Our award-winning 2D chart helps get the conversation started between managers and staff. While it's by no means a scientific measurement, the placement of the dot strongly correlates with what employees and managers write in their assessments. You can use the 2D chart to see a quick overview of how managers and employees see themselves. The tool can even be used to analyze outliers or spot imbalances in how managers assess their teams.
Once people have written their reviews and depicted their performance on the 2D chart, managers can visualize their teams' performance on a single graph. Managers of managers will also see their indirect reports, and HR staff will see the entire company's performance assessments in a single graph.
On the left, you see the graph of performance assessments. In the sidebar on the right, you can pick whose data to display, and at the top you can choose if you want to see employee self-assessments, manager assessments, or a combined view to compare the two. You can hover your mouse over any icon to increase its size and display the name of the person it represents, and you can click on an icon to load the text of the corresponding review at the bottom of the page.
Choosing who to display
This tool gives you the powerful capacity to select different sets of employees to display on the graph -- examining how subsets of employees are placed on the chart will help you pull useful information out of the data you've collected. Use the organizational chart on the right side of the screen to choose the set of employee reviews to display. You can select and deselect teams and individuals, you can collapse the org chart to display only a few layers in your reporting structure or you can expand it to display all employees. You can choose to display employees' names in the chart or hide them (if you want to see many data points at once).
Color the teams to spot imbalances between manager's assessments
All managers should use a common metric to rate their teams. You need to communicate with managers before the review process to ensure that employee A will get similar feedback and/or ratings as employee B for similar work. Of course, it's tricky to verify that managers' ratings actually do align. Reading dozens of reviews may not be feasible. But since the manager's dot placement will typically correspond with what they write, you can use the 2D overview chart to spot certain trends!
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When you hover your mouse over a team's manager in the hierarchy, that team's members are highlighted in the chart. You may see certain issues right away. To compare two or more teams, you will want to assign a different color to each team. It's easy! Just click the little "color ball" next to a manager's name, and his team will be assigned a random color, both on the tree view and in the 2D chart. You can do this for multiple teams, and certain trends or potential issues may become obvious right away.
Keep in mind that the dots can only help you identify potential underlying issues. But the presence of a team with suspiciously higher or lower ratings doesn't in and of itself indicate that there's a problem with the way their manager rated that team -- maybe some other factor caused that team's ratings to differ. It wouldn't make sense to simply recalibrate that team's ratings without figuring out why those people were assessed differently, and working with the managers to solve the issue. If the problem did turn out to be manager bias, a good solution would be discussing the issue with that manager, who could then adjust the actual written feedback. Only then you should think about moving the dots accordingly.
Manager view vs employee view
There are three tabs at the top of the 2D chart. The first displays the manager's assessment, e.g. how a manager rated the employees. But you may want to see how a person assessed his own capabilities. Switch to the Employee view. Once you feel comfortable with these, the Comparison view shows both assessments at the same time, linking an employee's self-assessment to his manager's assessment with a fine grey line. Hover your mouse to over an employee to highlight his assessments. Since the comparison view will contain twice as many user icons, it is crucial to first filter the data you want to display using the org chart on the right.
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It is not surprising for employees to give themselves better ratings than their managers do. This is normal. It's only problematic if the assessments differ wildly. It's up to you to decide how far apart they can lie. In the screenshot, Stan's self-assessment is much further away from his manager Mark's assessment than any other pair -- in this case maybe Mark's manager or someone in HR would want to call a meeting with Mark and Stan.
Note: HR staff can see manager assessments even before the manager has shared the assessment with their report. This is important, because it enables HR staff to compare the ratings of managers before the managers share their assessments with their teams. Managers are not perfect, and may be rating team members according to different scales. You as a HR staff member should try to encourage the managers to use similar scales. You don't have to apply forced ranking to achieve this. Often all it takes is a simple honest discussion with the managers, showing them how differently they rated their staff. Often, this will be enough to start a discussion in which managers adjust to align their expectations of staff performance.