Admin Experience (Admin Panel)

+9
84 articles in this collection
Written by Caroline Peters, Laura Watts, and Grant and 9 others
Reviews

How to set up a review cycle

The different steps required in setting up a review cycle.
Written by Laura Watts
Updated this week

The (360) Review Process

What to expect from a 360 review with email notifications
Written by Caroline Peters
Updated over a week ago

How to change a review cycle's name

How to change a review cycle's name post review cycle launch
Written by Caroline Peters
Updated over a week ago

Ended Review Cycle Status

Definitions of each review cycle status
Written by Caroline Peters
Updated over a week ago

Creating Review Templates

How to create customized questions asked during a review cycles
Written by Caroline Peters
Updated over a week ago

Deliverables

What does each visibility setting mean? What will be shared with the reviewee?
Written by Caroline Peters
Updated over a week ago

Peer Selection Limits Within a Review Cycle

Limiting how many peers an employee can nominate to review them
Written by Caroline Peters
Updated over a week ago

Using scored attributes in review cycles

Using scored attributes
Written by Caroline Peters
Updated over a week ago

Allowing managers to end their direct report's review cycle

Written by Ming Lu
Updated over a week ago

Evaluating employees on their goals in a review cycle

Written by Ming Lu
Updated over a week ago

Scheduled Review Cycles

Automate moving a review cycle through its phases using the Timeline feature
Written by Kevin Norman
Updated over a week ago

Administering Peer Selection

Learn how to manage the admin controls of the peer selection process.
Written by Jared Erondu
Updated over a week ago

What to Include in a Launch Email

Here are some tips for what to include in the review cycle launch email
Written by Kevin Norman
Updated over a week ago

Ending a Reviewee's Review Cycle Early

Written by Caroline Peters
Updated over a week ago

What's the Difference Between Reviewees and Reviewers?

Understanding Reviewees and Reviewers
Written by Caroline Peters
Updated over a week ago

Adding a Late Peer or Manager Reviewer to a Review Cycle

Adding an additional direct report, peer, or manager reviewer mid review
Written by Caroline Peters
Updated over a week ago

Adding a late Reviewee to a Review Cycle

How to add a late reviewee to a review cycle and what email notifications they receive.
Written by Laura Watts
Updated over a week ago

How to Remove a Reviewer mid Review Cycle

Written by Caroline Peters
Updated over a week ago

Adding an Additional Manager Reviewer Mid Review Cycle

How to add an additional Manager Reviewer to an individual during a review cycle.
Written by Laura Watts
Updated over a week ago

Reopen a Review

How to reopen a submitted review during an active review
Written by Caroline Peters
Updated yesterday

Changing Managers Mid Review Cycle

What you need to know when an employee's manager changes mid review cycle
Written by Caroline Peters
Updated over a week ago

Remind Reviewers to complete their Reviews

Remind incomplete reviewers to finish their reviews
Written by Grant
Updated this week

Using Automated Rules for Recurring Review Cycles

Using automated rules to create recurring review cycles based on an employee's start date
Written by Ricky Zein
Updated over a week ago

How to Delete a Template

Written by Caroline Peters
Updated over a week ago

Enable "Top-Down" Visibility

Managers of managers can access the review cycles of their indirect reports
Written by Caroline Peters
Updated over a week ago
People

Inviting your Team to Lattice

Upload and invite your organization, three different ways
Written by Jacob
Updated over a week ago

How to edit an Employee's Profile

Edit an employee's profile
Written by Caroline Peters
Updated over a week ago

Using Automated Rules for One-Time Onboarding Reviews

Using automated rules to generate review cycles for employee onboarding
Written by Ricky Zein
Updated over a week ago

Importing your Company Org via CSV

Mass upload or update your entire organization with a CSV file
Written by Eric Koslow
Updated over a week ago

Troubleshoot the CSV Upload Process

What to check for as you upload a CSV
Written by Caroline Peters
Updated over a week ago

Managing your Org Chart

How to view your org chart in Lattice.
Written by Laura Watts
Updated over a week ago

How to Change an Employee's Manager

Change someone's manager in Lattice
Written by Caroline Peters
Updated over a week ago

Manually Invite Team Members

Input members of your organization individually.
Written by Grant
Updated over a week ago

Update Reporting Relationships

Written by Nate Zanger
Updated over a week ago

How to Edit an Employee's Start Date

How to edit an employee's start date
Written by Caroline Peters
Updated over a week ago

Deactivate a User

How to deactivate a user in Lattice
Written by Caroline Peters
Updated over a week ago

How to Change Someone's Department

Add and/or remove someone from a department
Written by Caroline Peters
Updated over a week ago

How to Edit a Department's Description

Add or edit a department's description
Written by Caroline Peters
Updated over a week ago

How to Edit your Company's Mission Statement

Add or edit your company's mission statement
Written by Caroline Peters
Updated over a week ago

How to Reset an Employee's Password

Reset your employee's password when they're having trouble logging in
Written by Caroline Peters
Updated over a week ago

Managing your Company's Values

How to manage values for you company
Written by Caroline Peters
Updated over a week ago