Configure Box Chart Views

As administrators when creating or editing a Talent Review template, you can configure multiple unique box chart views to display worker ratings.

In the meeting, facilitators can update worker ratings for the rating types you specify as views in the box chart. For example, you can create one view that allows meeting participants to rate employees both on risk of loss and performance. You can also create a single rating view that allows the meeting participants to rate the overall competency of the employees in the review population.

  1. Add a box chart view.
  2. Specify these values for the box chart view:
    • View name: Enter a unique name that will let the facilitator know the use of the box chart view.

    • View Type: Select from the two available types:

      • XY View: Uses two separate ratings as the axes

      • Single Rating View: Uses one rating as the lone measure

    • X-Axis or Single Rating: Select the rating that you want to use on the X-Axis of the box chart or for the single rating view.

    • Y-Axis: Select the rating that you want to use on the Y-Axis of the box chart.

  3. Set the default view. Facilitators can switch between views during the meeting.
  4. Configure the boxes that appear in the box chart:
    • For box charts of the XY View type, the number of rating categories in the rating models you selected decides the box-chart dimensions. For example, one rating model combination might deliver a nine-box configuration and another a six-box configuration.

    • For box charts of the Single Rating View type, you select the dimensions and the rating levels to populate each box. You can select from one to five rows and columns, up to a maximum of 25 (5 x 5) boxes in the box chart.

  5. Add labels for the boxes that appear in the box chart.
    Note: For ratings used in the XY view, you can enter any label.
  6. You can submit the box assignment for only one XY and one Single Rating view. When you select Submit Box Assignment for a view, the labels of the boxes appear in the table view of the box chart.