Lattice

Adam Kroboth

Poppy Sharpe

Seamlessly run a review cycle in multiple directions across an entire organization.

Performance

Performance Overview for Admins 

There are multiple options for running your review cycles based on your organization's needs.
Org Chart Review
Org chart reviews utilize t...

An Overview of Review Types

The Reviews Performance Reviews page is a central location where admins can create, launch, and manage review cycles. To access the Perfor...

Performance Reviews Page Overview

The Reviews tool facilitates performance evaluations. You can evaluate employees' performance with review cycles that include self-reviews...

Why Use Reviews?

Employees can participate in a review cycle as Reviewees or Reviewers.

A reviewee is a person who is being reviewed or receiving a review...

Defining Reviewees and Reviewers

Reviews Settings Page

Admins can upload historical external reviews into Lattice. This is not a default feature in Lattice. To have this turned on for your acco...

Upload Historical Reviews

Admin Overview 

Lattice AI summarizes a reviewees' review packet for admins, Calibration group participants and Calibration facilitators during Calibratio...

Lattice AI: Review Packet Summaries in Calibration

Lattice AI : Performance Summarization

Evidence-based Reviews Drafts Overview

Learn more about AI capabilities in performance

Lattice AI in Performance

Assessing performance starts with asking the right questions. Here are some suggested questions to ask your employees in a review. 
Streng...

Sample Review Questions

Examples of different rating scales you can use in review templates
Rating scales
Choosing a rating scale that works for your organization...

Sample Rating Scales and Rubric

Depending on the deliverable settings an admin has chosen, your review packet may look different. Below are some examples of common review...

Examples of Review Packets

Lattice provides recommended review questions that you can pull into your templates for your review cycle. Recommended questions must be c...

Lattice Recommended Review Questions

Here are some tips for what to include in the review cycle launch email

Introducing your review with a kickoff email is an opportunity to...

What to Include in a Review Cycle Launch Email

Admins may wish to send out a pre-launch email to employees so they can prepare for an upcoming review cycle. An example pre-launch email ...

Best Practice: Reviews Example Pre-Launch Email

Getting your team ready for peer selection in your Lattice review cycle

Below is an email that you can use to let your team know that it ...

Sample Peer Selection Launch Email

Sample review cycle launch email letting employees know it's time to complete their Lattice reviews
Below is an email that you can use to ...

Sample Review Cycle Launch Email

The Instructions section of a review template can be used to provide reviewers with valuable information to help them complete the review ...

Suggested Instructions for Review Templates

Sample questions and launch email templates 

Lattice Samples and Suggestions 

Configure and share performance improvement plans

Performance Improvement Plans 

Super admins, custom role owners and improvement plan owners can permanently delete drafted, active and closed improvement plans. Before y...

Delete a Performance Improvement Plan

Performance Improvement Plans are enabled for Super Admins and users with company-wide Improvement Plan custom role permissions. Enabling ...

Enable Performance Improvement Plans

Admins are able to customize the Performance Improvement Plan to align with their organisation's needs. Update the TemplatesAdmins can sel...

Customize the Performance Improvement Plans Tool

Super admins or custom role owners with company-wide Reviews, Calibration, and Improvement Plan Admin permissions can create Improvement P...

Create Custom Improvement Plan Template

Add a Collaborator to an Improvement Plan

Admins are responsible for reviewing submitted Performance Improvement Plan drafts made by managers before they are finalized and shared w...

Review a Performance Improvement Plan

Admins and Improvement Plan admins can view all Improvement Plans across the organization. View the Dashboard To view the Improvement Plan...

Performance Improvement Plan Dashboard

Admins can break down the number of Performance Improvement Plans using Charts. 
Navigate to Admin &gt; Analytics &gt; Charts.
Add:

Measu...

View Analytics for Performance Improvement Plans

Admins can export all Performance Improvement Plans as a CSV from the Performance Improvement Dashboard or export an individual Performanc...

Download Performance Improvement Plans

Enable and set up performance improvement plans

Performance Improvement Plans for Admins 

Managers can create Performance Improvement Plans for their direct reports. 
Navigate to Performance &gt; Improvement Plans.
Select Create...

Create a Performance Improvement Plan

Before you start
Admins cannot edit the plan on behalf of the manager unless they are the plan creators.
Admins can utilize the comments f...

Update a Performance Improvement Plan Before Sharing

Once a Performance Improvement Plan has been reviewed and approved by an admin, managers can share and finalize the plan with the employee...

Share a Performance Improvement Plan

Once a Performance Improvement Plan is shared, managers and admins can use the progress tracker to view and add updates.Add an Update 
Nav...

Track the Progress of and add Updates to a Performance Improvement Plan

Admins and managers can complete the process by marking the Improvement Plan outcome as successful or not successful based on the employee...

Mark the Outcome of a Performance Improvement Plan

Managers, collaborators and employees can download Performance Improvement Plans as a PDF. 
Navigate to Performance &gt; Improvement Plans...

Download a Performance Improvement Plan as a PDF

Create and manage performance improvement plans 

Performance Improvement Plans for Managers 

Before you start
Employees will be notified via email and a task on their Homepage that an Improvement Plan has been shared with them. 
Yo...

Acknowledge a Performance Improvement Plan

Once an employee has acknowledged your Improvement Plan, they can add updates to their plan. 
Navigate to Performance &gt; Improvement Pla...

Add an Update to a Performance Improvement Plan

Acknowledge and update your performance improvement plan 

Performance Improvement Plans for Employees

A List of Notifications for Performance Improvement Plans

Learn what notifications are sent by performance improvement plans 

Performance Improvement Plan Notifications 

Admins can see a summary of and manage all succession plans in the Succession Planning Overview page by navigating to Admin &gt; Performan...

