Talent>>Succession>>Talent Pool: 9-Box Calculation
How to Run the 9-Box Calculation
The 9-Box calculation is a critical step in talent management, helping HR and managers assess employees' performance and potential. In HRplus, employees are added to the talent pool after managers complete their assessments. Once all assessments are finalized, HR runs the 9-Box calculation for all employees in the talent pool. This process evaluates each employee based on their performance and potential scores, placing them in the appropriate box on the 9-Box grid. The results provide a visual representation of where employees stand, making it easier to identify high performers and future leaders.
Overview of the 9-Box Calculation Process
- Add Employees to the Talent Pool: Employees are added based on completed assessments submitted by managers. Only those in critical roles or showing high potential will be included. How to Nominate an Employee for the Talent Pool
- Run the 9-Box Calculation: The 9-Box calculation in HRplus uses the selected 9-Box criteria—such as 360 feedback, appraisals, and employee assessments—to determine each employee’s placement within the grid. When HR initiates the calculation by clicking the Calculate 9-Box Placement button, the system pulls data from the selected criteria and calculates the employee's performance and potential scores accordingly.
- View Calculation Results: Once the calculation is completed, employees are placed in the 9-Box grid. You can drill down to see their detailed performance and potential scores, along with links to view their most recent assessment reports for further analysis.
Step 1: Run the 9-Box Calculation
Step 2: View the 9-Box Calculation Results
Warning: If any records are generated in red text, this indicates that the 9-Box calculation could not be completed correctly because the employee is missing a required record for one of the selected criteria. For example, if an employee is missing a 360 multi-rater record, the 9-Box calculation will fail, and no placement will be generated for that employee.
To resolve this issue, complete the missing record for the affected employee(s), select them again, and re-run the calculation. Once all required records are in place, the 9-Box calculation will process correctly.
Understanding the 9-Box Calculations
Calculation Process for 9-Box Grid Placement:
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Inputs:
- 360-Degree Feedback: Contributes to the potential score (X%).
- Manager’s Assessment: Contributes to the potential score (Y%).
- Appraisal: Contributes to the performance score (Z%).
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Potential Score Calculation:
- Formula: (360 Feedback Score × X%) + (Assessment Score × Y%).
- Round the weighted score to 1, 2, or 3 (Low, Moderate, High Potential).
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Performance Score Calculation:
- Formula: Appraisal Score × Z%.
- Round the score to 1, 2, or 3 (Low, Moderate, High Performance).
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9-Box Placement:
- The final scores determine the employee’s placement in the 9-Box grid.
Example Calculation:
- 360 Feedback Overall Score: 4 (out of 5)
- Assessment Score: 19 (out of 30)
- Appraisal Overall Score: 4 (out of 5)
- Weighting: 360 Feedback (50%), Assessment (50%), Appraisal (100%)
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Potential Score:
Formula: (3× 50%) + (2× 50%) = 1.5 + 1= 2.5
Rounded to 3 → High Potential -
Performance Score:
Formula: 3 × 100% = 3
Rounded to 3 → High Performance -
Final Placement:
Based on these scores, the employee is placed in Box 9 (High Potential, High Performance).
Once all scores are calculated, the system automatically places employees in the appropriate boxes within the 9-Box grid, providing a clear view of the organization's talent landscape.
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