Lattice

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

Adam Kroboth

Admin Overview 

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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