The People Analyzer is an EOS tool that will help you assess and identify whether someone fits your culture, aligns with your company values, and is responsible for the right roles(s) at your organization - essentially determining whether you have the right people in the right seats

The People Analyzer gives leadership teams the ability to rate employees on a "+" or "-" scale to determine how well they exhibit your Core Values (from your VTO) and whether the employee gets, wants, and has the capacity (GWC) to do their assigned role(s) (from you Accountability Chart)

Using a tool like the People Analyzer™ isn’t just useful when evaluating employees, but it also helps management teams develop an understanding of what is acceptable and what it not within the organization. When managers have a clear understanding of these expectations, they are best prepared to hold not only themselves, but also their people accountable to the values of the organization.

The People Analyzer is enabled in your leadership team, by default (or whichever team space you've designated as the leadership space in Adminland)
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The People Analyzer in EOS is typically run quarterly during (every 90 days) during Quarterly Conversations or at Quarterly Planning Sessions to assess if employees are "Right People" (Core Values) and "Right Seats" (GWC™). While used quarterly, it can be employed anytime to solve team issues, during hiring, or during annual planning sessions

To start a new People Analyzer assessment, click Create from the People Analyzer page. Give your session a Name, Description (optional), & set The Bar
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"The Bar" represents the minimum acceptable standard as to how many core values must be a plus (+), and how many plus/minuses (+/-) are allowable; the results will determine if someone is in the right person in the right seat

Set The Bar by selecting how many core values must have a plus (+). In the example below, we're saying 3 of the Core Values must be a plus (+). There are no minuses (-) allowed for Core Values.
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Select the users you want to evaluate from the Evaluations Add people settings:

Select whether you want to evaluate and click Save

Go through each user as a Leadership team and determine how they adhere to & exhibit your Core Values and whether they GWC the seat(s) they're assigned in your Accountability Chart
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Add context to your assessment(s) whenever relevant, but especially if someone barely meets or falls short of the bar
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Once you've evaluated & rated everyone, click Complete from the Action menu:

Based on The Bar's settings and your ratings Strety will output a visual showing whether you have the right people in the right seats or whether there are adjustments that may need to be made:
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In some situations, you may want to non-leadership team members to perform evaluations on specific users, most commonly you'd ask managers to evaluate their direct reports.

To assign direct managers as evaluators, click the Auto-assign managers as evaluators check box

After clicking save, you'll see the People Analyzer grouped by manager with their direct reports nested beneath them

If you want to reassign people to be evaluated by someone other than their direct manager, click Assign Evaluators, select the people, then select the new evaluator and click Assign
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All of those people will now be reassigned to the new evaluator
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Video Overview of how to assign & reassign evaluators:

When a user is assigned as an evaluator, they will receive a notification stating You've been assigned to evaluate people in [name of People Analyzer session].

They will also see any open evaluations awaiting their assessment from their homepage's Open Items section

The user will see their evaluator view the includes only the people they are assigned to evaluate

The evaluator completed their evaluation(s) and submits by clicking Complete. We will not allow evaluators to submit an incomplete evaluation

The results from your individual evaluator(s) will feed into the high-level (master) People Analyzer evaluation and display the results
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To address any issues identified in the People Analyzer, click on the 3-dot menu to the right of the user's evaluation result and create an issue from the assessment.

Create that issue in the most appropriate space to continue the conversation, typically either the Leadership team or the user's person space, so it can be discussed further in an upcoming 1x1 or Quarterly Conversation

Export & print the results of any People Analyzer assessment from the Print as PDF action: