When creating a review cycle, templates can be assigned by review group (self, manager, etc.) and fields, such as location, department, or role.
Before you start
User field assignments are based on the fields of the reviewee, not reviewer. For example, assigning a different peer review template to employees based on office location will change the template peer reviewers will submit for any employee assigned to that specific office location.
The available Lattice default field is Department. For additional options, you can use custom fields.
Custom fields: You cannot use Custom Relationship field types to override a template. Only multiple choice or number fields are available.
Ensure that the user field has been created and assigned to your employees. See Managing Custom Fields.
You cannot override templates by user field once a review cycle has been created.
If enabled, you can't change the field used for overrides after cycle creation. You can switch templates for each group of reviewees within that field after creation, however.
Template overrides cannot be used in Talent Reviews.
Template override configuration
Navigate to your review cycle.
Navigate to Configuration > Template overrides.
Use the dropdown menu to select a default or custom field the override will be based on.
Select to View by review direction or View by field.
View by review direction
Expand the review direction to view the template assigned for each field.
Use the Template drop-down menu to select and override the default template for the desired field.
To preview the template selected, click on the eye icon.
[Optional] To exclude the field from being assigned any templates for the review direction, check Exclude.
View by field
Expand the field to view the template assigned for each review direction.
Use the Template drop-down menu to select and override the default template for the desired review direction.
To preview the template selected, click on the eye icon.
[Optional] To exclude the review direction from being assigned any templates for the field, check Exclude.