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 [1]. Then, click the Insights menu option [2].
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 [1]. You can also view a list of all employees below you in the organizational hierarchy who are in need of employee reviews [2].
Open Employee Review
Locate an employee in the list and click the Review button.
Evaluate Employee
Evaluate your employee using the evaluation questions.
To plot your employee in the 9-box review tool, answer the Axis Value questions [1].
To indicate employee role stability status, answer the Key/Critical question [2].
To make preliminary suggestions for your employee's growth and development, answer the Looking Ahead questions [3].
To add notes to your review, type in the optional Add a comment field [4].
Save Talent Review
Click the Save Review button [1].
To save your progress and finish the review later, click the Finish Later link [2].
View Employee Placement
View your employee's results in the 9-box review tool [1].
The bottom and left axes generally represent concerns and undesirable traits [2]. The top and right axes generally represent strengths and positive traits [3].