How to customize the 9 box matrices in

Category: Performance allows you to customize 9 box matrices and can evaluate the company’s talent pool.

Why this feature?

  • The 9-box grid is a matrix tool that evaluates and plots the organization’s talent pool based on two factors such as performance assessment and potential assessment. Both these factors can be plotted on the X-axis (horizontal) and Y-axis (vertical).
  • By using this feature, you can customize and configure the attributes and formula by which the talent pool of your organization is evaluated.

Note: Only Super Users with access to Settings can perform this action.

Step 1

Navigate to Settings → Performance → Dashboard from the left navigation panel.

On the Dashboard page, select the 9 Box Matrix tab and click on the + icon to create a new 9 Box Matrix, or click on the  Edit icon to customize an existing 9 Box Matrix.

Step 2

In the Create 9 Box Matrices page, make sure that the layout toggle is enabled. Provide a Name for your matrix and select the Access list for your 9 Box Matrix.

Step 3

In the X-axis denotes the Manager Competency Score and the Y-axis denotes the potential assessment.

Step 4

You can select the Value option from the list of modules in the drop-down for the scores that you want to be calculated for the 9 Box Matrix.

For instance, Let’s select the Manager and Matrix manager’s Q&A scores.

Note: If you choose the slider option, the slider score value configured for the assessment will be reflected on the 9 Box Matrix.

Step 5

You can Enable the Formula toggle and insert attributes for custom calculation of the scores that need to be plotted for the 9 Box Matrix.

Note: Users can set Values and Formulas individually to both X and Y axis.

Step 6

Users can also enable Grouping and Add Groups for the 9-box Matrix.

Enable the Exclude logged-in toggle to restrict the visibility of review data of logged-in users in the 9 Box matrix.

Step 7

The plotted factors and their descriptions can be individually modified based on the organizational needs.

Once you click on the Edit icon a side panel will appear where you can edit and customize the plotted factor. Once done click on Update.

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To learn more about the process of adding colors and group boxes in the 9-box matrix click here.

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