Vitals FAQs

  • Who can see Vitals ratings?
  • Where can we view Vitals ratings?
  • How can my organization use Vitals?
  • Can I edit the Vitals questions?
  • Can I use Vitals for my 9-box performance review?
  • How often should we update Vitals ratings?
  • How should we handle discrepancies in Vitals between raters?
  • Can I temporarily hide Vitals ratings? 

Who can see Vitals ratings?

Managers can see Vitals scores for anyone in their down line and Admins can see Vitals scores for anyone in the organization (except for their own scores). Focused Admins can see Vitals for anyone in their purview. In addition, anyone who was invited to provide Vitals scores for a particular employee who is not their direct report (e.g., a matrix manager or project lead) will be able to see that employee's scores. Employees can never see their own Vitals scores. 

Where can we view Vitals ratings?

Vitals ratings can be viewed in one of two places; Vitals Analytics and an employee's Snapshot. From Vitals Analytics, Admins can view Vitals ratings for everyone in the organization (employees who do not yet have Vitals scores will appear here with blank scores.) Managers will be able to view Vitals for anyone in their down line via Vitals Analytics. Alternatively, anyone with visibility into a particular employee's scores can view them via the employee snapshot. Vitals can also be updated directly via the Snapshot.

How can my organization use Vitals?

Many organizations we partner with have adopted Vitals to streamline their talent review and succession planning processes. Some organizations have completed talent review processes manually, while others are moving from a 9-box system. Vitals provides a quicker and easier way to capture information about talent, making it possible for organizations who have only conducted talent reviews with their leadership team to conduct Vitals for their entire organization.

Can I edit the Vitals questions?

Yes, you can edit our questions to meet your organization's unique needs as long as you include one question that assesses growth trajectory and one question that assesses performance. Contact your Customer Success Manager for assistance.

Can I use Vitals for my 9-box performance review?

Yes! Vitals can be adapted to fit a 9-box. However, changing to a 9-box structure will cause you to lose our baked-in insights and resources, as these are tailored to our 16-box structure. 

How often should we update Vitals ratings?

We recommend updating Vitals for everyone in your organization once every quarter, or approximately every 90 days.

How should we handle discrepancies between raters?

Vitals Analytics allows you to view both an average Vitals score to date for each employee as well as the complete history of Vitals ratings that they've received from every rater. If you notice discrepancies between Vitals scores given by different raters, this may signal an opportunity for a conversation. You can initiate a conversation in platform between the rater(s) who came to different conclusions about an employee to discuss perceptions. If as a result of the conversation one of the raters decides to change their rating, either the rater or an Admin can update that rating via Vitals Analytics or the employee's Snapshot.

Can I hide Vitals ratings?

Yes! You can hide Vitals for anyone in your organization by turning on the Calibration Mode and selecting the individuals' whose Vitals should be hidden. This can be helpful in cases where you need to gather your people leaders in a room to discuss Vitals and don't want their own Vitals to be visible.