Creating Review Cycles

Preparing Questions to Ask in Your Review Cycle

Best practice guidelines and tips for creating your review cycle!

Written by Emily Del Signore
Updated over a week ago

When to Use a Rating Question vs Scored Attribute

How to decide how you want to score your employees

Written by Emily Del Signore
Updated over a week ago

Rating Questions and their Display Options

Choosing to display the rating scale as numbers or text options

Written by Adam Kroboth
Updated over a week ago

Scored Attributes and their Display Options

Choosing to display scored attributes as numbers or text options

Written by Dianmarie De Jesus
Updated over a week ago

Reviews Question Bank

What is the Question Bank, where can I find it, and how do I use it to create new questions?

Written by Adam Kroboth
Updated over a week ago

Adding Existing Questions to the Reviews Question Bank

How to migrate legacy questions into the question bank by duplicating templates

Written by Adam Kroboth
Updated over a week ago

Editing a Question in the Question Bank

How to edit review cycle questions in the question bank

Written by Emily Del Signore
Updated over a week ago

Editing Reviews Questions in Non-"In Use" Templates

How to edit a Reviews question that is not present in an active template

Written by Emily Del Signore
Updated over a week ago

Editing Reviews Questions in "In-Use" Templates

How to edit a Reviews question that lives in an "in-use" template

Written by Emily Del Signore
Updated over a week ago

Private Questions in a Review Template

How to enable private questions in a review template and how they work

Written by Emily Smith
Updated over a week ago

Sample Review Questions

Questions to ask in a review

Written by Emily Smith
Updated over a week ago

Creating Review Templates

How to create customized questions asked during a review cycles

Written by Grant
Updated over a week ago

Adding Instructions to Review Templates

How to add instructions to a review template

Written by Madison Kochenderfer
Updated over a week ago

How to Edit a Template

How to edit a template

Written by Grant
Updated over a week ago

Duplicating a Review Template

How to duplicate and existing review template

Written by Emily Smith
Updated over a week ago

Evaluating Employees On Their Goals in a Review Cycle

Bringing Lattice Goals into a review cycle

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Written by Samir Gupte
Updated over a week ago

How to Create Review Template Tags

Creating tags to organize review templates

Written by Emily Smith
Updated over a week ago

Renaming Review Template Tags

How to rename a review template tag

Written by Madison Kochenderfer
Updated over a week ago

Deleting Review Template Tags

How to delete a review template tag

Written by Madison Kochenderfer
Updated over a week ago

Archiving a Review Template

How to archive a review template

Written by Madison Kochenderfer
Updated over a week ago

Unarchiving a Review Template

How to unarchive and restore a review template

Written by Madison Kochenderfer
Updated over a week ago

Understanding "In Use" Templates

Understanding why a template is "In Use," why you may not be able delete it, and how to duplicate "Review" templates

Written by Nate Zanger
Updated over a week ago

How to Delete a Template

Removing excess templates from Lattice

Written by Grant
Updated over a week ago

Determining Review Cycle Configurations

Questions to ask yourself before you set up your review cycle

Written by Emily Smith
Updated over a week ago

What's the Difference Between Reviewees and Reviewers?

Understanding Reviewees and Reviewers

Written by Grant
Updated over a week ago

Review Cycle Information Flows

Where does a review go once it is completed in Lattice?

Written by Emily Smith
Updated over a week ago

What's the Difference Between a Custom and Timeline Review?

Managing the timeline of your review cycle

Written by Madison Kochenderfer
Updated over a week ago

Top-Down Visibility for Reviews

Control who can see completed reviews of an employee (managers of managers)

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Written by Samir Gupte
Updated over a week ago

