent Tracking readiness from the same page you already use for hand-off, rather than manually checking each product-setup screen.
      • Every failing check is actionable — it names the missing setup and the Admin Console path to complete it.
      • The checks stay out of the way for tenants that don't use Talent Tracking, so there's no noise and no score impact for them.

      How it works

      1. Open the Instance Health page for the tenant and go to the Talent Acquisition area.
      2. Review the 7 Talent Tracking feature cards: HRIS Integration, Approval Workflow, Offer Management, Position Management, Foundation data, Agencies, and Pre-boarding.
      3. Read each check's result. Configuration checks reflect the tenant's current setup in real time; data checks reflect records as of the last daily refresh.
      4. For a failed check, follow the action steps it lists to complete the setup in Admin Console product setup for Talent Tracking.
      5. Reload the page to confirm configuration fixes, and allow up to a day for data-check fixes to appear.
      6. When all applicable checks pass, the tenant is ready to hand off for UAT or go-live.

      What's new

      Talent Tracking setup completeness used to be visible only by opening each Admin Console product-setup screen. Now it's summarized as readiness checks on the Instance Health hand-off page.

      Before After
      Validate Talent Tracking setup by opening each product-setup screen manually. See Talent Tracking setup completeness as pass/fail checks on Instance Health.
      No single readiness view for Talent Tracking before UAT and go-live. 12 checks across 7 feature groups summarize readiness in one place.
      A gap surfaces late, often during hand-off. Each failing check names the fix and its exact Admin Console path, so gaps are caught earlier.

      FAQs

      Q: Is this something my recruiters or hiring managers will see?

      A: No. It's a setup-validation aid for Delivery, partners, and admins. It doesn't change anything recruiters, hiring managers, or candidates see.

      Q: Why is a check showing not applicable?

      A: The check depends on a capability that isn't enabled for the tenant, so it doesn't apply and doesn't affect the readiness score.

      Q: I fixed the setup but the check still fails. What now?

      A: Configuration checks update on reload. Data checks refresh once per day, so give it up to a day. If it still disagrees with correct setup, raise it through your normal Eightfold support path.

      Q: Do the checks turn anything on or change data?

      A: No. They only read existing configuration and records and report a result.

      Learn more

      Search the Help Center for:

      • Instance Health
      • Talent Tracking product setup
      • Offers settings and e-signature configuration

      ©Eightfold.ai 2026 · Confidential

      #readiness evaluation #talent assessment

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