As a manager, you can use the Talent Review tool to evaluate your direct reports and anyone below you in the organizational reporting structure. You can also use the 9-box review tool to view key decision-making data points.
Note: Depending on your organization's preferences, you may have different evaluation categories.
Open Insights Menu
In the Global Navigation menu, click the Application Switcher icon . Then, click the Insights menu option .
Open Talent Review
Click the View Talent Review button.
Note: Depending on your organization's preferences, your Insights page may display different cards.
View Talent Review Page
The Talent Review Page displays a 9-box review tool that shows easy-to-read employee performance review results . You can also view a list of all employees below you in the organizational hierarchy who are in need of employee reviews .
Evaluate your employee using the evaluation questions.
To plot your employee in the 9-box review tool, answer the Axis Value questions .
To indicate employee role stability status, answer the Key/Critical question .
To make preliminary suggestions for your employee's growth and development, answer the Looking Ahead questions .
To add notes to your review, type in the optional Add a comment field .
Save Talent Review
Click the Save Review button .
To save your progress and finish the review later, click the Finish Later link .
View Employee Placement
View your employee's results in the 9-box review tool .
The bottom and left axes generally represent concerns and undesirable traits . The top and right axes generally represent strengths and positive traits .
Filter Talent Reviews
You can filter employee talent reviews based on their action plan, the key or critical state of each team, promotion potential, and position in the 9-box review tool . To expand the individual filters in each category, click the Expand icon .