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How can I add a 9-box grid to a review?
How can I add a 9-box grid to a review?
Isabella R. avatar
Written by Isabella R.
Updated this week

You can enable the 9-box grid for the result section of the review. To allow the 9-box grid please go to Teamflect Admin Center https://admin.teamflect.com.

Step 1

Find "Modules" on the left navigation bar and click the "Reviews" tab.

Step 2

Click "Start new review cycle".

Step 3

When the page opens, you will see the existing templates. If you want to use one of the existing templates, you can click the "Start" button to start a review that uses that template, or u can click the "pen" icon to edit the existing review templates.

Step 4

If you want to create a new review template and start, please click the "+ Create new template & start new cycle" button located at the top of the page.

Step 5

When you click this button, a new review window will open.

Please proceed to step 5, the review result section, and enable 9-box.

Step 6

If there are instructions about the 9-box section, write them in the instructions section. The 9-box grid is now fully customizable, and you can edit the grid names, background colors, axes, and levels. After customizing your 9-box grid, you can check the box below to decide if you want the results of this 9-box grid to be visible to the reviewee.

This is how the standard 9-box grid looks in the review.

If you'd like to also guide reviewers in making more accurate and informed choices for their direct reports you may enable the ''AI-assisted 9-box suggestion'' setting.

The setting uses performance and average ratings, along with the review content, to suggest the most suitable selections.

By enabling this feature, reviewers can receive intelligent suggestions, making the evaluation process more meaningful and efficient.

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