Succession Planning Overview

Once Succession Planning has been enabled, admins can configure what information is seen when viewing a successor's details, and cusomize ...

Enable Succession Planning

Navigate to Admin &gt; Performance &gt; Succession Planning. 
Select + Create Plan. 
(Optional) Add an incumbent. 
Enter a Critical role n...

Create a Succession Plan

Before you startAdmins, Custom role owners, and collaborators will have the ability to view Succession Plans.View a Succession Plan

Navig...

View a Succession Plan

Before you start
Admins can create or update succession plans directly from calibration sessions.
Participants can see whether a plan exis...

View Succession Plan in Calibration

Before you start Exports will include only plans and successors that the user has permission to view, based on their access level and appl...

Export a Succession Plan

Super Admins and custom role owners with company-wide Succession Planning admin permissions have the ability to delete plans. Delete a Suc...

Delete a Succession Plan

Succession Plan Notifications

Succession Planning

Frequently asked questions about performance 

Performance FAQs

Admins and users with custom role admin permissions can access all reviews for a user on their public profile page. The public profile pag...

View all reviews for a user on their public profile page

Give access to historical reviews on employee profiles

View your reports' historical review PDFs that were uploaded from outside of Lattice

Question
Can new managers see past reviews for their direct reports?
Answer
Yes, admins will first want to ensure the direct report is ass...

Can New Managers See Past Reviews for Their Direct Reports?

Frequently asked questions across the performance tool

General FAQs

Can I create a review cycle without a downward review?

Problem

Are custom relationships pulled into review indirect reports?

Resolution
No. However, employees can be added as a downward revie...

Are dotted-line managers automatically pulled into an org chart review?

Managing the automatic sequence of your review cycle.

When creating a review cycle, you will be able to choose how you want to advance ea...

What's the Difference Between a Manual and Automatic Review?

Problem

Getting an alert when choosing to Automatically calculate scores in a review cycle
Alert when adjusting weighted score percentage...

Alert: Because your rating questions use different scales, scores will be normalized

Can I launch reviews for specific users?

Problem

Who is assigned the manager responsibilities to the CEO in a review cycle?
If there isn't a manager assigned to a CEO, who is the...

Who Is Given Manager Responsibilities To The CEO in a Review Cycle?

Frequently asked questions during review cycle set up 

During Set Up

ProblemWill users who are in “Created” status and have not yet been invited to join Lattice receive notifications when a review cycle laun...

Do users in a “Created” status receive notifications when a review cycle is launched?

Problem

After Peer Selection has closed, can peers still be nominated? 

Resolution
Once peer selection has ended, reviewees and managers...

How Can Peers Be Nominated After Peer Selection Has Ended?

Problem

During the peer selection phase, managers will have the ability to approve their direct reports’ peer nominations. But what happe...

What Happens if a Manager Hasn't Approved Nominations Before Peer Selection Ends?

Can reviewees see a list of their peer reviewers?

Why is updated data not reflected in my active review cycle?

Problem
I want to change the wording in my promotion nomination template after the cycle has launched.
I want to switch the promotion nomi...

Can I edit or change the promotion nomination template in an active review cycle?

Problem
My review cycle has weighted scores enabled, but I need to adjust the percentages.
I want to remove or add a question in the weigh...

How can I view and edit weighted score distribution in an active review cycle?

Problem

When are self, upward, and peer reviews due when managers are set to submit last within the Review Ordering Settings?

Resolution...

When are Self, Upward, and Peer Reviews Due When Managers Submit Last?

Problem

Will starting manager reviews close review submissions?

Resolution
No. Opening manager submissions will not close other reviews....

Will opening manager submissions lock all other reviews?

Problem
Will deactivating an employee mid cycle delete reviews they completed?
Is it possible to keep the reviews of a reviewer in the cyc...

What happens when a reviewer is deactivated mid-review cycle?

Problem

Will reviewers lose their reviews if they leave the review-writing page before submitting?
What happens to a reviewer's responses...

Do Reviews Autosave?

Question
Lattice supports multiple downward/manager reviewers per employee.  How do I calibrate when more than one reviewer rates an emplo...

How Do I Calibrate an Employee with Multiple Manager Reviewers?

Problem

When and how can I edit my review during a review cycle?

Resolution
Reviews will be editable at any time while your review is st...

How Can I Edit My Review?

Problem

Who can see my review after submitting it?

Resolution

Review results are never auto-shared once they are submitted.
Admins can ...

When does my review become visible to others?

Problem

My review has been reopened but I can't find where to write it.
I'm looking at my direct reports on the Share tab but I cannot se...

Find My Reopened Review

Problem

Receiving an error message when submitting a review



Resolution


Note: In case of a connection disruption, we recommend copyin...

Can't submit review

Frequently asked questions during an active review cycle 

Active Cycle

If I select End reviews and calibrate, how will it impact reviewers?

Problem
Some ratings have not been calibrated. How will this appear in the employee review packet?
How does an uncalibrated score appear i...

What score will employees see if a calibrated score is not entered?

Problem

At what point will managers be prompted to write a summary?

Resolution
The summary occurs at the end of the cycle, as managers s...

When will managers write the review summary?

In Performance Reviews, questions and responses can be organized in the following ways:
Group by Question
Each question appears once, foll...

How Are Questions Ordered in a Review Packet?

Managers can't share review packets

Problem

I do not see an option to end the review cycle for my direct report

Resolution
There are a few reasons why you may be unable to ...

Can't End Review Cycle for a Direct Report

Frequently asked questions at the end of a review cycle 

End of the Cycle

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