What each status means once the review cycles ends and employees begin to receive their results
Before you start
After a review cycle ends, Lattice sends each employee's review results to their manager who then share the results with their direct reports. Managers will also typically receive an email notification and task instructing them to finalize and share review packets. As managers share review packets and reviewees acknowledge them, you'll see statuses change in the admin portal.
You'll see up to six different statuses during sharing. We'll explain them in the order they typically occur below.
Step 1: Navigate to the Admin > Reviews > Auditing page and select your ended cycle to view reviewee status
Status 1: The default status is Responses not shared. This means that no action has occurred. Neither the manager/packet sharer nor Admins have sent results to the employee.
Status 2 (optional): If you have a Manager's summary enabled and an Admin shares a review packet you'll see Preview shared. At this point the employee can view their packet, but their manager can still write their summary remarks and then officially share with the employee. The manager task will persist until they complete their summary.