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HR Performance Dashboard (full Talent Management module)

Usman Bashir
Updated
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This guide will show you how to use the Performance/Talent Dashboard which provides a summary of completed Reviews and Nine Box Grid data which can support Succession Planning.

Note: The Talent Dashboard is only available to customers who have full Talent Management installed.

 

Contents

 

Overview

  • The Performance/Talent Dashboard provides a summary of employee Review statuses, selectable by Review Type and shows the Nine Box Grid Performance and Potential and Flight Risk ratings
  • Users cannot view their own data in the Dashboard as it is designed for HR Users and Managers to view their Subordinates’ data
  • Users can view their own data in the Employee Dashboard (subject to security permissions)
  • The Performance/Talent Dashboard is split into four Tabs which are covered in the following sections

 

Dashboard

  • Go to the following area:
    • Latest (left-hand) menu: Performance & Development > Performance Dashboard
    • Pre-2025 (top) menu: Talent & Development > Talent Management > Talent Dashboard
  • Click on the summary elements to view the source of the data for that Review Type
  • Managers can view any reviews for their direct subordinates or where they are an indirect reviewer (such as 9 box quick entries – see 9 Box Grids section below).

 

Pending

  • Click on the summary elements to view the number of complete or incomplete activities for the Review Type

 

9 Box Grids

  • The right two tabs display the two 9 Box Grids
  • Within the tab, click on a box in the grid to reveal who has been rated at the level selected. The ratings on the grid axis (high/medium/low) determine where the person sits in each grid
  • The 9 Box Grids can be customised to display your organisation’s colours and language via:
  • System > Talent Management Configuration > Nine Box Grid Configuration
  • New UI : Performance & Development > Performance & Development Configuration > Nine Box Grid Configuration

 

Performance and Potential

 

Flight Risk 9 Box Grid (likelihood and Impact of leaving)

  • Hovering over a score in the right hand box displays the date of the most recent rating. Up to three ratings will be shown if there are multiple records
     

Succession Planning

  • The 9 Box Grid ratings can feed into the Succession Planning tool:
    • Latest (left-hand) menu: Performance & Development > Succession Planning
    • Pre-2025 (top) menu: Talent & Development > Succession Planning

Note: To move employees into a different location in the Performance or Flight Risk Nine Box Grids, a new Review that includes the Ratings will need to be completed.

A quick way to rate employees is to use the 9 Box Quick Entry page, or you can add the Ratings to an existing Review Type so this can be recorded as part of an individual review (such as annual appraisal).

 

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