Axis LMS Performance Management

One of the most commonly exercised forms of Performance Evaluation is the 9-box matrix / grid. This simple tool allows HR departments to quickly evaluate their employees to determine who would make a suitable nominee for open positions or to conduct employee reviews.

Because it acts as a form of 'scoring' an employee, it’s a natural fit inside of any LMS. Inside Axis LMS, the Admin will create a 9-box template; users are then reviewed and scored based off those templates. Those reviews are saved to the user’s profile, so that they can be easily pulled up when needed.

Creating an Evaluation

To create an evaluation, begin on the Talent tab, then select 9-Box Performance. You’ll see two different options: Manage Settings, and Manage Assessments.


Choosing to Manage Settings will allow you to edit the defaults of all new assessments, and may be useful if you'll be creating multiple assessments; if your company only calls for one assessment, it may not be necessary to edit the defaults.

Managing your Assessments will bring up a list of all your existing assessments. If there are currently no assessments on your system, you’ll be asked to create your first.

When Creating an Assessment, the first step is to give it a name; after this, your assessment will appear in the listing. Your new assessment will have four tool buttons available from the list: Edit Settings, Edit Content, Copy the Assessment, or Remove the Assessment.

Editing the Assessment's settings is where you're able to label each box, and their suggestions. This is also where you're able to edit the Ranges which determine where a user falls in the matrix.

The matrix is segmented into an X and Y axis - Potential versus Performance. High Performance will move a user’s placement further to the right of the Matrix, and a Higher Potential will move them further to the top - an ideal placement is the top-rightmost box.

After finishing with an Assessment’s Settings, the next step is to add questions to determine Users’ Potential versus Performance. To do this, return to the Assessment listing and click the Pencil icon to edit the Assessment’s questions.

Questions are broken down into Potential Questions and Performance Questions. Each question you create has no ‘correct’ answer, but instead a target value. A user who matches the target value receives a 100%.

  • Target Value = 50
  • User Value = 45
  • User Score = 90% (45/50)

After you’ve finished creating questions for your Assessment, it is completed. You can now return to the listing to either copy the Assessment, or Remove it.

Evaluating Employees

Once you have one or more Evaluations, you’re probably going to want to start evaluating some users. To begin, open up your Users tab, then select a User from your Manage Users screen. Select the Performance Evaluations icons.

If the user doesn’t have any evaluations yet, you’ll be asked to add an evaluation. This will prompt you to select what Assessment the user is being evaluated on.

After selecting an Assessment, you are able to Edit that Evaluation. Here, the evaluator will be able to evaluate the different potential / performance questions, and fill in a numeric answer based on the target value.

After submitting the scores, you’ll be able to view the user’s evaluations, and determine which matrix block they fall in.