You can configure Sage WX to display talent plans as 9 box grids for complete teams. This lets you view, update and add talent plans in one place.
The 9 box grid view displays the performance against potential grid for your team. The system shows each member in the box for their rating.
To switch between Talent Plan Org Chart view and 9 Box Grid view, use the toggle:
From the 9 box grid you can:
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Select a team member and view their talent plan. Edit it, or create a new talent plan for them
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Drill down to the team of one of your direct reports. View the talent plan classifications for those team members
To view a team reporting to one of your direct reports, select the direct report:
Use the Direct Reports menu to drill down to show teams within teams.
The display is responsive, so boxes can be too small to hold all team members. In that case, select the total number indicator at the bottom right of the box:
Sage People displays all team members you classify in that box:
Direct reports show solid lines for image borders.
Cross reports show a dotted line image border or a light gray image border.
To display more detail on a team member, hover on the team member image:
In mobile devices, select the team member name, not the image.
You can configure the fields you display. Ask your Administrator to change the Talent Plan 9 Box Grid Details Field Set on team member.
To display full talent plan detail for a team member, select the team member.
In mobile devices, select the team member image, not the name.
Sage People displays the Talent Plan Detail view for the team member. This includes the 9 Box Grid Classification:
Select the 9 Box Grid button to return to the 9 Box Grid view.
You can see talent plans for team members who aren't direct or cross reports. This is because they include the 9 Box Grid feature toggle on their Talent Plan Detail views. Select the toggle to display the 9 box grid for the team member within their team.
The system displays team members without a talent plan and team members you exclude from your view by permissions as Unclassified. This is beneath the Team 9 box grid:
