Lattice

We understand that each organization sets up their review cycles differently. Before diving into configuring your review cycle, take a cou...

Questions To Consider Before Creating Your Review Cycle

Create a Review Cycle

Admins can configure the review cycle to allow reviewees to start drafting their self, downward, and upward reviews during peer selection....

Allow Employees To Write Reviews During Peer Selection

When setting up a Review Cycle, admins can configure downward reviews to be completed only after all other reviews have been submitted. Th...

Configure Downward Reviews to be Completed Last

Admins can configure review cycles so managers have the ability to individually end a cycle and share review packets for their direct repo...

Allow Managers to End Their Direct Report's Review Cycle

Limit the Number of Peer Reviewers Within a Review Cycle

When configuring a review cycle with peer reviews, admins can choose if they want to allow employees to decline to write a peer review tha...

Allow Reviewers to Decline Peer Reviews in Review Cycles

Admins can allow reviewees to nominate themselves during peer selection to review their peers.
Allow employees to self nominate


Create a...

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...

Override Review Templates By Field

Note: Deleting a review is a permanent action. Deleted review cycles can't be recovered.

Navigate to Admin &gt; Performance &gt; Reviews....

Delete a Review Cycle

Admins can easily recreate a review by duplicating a previous cycle. This creates a new cycle using the previous review settings without h...

Duplicate a Review Cycle

When creating a review cycle you must select reviewees. In many cases, you will want to select reviewees by tenure to omit new hires from ...

Filter Reviewees by Start Date

When creating a review, you will choose who should be reviewed during the cycle. You can select specific employees individually using the ...

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 sub...

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 ...

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.The options include:

Adm...

Ending the Review Cycle Settings

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 ...

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 organ...

Set Up Calibration in a Review Cycle

Weighted scoring allows admins can enter a final overall score for each reviewee after the review writing is complete. Only admins or empl...

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. To help with this, Lattice has a...

Review Cycle Data Check

Adam Kroboth

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. 
Once a rev...

Review Cycle Information Flows

Select Reviewees in an Org Chart Review

Set Review Directions in an Org Chart Review

Org chart reviews use the employee reporting structure to auto-assign self, upward, and manager reviews. The Downward review direction has...

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 revi...

Downward Review Options for Managers in Org Chart Reviews

Lattice org chart reviews are customizable and easy to create. Org chart reviews utilize the employee reporting structure to auto-assign s...

Configure Self Reviews in Org Chart Review Cycles

Configure Upward Reviews in an Org Chart Review Cycle

Restrict Upward Reviewers by Start Date

Configure Peer Reviews in an 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 employee start date for their employees....

Create Automated Rules for Recurring Review Cycles

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...

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
Configuring automated rules to auto-launch reviews allows cycles to proceed on ...

Configure an Automated Rule to Automatically Launch Review Cycles

Before you start
Before you plan to launch your drafted automated review, make sure to review all sections of your automated rule. Section...

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. After canc...

Cancel an Upcoming Automated Review Cycle set to Automatically Launch

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

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 

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