Lattice

Adam

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

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.

Edit the Deliverables in an Active Review Cycle

Admins can enable or disable calibration after a Performance review has been published.

Enable or Disable Calibration in an Active Review Cycle

Once a review cycle has been launched, reviewers will lock in place. However, if needed manager changes that occur during a review cycle can be reflected in an active cycle.

Change Manager Responsibilities in a Review Cycle

If needed, admins can change a review template used in a review cycle.

Switch Review Templates in an Active Review

Admins can configure review cycles to require self, peer, and upward reviews to be completed before managers write downward reviews. If ne...

Unlock Manager Reviews Early

When creating a review cycle on a timeline sequence, each phase will move automatically throughout the review cycle.

Move a Review Cycle from Timeline to Manual Sequence

If a review cycle is on automatic schedule, admins can edit all the end dates of each part of the cycle from within the review settings to extend or change…

Modify a Review Cycle Timeline

Launch notifications for automatic reviews can be edited up until the review is in the pre-launch state

Edit Automatic Timeline Review Launch Notification

As an admin, you can remove a reviewer from the review cycle after it has been launched.

Remove a Reviewer from a Review Cycle

As an admin, you can remove individual reviewees from an Org Chart review cycle after it has been launched.

Remove a Reviewee from a Review Cycle

Admins can add peer reviewers for reviewees after peer selection has ended in a review cycle.

Add a Peer Reviewer Mid-Review Cycle

After a review cycle has begun and the peer selection phase has ended, admins can remove peer reviewers for all reviewees.

Remove a Peer Reviewer Mid-Review Cycle

Late reviewees can be added into a review cycle as long as the review is still active

Add a Late Reviewee to a Review Cycle

Admins can add an additional manager reviewer during an active review cycle.

Add an Additional Manager Reviewer Mid Review Cycle

How to add an additional direct report, peer, or manager reviewer in an active review cycle.

Add an Additional Reviewer to a Review Cycle

Change who writes the manager summary and shares the review packet for a reviewee mid-cycle

Update Review Summary Writer and Sharer

Edit the Review Cycle

If an employee submits a performance review and decides to edit it, the admin can reopen it so the employee can revise and resubmit.

Reopen Different Review Stages in Lattice

Admins have the ability to reopen submitted or closed performance reviews within the Review Writing, Calibration, and Sharing phases.

Reopen a Review

Admins have the ability to reopen submitted or closed reviews at all stages of the review cycle.

Reopen a review after calibration

If needed, admins can reopen a review packet after a manager has sent it.

Reopen Manager Summaries

Within reviews created by automated rules, admins have the ability to reopen submitted or closed reviews during the Review Writing, Calibration, and Sharing phases.

Reopen an Automated Rule Review

Reopen reviews submitted reviews as an admin

Reopen Reviews 

Admins can edit most settings of a review cycle that has been published and launched.

Edit the Settings of an Active Org Chart Review Cycle

How to change a review cycle's name post-review cycle launch

Change the Name of an Org Chart Review Cycle

Make changes to your active org chart review

Edit an Org Chart Review 

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

Edit the Settings for Automated Rules

Edit an Automated Rule Review Cycle

When an automated rule generates a review cycle, the templates for each cycle can be configured individually.

How to switch a review template for an employee's review cycle in an automated rule?

Automated rules can help you manage recurring review cycles, such as a review for recent hires that automatically triggers based on start date.

Pause Automated Rules

The Audit Log allows an admin to view the changes made in a Review Cycle.

The Audit Log for Automated Review Rules

Edit Automated Rule Reviews 

Calibration in Review Cycles

Understand the difference between calibrated and weighted scores.

Difference Between Calibrated and Weighted Scores

Add Calibration Questions

Learn how admins can create calibration groups manually, in bulk via CSV, or automatically using org hierarchy data.

Create a Calibration Group

Learn how admins can delete a single calibration group or multiple groups in bulk while retaining calibrated scores.

Delete a Calibration Group

Learn how admins can copy and share a direct link to a calibration group with assigned participants and facilitators.

Calibration Group Links

Learn how admins can edit the name of an existing calibration group within a review cycle.

Edit Calibration Group Name

Admins can select which employees belong in which calibration group before or after creating the calibration groups.

Add Reviewees to a Calibration Group

Learn how admins can remove a reviewee from a calibration group while retaining their scores, notes, and tags.

Remove Reviewees From a Calibration Group

Learn how admins can select calibration group participants and manage their access to review packets, notes, tags, and other calibration data.

Select and Manage Calibration Group Participants

Facilitators can be added to Calibration Groups to facilitate the calibration sessions alongside admins.

Add a Facilitator to a Calibration Group in a Performance Review

Learn how to copy calibration group settings across all groups in a review cycle to save time and ensure consistency.

Copy Calibration Group Settings Across All Groups in the Cycle

Calibration in a review cycle can occur any time after the launch of the review cycle. Admins can adjust scores directly in Lattice or bulk-update using a CSV.

Calibrate Ratings in a Review Cycle

With the calibration table view, admins can view a list of reviewees and calibrate ratings directly within the table.

Calibrate Ratings Using the Calibration Table View

Calibrate Ratings Using the Box View

Learn how admins can bulk update calibrated review ratings by downloading, editing, and uploading a CSV.

Bulk Calibrate Ratings via CSV Upload

Learn how admins can customize the calibration table for one or multiple calibration groups, including past ratings and custom fields.

Customize the Calibration Table

Learn what each calibration table status means and how it reflects rating and calibration progress during a review cycle.

Calibration Table Statuses

Learn how to customize the calibration table by hiding, moving, and resizing columns.

Hide, Move and Resize Columns in the Calibration Table

Lattice Admins and calibration admins can include previous calibrated ratings from different org chart review cycles in the calibration table to help give additional context to group participants when calibrating.

Add Past Review Ratings and Weighted Scores to the Calibration Table

Add and Manage Calibration Notes

Create and Assign a Tag to a Reviewee During Calibration

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

Manually Enter Weighted Scores

Learn how to automatically calculate weighted scores using downward review rating questions and view scores during calibration.

Automatically calculate weighted scores

Learn how to end the Scores & Calibration phase and allow managers to finalize and share review packets with their direct reports.

End the Scores & Calibration Phase

Change or Edit Calibration Ratings After Calibration Has Ended

Learn more about the built-in analytics in Calibration Groups for admins.

Calibration Groups Analytics

Calibrate scores and enter weighted scores 

Scoring 

Learn how admins can end an Org Chart review cycle and move the cycle from review writing to scoring or sharing.

End an Org Chart Review Cycle

Learn how admins can end review cycles for multiple reviewees at once, allowing managers to begin summaries and share review results.

End Review Cycles for Individuals in Bulk

Learn how admins can end a review cycle early for a single reviewee or group of reviewees so managers can share review results before the full cycle ends.

End a Reviewee's Review Cycle Early

Learn how to end a review cycle without sending manager notifications or creating tasks to share review results.

End a Review Cycle Without Tasks or Notifications

Learn how to download review packets on an individual basis as an admin.

Download Individual Review Packets as an Admin

After a review cycle ends, Lattice sends each employee's review results to their manager who will then share the results with their direct reports.

Definitions of Reviewee Statuses During Sharing

Learn how admins can share individual or all review packets, what employees receive, and key sharing limitations.

Share Review Packets as an Admin

Learn how to unshare review packets after a review cycle has ended.

Unshare Review Packet

Ending the Review Cycle

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