Performance Potential Matrix in ClayHR
The Performance Potential Matrix (also referred to as 9-Box or 4-Box, depending on an organization’s context) is a valuable resource for evaluating and visualizing employee performance and potential, allowing organizations to make strategic decisions and cultivate a high-performance culture.
Performance and Potential Evaluation
- Evaluating Performance: Conducted through performance reviews, this involves assessing employees' job performance, goal achievement, and contribution to organizational objectives.
- Evaluating Potential: Assessed through skills, competencies, and future leadership capabilities, assessing the ability to take on greater responsibilities and adapt to new challenges.
How to Define Performance Potential Matrix Configuration in ClayHR
- Go to the "Gear" icon and open the "Skills & Learning" link.
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- Click on "Skill 9 Box Configuration”.
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- A list of defined labels will be displayed, and users can add new labels by clicking on the "+Add More" link.
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- Users can delete existing labels.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/66a0c11d762cdb68603a2ff0_AD_4nXfbsn9S60ZfT5ncvkXbKPipOp5sTiJxZ12x6I4kwEp7gDZ8P2-h4PkimOLrZ3kRjh6Icz3lU7loG7rT71_H3g1ZZnN7OrPg_Cinc1jYCKncqmYNZGzn8N5eUkv845JdU7Q0KzbcDUaSB3QXACBV-HlyNTE.png)
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Accessing the Performance Potential Matrix
- Go to the "Skills" menu and open the "Skill Matrix" link.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/66a0c11e97c45dea4913ef0e_AD_4nXd--binuIw49MTjcpjG3vpLTQnHbwIruaKkzNRKNpHclBYRQkjM1AeUXbjjOM9IJ65PY8OuFnv3EYX8cU2i2kbMnNubU-m-ZUfGR-3twQPBqGBNiapANjgSIguLzMTC0lhV1IHXLMJy1FAFXu5aCZC1qnPj.png)
- Click on the “Performance Potential Matrix” link.
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![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/66a0c11d4bb688045a524867_AD_4nXf6O8IrHRP05SGlI0MQs26a9kY5zV62Dqfm-wBhURHMfdyvjpOQAtAvvZmPoMz3ouwWKusOrBA3H0WFSUve3qCr48aNSPT9mBtIBhC7dDxW843lRY3WB0h3IDI-W-9pAkNVEg7qCXuddIF0F665NqPHyPwM.png)
- To add users to the performance potential matrix, search for their names.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/66a0c11d00046d2289bebc5e_AD_4nXfxvyGMg30P3AT94poSAfDYcCmiDlCuPlPcR8fM3l-RTMkHbsqGnqiIJ0_VwRl4WAql5aEI_RVRAxB4ra2gVuP6fDJay3jEx4nrrh9XaXu0OW-cxMHUzR7h9BtFSoG_YPYhIDbrule6fXiSXvs6UFZTvE8.png)
- Filter users by “Org Unit” and “Job Profile”.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/66a0c11dfb4061f652057f46_AD_4nXdtu3e7fYr81J8_LVv2ySIl6Sbq9cKk2DGmy0UfiSMiFyyGrPI0lHwT3B3FxSW--fLUHVc9lx5tiVm4ajM9OFNl1GO0EjWNAaP5BNDmdecAtL3Rk8frVrzUFNLIeV9fuGD9oRbu93u00vDLbuMZ-irK_p2n.png)
- Create different views to save selected filters. To create the view, select the filter and click on the “Create View” button.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/66a0c11d8605a297d3c7fff7_AD_4nXfKSHVyVxzftoDIlDx0D1va7TAZksZcGUohsUCATwsO9X7QH-1wmUSN-ShXepsnbmA78BmeDK8Yc0hxgVmsWkQEwTVrggxmVn1eWiDXRyXBYUppZ2JFnHhA_nJkkXIGiG6s2_m9RF9TTT-QcopopPg8sebH.png)
- Add the view name and click on the submit icon to save the view. Users can also set the view as default by selecting the "Mark as Default" checkbox.
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- Saved views will appear as follows:
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