Lattice

Adam

Daniel Zahradnik

Matilda

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

Performance Reviews 

Set up and write your performance reviews 

Org Chart and Automated Rule Reviews 

Best practice guidelines and tips for creating your review cycle.

Best Practices: Prepare Questions to Ask in Your Review Cycle

Learn how admins can create and customize review questions, choose response types, and configure privacy and optional response settings.

Create a Review Question

The Question Bank is a central place to find review cycle questions.

Reviews Question Bank

The question bank provides access to various review-cycle questions in one place.

Edit a Question in the Question Bank

You can set a question to private when configuring your questions.

Create Private Review Questions

When creating review rating questions for your performance reviews, you can choose between displaying the rating scale as text or numbers.

Rating Question Display Options

How to create a copy of an existing review question.

Duplicate a Review Question

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

Archive a Review Question

Change a review question from archived to active.

Restore an Archived Review Question

The Templates page is a centralized place to find Lattice-recommended or customized templates.

Review Templates Overview Page

Create your review templates before you create the review cycle itself.

Create a Review Template

Provide guidelines to help reviewers write quality feedback

Add Instructions to a Review Template

Set a Word Count Limit for Reviews

Admins can edit word count limits when creating a template.

Edit Review Word Count Limit

Admins can add goals to review templates so reviewers can evaluate goals owned by their reviewee.

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.

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. 

Evaluate Employees on Their Competencies in a Review Cycle

Make a copy of a review template to allow for editing

Duplicate a Review Template

Review template tags are allow you to categorize templates, making it easier to search and find them.

Create Review Template Tags

Once you have created a review template tag, you can assign the tag to a template.

Assign a Tag to a Review Template

Rename Review Template Tags

Delete a Review Template Tag

Review templates that are no longer relevant can be archived and removed from the Active list.

Archive a Review Template

Restore archived template to an active state

Restore an Archived Review Template

Configure your review questions and templates 

Questions and Templates 

Understand review visibility for different users

Review Visibility

During an active review cycle, reviewee visibility is limited until the cycle has completed.

Reviewee Visibility in an Active Review Cycle

Admins can choose what information is shared with employees in a performance review.

Review Cycle Deliverables

Learn more about visibility into review cycles 

Visibility and Deliverables 

Answer questions about your review cycle setup

Questions To Consider Before Creating Your Review Cycle

Org chart reviews use the employee reporting structure to auto-assign self, upward, and manager reviews.

Create a Review Cycle

Learn how admins can allow employees to start drafting self, downward, and upward reviews during the peer selection phase.

Allow Employees To Write Reviews During Peer Selection

Learn how to require managers to wait for self, peer, and upward reviews before submitting downward reviews in a review cycle.

Configure Downward Reviews to be Completed Last

Learn how to let managers end review cycles and share review packets for individual direct reports.

Allow Managers to End Their Direct Report's Review Cycle

Learn how to limit the number of peer reviewers each employee or manager can nominate in a performance review cycle.

Limit the Number of Peer Reviewers Within a Review Cycle

Learn how to allow peer reviewers to decline nominations when configuring a manual performance review cycle.

Allow Reviewers to Decline Peer Reviews in Review Cycles

Learn how to let employees self-nominate as peer reviewers during the peer selection phase of a performance review cycle.

Allow Employees to Nominate Themselves to Review Their Peers

When creating a review cycle, templates can be assigned by review group (self, manager, etc.) and fields, such as location, department, or role.

Override Review Templates By Field

Delete a Review Cycle

Admins can duplicate a previous review cycle to create a new one with the same settings.

Duplicate a Review Cycle

When creating a review cycle, you can use a start-date cutoff to include only employees hired on or before a selected date.

Filter Reviewees by Start Date

When creating a review, you can select individual participants or upload a CSV to add many employees at once.

Choose Reviewees Using a CSV

During the set-up of an Org Chart review cycle, admins can determine how they want to handle reopen requests for reviews once they are submitted.

Reopen Requests Settings

When creating an Org Chart or an Automated Rule review cycle, you can either manually move it through each phase of the cycle or automate it with a pre-set schedule.

Create a Review Cycle on an Automatic Schedule

Choose who can end the review cycle so that managers can begin to share review packets with their direct reports.

Ending the Review Cycle Settings

Admins can collect and manage promotion nominations as part of a performance review cycle.

Promotions

Admins can select how the reviewee will acknowledge that they have read and received their review packet once it has been shared. This is available for Org Chart, Automated Rules,…

Review Packet Acknowledgement Settings

As a Lattice admin, review calibration allows you to apply a company performance standard and ensure ratings are uniform across your organization.

Set Up Calibration in a Review Cycle

Weighted scoring allows admins to enter a final overall score for each reviewee after the review writing is complete.

Set Up Weighted Scores in a Review Cycle

When setting up your review cycle, it is important to ensure that employee data in Lattice is up to date.

Review Cycle Data Check

Create an Org Chart or an Automated Rule Review Cycle 

Org chart reviews are based on the hierarchy of the org chart, all the way from who completes the review to review visibility.

Review Cycle Information Flows

Select Reviewees in an Org Chart Review

Set Review Directions in an Org Chart Review

The Downward review direction has managers review their direct reports within the review cycle.

Configure Downward Reviews in an Org Chart Review Cycle

When setting up a Review Cycle, you will have the option to choose how you want the managers to review their direct reports.

