Edit the 9 Box

Configure colors and labels that appear on the 9 Box, which enables a quick view of an employee's performance vs. potential. The 9 Box is accessible on the My Employees menu.

You can change the colors and verbiage of each box in the grid. Any change that you make in the 9 Box section will be seen by all managers in your organization.

To edit the 9 Box:

1. Click My Employees > 9 Box.
2. Click Edit on the right side of the screen.
3. Click Edit this box to edit any of the boxes within the grid.

   • Box name

   • Box description

   • Box color

4. Click the color palette icon to change the box color.
5. On the color sector window, click the color selection cross and move it to the desired color.
6. To pick a shade of color, move the shade selector arrow up or down.
7. When you have set your desired color, click again to close the color selector window.
8. If you want to copy a color used in another box in the grid, click the Copy Color from Cell drop-down list, and select the title of box that you want to copy.
9. When all your changes are in place, click Update, or click Cancel to leave the cell unchanged.
10. Click to edit the Potential and Performance indicators to match the verbiage your organization uses.
11. After entering your new indicator term, click to save.
12. When all edits have been made to the 9 Box grid, click Standard Mode to view your changes to the 9 Box grid.