Use the growth and performance matrix

Quick answer

• In ESS, open Growth and performance from the manager view, set your filters and click Search.
• Drag employees between boxes to change their position on the matrix, then save.
• Use the three dots next to an employee's name to open their profile and complete their talent review.

The growth and performance matrix places your employees on a grid — GEMS star, high performer, inconsistent, talent risk and the rest — based on their performance and growth. From here, you can move people between boxes and record their talent review.

This view is restricted. It is available to users with HR access and can be limited further to suit your organisation.

1. Open the matrix

   In ESS, go to your manager view and open Growth and performance.

2. Filter to the employees you want

   Set your filters and click Search:

   Filter	What it narrows to
   Year	The performance year
   Business unit	The company or entity
   Department	The department or stage
   Start level	The level to filter from

   Your employees are placed across the matrix according to their current position.

   

3. Move an employee

   Drag an employee from one box to another to change their position — for example, from effective to high performer. You can move people one at a time or reposition several before saving.

4. Save your changes

   Click Save. The positions update, and the new placement is written back to the employee's talent review record in D365.

   The update isn't instant—allow a moment, and refresh if the move doesn't appear right away.

5. Open an employee's talent review

   Click the three dots next to an employee and open their profile. You can view their profile information and performance rating, and open their talent review.

   

6. Complete the talent review

   Record against the employee:

   Field	What to record
   Comments	Your notes on the employee
   Risk of loss	How likely they are to leave — for example, medium
   Impact of loss	The effect if they did — for example, high
   Position	Their placement — key performer, high potential, or neutral
   Identified successor	Who would succeed them
   Employee readiness	How long until that successor is ready — for example, two years

   There are other fields to complete. You can also change the employee's position here instead of dragging them on the matrix.

7. Add an attachment

   In the File tab, attach a supporting file if you have one. Attachments are stored against the employee's talent review record in D365.

8. Submit

   Click Submit. Everything you have recorded is saved to the employee's talent review and is visible to HR in D365 — see View talent review records in the HR guide.

   What you record here feeds the talent comparison view, so completing it properly is what makes that view useful — see Compare talent profiles.