When creating a review cycle, each review group is assigned one review template with a set of questions associated with it. For instance, if you wanted to assign a review group a self-evaluation survey, each person will receive the same set of questions.
You can use the same template for multiple reviews, or you can create a new template for each group (for the peer, self, manager, or direct report).
How to Create a Custom Template
Step 1: Navigate to the "Admin" panel on the top navigation bar
Step 2: Click on the "Reviews" feature on the left Administration panel
Step 3: Click on the "Templates" tab
Step 4: On the right hand side click "Create new template"
Once you have done this, give your template a memorable name!
This will help you easily reference the template in the future.
Then, add additional instructions (Optional)
You can add any additional instructions that you think reviewers may find helpful when filling out the template. To do this, simply click on "+ Add instructions" found below tags.
Using the Question Bank to create Templates
When drafting a review template, the question bank will emerge from the left side of your screen. The question bank allows you to conveniently select previously created review questions during template customization. If you create a template with brand new questions, they will automatically be added to your repository for future use.
Note for Admins:
Take care not to enter duplicate questions into your bank. Using multiple instances of the same query can skew Lattice's analysis of your review results.
If you are new to Lattice, this is your first review, or you aren’t sure what kind of questions to be asking your employees - feel free to consult our stock questions in the “Recommended” tab next to “Your Questions” within the Question Bank.
How to Create new Questions
For each question, you can set the question body, an optional description, and the way that reviewers should respond to each question. Lattice has several response types to choose from:
Response Option 1: Rating and Multiple Choice
Rating questions lets you set a custom range for the reviewer to provide a numeric rating. You’ll be able to edit the description associated with each value.
Alternatively, if you do not want numbers associated with the options, you can select the multiple choice response instead. Multiple select is the same as multiple choice but allows the reviewer to select more than one option.
Response Option 2: Comment
The "Comment" response will give the reviewer an open text box. The reviewer can choose to answer the question however he/she pleases. These should be used for qualitative questions, such as the example below.
You can combine the comment response type with the rating/multiple choice types by creating a question that asks reviewers to select an option AND write a comment.
Response Option 3: Optional Questions
In addition to the response types mentioned above, you may also set a response type as "Optional" if you don't feel that every reviewer should be obligated to answer an entire question or part of a question.
Response Option 4: Private Questions
You can also choose to set a question as private. This means that regardless of what you chose for the visibility setting on the review cycle, only admins and that reviewee's manager will see the answers for a private question.
If you would like to set the same response values for more than one question, you can choose to simply create one question with the desired response type and duplicate it as many times as you need. Once a question is duplicated, you can make additional edits to it.
Duplicating an Entire Template
Once a template is active in a review cycle, it is no longer editable. If you would like to make changes to an existing template, you can always duplicate it and edit the duplicated template. To do so, view the template you want to duplicate, and click the "Duplicate" button on the top right.
Please note: If you are in the review creation flow, when you land on the template selection you can use one of the existing templates or click 'or create one.' You will need to navigate back to the specific review cycle after creating your template.