Set Up Weighted Scores in a Review Cycle

At Lattice, we understand that not all parts of a review are treated equally. With weighted scoring, admins can enter a final score for each reviewee after the review writing is complete.

Note: Only admins or employees with Reviews custom role Calibration permissions will have the ability to add weighted scores to the review cycle. Calibration participants are unable to view or add weighted scores during calibration.

1. Navigate to your review cycle.

2. Navigate to Configuration > Scores. 

3. Toggle on Weighted score. 

4. (Optional) Toggle on to Share the weighted score in the review packet with the reviewee once the review cycle has ended and the manager shares the review packet.

5. (Optional) Add a description of weighted scoring that will be visible to the reviewee when viewing their score within their review packet.

If you have turned on both calibration and weighted scoring, you can enter your weighted scores within the platform. 

Note: If you have turned on weighted scoring and not calibration, follow the workflow for "Adding Weights to Scores (With No Calibration)."

Step 1: Close the review cycle to kick off the calibration and weighted scoring process.

To do this, navigate to the "Admin" page, click on "Reviews," click into the specific review cycle, and then click the "End review and calibrate" button.

Step 2: Within the "Scores and Calibration" Section, click on "Get Started."

Note: you can find more detailed instructions for calibrating scores by checking out  Calibration in Review Cycles

Step 3: Within the Calibration window, scroll to the right until you see the "Weighted" column. Enter each reviewee's score in the textbox.

Note: weighted scores can be any real number.

You are also able to upload your weighted scores via CSV. Click on the "CSV" icon in the top right corner, and then click "Download scores."

Once you have entered scores into your CSV, click on the "CSV" icon again, and click "Upload scores." Lastly, upload your spreadsheet to populate calibrated and weighted scores in Lattice. 

Step 1: If you've enabled weighted scores without calibration, you'll see the Scoring page shown below after ending your review cycle.

Step 2: Click the "Create weighted scores" button to get started. Download the template and add your weighted scores to the CSV spreadsheet. When you're finished, head back into the review and use the "Upload weighted scores" button to upload your completed template and add your scores to the review cycle.

As an admin, it's up to you to determine how you want to weigh each piece of the review cycle and how you want to calculate the final scores. After analyzing all of your review data, you will put the final score for each reviewee into the template and upload it to Lattice.

Employees' weighted scores can be any number. This means positive, negative, and decimals will be accepted into Lattice.

After the weighted scores have been added to Lattice, you will be able to view them in the Scores section of your review cycle.

You can toggle between three different tabs on this page. The Individuals tab will display their actual score. The Managers and Departments tabs will show the average score for all employees in the review cycle that belongs to that group compared to everyone's average score in the review cycle.

And that's it - good job! You're now ready to end scoring and begin sharing results.