Downward Review Options for Managers in Org Chart Reviews

During Self Reviews, employees have the opportunity to reflect on their own performance.

Configure Self Reviews in Org Chart Review Cycles

Org chart reviews utilize the employee reporting structure to auto-assign self, upward, and manager reviews.

Configure Upward Reviews in an Org Chart Review Cycle

Restrict Upward Reviewers by Start Date

Org chart reviews use the employee reporting structure to auto-assign self, upward, and manager reviews. Peer reviews are conducted by selecting reviewers through a nomination process.

Configure Peer Reviews in an Org Chart Review Cycle

Admins have the ability to configure review packet sharing for reviewees in an Org Chart review cycle to either enable or disable packet sharing.

Configure Review Packet Sharing in Org Chart Review Cycle

Set up an org chart review cycle as an admin

Create an Org Chart Review Cycle 

Automated rules allow admins to automatically create one-time or recurring review cycles based on an employee's start date.

Create Automated Rules for Recurring Review Cycles

Automated rules allow admins to automatically create one-time or recurring review cycles based on employee start date for their employees.

Create Automated Rules for Onboarding and Probation Reviews

Automated Rules use an employee's start date to generate the review and occasionally, if the start date is missing, the review will not be generated.

Duplicate an Automated Rule Review Cycle

During the setup of an Automated Rule review, admins can configure reminders to be sent to reviewers before the end of the review phase. 

Automated Reminders for Automated Reviews

Delete Automated Rules

Set up your automated rule to launch reviews automatically.

Configure an Automated Rule to Automatically Launch Review Cycles

Launch a Drafted Automated Review

You may need to prevent an automated review cycle from launching automatically if the rule is configured to auto-launch cycles.

Cancel an Upcoming Automated Review Cycle set to Automatically Launch

 Retroactively add an employee to an automated review rule
Need to add reviewees manually to an automated rule.

Include a Reviewee in a Missed Automated Rule Review

Set up an automated rule to create reviews based on employees' start dates

Create an Automated Rule 

Customer Care

Administering Org Chart and Automated Rule Reviews 

Once a review cycle has been created, admins can launch the review cycle with or without a notification.

Launch Review Writing

Admins can track the progress of individual reviews created from an automated rule and org chart review. 

Status Definitions for Review Progress

Problem

How is the review progress bar calculated within the Reviews Performance Reviews page?

Reviews Performance Reviews Page's Progress Bar

Within the Reviews Auditing page, admins can filter review cycles by state to streamline the reviews visible within the cycle list.

Filter Review Cycles by State

To help orient through the administration of a review cycle, this article will walk through the main stages from the admin perspective.

Administer Stages of a Review

As an admin, you can edit specific settings for Automated Review Rules. The Audit Log lets you view the changes made during a Review Cycle.

The Audit Log in Review Cycles

Review statuses indicate the progress of a particular reviewee's review cycle.

Active Reviewee Review Cycle Statuses

View Submitted Review Progress

If review reopen requests are set to be manually approved or denied, admins and review custom role owners can manage these requests in active cycles.

Approve or Decline Reopen Reviews Requests

As an admin, you can send a reminder to employees who have not submitted their reviews.

Remind Reviewers to Complete Their Reviews

Launch your performance reviews and track the progress 

Launch and Track Review Progress

Admins and review admins are able to override and add Peer Reviewers for an Org Chart Performance Review Cycle via a CSV upload.

Upload Peer Reviewers via CSV

How to launch the peer selection phase. 

Launch Peer Selection

Once peer selection has been enabled and configured, admins can manage and control the peer selection process throughout the review cycle.

Administer Peer Selection

Learn how admins can send customizable reminders to employees or managers who have not completed peer reviewer nominations.

Send Peer Selection Reminders

Learn how admins can override peer selections and add or remove peer reviewers during the peer selection phase.

Override Peer Reviewers as an Admin

Learn how the peer selection warning banner alerts employees, managers, and admins when a peer reviewer has received a high number of nominations.

Peer Selection Warning Banner

Handling Employees with Too Many Peer Review Requests

If the ability to decline a peer review has been enabled for a review cycle, admins can view who declined a review

View Reviewers Who Declined Writing a Peer Review

Learn how admins can end peer selection and launch the review writing phase.

End Peer Selection

Admins can edit peer selection settings after a review has been published. Learn more about the edits post-launch in Editing the Settings ...

Edit the Peer Selection Settings in an Active Review Cycle

When peer reviews are included in an automated review cycle on an automatic schedule, managers can end peer selection and launch the review-writing phase early.

In an automated review cycle, does ending peer selection early extend the writing phase?

Administer Peer Selection 

Admins can edit individual questions within a review template.

Edit a Question in a Review Template

Learn how admins can edit an In Use question within a review template and understand which changes will apply to future review cycles.

Edit a Question in an In Use Reviews Template

Learn how admins can edit review templates and understand which changes are available based on the template’s status.

Edit a Reviews Template

How to edit templates and questions that are currently in use.

Understand Review Templates That Are In Use

How to edit a review template being used in a review cycle that has been launched
Lattice Reviews enable admins to change and update templ...

Edit a Template in an Active Review Cycle

Admins can change and update questions that are currently in use in performance review cycles while maintaining data integrity and being minimally disruptive to the review process for admins, managers,…

Edit a Question in an Active Review Cycle

Admins can edit deliverable settings after a review has been published.

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