Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the 9 Box Screen

View and manage a graphical representation of a direct report's progress and growth using the metrics of potential ratings and performance score.

Contents

The 9 Box offers you a quick view of where each of your employees falls in relation to Potential and Performance. The default view displays your direct reports. In System Settings, an Administrator can configure the 9 Box to track progress and growth using appraisal score data or manual score data. To select the sort order and modify the grid view, use the Filter. To print this screen, click the Print icon above the grid.

Field Description
Filter

Options in this area include Search Date, Sort, Filter By, which allows you to view not only Direct Reports, but also 2nd Level Reports (the direct reports of your employees), 3rd Level Reports (the direct reports of the employees who report to your direct reports), and a Cumulative view, which shows employees at all levels when the 2nd or 3rd level is selected.

You can also filter by Attrition, which allows you to determine whether employees lost to attrition for various reasons (voluntary, involuntary, or both) were high performers.

New Box

The employee is new and still developing basic skills in their responsibilities but demonstrates significant aptitude.

Ready/Watch Box

The employee is performing well and demonstrates the ability to advance in the foreseeable future.

Ready/Move Box

The employee performs at highest levels and possesses the abilities to step into a more advanced role.

Questionable Box

The employee should be performing at a higher level but shows signs of improvement.

Growing Performer Box

The employee is a contributor in place and shows potential for more responsibility.

Future Contributor Box

The employee performs at a high level and is developing the abilities required for advancement.

Transition Out Box

The employee is consistently not meeting targets and expectations. Recent development actions have not improved performance.

Standard Performer Box

The employee is performing adequately but shows little promise to warrant advancement.

Expert-in-Place Box

The employee is superb in their current position, but their performance would not translate to a position with more responsibility.

Unrated Box

Employee is unrated on either performance or potential. Select this box to identify any employee that may require an action, such as rating their potential or completing an assessment.

Actions
  • View 9 Box employee details: Click the Display Employees from this Box in Detail View icon to view details on the View 9 Box Employee Details screen. This icon displays at the bottom of a box that contains employees.
  • View Performance and Potential Scores: If an Administrator has enabled Aggregate view, when you hover over an employee name in the grid, the scores shown for the employees may reflect an average score from up to 3 dates specified by the Administrator.
  • Edit (Administrators Only): If you have the appropriate permissions, you can change labels and colors. Click Edit, click the Edit this box button for the box that you want to change, and then click Update.