Home Reviews Setting up 9-Box

Setting up 9-Box

Last updated on Nov 07, 2024
  • Note: The 9-Box Grid is a talent management tool that helps organizations assess individuals based on two axes, typically Performance and Potential. Each of the 9 boxes represents a combination of performance and potential, where employees are placed based on their evaluations.

  • On the left sidebar of your dashboard, click on the "Reviews" icon.

  • Open the "Review Cycle" you want to work on.

  • Select "Edit Columns" to choose the questions you'd like to incorporate into the 9-box and calibration.

  • Once you’ve selected the questions, click "Confirm".

  • Enable the "Show Analytics" toggle.

  • Now, select the questions you wish to include on the X-axis, followed by choosing a question for the Y-axis from the dropdown menu.

  • When selecting questions for the X and Y axes in the 9-box grid, you establish the metrics for assessing employees' potential and performance. The X-axis typically focuses on performance, while the Y-axis emphasizes potential. Employees are then positioned in the grid according to their responses. For instance, high scores in both areas place an employee in Box 9, indicating high performance and high potential, while low scores in both areas place them in Box 1, indicating low performance and low potential.

  • You can view the X-axis and Y-axis scores by selecting any employee within the boxes.

  • You can also customize the names of the boxes in the 9-box grid to suit your needs and categorize them accordingly.

  • The numbers represent the count of employees assigned to each specific box, along with the percentage that this count represents of the total evaluations conducted.