Admins can configure review templates so that reviewers can provide review feedback on goals owned by the reviewee.
This article covers the following topics:
Before you start
For best practices on enabling goals in a review cycle, read Best Practices: What To Know Before Using a Goal-Enabled Review Template.
- Goals created after a review cycle launches will not be included.
- Goals that are updated after after a review cycle launches will reflect the most current update in the review.
- If a late reviewee is added to the review cycle, the goals pulled in will be based on when they were added to the review cycle and not when the review cycle was initially launched.
- If the assigned review template only contains goals questions, ensure all reviewees have at least one goal that matches the filters. Otherwise, there will be the reviewer will not be able to submit the review.
- All eligible top-level goals owned by the reviewee will be pulled into reviews, including individual, department, and company-level goals.
- Only the top-level goal will be pulled into the review cycle. This means that if an employee is the goal owner of both an objective and a key result (with cascading), Lattice will only pull in the objective. However, the key results will be visible using the collapsable option within the review.
Configure the template
Create a review template and configure it to include goals.
Note: Filters can be applied to narrow the scope of goals included in a cycle during the review cycle setup.
- Create a review template.
- Set up your non-goals-related questions as normal.
- Use the toggle button to Include goals.
- Customize the wording of the question you want to ask about goals, and choose how you want reviewers to respond.
- Choose a visibility setting for goal questions.
- Show question and response to reviewee: Question and response are visible to the reviewee, reviewer, reviewee's manager, and the admin
- Hide question and response from reviewee: Question and response are visible to the reviewer, reviewee's manager, and the admin
- Click Done.
Set up the review cycle
Assign the goals-enabled template
Assign your goals-enabled template to the desired review groups as you're setting up the review cycle.
- Create a review cycle.
- Apply your goals-enabled template for the desired review groups by selecting it from the Template dropdown menus on each review direction page.
- Note: Templates including goals have the label Goals enabled in the drop-down menu.
Include goals and apply filters
Within the Goal settings page, you will need to toggle to pull in goals in all goals-enabled templates and apply filters to narrow down the goals included in the review cycle. No goals will be included if the review direction is not toggled on.
Note: Goal filters are not editable once a review cycle has been published.
- To filter and manage which goals appear in the review, select the Goal settings link within the blue banner or navigate to Configuration > Goal settings.
- The Goal settings page will list each review direction that has been assigned a goal-enabled template — Toggle on the direction you'd like to include goals for.
- (Optional) Choose the goal status a goal has to meet to be pulled into the review:
- Include active goals
- Include ended goals
- Include active and ended goals
- (Optional) Toggle on Use goal filter to narrow the scope of goals included in the review cycle:
- Filter by goal cycle name: Choose the goals that have been assigned to a given goal cycle
- Filter by goal start date: Choose the goals that have been assigned a start date within a given range
- Filter by goal due date: Choose the goals that have been assigned a due date within a given range
- Click Continue to move to the next step of the review cycle configuration.
Write reviews
Reviewers will answer your goals-enabled question about every goal owned by the reviewee that meets the template conditions.
Use the arrow below the status badge to show the due date and expose the See updates button, which will open the goal profile in a separate tab where you can refer to the timeline for more information about each update to the goal and when they occurred.