Happy Friday! As we head into the second quarter of 2019, we are thrilled to announce some really big product releases that we’ve been working on the last few weeks.
Don’t forget to check out our upcoming webinars too! We have a great one at the end of this month highlighting all of our new product updates from Q1.
Product Updates for Admins
Review cycle analytics
We couldn’t be more excited to announce our new review cycle analytics. Within your review cycles, you will now see a new results section where you have the ability to dive deeper into the quantitative questions from your review, including both template rating questions, as well as scored attributes.
To get started, enter into your review cycle and click on “Results” in the top navigation bar. From here, you can click on “Add comparison” to choose which quantitative question (or questions) you want to analyze. Then, you can choose how you want to group the data in the “Group by” filter.
We have three different chart views that you can view your data: bar graph, 9-box, and a heatmap. The bar graph will give you the distribution of your scores based on the rating scale. The 9-box will allow you to compare two different rating questions or scored attributes. The heatmap provides a visualization of the distribution of results for the scores between different groups. Below each of the charts, we provide a full auditing table of the data based on the group that you are looking at. You can export this data out of the system as needed.
When grouping the data in Lattice, you can do this by any of our default fields (ie: individual, manager, department) but any of your custom fields will also be brought in (ie: gender, tenure, office location). These must be created and set prior to the cycle kicking off. Here's more information on how to create those in Lattice.
Lastly, you can provide filters for the specific view you want to look at. If you want to filter for just a specific department and then look at that managers in just that department, click on “Filter responses”, then choose the department you want to look at. In the “Group by”, choose “Managers”.
To learn more about using review cycle anaytics, click here.
Reviewee and Reviewer Progress Reports
Within a review cycle, you can now export progress reports for both your reviewees and reviewers. This will give you insight to better understand your overall review cycle progress and where you need to follow up.
To do this, enter into the cycle, click on “Export all results” and choose which view you’d like. You’ll get a full export of the details for each person based on the view you choose.
Remember: reviewees are your employees being reviewed, the ones receiving review packets at the end of the cycle. Reviewers are individuals writing reviews in the review cycle. Employees can be both a reviewee and reviewer. An employee can also be a reviewer without being a reviewee. It all depends on the structure of your cycle when you set it up.
To learn more about reviewees vs. reviewers, click here.
We have two exciting changes to our goals export for admins. When exporting goals reports out of Lattice, the filters that you apply when viewing the goals in the auditing table will be reflected in the export. To filter and export your goals, go to Admin > Goals > Auditing. From here, you can adjust the view of goals that you’d like to see. When ready to export, click on “Export CSV”.
The second change we made is to the export itself. We now include the created date of the goal in the export to help provide more visibility around goal creation, goal updates, and goal end dates.
To learn more about administering goals in Lattice, click here.
Product Updates for Everyone
Updated manager view for goals
Managers now have the ability to view goals for both their direct reports and down their reporting line in our new goals auditing view. To access this, managers will go to Your Team > Goals. From here, they can search, filter, and export goals for their team.
Product Refresher for Everyone
Multiple 1:1 Relationships
We now have the ability for employees to set up 1:1s in Lattice outside of their reporting structure. For an employee to do this, they will enter into the 1:1 tool, click the drop down on the top navigation bar, and choose “Create new 1:1 relationship”.
Whoever sets up the meeting will act as the manager of the meeting responsible for setting the time and recurring talking points.
To learn more about setting up a new 1:1 relationship, click here.
1:1 Meeting Mode
We released a new feature a while back called “Meeting mode” inside of the 1:1 tool. The purpose of this is to hide the 1:1 context panel in the 1:1 agenda. This is helpful if either the manager or employee are sharing their screen with the other and want to hide any details in Lattice that wouldn’t otherwise be visible to the other person. To enter into meeting mode, click “Meeting mode” in the top navigation bar of the 1:1 agenda.
(Upcoming) What's new in Lattice?
We are always working hard to make Lattice better for you! Want to see what we are built in Q1?
When: April 24th at 9:30am PSTSign up here!
(Recording) Empower Your Team with Manager Tools
In this webinar, we talked about both Updates and 1:1s. We talked about the differences between each of the tools, how to configure them, reporting, and why they are a powerful tool for your workforce. Watch the recording here!
(Ongoing) Employee & Manager Lattice Training
We now offer morning and afternoon sessions (twice a month on Thursday) that provide your managers and employees with everything they need to know about navigating the Lattice platform. Check out the upcoming times and sign up here!
*For a list of all of our webinars, visit our Help Center.
Customer Referral Program
Have friends in HR and People Operations? Refer them to Lattice! You'll both get a $200 Amazon gift card. Click here to get your gift card!
Lattice Customer Experience