Lattice

Best practice guidelines and tips for creating your review cycle.
Things to Consider when Creating a Review Question


If you are using yo...

Best Practices: Prepare Questions to Ask in Your Review Cycle

Create a Review Question

The Question Bank is a central place to find review cycle questions. Questions within the bank are accessible for use and reuse across rev...

Reviews Question Bank

What is the Question Bank?
The question bank is a way to access various review cycle questions within one space. It is an efficient way to...

Edit a Question in the Question Bank

You can set a question to private when configuring your questions. Private questions are hidden from the reviewee, usually due to being se...

Create Private Review Questions

Rating Question Display Options

How to create a copy of an existing review template
Before you start
If you want to have additional edit options for in-use questions, or ...

Duplicate a Review Question

Admins can archive review questions from the question bank that may no longer be relevant.
Before you start

Archiving a question will not...

Archive a Review Question

Once you have archived a review question, you have the option as an admin to restore it back into an active state for use in a new review ...

Restore an Archived Review Question

The Templates page is a centralized place to find a list of Lattice-recommended or customized templates to add to an upcoming review cycle...

Review Templates Overview Page

This article covers the following topics:
Before you start
How to create a template
Name, instructions, and tags
Add a word count limit
Ad...

Create a Review Template

Provide guidelines to help reviewers write quality feedbackBefore you startAs you create review templates, you may want to add instruction...

Add Instructions to a Review Template

Admins can limit the number of words employees can write for a given review response by setting a word count limit when creating a review ...

Set a Word Count Limit for Reviews

Admins can edit word count limits to set when creating a template. Editing the limit will depend on the template status you wish to change...

Edit Review Word Count Limit

Admins can add goals to review templates so reviewers can evaluate goals owned by their reviewee.
To add goals to the review cycle, admins...

Evaluate Employees on Their Goals in a Review Cycle

Admins can configure review templates so that reviewers can provide review feedback on goals owned by the reviewee. There are best practic...

What To Know Before Using a Goal-Enabled Review Template

Admins can configure a review cycle to include Grow competencies for a track-level evaluation. Before you start
Employees must belong to a...

Evaluate Employees on Their Competencies in a Review Cycle

If you want to edit an in-use template, or if you would like to make changes to a default Lattice review template, you need to make a dupl...

Duplicate a Review Template

Review template tags are allow you to categorize templates, making it easier to search and find them. You can use tags to group your diffe...

Create Review Template Tags

Once you have created a review template tag, you can assign the tag to a template. You can add a tag to both an in-use (active in a review...

Assign a Tag to a Review Template

Once you have created a review template tag, you can rename the tag using the steps below as needed.

Navigate to the Admin &gt;Performanc...

Rename Review Template Tags

Note: Deleting a tag will permanently remove the tag from the system, including any templates it is associated with.

Navigate to the Admi...

Delete a Review Template Tag

Review templates that are no longer relevant can be archived and removed from the Active list. Archived templates can be restored at any t...

Archive a Review Template

Once you've archived a template, you have the option as an admin to restore it back into an active state for use in a review cycle.

Navig...

Restore an Archived Review Template

Adam Kroboth

Configure your review questions and templates 

Questions and Templates 

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