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Administering Reviews
Administering Reviews
Reflect on individual performance and get formal feedback from peers and managers.
+3
46 articles in this collection
Written by
Adam Kroboth,
Rosie Serrato,
Jesse Charvat
and 3 others
Understanding Review Cycle Administration
Participation Reporting for Reviews
How admins can view and filter review participation reporting data in an active or ended review cycle
Written by
Emily Woolf
Updated over a week ago
The (360) Review Process
What to expect from a 360 review with notifications
Written by
Jesse Charvat
Updated over a week ago
Stages of a Lattice Review Cycle
What to expect when running your reviews in Lattice
Written by
Jesse Charvat
Updated over a week ago
Selecting Times for Review Cycle Notification Emails
How to pick Review notification times in a timeline sequence
Written by
Jesse Charvat
Updated over a week ago
Active Review Cycle Status (for Reviewees)
What each Reviewee's review cycle status means in an active review
Written by
Jesse Charvat
Updated over a week ago
Remind Reviewers to Complete Their Reviews
Remind incomplete reviewers to finish their reviews
Written by
Emily Woolf
Updated over a week ago
Changing and Checking Review Cycle Settings
The Audit Log for Automated Review Rules
How to view the audit log for automated review rules
Written by
Hang Tran
Updated over a week ago
The Audit Log in Review Cycles
This article overviews to navigate the audit log in review cycles
Written by
Jesse Charvat
Updated over a week ago
Editing the Settings of an Active Review Cycle
How to edit settings after you've launched a review cycle
Written by
Jesse Charvat
Updated over a week ago
Editing the Settings for Automated Rules
Once you have created an automated rule you will be able to edit most of the settings that pertain to the automation
Written by
Jesse Charvat
Updated over a week ago
How to Change the Name of a Review Cycle
How to change a review cycle's name post-review cycle launch
Written by
Jesse Charvat
Updated over a week ago
How to Edit the Peer Selection Settings in an Active Review Cycle
Changing the Peer Selection settings post-launch
Written by
Jesse Charvat
Updated over a week ago
How to Swap Review Templates in an Active Review
Changing review templates after you've launched your review
Written by
Jesse Charvat
Updated over a week ago
How to Edit the Deliverables In an Active Review Cycle
How to change which reviews are shared with the reviewee post launch
Written by
Jesse Charvat
Updated over a week ago
How to Edit the Scoring Settings in an Active Review Cycle
Changing the scoring settings post-launch
Written by
Jesse Charvat
Updated over a week ago
Changing Manager Responsibilities During a Review Cycle
How to manage a manager change mid-Review Cycle
Written by
Jesse Charvat
Updated over a week ago
Unlocking Manager Reviews When They Are to Submit Last
How to ensure that slow reviewers do not prohibit managers from writing their manager reviews
Written by
Jesse Charvat
Updated over a week ago
How to Move a Review Cycle from Timeline to Manual Sequence
How to take manual control over a review cycle
Written by
Jesse Charvat
Updated over a week ago
Extending a Review Cycle
How to extend a the dates on review cycle timeline
Written by
Jesse Charvat
Updated over a week ago
Peer Selection
Administering Peer Selection
Learn how to manage the admin controls of the peer selection process.
Written by
Jesse Charvat
Updated over a week ago
Sending Reminders During Peer Selection
How to send a reminder to select peers
Written by
Jesse Charvat
Updated over a week ago
Changing Reviewees and Reviewers
How to Make Changes to Peer Reviewers Mid-Review Cycle
How to delete, add and edit peer reviewers after a review cycle has launched
Written by
Jesse Charvat
Updated over a week ago
Adding a Late Reviewee to a Review Cycle
How to add a late reviewee to a review cycle and what notification they will receive
Written by
Anna Goryachikova
Updated over a week ago
Adding a Late Reviewer to a Review Cycle
Adding an additional direct report, peer, or manager reviewer mid review
Written by
Jesse Charvat
Updated over a week ago
Adding an Additional Manager Reviewer Mid Review Cycle
How to add an additional Manager Reviewer to an individual during a review cycle
Written by
Anna Goryachikova
Updated over a week ago
Remove a Reviewee from a Review Cycle
How to remove a participant from a review cycle
Written by
Jesse Charvat
Updated over a week ago
How to Remove a Reviewer Mid Review Cycle
Removing reviewers from an active review cycle
Written by
Jesse Charvat
Updated over a week ago
Changing Who Writes the Manager Summary and/or Shares the Review Packet Mid-Review Cycle
How to change who writes the manager summary and shares a Reviewees' packet in the middle of a Review Cycle
Written by
Jesse Charvat
Updated over a week ago
Changing Who Completes Scored Attributes in a Review
How to change the manager who submits employee scores
Written by
Jesse Charvat
Updated over a week ago
Re-opening Reviews
How to Re-open Reviews in Lattice
Re-opening reviews at any stage of the review cycle
Written by
Adam Kroboth
Updated over a week ago
Re-opening Reviews
If a reviewer needs to edit their submitted response or missed the deadline to submit
Written by
Adam Kroboth
Updated over a week ago
Re-opening Submitted Scored Attributes
How to re-open scores for managers to edit after they have been submitted
Written by
Jesse Charvat
Updated over a week ago
Un-sharing Review Packets, and Re-opening Manager Summaries
How to un-share review packets and re-open manager summaries (if applicable) after they have been sent to direct reports
Written by
Jesse Charvat
Updated over a week ago
Notifications
Review Cycle Notifications
A list of review cycle notifications by stage and user type
Written by
Adam Kroboth
Updated over a week ago
Review Slack Notifications
A look into Slack notifications for the Review tool
Written by
Jesse Charvat
Updated over a week ago
Employee and Manager Tasks for Reviews
A guide to when tasks are created for reviews.
Written by
Jesse Charvat
Updated over a week ago
After Reviews are Written
How to End a Reviewee's Review Cycle Early
Closing completed reviews before ending the review cycle
Written by
Jesse Charvat
Updated over a week ago
Closing a Review Cycle Without Tasks or Emails
Close out a review cycle without sending emails and/or tasks
Written by
Jesse Charvat
Updated over a week ago
How to Share a Review Packet as an Admin
How to share an individual review packet or all review packets at once
Written by
Jesse Charvat
Updated over a week ago
Ended Review Cycle Status
Definitions of each review cycle status
Written by
Jesse Charvat
Updated over a week ago
Scored Attributes Reporting
Admins have reporting capabilities when enabling scored attributes during the review cycle
Written by
Jesse Charvat
Updated over a week ago
Understanding Review Analytics
Get a high level overview of reporting in your review cycle
Written by
Rosie Serrato
Updated over a week ago
Sentiment Analysis in Review Cycles
Where to analyze an employee's sentiment within a review packet
Written by
Anna Goryachikova
Updated over a week ago
Review Exports in Lattice
Exporting reports in active and ended review cycles
Written by
Jesse Charvat
Updated over a week ago
How to Delete a Review Cycle
How to remove and excess or test review cycle from Lattice
Written by
Jesse Charvat
Updated over a week ago
Creating a Calibration Group
How to create and share a calibration group with a specific group of employees
Written by
Hang Tran
Updated over a week ago