Using the Nine Box Analysis

1. Appraisal Template
   Once the 'Appraisal Template' has been created, you can begin 'Appraising' the appropriate Employees.

2. Nine Box Analysis
   After the Appraisals have been completed, go to the 'Performance > Nine Box Analysis'.

3. Filter Options
   Select the appropriate 'Filter Options'.
   Note: When selecting the Appraisal for each filter option make sure to pick the one created specifically for the Nine Box analysis.

4. Single Appraisal
   Allows you to pick a specific Appraisal and Employee.

5. By Manager
   Shows all the Appraisals under that Manager that qualify.

6. By Company
   Shows all Employees who have completed a specific Appraisal within the Company.

7. Star Size
   Select the 'Star Size' to make the stars that signify an Appraisal bigger or smaller.
   Note: This can be useful if you have a lot of Appraisals showing on the chart.

8. Update
   Once complete, click on 'Update'. This will update the chart with stars to indicate any complete Appraisal that falls within the filter parameters.

9. Data Tab
   Select the 'Data' tab to get more statistics on the Appraisals showing on the chart. The 'Data' tab shows you the individual Employee, the year, and their values for performance, potential, and total value between the two.