Talent>>Succession>>Talent Pool
9-Box Re-Calculation
When recalculating employee 9-box results, there are two possible outcomes: either the existing results will be overwritten, or the record will be archived. Archiving ensures that the employee's prior calculation is saved for historical reference or comparison with future results. Once archived, the entire process must be restarted, with the manager redoing the employee's assessment to generate a new record in the talent pool. HR can then proceed with the standard 9-box calculation using the updated data.
Key Points:
- Overwriting: The existing 9-box results are replaced with the new calculation.
- Archiving: The employee's previous calculation is stored for future reference.
- Restarting Process: After archiving, the manager must redo the employee’s assessment to generate a new record in the talent pool. How to Set Up the Employee Assessment Event
- New 9-Box Calculation: HR runs the new 9-box calculation after the updated assessment is completed. How to Run the 9-Box Calculation
Option 1: Overwriting the 9-Box Calculation
The new 9-box calculation replaces the existing results for everyone included in the new calculation.
Option 2: Archive Current 9-Box Records Before Re-Calculating
If the records are archived, the entire process restarts. This requires managers to re-assess employees and reinitiate the nomination process into the talent pool before the 9-box calculation can be conducted again. Archiving the records ensures previous results are preserved while allowing for a fresh evaluation cycle.
Option 1: Archive All Employee Records in the Talent Pool
After archiving the records, you can proceed with the regular 9-Box calculation.
Option 2: Archive Selected Employee Records in the Talent Pool
After archiving the records, you can proceed with the regular 9-Box calculation.
View the Archived Records
0 Comments
Add your comment