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Editing Pending 9-Box Assignments
Editing Pending 9-Box Assignments
Updated over 2 months ago

Role Access: Admins, Super Users, Partners

Note: Partners will only be able to edit assignments for their group members

9-Box assignments can be edited while they are still pending. The types of edits that can be made include:

  • Removing/Replacing Evaluator or Evaluatee

  • Due Date

  • Year Associated with the Assignment

Note: Assignments are organized by Evaluator. To locate a specific assignment, we recommend filtering by evaluator and date.

To make changes to a 9-Box Assignment:

  1. Navigate to 9-Box on the left navigation menu

  2. Change the view to Assignments

  3. Select the Pending tab

  4. Locate the assignment and select the three dot menu

  5. Choose “Edit Assignment”

Important Note: If an Evaluatee was already placed, changing the assignment will revert their placement. You will need to confirm these changes for the action to be completed.

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