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How to Set Criteria Options

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Succession>>9-Box Setup>>Criteria Options

Criteria Options

This screen allows users to choose which criteria to include in the 9-Box grid selection process, using only the following combinations:

  1. Performance Appraisal + Employee Assessment
  2. Performance Appraisal + 360 Multi-Rater
  3. Performance Appraisal + 360 Multi-Rater + Employee Assessment
  • Performance Appraisal (mandatory): This score contributes to the Performance dimension of the 9-Box grid.
  • Employee Assessment: Manager’s leadership assessment score, contributing to the Potential dimension.
  • 360 Multi-Rater: Peer and team feedback contributing to the Potential dimension.

The selected criteria influence calculations for the 9-Box placement within the talent pool, determining how Performance and Potential scores are derived for each employee.

Criteria Options

Company Code: Select the relevant company from a drop-down list.

Staff Type: Select the relevant staff type from a drop-down list.

Criteria Options: Select criteria options to use for your company.

 

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

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