Administering Reviews

Reflect on individual performance and get formal feedback from peers and managers.

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45 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 in Review Cycles

This article overviews to navigate the audit log in review cycles

Written by Jesse Charvat
Updated this week

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 this week

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 this week

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 a calibration group, how to add and remove people, and mass creating groups.

Written by Dayna Hardie
Updated over a week ago