Implementing ChartHop
Bundles
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 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, you can just filter the data sheet to show only your team or department learn more installing the nine box bundle https //www charthop com/pricing/ p ackages basic basic | standard 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 from the left sidebar, select apps & bundles from the sub menu, select bundles select the availible bundles tab to see the list of bundles within the available bundles tab, select a bundle to see an overview of your selected bundle and what it contains 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 from the left sidebar, select data model from the sub menu, select 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 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 p ackages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement