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How do I customize the 9-box grid displayed on user profiles?
How do I customize the 9-box grid displayed on user profiles?

Customize 9-box grids in Teamflect's Reviews module: Adjust axes, metrics, descriptions, and colors for tailored performance insights anytime.

Isabella R. avatar
Written by Isabella R.
Updated over a week ago

In Teamflect, administrators have the flexibility to customize the 9-box grid displayed on users' Teamflect profiles without the need for a review cycle.

This feature allows managers and Teamflect admins to edit the 9-box results within user profiles, providing valuable insights at any time while offering chronological order displaying 9-box grid evaluation results related to a review cycle or the ones separately evaluated.

Here's a step-by-step guide to help you customize the default 9-box grid:

Step 1: Access the Reviews Module

Start by navigating to the admin center of Teamflect and locating the Reviews module located under the Modules section.

Step 2: Configure Default 9-Box Template

In the Reviews module, look for the setting labelled "Configure 9-box template."

Step 3: Make Customizations

Within this setting, you can easily and fully customise the 9-box grid to be used by your organisation. You can edit the names of the axes, the metrics, the descriptions and the colouring of the boxes.

You can simply click on any of the respective elements and edit the content to suit your preferences. To change the colour of a box, you can click on the palette icon located inside and pick a colour or input the hex code associated with the colour inside the text field next to it.

To reset the template, you can use the "Reset all changes" button located at the bottom, right next to the Save button.

Step 4: Save Your Changes

Don't forget to save your changes after customizing the 9-box grid. This ensures that your modifications are applied.

Beneficial Use Cases:

  1. Real-Time Adjustments: Customize the 9-box grid in real-time, allowing you to adapt it to your organization's evolving needs.

  2. Tailored Insights: Edit the wording within the 9-box grid to align with your company's unique performance criteria and values.

  3. Efficiency Improvement: Save time by making quick adjustments without waiting for a formal review cycle.

  4. Continuous Evaluation: Evaluate employees whenever necessary, providing timely feedback and improving performance management.

By following these simple steps, administrators can tailor the 9-box grid on user profiles to best suit their organization's requirements, ensuring precise and effective performance evaluations.

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