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Nine box ratings

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. Depending on their access level, other ChartHop users, such as HR leaders, have access to this information.

Assign a nine box rating to an employee

Managers can assign nine box ratings to their employees from the respective employee's profile page.

  1. From the left sidebar, select Org Chart.
  2. In the Org Chart, double-click the employee whose profile page you want to view.
  3. Choose Nine-Box Rating from the Complete tasks menu.
  4. Choose both a Potential rating and a Performance rating for the respective employee.
  5. 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.

  1. From the left sidebar, select Data Sheet.
  2. On the Data Sheet page, choose Select columns.
  3. Select the following columns to display: Performance Rating, Potential Rating, and Nine Box Group.
  4. Optionally, you can just filter the Data Sheet to show only your team or department. Learn more.

Installing the Nine box bundle

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.

Install the Nine box bundle

  1. Select the Gear icon in the left sidebar and then select Apps.
  2. Select All bundles to see the list of bundles.
  3. Within the Available bundles section, select Install to see an overview of your selected bundle and what it contains.
  4. Within the Bundle dialog box, select Install to install the bundle.


Customize the Nine box bundle

You can customize the values of nine box fields to match the language your organization wants to use to define nine box ratings. It would be best if you made any edits to fields before you start using them to maintain the integrity of the data collected. Learn more.

  1. Select the Settings (gear) menu from the left sidebar and choose Fields.
  2. From the row menu (⋮) next to the field to edit, select Edit.
  3. In the Edit custom field dialog, edit the description of the field and/or the labels used for the fields.

    Editing fields
    
  4. Select Save when finished making changes.

Nine box form

Form

Data Sensitivity

Nine Box Rating

Manager-only

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



Packages: Basic | Standard | Premium









Updated 16 May 2023
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TABLE OF CONTENTS
Assign a nine box rating to an employee
View Nine Box Ratings in the Data Sheet
Installing the Nine box bundle
Install the Nine box bundle
Customize the Nine box bundle
Nine box form
Nine box fields