How to publicly or privately score your employees in a review cycle
With scored attributes, companies can better customize the review process to evaluate their employees on the qualities that the company values the most (on a scale that makes the most sense to them).
Attributes that are commonly used include:
- Performance (pre-populated in Lattice)
- Behavior (pre-populated in Lattice)
- Communication Skills
- Overall (how an employee is doing "overall")
- Find more samples here!
Creating scored attributes
Only admins can create attributes. To create an attribute:
Step 1: Navigate to the Discovery Navigation panel on the left, and click the Admin icon.
Step 2: Navigate to the "Reviews" tool on the left panel.
Step 3: Under "Reviews", click on "Scored Attributes."
Step 4: Select "Create new attribute."
This will open up a modal where you can choose the name of the attribute, an optional description, and the scale you want people to respond to. Lattice allows you to display attributes as numbers or text options.
You can find more information about scored attribute display options by checking out Scored Attributes and their Display Options.
Setting up a review cycle with scored attributes
Turning on Scored Attributes
When you're creating a review cycle, under "Scores," you'll find the option to turn on scored attributes. You can enable the setting by toggling the switch on. From here, you can assign up to 20 scored attributes that you want managers to evaluate their direct reports on at the end of this review cycle.
Sharing Scored Attributes
If you would like the scores that managers give to employees to be included in the employee final review packets, turn on the toggle under "Scored Attributes" on the Deliverables section of your review cycle set up.
If you choose to share scores, you can choose which scored attributes to include in the employee review packets. Note that managers will always be able to see all scores. The setting only lets you select what the recipient sees in their review packet.
Responding to scored attributes
The scoring takes place at the same time that the manager fills out their review template. The questions will appear at the bottom of the review template.
Only admins will be able to view the scored attributes' responses until the review cycle has ended and packets have are shared.
As a manager submitting scores, you will have visibility into if the scores are being shared with the employee or only with the admin.
Admin view of Scored Attributes
After the review cycle has ended, admins will see the scores submitted for every reviewee in the "Results" section of the Admin tab. From here, admins can export the scores to a CSV.
For more on scored attributes reporting, check out Scored Attribute Reporting.