How should an administrator interpret the Talent Matrix, quadrants, and alerts?
The Talent Matrix places each user in a box by combining their performance and potential results in the same cycle. The alert is one specific box with its own criteria.
What decides a user's box?
The matrix combines the user's performance result and potential result for the selected cycle, using the matrix scales configured for the year. The names of the boxes can be adapted to your organisation, so use your own labels rather than a universal meaning.
Why does a user's box look out of date?
If the performance evaluation or the potential assessment was reopened and changed, the box follows the latest submitted results. Check that both results belong to the same cycle and are submitted before comparing.
What is the alert?
The Users with alert status card on the cycle's dashboard counts the users in the ALERT box of the matrix. A user is included when either of these is true:
their evaluation score is at or below a threshold set for the year, or
they were already in the alert box in the previous year.
These criteria are set per year together with GFoundry; they are not edited in the Backoffice. If no alert appears for a year, the criteria may not be set for that year.
A user has no alert. What does it mean?
They do not meet the alert criteria, or
one of their results (performance or potential) is missing for the cycle, or
the alert criteria are not set for this year, or
the user is outside your organisational scope as an administrator.
A missing alert does not prove that the user has no risk.
When should I contact Support?
Contact Support when both results are submitted in the same cycle and the box or alert still does not match what you expect, or to check which alert criteria are set for a year. Include the user identifier, the cycle, the performance and potential results, and the box shown.
Related articles
Evaluation & Performance Module Overview: the Talent Dashboard and 9-box grid.