Note: Once you submit, your reviews will lock in place. Reach out to your Lattice admin to reopen your review cycle to continue editing.
- Navigate to the Home page and select the Write reviews for [profile] Home page task. -OR- Navigate to Performance > Performance Reviews > Write reviews.
- The left-hand review panel will list the reviews you need to complete– Select the desired review and the employee you are completing the review for.
- Add your responses and select Submit review.
- Note: If you are not ready to submit your reviews yet, your reviews will be saved as a draft.
- Continue to your next assigned review cycle using one of the following steps:
- Select Next Review within the blue banner
- Select the name of the reviewee within the lefthand panel
- Once all assigned reviews are completed, you will see a celebration message ––– Select Close reviews to leave the review cycle.
Complete a Review with Evidence-based Reviews Enabled
If an admin has enabled Evidence-based reviews, the AI Agent will draft your reviews based on sources within Lattice.
- Navigate to the Home page and select the Write reviews for [profile] Home page task. -OR- Navigate to Performance > Performance Reviews > Write reviews.
- The left-hand review panel will list the reviews you need to complete– Select the desired review and the employee you are completing the review for.
- In the pop-up, the Lattice AI Agent will start analysing the resources. Once ready, select Start reviewing.
- Note: If you do not wish to use Evidence-based reviews, select Skip and start from scratch.
- Review and edit the drafted responses.
- (Optional) Adjust the tone and time period by selecting the options at the top of the page and then select Regenerate draft:
- Time period: Change the data range.
- Writing style: Change the tone, format and detail level.
- (Optional) Expand Using X of Y insights available to include or remove insights using the checkbox > Once the insights are selected, select Regenerate draft.
- (Optional) Select Refine with agent to use the Lattice AI Agent to work on the response further.
- Once you have reviewed the responses and are ready to submit your responses, select Submit [name's] review.
- In the pop-up, you will need to confirm the below by checking the boxes:
- I have read this review in full.
- I have verified the accuracy of this review and I am responsible for its content.
- Once confirmed, select Submit.
Reviews context panel
You can utilize the review context panel to provide concrete examples of past performances when completing reviews. Depending on the direction of the review, some information will only be visible to reviewers who have been assigned visibility to the tool via a role or relationship.
Learn more in Reviews Context Panel.