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 evaluations, make sure the 9-Box Evaluations setting is enabled in Admin Center.
When 9-Box Evaluations is ON:
The 9-Box section appears on user profiles for users in the employee's managerial hierarchy and for Teamflect admins.
Managers and admins with access can create and edit 9-Box evaluations.
Users outside the employee's managerial hierarchy cannot access the evaluation results.
When 9-Box Evaluations is OFF:
The 9-Box section is hidden from user profiles.
Managers and admins cannot create or edit 9-Box evaluations from user profiles.
Existing 9-Box evaluations are retained and are available again if the feature is enabled later.
When should you enable 9-Box evaluations?
Enable this setting when your organization wants managers and HR/admins to regularly assess employee performance and potential for talent calibration, development planning, or succession planning.
Once the setting is enabled, open a user's profile to view or manage their 9-Box evaluations.
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.