At Lattice, we know that everyone sets up their review cycles differently. Before you dive into configuring your review cycle in the product, take a couple of minutes to answer the questions below. 

Once you know how you want your review cycle to run, setting it up in Lattice will be a breeze.

Name

  • What will your review cycle be called? Typically this includes the date and a short description of the review (E.g. Annual 360 Review 2018)

Reviewees

  • Who will receive feedback in the review cycle? Everyone or just Specific Employees? These will be the people receiving a review packet at the end of the cycle.
  • Will all individuals being reviewed be reviewed using the same questions? What questions will people be answering?

Reviewers and Review Settings

Who will be writing reviews? What questions will each type of reviewer complete?

  • Will employees write self reviews?
  • Will direct reports write reviews about their managers?
  • Will employees write reviews about the peers? 
  • Will managers write reviews about their direct reports?

If there are Peer Reviews:

  • Who will select the peers?
  • Is there a maximum number of peers someone can request to review them? Note - this will not stop one person from being chosen more than the maximum, this just sets limits for how many people one person can choose to review them.
  • Can employees reject peer review requests?
  • Can employees self nominate to write a peer review?
  • Can employees start drafting their other reviews while selecting their peers?

Managers in Review Cycles:

  • Should managers have visibility into reviews being written about their direct reports before the manager completes their own review?
  • If yes, would you like managers to wait until all reviews are completed about their direct report before they can submit their own?
  • A final summary gives the manager the ability to summarize any last thoughts or take notes during the meeting where they share feedback with the employee. Do you have a preference on how you would like managers to use this (if at all)?

Scores

  • Do you do any internal scoring today for employees? 
  • Do employees have visibility into those scores?
  • Do you have meetings with managers to calibrate on those scores?

Deliverables

  • What level of visibility would you like employees to have when they receive their review packet from their manager? (Should employees see all reviews with names attached, should they see their scores, etc.)

Sequence

  • Would you like Lattice to automatically run through each phase of the review cycle on its own?
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