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Share Your Team’s Review Packets: Without Summary Remarks

When a review ends, Lattice will send managers an email notification letting them know that it's time to share packets with the team.

Written by Adam

When a review ends, Lattice will send managers an email notification letting them know that it's time to share packets with the team. Use the View Responses or Share review packets button in the email to enter the review-sharing module, read your reports' reviews, and share results.

Lattice admins can also share review packets on behalf of the manager if needed.

Share individual review packets

  1. On the Home page, select the Share review packets task -OR- Navigate to Performance > Reviews > Share review packets.

  2. Under Share review packets, select whose packet to share by clicking Share to the right of their name.

  3. (Optional) Within the confirmation modal, add a message to the direct report.

  4. Click Share to confirm.

Share review packets in bulk

  1. On the Home page, select the Share review packets task -OR- Navigate to Performance > Reviews > Share review packets.

  2. Under Share review packets, select the employees using the tickbox to the left of each employee's name.

  3. Select Share packets > Confirm by selecting Share x packets.

After the packet is shared, you will still have access to the PDF.

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