Lattice

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

Upload Peer Reviewers via CSV

Create a review cycle.
Click Launch peer selection. 
Choose to launch with or without a customizable notification. 

The launch notificati...

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

Admins can choose to send a reminder to employees or managers who have not submitted peer reviewer nominations. This notification can be c...

Send Peer Selection Reminders

During the peer selection phase of the review cycle, admins can select peer reviewers on behalf of reviewees and override any peer selecti...

Override Peer Reviewers as an Admin

The peer selection warning banner notifies managers or admins that a peer nominee has surpassed the peer nomination limit set when configu...

Peer Selection Warning Banner

Managing peer reviewers in Lattice.

During peer selection employees who work cross-departmentally, are at the top of the org-chart, or wh...

Handling Employees with Too Many Peer Review Requests

View Reviewers Who Declined Writing a Peer Review

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

Adam Kroboth

Administer Peer Selection 

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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.

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