Administrators in Teamflect can customize the default 9-box grid used in employee profiles without running a review cycle. This flexibility allows managers and admins to:
Edit and update 9-box results directly in user profiles.
View results either linked to a review cycle or as standalone evaluations.
Keep track of all evaluations in chronological order.
Step 1: Access the Reviews Module
Open the Admin Center in Teamflect.
From the left navigation menu, select Modules → Reviews.
Step 2: Configure Default 9-Box Template
Within the Reviews module, find the ''Display 9-box evaluations in user profile'' setting and select Configure 9-box template.
Step 3: Make Customizations
You can modify all aspects of the grid to reflect your organization’s performance framework:
Grid size: determine the number of rows and columns for your grid (minimum of 2, maximum of 5).
Axes labels: Rename the x- and y-axes to match your evaluation criteria.
Axes descriptions: Add a customized description for each axes.
Box labels & descriptions: Edit the text inside each box for clarity.
Metrics: Align boxes with competencies or performance measures that matter to your company.
Colors: Select a color for each box by clicking the palette icon or entering a hex code.
📌 Custom grid size is a feature only included in the Professional Plan and can be trialed for 30 days free of charge. Click here to learn how to start a trial.
💡 Tip: To reset the template, use the Reset all changes button (bottom-right corner).
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.
Use Cases
Real-Time Adjustments: Adapt the 9-box grid to new strategic priorities without waiting for a review cycle.
Tailored Insights: Customize labels and descriptions to match organizational culture and leadership language.
Continuous Evaluation: Assess employees outside of formal review cycles for faster decision-making.
Succession Planning: Use the grid to identify high potentials and plan leadership pipelines.
Performance Calibration: Standardize criteria across teams by aligning the grid with shared definitions.
Best Practice
Recommendation: Keep the grid simple and consistent. Avoid frequent structural changes, as this may confuse managers. Use customization primarily to align with evolving performance criteria or when introducing new company values.