In the Global Navigation menu, click the Admin icon. Then, click the Performance menu option.
In the Performance menu, select Talent Review.

Note: The Global Navigation menu may differ based on what is enabled in your account.

Account admins and facilitators can customize the Talent Review 9 Box axes titles [1], questions [2], question descriptions [3], and categories [4] to fit the specific goals and needs of an organization. For each question, the least desirable characteristic should be entered as the first category [5], a neutral characteristic as the second category [6], and the most desirable characteristic in your employees as the last category [7]. To edit the default text of any of these fields, click the existing text field and add your own text.

At the bottom of the built in questions there is an option to +Add Question[1]. You can also choose if you want to be able to select only one option or multiple ones [2]. Custom questions can also be made to be optional or required [3]. You also have the ability to delete [4] custom questions at any time.

Account admins and facilitators also have the option to add and customize an action plan for an employee after a review. Admins can edit the title [1], description [2], prompt question [3], categories [4], and category descriptions [5] of the action plan. To add a category, click the Add Category link [6]. To delete a category, hover your cursor over a category and click the Delete icon [7]. To disable the action plan, click the Action Plan toggle button [8].

Note: Language translation is disabled for all fields when any text is customized on this page.

Once your talent review settings are customized, scroll to the top of the page and click the Start New Cycle button to open a new review cycle.

Note: Talent Review questions cannot be customized during an open cycle.

To immediately end a review cycle and move the cycle data to Talent Review history, click the End Current Review Cycle button.