The purpose of this article is to guide users in configuring performance evaluations to include Potential-type questions and automatically generate a Nine-box in the evaluation reports. The configuration process is detailed, from selecting the "Potential" option in the forms to customizing the Nine-box variables and quadrants. It also explains how to view the Nine-box on the Results tab, allowing you to assess employees according to their performance and potential scores, thereby facilitating management and decision-making based on concrete data.
Considerations:
In performance evaluations, you can configure forms to include Potential-type questions, which are essential to automatically generate the Nine-box matrix in the evaluation reports. Therefore, if you do not include this type of questions (or if you remove them from an already created process), the Ninebox will not be generated or will cease to be available.
Potential-type questions can only be evaluated in evaluationstop-down.
Potential results are not visible to the evaluated individuals, neither in the reports nor in their employee profile. This information is available only to process owners and management.
How to configure potential questions?
In the form configuration, select the option“Potential”.
Define the scale that will be used to measure these questions.
Write the question and click“Add”.
You can add as many potential questions as you need.
If you prefer, you can also upload them in bulk from theQuestion Importer, selecting the corresponding option.
Process on the Platform:
Once the performance evaluation process has started, the Ninebox will be automatically generated in the evaluation reports. Employees will be plotted as you advance participants to the next stage after the "Evaluation" stage.
To review it, go to the "Results" tab in the performance evaluation. In "General Reporting", you will be able to see the Ninebox, which uses the 'Potential' and Performance axes. Employees will be placed in one of the nine Ninebox quadrants according to their Potential and performance scores. The final Potential score will be calculated as a simple average of the ratings on questions of this type, while the performance score will be calculated according to the selected configuration and weightings. You can view an employee's scores by hovering your cursor over their icon.
This Ninebox divides the axis ranges into equal parts, based on the maximum score of the scale used to evaluate the variables.
In this example, both performance and potential were measured on a scale with a maximum score of 5. Therefore, the first quadrant of both axes covers from 0 to 1.67, the second quadrant from 1.68 to 3.33, and the third quadrant from 3.34 to 5.
Looking at the specific case in the example, a score of 3.13 was obtained in performance and 2.33 in potential; when you join these lines, we can see that the employee falls into the "Developing" quadrant.
If you cannot properly view the information (for example, the photos of the evaluated people) in the Ninebox matrix, check that the employees' profiles have photos uploaded and that there are no visibility restrictions in the process configuration.
Customize the N-box:
You can also customize the data and features of the Ninebox. To do so, click the gear icon.
To begin configuration, adjust the variable data. Choose the variable you want to modify and select the number of quadrants for the Ninebox on each axis. In addition, you will be able to define the maximum values of the ranges. Then, adjust the second variable. When you modify the variable ranges, participants will be automatically relocated into the new quadrants according to this configuration.
You also have the option to configure your Ninebox quadrants. You must select the quadrant you want to edit and you will have the option to change its name, its color and add a description that will be displayed directly in the Ninebox.
Nine-Box Considerations:
Keep in mind that the minimum allowed value to configure the Ninebox axes is 0 and it is not possible to set negative values.
🤖 This article was translated using artificial intelligence. View original article.