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 regards to Potential and Performance. The default view will show your direct reports. Use the Filter to select the sort order and modify the grid view. To print this screen, click the Print icon located above the grid.

Field Description
Filter Options in the Filter 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 of your direct reports), and a Cumulativeview, (shows employees at all levels if 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 Employee is new and still developing basic skills in their responsibilities but demonstrates significant aptitude.
Ready/Watch Box Employee is performing well and demonstrates the ability to advance in the foreseeable future.
Ready/Move Box Employee performs at highest levels and possesses the abilities to step into a more advanced role.
Questionable Box Employee should be performing at a higher level but shows signs of improvement.
Growing Performer Box Employee is a contributor in place and shows potential for more responsibility.
Future Contributor Box Employee performs at a high level and is developing the abilities required for advancement.
Transition Out Box Employee is consistently not meeting targets and expectations. Recent development actions have not improved performance.
Standard Performer Box Employee is performing adequately but shows little promise to warrant advancement.
Expert-in-Place Box Employee is superb in their current position, but performance would not translate to a position with more responsibility.
Unrated Box Employee is unrated on either performance or potential. This box allows managers to easily identify employees that may require action, such as rating the 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 entered by the Site Administrator.
  • Edit (Administrators Only): Administrators with proper permissions will have access to an Edit button on the top right of the screen. To change labels and colors, click Edit , then click the Edit this box button for the box you want to change, then click Update.