Lattice AI summarizes a reviewees' review packet for admins, Calibration group participants and Calibration facilitators during Calibration sessions in Performance and Talent Reviews.
Note: To access AI Review Packet Summaries, an admin must enable Lattice AI. Learn more in Manage AI Access.
Before you start
- Review packet summaries are only generated for the current review cycle and will not include past performance review responses.
- Summaries are generated for those with the following permissions:
Access a Review Packet Summarization
As an Admin:
Performance Reviews:
- Navigate to Admin > Performance Reviews > select the review cycle > Calibration.
- Choose a Calibration Group or All Employees > select an employee.
- In the context panel, choose to view the Overall review summary or select a different review direction in the dropdown.
Talent Reviews:
- Navigate to Admin > Talent Reviews > select the review cycle.
- Choose a Calibration Group or View all employees > select an employee.
- In the context panel, choose to view the Overall review summary or select a different review direction in the dropdown.
As a Participant or a Facilitator:
Performance Reviews:
- On your Home page, select View your calibration groups task.
- Choose and select the employee.
- In the context panel, choose to view the Overall review summary or select a different review direction in the dropdown.
Talent Reviews:
- On your Home page, select View your talent review calibration groups task.
- Choose and select the employee.
- In the context panel, choose to view the Overall review summary or select a different review direction in the dropdown.