What to expect when you set managers to submit their reviews last during a review cycle
When setting up your review cycle, you have the option for managers to submit their reviews only after all other reviews have been submitted. This means that they cannot submit their review until all other reviews for their direct reports have been submitted. This can be a self-review for their direct report, peer reviews for their direct report, and/or upward feedback for their direct report.
During the review cycle, an admin can enable this setting by navigating to the review cycle and clicking on the "Review settings" page (shown below). The option can be found within the "Ordering" section.
Here is what your managers can expect:
- When you launch reviews, managers will be notified to participate in the review only if they have other reviews to perform (such as a self-review, peer reviews, or upward feedback).
- When managers log into Lattice to perform those other reviews, they will see the option to complete their manager review but will not have the ability to submit the review yet.
- Once all the reviews have been submitted for their direct reports, the manager will be notified to complete their manager review.
How can managers see who else needs to submit reviews for their direct reports?
Managers can view their direct reports' status throughout the review cycle by going to the "Your Team" tab when within the review.
From here, they can click on "Show reviewers" and see a list of the reviewers' names and whether or not they have completed their reviews.
Managers will also be able to help remind reviewers to complete their reviews.
This is what that reminder email looks like:
What if reviews cannot be submitted? How do I allow the manager to complete their review?
Admins always can "unlock" the manager review if someone is holding it up. To unlock an individual manager review, click on the ellipsis next to the Reviewee's name whose manager needs to submit their review. This will email the manager and allow them to submit their review.
Additionally, if you have a group of managers who need to submit their reviews, you can click on the "Allow Managers to Submit" button at the top of the screen to allow all managers to submit.
Note: this does not lock out the other reviewers that have not submitted their reviews yet. This only gives managers the ability to submit their reviews right away.
For more information about unlocking manager reviews, check out Unlocking Manager Reviews When They Are Set To Go Last.