Lattice reviews are customizable and easy to create. We'll help walk you through them in a few easy steps.
Step 1: Navigate to the "Admin" panel found on the top navigation bar
Step 2: On the left Administration panel, select "Reviews"
Step 3: Start your new review cycle by clicking "Create new cycle"
Name Your Review
This can be anything you want it to be and will show up in the different communications we send to employees and managers regarding your review.
Note: If you have project based reviews enabled, make sure that "Org chart review (default)" is selected.
Select Reviewees (Participants)
Keep in mind that the org chart and reporting relationships should be set before completing the review cycle setup. You can make changes in-flight, but it is best practice to have the reporting relationships set prior to launch.
You can either select "All employees" or individually choose your reviewees. Reviewees are the people who will be reviewed in this review cycle.
Keep in mind that you will choose Reviewers at a later time. This is just people who will be reviewed and who will be receiving a review packet in this cycle.
You can choose Reviewees by Org Chart, Department, or by Individuals. You can also upload a CSV of email addresses. To learn more about that, click here.
Select Types & Templates For Reviewers
You can then choose the types of reviewers you want to have along with the templates you'd like each of your reviewer types to fill out.
Lattice gives you the freedom to ask different questions for each type of reviewer by putting in a different template for each kind of reviewer. Some teams choose to use the same set of questions for each type of reviewer while others prefer to have specific templates for each. Whichever method you prefer, we provide a solution.
If you have not yet created templates, feel free to check out our guide on creating templates.
If you've chosen a Review that includes peer selection, you'll also be prompted to choose who selects the peers to be reviewed (on the Review . Lattice offers two ways to handle this process during the setup:
- Managers select peers for their direct reports
- Reviewees nominate their own peers and get them approved by their manager
Admins also have the ability to limit the number of peer reviewers that managers or reviewees can choose by clicking "Limit number of peer reviewers," and typing in the amount they want it limited to.
To learn more about limiting peer reviewers, click here.
Under "Ordering", you will choose which order the manager should complete their review. If you want to managers to fill out their reviews at the same time as all other reviewers, then choose "At the same time as their direct reports' other reviewers". If you would like managers to complete their reviews only after all reviews have been completed for their direct reports, then choose "After all other reviews are submitted for their direct reports". To learn more about managers submitting reviews last, click here.
Under "Visibility", you can choose whether or not managers get access to reviews written about their direct reports throughout the review cycle.
Under "Scored attributes" you will be able to add specific attributes that you've already created for this review cycle. To learn more about Scored Attributes, click here.
Under "Calibration" you will be able to decide if you want to re-calibrate manager's scores after the review cycle. To learn more about Calibration, click here.
Under "Weighted score" you will determine if you want to export review data, weight it offline in a CSV, and then import a final score for an employee. To learn more about Scored Attributes, click here.
Deliverables: What is Shared with the Reviewee
Now it is time to decide how the responses will be shared.
There are a variety of different visibility options for the review packet. Keep in mind that nothing is shared until a manager releases the report to the specific reviewee. Regardless of what option you select, a manager will still need to release the report. The admin is simply selecting what is seen by the reviewee after the cycle has ended.
Manager's review and summary:
You can determine what level of visibility the employee has into the manager's review. You can share the review, the review and a summary (if you've chosen for them to write a summary), or just the summary.
- Share all Feedback with reviewers' names attached - All feedback with names attached will be shared with the reviewee.
- Share all feedback, but with peers' and direct reports' comments anonymized - All feedback will be shared, but any feedback given by a peer reviewer or by a direct report will not have a name associated with it.
- Share all feedback only with manager - The peer and upward feedback just goes to the employee's manager. If you use this setting, it's recommended that you include the final summary so the manager has a place to summarize any feedback with the direct report from the peer/upward reviews.
Read more about customizing the deliverables here.
Under "Control", you can choose whether or not you want to give access to managers to end review cycles for their direct reports so that can move through the post-review flow in Lattice and share their review packet. Otherwise, the manager will have to wait for you as the admin to close out the review cycle. To read more about control, click here.
Here, you can determine what (if any) attributes are shared with an employee in their review packet.
Here, you can determine if you want the weighted score shared with the employee in their review packet.
Sequencing: Select a Timeline
You have the ability to run your review cycle manually or on a set timeline. The timeline feature allows you to select specific dates for when your review cycle launches, closes, etc.
To learn more about setting up your review on a timeline, click here.
For the first review you set up, we suggest running it Manually so that you have more flexibility and can ensure your employees have completed all tasks before the review closes.
In the data check step, Lattice will give admins visibility into some potential problems before they’ve finalized setting up their cycle. This includes employees missing managers, goals, or custom fields. We will also flag users who have not yet been invited to Lattice (and will therefore not get any email communication about the cycle). Learn how to address the errors here.
Verify and create
Once you are done setting up your review cycles, check out your settings to make sure everything is to your liking and when you are ready just hit "Create Review Cycle!"
Note: this will not launch you into the review cycle. For next steps, visit this article.