Review templates can encompass both recommended and custom questions. Admins can create review questions by following the steps below.
Before you start
There are two places you can create a review question: from the Question Bank or directly within a review template.
When you create a question within a template, it will automatically be added to your Question Bank.
Navigate to the question editor
Option 1: Create a question from the Question Bank
Create a custom review question:
Navigate to Admin > Performance > Reviews > Questions.
Select Create question to bring up the creation modal.
Create a custom review question from a Lattice recommended question:
Navigate to Admin > Performance > Reviews > Questions > Recommended.
Select Copy to your questions.
Option 2: Create a question within a review template
Navigate to Admin > Performance > Reviews > Templates > Create new template.
Select + Create question to bring up the editing modal.
Once you have created the question, select Done.
Learn more about review templates in Create Review Templates.
Create a review question
Review Question Response Types
For each question, you can set the question body, an optional description, and how reviewers should respond to each question during the review cycle. Lattice has several response types to choose from:
Questions can be the following response types:
Rating questions: Set a custom range for the reviewer to provide a rating during the review cycle. The rating scale values are customizable and can be displayed as text or numbers. The scale supports up to 10 values.
For more information, check out Rating Scale Display Options.
Multiple choice: Set values where a reviewer will choose one option
Multiple-select: Set values where a reviewer can choose more than one option
Note: Rating questions completed by managers can be calibrated during the review cycle. Learn more in Set Up Calibration in a Review Cycle.
Comment
The Comment response allows the reviewer to provide a qualitative response within an open text box. You can combine the comment response type with the rating/multiple-choice types by toggling options on.
Make a question private
You can choose to set a question as private, hiding it from the reviewee when they receive their review packet. Regardless of what you choose for the visibility setting on the review cycle, private question responses are only visible to admins and that reviewee's manager.
For a deeper dive into private questions, see Create Private Review Questions.
Make a question optional
Questions can be set as optional if you don't feel that every reviewer should be obligated to answer an entire question or part of a question. To make a response type optional, select on the Optional checkbox next to each response type.