The 9‑Box evaluation in Teamflect is a powerful tool for assessing employee performance and potential using a two‑dimensional matrix. Managers and admins can view, edit, and create evaluations directly within a user’s profile, making it easier to manage talent calibration, development planning, and succession strategies.
Access to 9-box results is restricted to the individual’s managerial hierarchy and Teamflect admins, ensuring confidentiality of sensitive evaluation data.
Steps to View 9-Box Evaluations
Step 1: Enable in Admin Center
Before viewing 9-box results, make sure the feature is enabled in the Admin Center settings.
Step 2: Open the User’s Profile
Log in to Teamflect and navigate to the profile of the employee you want to evaluate.
Step 3: Locate the 9-Box Section
On the left-hand side of the profile, find the 9-box evaluation section (visible only to managers and admins).
Click See evaluation to open details such as evaluator’s name, related review (if applicable), and comments.
Step 4: Create a New Evaluation
Use the Create new evaluation button in the top-right corner to start a new assessment.
Step 5: Edit Evaluations
Click Edit to update performance/potential scores or add new comments. Don’t forget to Save.
Step 6: Switch to Team View
Click Switch to team view to see all direct reports’ 9-box placements at once.
For “Not Evaluated” team members, click their name to complete an evaluation directly.
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.
HR Use Cases
1. Real-Time Talent Calibration
HR can update 9-box placements as soon as new performance data is available, ensuring evaluations remain current.
2. Personalized Development Planning
Managers can use individual 9-box results to tailor development plans aligned to performance and potential.
3. Strategic Succession Management
By analyzing 9-box results across profiles, HR can identify high-potential employees and strengthen the leadership pipeline.
Final Thoughts
Viewing 9-box evaluations within user profiles gives managers and HR a centralized, up-to-date view of talent performance and potential. Whether for development planning, succession strategy, or ongoing calibration, this feature ensures data is both actionable and secure.