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How to Set Up 9-box Indicators

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Succession>>9-Box Setup>>Indicators

9-Box Indicators

The 9-Box Indicator screen includes default descriptions for each quadrant, such as High Potential/High Performance, High Potential/Moderate Performance, and Moderate Potential/High Performance. Each box is assigned a specific number and allows HR to add a user-defined explanation and suggested actions for employees based on their placement within the grid. 

These targeted recommendations are then used to guide leadership in managing and developing employees across different performance and potential levels, ensuring a consistent approach and effective talent development strategies aligned with each quadrant.

9-Box Indicators

Indicator: Each box in the grid is assigned a description, such as High Potential/High Performance or Moderate Potential/High Performance, to guide initial placement and assessment. This default setup assists HR in defining specific characteristics and development recommendations for each box.

Box Number: Enter the unique number assigned to each quadrant in the 9-Box grid. 

Description: This field allows HR to enter specific descriptions for each box in the 9-Box grid, providing context and guidance for leadership. For example:

Description: "These employees are high performers and demonstrate strong potential for growth. They are future leaders or critical to long-term success."

Next Steps:

  • Develop a fast-track succession plan with stretch assignments.
  • Provide leadership development opportunities.
  • Focus on retention strategies, as these employees are highly valuable.

 

After completing these fields, save the ratings by clicking the Submit button. 

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