Lattice gives you the ability to configure review templates so that reviewers get asked questions about goals that are specific to the person they are reviewing. 

Here's how to set up a review cycle that evaluates each reviewee on the goals that they have set, starting with creating a goals-enabled review template.

Configuring the template

The first step is creating a review template that is configured to pull in goals. From the "Reviews" section of the "Admin" Panel, create a review template. Set up your non-goal related questions as you normally would, and then scroll to the bottom and enable the "Include goals in this template" section. 

Once you do that, the panel will expand, and you can customize the wording of the question you want to ask about the goals, as well as choose how you want reviewers to respond to the question. 

The response types that are available are the same as in non-goal questions: rating, multiple choice, and comment.

The last part to configure in the template is to select with which goals to pull in. You can choose to pull in currently active goals or recently ended goals, within a timeframe of your choosing. 

Remember, the timeframe will be relative to the day that you launch the review cycle, not when you create the template. 

Note:  Selecting "Ended goals" will pull goals that are ended as both "Complete" and "Incomplete" into the review. 

Setting Up the Review Cycle

Once you've set up the review template, you'll be able to assign that template to the review groups as you're setting up the review cycle. Templates that have the goals portion enabled will be labeled with "Goals enabled" in the drop-down list when selecting templates in the "Reviewers" step of creating a review cycle.

Writing Reviews

While reviewers are writing their reviews, each goal matching the criteria set in the template will be pulled into the response form. 

Clicking the arrow underneath the status badge will show you the due date and expose the "See updates" button.  Clicking on that will open the goal profile in a separate tab, where you can see a record of when and how the goal was updated.

Note: If a goal is created by an employee after a review cycle has been launched, that goal will not be included in their template.  If a goal created prior to the launch of the review is updated, this will be reflected in the review.

Questions? Feel free to reach out to our support team at [email protected] or by clicking on the chat icon located on the bottom right of your screen.

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