Admin Experience (Admin Panel)

+11
102 articles in this collection
Written by Grant, Emily Smith, and Laura Watts and 11 others
Reviews

Creating Review Templates

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

Deleting a Review Template

How to delete an unwanted template
Written by Emily Smith
Updated over a week ago

Private questions in a review template

How to enable private questions in a review template and how they work.
Written by Laura Watts
Updated over a week ago

How to Delete a Template

Written by Caroline Peters
Updated over a week ago

How to set up a review cycle

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

The (360) Review Process

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

Manager's Summary Best Practices

The most common uses for the manager summary box
Written by Caroline Peters
Updated this week

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

Creating a review cycle by CSV upload

You can choose Reviewees for your review cycle by uploading a CSV.
Written by Laura Watts
Updated over a week ago

Closing a Review Cycle Without Tasks or Emails

Close out a review cycle without sending emails and/or tasks
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

Manager's response during a review cycle

The different options you can give a manager to review their direct report during the review cycle.
Written by Laura Watts
Updated over a week ago

Allowing managers to end their direct report's review cycle

Written by Ming Lu
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

Scheduled Review Cycles

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

Closing completed reviews before ending the review cycle
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

Evaluating employees on their goals in a review cycle

Written by Ming Lu
Updated over a week ago

Administering Peer Selection

Learn how to manage the admin controls of the peer selection process.
Written by Grant
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

Active Review Cycle Status (for Reviewees)

What each Reviewee's review cycle status means in an active review
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

Managers submitting their reviews last during a review cycle

What to expect when you set managers to submit their reviews last during a review cycle.
Written by Laura Watts
Updated over a week ago

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

Reopen a Review

How to reopen a submitted review during an active review
Written by Caroline Peters
Updated over a week ago

Reopening a review for a Reviewee, in a closed cycle

How to add a Reviewee back into the review cycle.
Written by Laura Watts
Updated over a week ago

Remind Reviewers to complete their Reviews

Remind incomplete reviewers to finish their reviews
Written by Grant
Updated over a week ago

Review Question Template Bank

Questions to ask in a review
Written by Laura Watts
Updated over a week ago

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

Re-opening a review cycle for late reviewer

Allowing late reviewers to submit reviews even after a review cycle has ended
Written by Caroline Peters
Updated over a week ago

Unlocking manager reviews when they are set to submit last

How to ensure that slow reviewers do not prohibit managers from writing their manager reviews
Written by Grant
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

How to Check Review Cycle Settings

How to see your review cycle settings mid/post review cycle setup
Written by Caroline Peters
Updated over a week ago

Understanding "In Use" templates

Understanding why a template is "In Use," why you may not be able delete it, and how to duplicate Review templates
Written by Nate Zanger
Updated over a week ago

Sample Scored Attributes

What attributes can my managers rate their employees on?
Written by Emily Smith
Updated over a week ago

Scored Attributes reporting

Admins have reporting capabilities when enabling scored attributes during the review cycle.
Written by Laura Watts
Updated over a week ago

Selecting Peer Reviewers as an Admin

How to choose/add peer reviewers as an Admin
Written by Caroline Peters
Updated over a week ago
Goals

Administering Goals

Overview of a company's goals' activity, settings, and status from an administrative perspective
Written by Nate Zanger
Updated over a week ago

Default Goals to Private

How to default goals to public, private, or only allow private goals
Written by Caroline Peters
Updated over a week ago

Goals in the Org Chart

How to show employee goals in the Org Chart
Written by Ryan Hinshaw
Updated over a week ago

OKRs in Lattice

How to set up goals and OKRs with mutliple owners in Lattice
Written by Caroline Peters
Updated over a week ago

How to create and use goal tags

Creating goal tags for your company to use for organizing, grouping, and sorting goals.
Written by Nate Zanger
Updated over a week ago

Using Tags to Organize Individual Goals

This article describes how admins can use tags to organize and align individual goals.
Written by Laura Watts
Updated over a week ago

How to create a Department or Company Goal

How to create a department or company goal as an admin
Written by Nate Zanger
Updated over a week ago

Understanding Goals

Who can see what goals? Who can create goals? Goals in reviews...
Written by Caroline Peters
Updated over a week ago

Change notification settings for goal update emails

Change the cadence at which your employees receive goal update reminder emails
Written by Caroline Peters
Updated over a week ago

Create a Goal for an Employee

Admins can create goals for their colleagues
Written by Caroline Peters
Updated over a week ago

Making an Employee a Department Head

Department heads will be able to create department goals
Written by Caroline Peters
Updated over a week ago

A List of Email Notifications for Goals

What email notifications go out around goals?
Written by Caroline Peters
Updated over a week ago

Mass completing goals

How to filter and mass close goals from the admin view.
Written by Laura Watts
Updated over a week ago

Creating company Goals for non-admins

How to create company goals for non-admins and give them the ability to manage/edit those goals
Written by Nate Zanger
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