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How can I view 9-box evaluations in the user's Teamflect profile?
How can I view 9-box evaluations in the user's Teamflect profile?
Isabella R. avatar
Written by Isabella R.
Updated over a week ago

The 9-box evaluation is a valuable tool in Teamflect that allows you to assess an individual's performance and potential based on a two-dimensional matrix. To access these 9-box results for a user's profile, follow these steps:

Step 1: Enable Relevant Setting in the Admin Center

Before you can access 9-box results, ensure that the necessary setting has been enabled in the Admin Center.

Step 2: Visit the User's Teamflect Profile

Log in to your Teamflect account and navigate to the user's profile for whom you want to access the 9-box evaluation results.

Step 3: Locate the 9-Box Evaluation Section

On the left-hand side of the user's profile, you will find a dedicated section for 9-box evaluations. This section is only visible to the individual's managerial hierarchy and Teamflect admins.

Step 4: View Existing 9-Box Evaluation Results

Within the 9-box evaluation section, you can view all the results from 9-box evaluations within reviews. You can also create new evaluations separate from the regular review cycles.

Step 5: Click on "See/Edit"

To explore the 9-box evaluation results, click on the "See/Edit" button located within the 9-box evaluation section.

Step 6: Create a New Evaluation

At the top-right corner of the screen, you'll find an option to create a new 9-box evaluation. This allows you to assess the user's performance and potential in a new evaluation cycle while still being able to view the previous results.

Step 7: Review Previous Evaluation Details

When you click on a previous evaluation, you will be presented with details such as the evaluator's name, related review (if one exists), and any comments provided during the evaluation.

Step 8: Edit and Save the Evaluation

If necessary, you can edit the existing 9-box evaluation by clicking on the "Edit" button. This enables you to modify the evaluation scores, leave additional comments, and make any necessary adjustments. After making changes, remember to click "Save" to preserve your edits.

Step 9: Switch to the Team view to evaluate all your team members.

Click on the ''Switch to team view'' button to see all your direct reports and their related 9-box evaluations in one place.

If needed, you can even click on your team members' profile pictures to see their evaluations in more detail as well. For your not-evaluated direct reports, you can directly evaluate them by clicking on their name on the ''Not Evaluated'' list.

Note: Remember, access to 9-box evaluation results is restricted to the individual's managerial hierarchy and Teamflect administrators. This ensures that sensitive performance and potential data remain confidential and accessible only to those with appropriate permissions.

By following these steps, you can effectively view, manage, and utilize 9-box evaluation results within a user's Teamflect profile, aiding in making informed decisions about performance and potential assessments.

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