How to Create a Review Cycle

The different steps required in creating an Org Chart based review cycle

Written by Emily Smith
Updated over a week ago

Running a Project-based Review

How to run a project-based review

Written by Madison Kochenderfer
Updated over a week ago

Enabling Project-based Reviews

How to turn on project-based reviews

Written by Madison Kochenderfer
Updated over a week ago

How to Duplicate a Review Cycle

How to quickly re-create an existing review cycle

Written by Madison Kochenderfer
Updated over a week ago

A Well Rounded Review: Incorporating Feedback & Goals Within Reviews

See the past year of feedback and goals from one review page

Written by Emily Smith
Updated over a week ago

Creating a Review Cycle by CSV Upload

You can choose Reviewees for your review cycle by uploading a CSV

Written by Emily Smith
Updated over a week ago

Review Cycle Data Check

What you can learn and fix in the data check step of review cycle set up

Written by Emily Smith
Updated over a week ago

What to Include in a Review Cycle Launch Email

Here are some tips for what to include in the review cycle launch email

Written by Kevin Norman
Updated over a week ago

How to Create a Review Cycle on a Timeline Sequence

Automate a review cycle using the Timeline feature and making edits to Timeline dates

Written by Kevin Norman
Updated over a week ago

Reviews: an Example Pre-Launch Email

Use this launch email template to let your employees know about an upcoming review

Written by Grant
Updated over a week ago

Using Automated Rules for One-Time Onboarding Reviews

Using automated rules to generate review cycles for employee onboarding

Written by Ricky Zein
Updated over a week ago

Using Automated Rules for Recurring Review Cycles

Using automated rules to create recurring review cycles based on an employee's start date

Written by Ricky Zein
Updated over a week ago

Cancel an Upcoming Auto-launch Review

How to prevent a review cycle from automatically launching

Written by Emily Smith
Updated over a week ago

Automated Review Cycle Notifications

A list of e-mail notifications for review cycles generated by automation rules

Written by Adam Kroboth
Updated over a week ago

Peer Selection Limits Within a Review Cycle

Limiting how many peers an employee can nominate to review them

Written by Grant
Updated over a week ago

Enabling Reviewers to Decline Peer Reviews in Review Cycles

How to allow employees to decline writing an approved peer review

Written by Tyler Welliver
Updated over a week ago

Assigning Review Templates Based on User Attributes

A step-by-step guide to using a user attribute in a review cycle

Written by Madison Kochenderfer
Updated over a week ago

Selecting Peer Reviewers as an Admin

How to choose/add peer reviewers as an Admin

Written by Grant
Updated over a week ago

Allowing Employees to Nominate Themselves to Review Their Peers

Giving employees the ability to nominate themselves to review peers during the peer nomination phase

Written by Emily Smith
Updated over a week ago

Manager's Response During a Review Cycle

The different options you can give a manager to review their direct report during the review cycle

Written by Emily Smith
Updated over a week ago

When Managers Submit Their Reviews Last During a Review Cycle

What to expect when you set managers to submit their reviews last during a review cycle

Written by Emily Smith
Updated over a week ago

Sample Scored Attributes

What attributes can my managers rate their employees on?

Written by Emily Smith
Updated over a week ago

Using Scored Attributes in Review Cycles

How to publicly or privately score your employees in a review cycle

Written by Grant
Updated over a week ago

Sample Scored Attribute Scoring Scale

How to you determine what score to give your employees

Written by Emily Smith
Updated over a week ago

Calibration in Review Cycles

How to make sure all of your employees are scored on the same level

Written by Ryan Hinshaw
Updated over a week ago

Accessing Your Saved View for Calibration

How to access your calibration group as a manager

Written by Emily Woolf
Updated over a week ago

Weighted Scoring

How to give weight to different pieces of your employee's review

Written by Emily Smith
Updated over a week ago

Sample Rating Scales

Examples of different rating scales you can use in templates or for Scored Attributes.

Written by Emily Smith
Updated over a week ago

Deliverables

What does each visibility setting mean? What will be shared with the reviewee?

Written by Grant
Updated over a week ago

Sharing Review Scores (Scored Attributes and Weighted Scores) with Reviewees

Deciding what would you like the employee to see in their review packet

Written by Emily Smith
Updated over a week ago

How to Allow Managers to End Their Direct Reports Review Cycle

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Written by Samir Gupte
Updated over a week ago