---
title: Nine box ratings
slug: nine-box-ratings
docTags: 
createdAt: 2022-10-07T15:18:54.000Z
---

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.](https://docs.charthop.com/filtering)

# Installing the Nine box bundle

:::hint{type="info"}
[](https://www.charthop.com/pricing/)[Packages](https://www.charthop.com/pricing/)**:&#x20;**<font color="#a9a9a9">Basic</font> | <font color="#a9a9a9">Standard</font> | **Premium**

[Roles:](https://docs.charthop.com/user-roles-and-permissions)  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. From the left sidebar, select **Apps & Bundles**.
2. From the sub-menu, select **Bundles**.
3. Select the **Availible Bundles** tab to see the list of bundles.
4. Within the Available bundles tab, select a bundle to see an overview of your selected bundle and what it contains.
5. 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. From the left sidebar, select **Data Model**.
2. From the sub-menu, select **Fields**.
3. From the row menu (⋮) next to the field to edit, select **Edit**.
4. In the **Edit custom field** dialog, edit the description of the field and/or the labels used for the fields.

   ::Image[]{alt="Editing fields" src="https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/XolZIYdq9J_pNZjstGls1_edit-nine-box-example.png" size="50" width="3292" height="2446" position="flex-start" showCaption="false"}
5. 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<br />   |

:::hint{type="info"}
[Packages](https://www.charthop.com/pricing/)**:&#x20;**<font color="#a9a9a9">Basic</font> <font color="#000000">|</font> <font color="#000000">**Headcount Planning** | </font><font color="#000000">**Compensation Reviews** | </font><font color="#000000">**Performance** | </font><font color="#000000">**Engagement** </font>
:::

###