Before Creating Your Review Cycle

Lattice Review Overview and Best Practices

Review Cycle Information Flows

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

Written by Emily Smith
Updated over a week ago

Sample Review Cycle Launch Email

Letting your team know that it is time to complete their Lattice reviews

Written by Emily Smith
Updated over a week ago

Sample Peer Selection Launch Email

Getting your team ready for peer selection in your Lattice review cycle

Written by Emily Smith
Updated over a week ago

Best Practices: How to Handle Employees with Too Many Peer Review Requests

Managing peer reviewers in Lattice

Written by Grant
Updated over a week ago

Review Packet Examples

How review packets look depending on your deliverables

Written by Molly Ober
Updated over a week ago

Understanding Your Review Cycle Settings

Uploading Historical Reviews

How to add historical reviews into Lattice

Written by Tyler Welliver
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

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

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

Creating Questions and Scored Attributes

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

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

Sample Review Questions

Questions to ask in a review

Written by Emily Smith
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

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

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

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

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

Managing Templates

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 Create Review Template Tags

Creating tags to organize review templates

Written by Rosie Serrato
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

How to Delete a Template

Removing excess templates from Lattice

Written by Grant
Updated over a week ago

Creating and Editing Templates

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

Evaluating Employees on Their Goals in a Review Cycle

Bringing Lattice Goals into a review cycle

Written by J Zac Stein
Updated this week

Duplicating a Review Template

How to duplicate and existing review template

Written by Emily Smith
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

How to Edit a Template

How to edit a template

Written by Grant
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