Goal notifications sent through email and Slack.
Goal notifications are sent via email, Slack, and/or Microsoft Teams. Learn more in Manage Your Notification Preferences.
Goal notifications are sent as follows:
- When someone comments on your goal
- When someone likes an update made to a goal
- When a goal co-owner posts an update to your goal
- When someone is added as a goal owner
- A reminder to update your goal
- A goal digest of goal updates or newly created goals
Note: Employees will not be notified if they are removed as an owner of a goal.
Notifications
Note: Notification text is included below for any notifications that are not customizable. For a visual example of how email notifications appear, see Lattice Email Notifications.
Notifications will be sent to employees who own goals when:
1. There is a comment posted on one of their goals
Email:
- Trigger: A user comments on your goal
- Customizable: No
- Header: [Employee] posted a comment on your goal
- Body:
Details of the goal (e.g. Added [number] towards goal of [goal title])
[Name of commenter]: [Comment posted]
Button: Reply to comment
Slack:
- Header: [Employee] commented on your goal
- Body:
Details of the goal (e.g. Added [number] towards goal of [goal title])
[Name of commenter]: [Comment posted]
Button: Reply to comment
2. Someone likes an update made to a goal
Email:
- Trigger: A user liked an update added to the goal
- Customizable: No
- Header: [Employee] liked your goal update👍
- Body:
[Goal title]
[Name of person who updated] posted an update:
[Update]
Button: View update
Slack:
- Header: Hey [name],
[Employee] just liked your activity - Body:
[Goal title]
[Update]
Button: View update
3. A goal co-owner posts an update on a goal that another individual also owns
Email:
- Trigger: A co-owner posted an update to a goal
- Customizable: No
- Header: [Employee] posted an update to one of your shared goal
- Body:
[Goal title]
[Employee] posted an update:
[Update]
Button: View update
Slack:
- Header: [Employee] just updated your goal
- Body:
[Goal title]
[Update]
Button: View update
4. An employee is added as an owner of a goal
Email:
- Trigger: An employee added you as owner of a goal
- Customizable: No
- Body:
Hey [Employee],
[Employee] has added you as an owner of this goal: [goal details]
As an owner, you can update or edit this goal.
Button: Update this goal
5. Employees need to update a goal
Goal update reminders are set to be sent out on Thursdays around 10:00 A.M. in your local timezone.
The weeks that the reminders are sent are based on an ISO calculator that calculates cadence every week, two weeks, month, or quarter beginning on the calendar year's first week. For example, if you select monthly notifications, they will be sent on weeks 4, 8, 12, etc.
Email:
- Trigger: A goal update reminder sent out based on chosen cadence
- Customizable: No
- Header: You have [number] goals that need updating
- Body:
Hey [name],
It's time to update your goals! Share what progress you've made so your team can stay up to date. Your updates will be shared in next week's team digest email.
Button: Update your goals
Your goals
[List of goals that need to be updated]
Slack:
- Header: Time to update your goals!
- Body:
[List of goals that need to be updated]
Button: Update goals
6. Goal Digest
A list of goal updates or newly created goals for a manager's team. For individual contributors, those updates include when a company goal has been updated. Managers will receive the digest email when their direct reports have made an update to their goal.
Note: Private goals are not included in the goal digest.
Notification Cadences
Goal reminder cadence
Goal update reminders are set to be sent out on Thursdays around 10:00 A.M. in your local timezone before the Monday of Goal Digests. Goal Digest emails are based on the ISO cadence displayed in the ISO calculator.
If the employee does not have a timezone set in Lattice, the reminder will be sent based on the company's timezone. If no company timezone is set, the notification will go out Thursdays at 10:00 am PST.
In your goal settings, there are five options to set your reminder cadence to:
- Once a week
- Once every two weeks
- Once a month
- Twice a quarter
- Never
Here is a breakdown of when you can expect to receive an email notification reminder, based on your cadence setting:
- Weekly reminders are sent out every Thursday.
- Bi-weekly reminders are sent out every two weeks, starting on the 1st week of the month, 3rd week, etc.
- Monthly reminders are sent out on the 3rd week of the month, and then every 4th week.
- Twice a quarter reminders are sent out the week before the middle and end of each quarter. So the reminder would get sent out on week 5 and week 11 of the first quarter and repeats on a 6-week cadence.
Note: Choosing the Never cadence will prevent email reminder notifications. However, Home page tasks will still be sent to employees who have not updated a goal in two weeks.
Goal reminder emails are only sent to employees who have not updated their goals since their last effective cadence. For example, if my company’s reminder cadence is set to never, and I have 10 active goals, 4 of which I have updated in the past 2 weeks, I have 6 stale goals.
- If an employee has no stale goals, they will not receive an email reminder notification during this cadence.
- If an employee has stale goals, a task is generated on their Lattice Home page reminding them to update their goals. An email notification will also be sent.
- Note: If you chose the Never cadence, a task may still appear if there are goals that have not been updated in the last two weeks. An email notification will not be sent.
Goal Digest cadence
The goal digest is sent out on the Monday the week after the goal update reminder is sent out. Both company and team digests are sent out in the same email. You will only receive the digest if there are updates that need to be communicated.
- Weekly digests are sent every week following the update reminder notification.
- Bi-weekly digests are sent out every two weeks, starting on the 2nd week, 4th week, and so on.
- Monthly digests are sent out 4th week, 8th week, and so on.
- Twice a quarter digests are sent out on the 6th week, 12th week, etc.
Lattice provides a helpful ISO calculator to help you determine what dates the reminders are set to be sent.