Employee and Manager Tasks for Reviews

Review cycles create tasks for every employee with a call to action during each stage of the review.  This articles covers the following tasks in the order you'd experience them in a review.  Note that the tasks that appear depend on the settings chosen for each individual review cycle.

If your review cycle includes peer reviews, the first task you will receive is to Select peer reviewers.  You will get this task in two different scenarios depending on how your admin has your review settings configured. Instructions linked below.

If you're a manager and your review cycle is set to allow employees to nominate their own peers, you will receive a task to Approve peer nominations for your direct reports.

Selecting the task will take you to a page where you can see who your direct reports have nominated and manage as necessary (instructions linked).

When it's time to begin writing your reviews, you will receive a notification to Perform your reviews. Selecting this task takes you to a page where you can write and submit all of your reviews (instructions linked).  Lattice doesn't create multiple tasks for different types of reviews.  Perform your reviews direct you to write all self, peer, upward, and downward reviews as relevant.  

If you have been included in the calibration process and have a calibration group shared with you by the admin, you will get a task to View your calibration groups.  From here, you will be taken into the calibration section of the review cycle with the information that the admin has chosen to share with you (instructions linked).

Once the review cycle ends, the review packet sharers (typically, and by default, each reviewee's manager) will get a task to Finalize review packets. From here, you will share reviews with your direct reports (or other individuals you are responsible for sharing with).  Instructions linked.

Lastly, once a manager shares with his direct reports, the direct reports will get a task to View and confirm receiving your review packet.  Once View packet... is selected, you will be taken to a section where you can confirm that you have received your packet and view it (instructions linked).

If your review cycle runs on a timeline, the tasks that appear on an employee's Home page will display due dates.  These due dates correspond to when the review cycle will move on to its next stage as pre-set by the Admin.  Review cycles on custom sequences can't include due dates.