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Location: View  Career and succession Performance X potential matrix
Overview:
The performance x potential matrix allows classifying employees in one of its quadrants, according to its potential and performance. The classification of the employee is configured in the "Performance X potential matrix" on the general parameters and it will be achieved through the result of the potential evaluation (performed by the leader) and by the result of the performance (automatic or manual review evaluation). Through the tab located at the top right of this menu, it is possible to switch between the following visions:
Vision
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Description
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Performance X potential matrix
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Will display the employees grouped in the matrix quadrants, according to the configurations mentioned before.
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Details
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Will display a list with the employees grouped according to the matrix classifications.
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Quadrants
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The other options will be named according to the name assigned to the quadrants in the general parameters. When selecting one of these visions, the system will display a list of the employees classified in this option.
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▪Remember that, if the "Use review evaluation as performance result for the employee" option is NOT enabled in the Configurations  Review section of the evaluation plan data, the employees associated with this plan will not be displayed in the matrix. ▪The axis classification related to the performance may be personalized when planning the evaluation. |
Specific buttons:
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Click on this button to view the detailed analysis of the employee requirements in relation to the position requirements, view the position competences radar chart, and export the analysis to an Excel spreadsheet.
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Click on the arrow located next to this button and select the desired option to view the employee profile, view the review evaluation, or view the potential evaluation of the employee selected in the list of records. This button will not be enabled if the selected vision is "Performance X potential matrix".
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Click on this button to use the Analytics resource to analyze the result obtained from the search.
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Click on the arrow next to this button to configure and issue the desired performance x potential matrix and employee profile reports. This button also allows configuring a new report or associating an existing report and also viewing the parameters that can be used in the configuration of new reports.
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Click on this button to view the search result in "full screen" mode.
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Use the following filters to find the records you wish by using specific information. To use such filters, go to the Search filters panel and click on the  button to add filters.
For further details about the "Search panel" and other view operations, refer to the "User guide Views" section.
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Click on the Select department button and in the Group by field, click on the corresponding option by which you wish to find the record: all, active, or inactive. In the panel below this field, in the displayed hierarchy, select the object you wish to use as a filter. After that, click on Apply. For more information, refer to the Search filters Filtering records through the type hierarchy section.
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Click on the Add performance button and select an operator and drag the slider to set the percentage of the performance result of the employees whose classification you wish to search. To use more than one performance option, use the Add performance option at the bottom of the panel and repeat the procedure described previously. Use the  button next to each selected performance to delete it from the filter. After that, click on the Apply button.
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Click on the Add potential button and select an operator and the scale option used to evaluate the potential growth of the employees whose classification you wish to search. To use more than one potential option, use the Add potential option at the bottom of the panel and repeat the procedure described previously. Use the button next to each added potential to delete it from the filter. After that, click on the Apply button.
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Click on the Add risk of loss button and select an operator and the scale option used to evaluate the risk of loss of the employees whose classification you wish to search. To use more than one risk of loss option, use the Add risk of loss option at the bottom of the panel and repeat the procedure described previously. Use the button next to each added risk of loss to delete it from the filter. After that, click on the Apply button.
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Click on the Add impact of loss button and select an operator and the scale option used to evaluate the impact of loss of the employees whose classification you wish to search. To use more than one impact of loss option, use the Add impact of loss option at the bottom of the panel and repeat the procedure described previously. Use the button next to each added impact of loss to delete it from the filter. After that, click on the Apply button.
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Click on the Add employee button and select the department, position and or employee whose classification you wish to search. After that, click on Apply.
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User ID: Enter the employee ID # whose classification you wish to search.
Name: Enter the name of the employee whose classification you wish to search.
Position: Select the position of the employee whose classification you wish to search. Use the other buttons next to the field to fill it in with the logged-on user data and clear it.
Leader: Select the leader of the employee whose classification you wish to view.
User status: Expand the list and check the possible status of the record of the employee whose classification you wish to search in the system. Use the other buttons on the side of the field to check all available options and clear the checked options.
Department and position status: Expand the list and check the respective options to indicate if the employee whose classification you wish to search is fit or unfit to perform the position in the department to which they belong.
Hire date: Select the date range that covers the hire date of the employee whose classification you wish to search.
Comments: Enter comments about the employee whose classification you wish to search.
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Click on the Add attribute button and select the attribute associated with the profile of the employee whose classification you wish to search, the operator and a value for it. To use more than one attribute to this filter, use the Add attribute option in the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.
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Check the Only favorite employees option for the system to display only the employees classified as favorites in the search result. For more information, refer to the Search Filters View favorite records section.
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After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be listed on the right side of the view screen.
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