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Configure Downward Reviews to be Completed Last

Learn how to require managers to wait for self, peer, and upward reviews before submitting downward reviews in a review cycle.

Written by Adam

This setting prevents managers from submitting downward reviews until all self, peer, and upward reviews for their direct reports have been submitted.

To enable this setting:

  1. Navigate to the Review Cycle

  2. Go to Configuration > Downward Review > Manager Sequence, and select Managers participate after other reviewers.

If needed, admins can also:

Manager experience

Notifications

When you first launch a review cycle, managers will be notified to participate only if they have other reviews to perform (self, peer, or upward). They will not yet be notified to complete downward reviews. Once all reviews for their direct reports have been submitted, the manager will be notified to complete their manager review.

Home page tasks

Once at least one direct report submits their review, managers will be prompted to write their reviews on their Lattice home page. Clicking this will allow managers to begin drafting downward reviews, but they will not be able to submit them yet. The downward review writing page will show a notification banner indicating that other reviews are still in progress.

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