Follow the steps below to access and complete your pending 9-Box assignments.
Accessing Your Assignments
Make sure you are in the appropriate context, specifically within "My Team" or, for Partner users, "My Group." The 9-Box application is not visible to Employee level users.
Access the 9-Box application from the 9-Box dashboard card or by navigating to Apps > 9-Box.
Completing Your Assignments
In the 9-Box application, ensure you are in the "Pending" tab and locate the assignment(s) to be completed. Click the three-dot menu beside the assignment and then select "Complete Assignment."
On the 9-Box Assignment page, you will see instructions on the right side of the page to help guide your placements. The Description/People toggle allows you to switch views between the descriptions of the 9 boxes and your placements.
To place an individual, drag and drop their name into one of the 9 boxes. After placing them, add comments to explain your decision. Then, click Save.
Saving & Submitting Your Assignments
The page will autosave after each selection for each selection. You can also select "Save & Close" if you need to finish your assignments at a later time.
Once all employees have been placed, click "Save & Complete."
Still need help? Contact our support team at [email protected]