Lattice

Once a review cycle has been created, admins can launch the review cycle with or without a notification. If peer reviews have been added t...

Launch Review Writing

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

Status Definitions for Review Progress

Problem

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

Resolution
The progress percentage on the...

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.

Navig...

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. No...

Administer Stages of a Review

As an admin, you can edit specific settings for Automated Review Rules. The Audit Log allows you to view the changes made in a Review Cycl...

The Audit Log in Review Cycles

Review statuses indicate the progress of a particular reviewee's review cycle. There are five different statuses: 


None received: No rev...

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 act...

Approve or Decline Reopen Reviews Requests

Remind Reviewers to Complete Their Reviews

Adam Kroboth

Launch your performance reviews and track the progress 

Launch and Track Review Progress

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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