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Add a potential score to a review

Before you start

  • The review must include the Manager to direct report review type. The potential question is only asked to managers.
  • The review must be a Draft. This feature can't be turned on or off after launch.
  • To appear on the 9-box grid, a person also needs a performance score, so use Final question or Custom weights, not Without score.


 Step by step 

  1. Go to Performance > Reviews and open the draft review (or use the New review wizard).
  2. Click Edit and open Features.
  3. Turn on Add potential score.
  4. In the Questionnaire, open the Manager tab. An Overall potential section appears with the question "How would you evaluate this person's potential?" and the note "Visible only to managers and performance review process owners. It won't be visible to the evaluated person."
  5. Launch the review as usual.
Adding a potential score to a review, step by step

 

Rules and behavior

  • If Add potential score is on, then every manager review ends with the Overall potential question, rated on the company score scale.
  • If you are the evaluated person, then you never see your potential score in the review or in your results.
  • If you are an admin, a review owner or the person's manager, then you can see the potential score.
  • If a review is Finished and has potential scores, then Talent Analytics uses the latest completed review to place people on the 9-box grid. Talent Analytics is available to admins only.
  • If a person has a performance score but no potential score, then they don't appear on the 9-box grid.

 

Limitations

  • You can't ask the potential question in self, peer or direct report reviews.
  • You can't turn the potential score on or off after launch.
  • You can't see the 9-box grid inside the review. It's in Talent Analytics.
 

 

Troubleshooting

  • Symptom: "The 9-box grid says 'We could not get any data'." → Cause: the last completed review didn't have Add potential score on, or has no performance scores. → Fix: turn on Add potential score and a score mode in the next review.
  • Symptom: "I can't find Add potential score." → Cause: the review is no longer a draft. → Fix: it can only be set before launch.


 

FAQ

1. How many questions measure potential?
One: "How would you evaluate this person's potential?", answered by the manager.

2. Can employees see where they are on the 9-box grid?
No. The potential score is never shown to the evaluated person.

3. Which scale does the potential question use?
The company score scale from Settings > People > Reviews.

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