Lattice

Admins can edit individual questions within a review template. The aspects of a question that can be edited will depend on the status of t...

Edit a Question in a Review Template

Edit a Question in an In Use Reviews Template

Admins can edit a review template. The aspects of a template that can be edited will depend on the status of the template they wish to cha...

Edit a Reviews Template

In use templates
Templates considered in use are identified by an IN USE status. A template in use means that the template is used in a cu...

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 m...

Edit a Question in an Active Review Cycle

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

Edit the Deliverables in an Active Review Cycle

Enable or Disable Calibration in an Active Review Cycle

Change Manager Responsibilities in a Review Cycle

If needed, admins can change a review template used in a review cycle.Before you start
Any drafted or submitted reviews will be deleted af...

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. If needed, you can ta...

Move a Review Cycle from Timeline to Manual Sequence

Modify a Review Cycle Timeline

Problem

Edit the review kickoff email in a scheduled review

Resolution
Launch notifications for automatic reviews can be edited up until...

Edit Automatic Timeline Review Launch Notification

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


Removing a reviewer from the R...

Remove a Reviewer from a Review Cycle

Remove a Reviewee from a Review Cycle

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

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

Add a Peer Reviewer Mid-Review Cycle

After a review cycle has begun and the peer selection phase has ended, admins (or users assigned a custom role to create the review cycle)...

Remove a Peer Reviewer Mid-Review Cycle

Add a Late Reviewee to a Review Cycle

Admins can add an additional manager reviewer during an active review cycle. This may be helpful if a reviewee has a dotted line manager i...

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 or late reviewerYou can easi...

Add an Additional Reviewer to a Review Cycle

Change who writes the manager summary and shares the review packet for a reviewee mid-cycle
By default, the manager of a reviewee is respo...

Update Review Summary Writer and Sharer

Adam Kroboth

Edit the Review Cycle

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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.

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

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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.

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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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