23min

Nine box ratings

﻿﻿Packages﻿﻿: ﻿﻿Basic | Standard | Premium﻿
Nine box ratings allow managers to give employees ratings that are used to create nine box groups for employees automatically. Managers can only enter and view ratings and generate nine box groups for employees that report to them. Other ChartHop users such as HR leaders have access to this information as well, depending on their access level.
Assign a nine-box rating to an employee
Managers can assign nine box ratings to their employees from the respective employee's profile page.
From the left sidebar, select Org Chart.
In the Org Chart, double-click the employee whose profile page you want to view.
Choose Nine-Box Rating from the Complete tasks menu.
Choose both a Potential rating and a Performance rating for the respective employee.
Select Submit.
View Nine Box Ratings in the Data Sheet
Use the Data Sheet to view employees' nine-box ratings to get a holistic view across your organization or team.
From the left sidebar, select Data Sheet.
On the Data Sheet page, choose Select columns.
Select the following columns to display: Performance Rating, Potential Rating, and Nine Box Group.
Optionally, filter the Data Sheet to show only your team or department. Learn more.﻿
For ChartHop administrators
﻿﻿﻿﻿﻿﻿Packages﻿﻿: Basic | Standard﻿﻿ | ﻿﻿﻿﻿﻿Premium﻿﻿﻿﻿﻿﻿﻿﻿﻿﻿
﻿﻿﻿Roles:  Technical Owner | Owner
The below information is for ChartHop users with permission to modify fields and forms, and install ChartHop bundles.
﻿
Nine box rating fields and forms are part of the Nine Box Rating bundle. Learn more.﻿
﻿
Fields and forms included for Nine Box ratings
Included fields
Included forms
Field name
Values
Data Sensitivity
Potential Rating
Low
Medium
High
Manager-only
Performance Rating
Under
Expected
Outstanding
Manager-only
Nine box (smart calculation field; cannot be directly edited)
1-9
Manager-only
Nine box group (smart calculation field); cannot be directly edited)﻿
Future Leader
Growth Employee
High-Impact Performer
Trusted Professional
Enigma
Core employee
Effective
Dilemma
Under Performer
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Manager-only
﻿
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Customize nine box fields
You can customize the values of nine box fields to match the language your organization wants to use to define nine box ratings. You should make any edits to fields before you start using them as to maintain the integrity of the data collected. Learn more.﻿
From the left sidebar, select the Settings (gear) menu and choose Fields.
From the row menu (⋮) next to the field to edit, select Edit.
In the Edit custom field dialog, edit the description of the field and/or the labels used for the fields.

Editing fields
Select Save when finished making changes.
﻿

Updated 24 Nov 2022

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TABLE OF CONTENTS

Assign a nine-box rating to an employee

View Nine Box Ratings in the Data Sheet

For ChartHop administrators

Fields and forms included for Nine Box ratings

Customize nine box fields

Field name	Values	Data Sensitivity
Potential Rating	Low Medium High	Manager-only
Performance Rating	Under Expected Outstanding	Manager-only
Nine box (smart calculation field; cannot be directly edited)	1-9	Manager-only
Nine box group (smart calculation field); cannot be directly edited)	Future Leader Growth Employee High-Impact Performer Trusted Professional Enigma Core employee Effective Dilemma Under Performer	Manager-only