As an admin, you can manage your organization's Updates settings and get an overview of how updates are being used from the Admin panel.
To get there, go to the administration section of Lattice and navigate to the Updates from the left-hand side.
As your organization uses Updates, admins can get an overview of how engaged people are from the Audit tab.
The "All Updates" tab under the "Auditing" section lists every Update that has been submitted between a manager and their direct report within the organization.
This page shows the date the Update was submitted. It also shows whether or not the Update was private (the padlock sign to the right of the date which means the Update is only visible to the employee and their manager - with the option of their manager's managers seeing it as well). It shows the name of the direct report and their manager, the sentiment score the employee logged, and gives you the ability to click into the Update to read it.
To read the Updates quickly one by one, click the "View Update" button. You can then use arrow keys (right and left) to go through all the Updates listed.
If you want to see who in the company is feeling the best (has the highest sentiment score) and who might not be feeling so well (lowest sentiment score), you can filter by clicking "Sentiment."
The Individuals tab is where you can manage whether Updates are turned on for employees, see how often they're being prompted to write their Updates, see their average sentiment score, as well as see when their last update happened.
You can quickly turn Updates on or off between a manager and their direct report by toggling on (blue) or off (grey) in the status column.
You can also search by direct report or manager, view just one manager's direct reports and the status of their Updates, or view the report by just one department.
Updates > Settings is where you can toggle on or off the Employee sentiment score, whether or not you want to allow your employees to post public Updates, allow managers to set their own settings for Updates, and set the questions and schedule for Updates.
If Employee Sentiment Score is turned on, alongside the usual update questions, every user will be asked to rate "How are you feeling this week?" on a scale from 1 - 5.
Turning on public updates gives users the ability to choose whether their update will be seen by just their manager or seen publicly by the whole company.
Note: Generally smaller companies use public updates to give status reports while larger companies use private updates to keep details between managers and employees
Default Updates Questions and Cadence
Admins can also configure at the company level what questions are asked in the Update and how often they should be asked.
If you want everyone in the company to use these default settings, toggle off the "Allow Manager Override" switch. Leaving the switch on allows managers to set their own questions and cadences for their team. For more information on how that works, check out the help center article here. Once a manager has set customized questions for their direct reports, changing the company default questions will not affect the questions that those direct reports are asked.
Helpful Tips: If an employee's manager changes, the new manager will not have access to the private updates that occurred between their new direct report and the direct report's old manager.
If you have any questions on the above, please don't hesitate to email us at [email protected] or reach out to us using the chat bubble at the bottom right hand corner of the page.