Possibility of creating committees in the Nine-Box evaluation results report

• Module this feature covers
• What is this feature for?
• Profiles that have permission for this functionality
• Committees in the Nine Box Evaluation Results Report
• Setting up committees
• Accessing the General committee of an evaluation cycle
• Accessing different committees of an evaluation cycle

Module this feature covers

Talent Management

What is this feature for?

Currently the Nine Box evaluation's results report only allows you to filter the evaluatees that are displayed by Unit. However, the most common scenario is the use of Calibration Committees, where HR can define who will be displayed at the Matrix. This way it is possible to hold Committee meetings and display only the people who will be calibrated in the respective meetings. This purpose is to allow HR to create and use in the Nine Box Evaluation Menu the Calibration Committees.

Profiles that have permission for this functionality

To access the report Nine Box evaluation's results, it is necessary to be an administrator of the Talent Management module (to learn more, click here).

Committees in the Nine Box Evaluation Results Report

Para acessar um comitê, informe o Plano de Gestão, o Ciclo de Avaliação e o Comitê desejado. Todo ciclo de avaliação possui um comitê Geral, que engloba todos os avaliados participantes do ciclo. 

Para configurar comitês, acesse a opção Configurar comitês.

Access to the Nine Box evaluation's results report is now made through the menu Talent Management > Nine Box.

To access a committee, inform the Management Plan, the Evaluation Cycle and the desired committee. Every evaluation cycle has a General committee, which includes all the evaluatees participating in the cycle. 

To configure committees, access the Set up committees option.

Setting up committees

By accessing the Set up committees option, the list of committees for the cycle will be presented and you can add new committees, edit them, or delete them.

To add a new committee for the evaluation cycle, click Add committee.

Enter the name for the committee and click Add Evaluatees.

Important: You can only add to the committee the evaluatees that are part of the evaluation cycle.

To add the evaluatees to the committee, you can apply the following filters:

• Unit: performs the filter of roles and/or evaluatees of a given Unit;
• Role: filters evaluatees who hold a certain role;
• Evaluatees: where the evaluatees of the evaluation cycle will be listed for selection. If the filters Unit and/or Role are applied, only the evaluatees corresponding to these filters will be displayed.

After selecting the evaluatees desired for the committee in the filters, click Add evaluatees. The evaluatees will be added to the list. 
When you Save the committee, it can now be used in the Nine Box results report.

To remove an evaluatee from the committee, simply locate it in the list, click Delete, and Save.

The Committees screen will always be presented after adding or changing any committee. If you wish to delete a committee, simply find it in the list, click Delete, and confirm the deletion.

Accessing the General committee of an evaluation cycle

After informing the Management Plan and the Evaluation Cycle, the Committee field will be enabled with the option General. Just apply the filter and the Nine Box report will be presented, where all the evaluated in the cycle will be considered.

Important: The General committee cannot be edited and cannot be deleted.

Accessing different committees of an evaluation cycle

After informing the Management Plan and the Evaluation Cycle, the Committee field will be enabled with the option General and all other committees registered for the cycle in question.

Select the desired committee and apply the filter so that the Nine Box report is presented, where only the evaluated that are part of the selected committee will be considered.