Share a review packet with your direct report without a summary
After a review cycle has ended, it's important that the feedback is processed and shared with every employee.
Lattice provides managers and administrators with clear final steps to ensure that all the feedback is collected and delivered to the employees once the review is done.
Please note that a review cycle does not end when a manager submits their direct reports' reviews. The Lattice admin must end the review cycle.
Once the review cycle ends, managers should follow the steps below.
Please note that a manager may have the permissions to end the review cycle themselves in some cases.
1. Managers Finalize Review Packets
When the review is ended (either individually or en masse), Lattice will send an email notification to the manager letting them know the review cycle has ended and it's time to review responses and share packets with employees. Clicking into View Responses will take managers to the Finalize Packets page.
Alternatively, the manager can follow these steps when logging in to their Lattice account to finalize review packets.
Step 1: On the Home page, click Finalize review packets for the review cycle you'd like to finalize.
Step 2: Click into Your Team so that you're able to view your Direct Reports.
Step 3: Under Direct Reports, choose which reports review that you'd like to share.
Step 4: Once you've clicked on that report, select Share with employee to share the review packet with your direct report.
This view also gives the manager the option to download and save a PDF version of both the manager and employee view of the review packet. Once the manager's summary and review packet is shared, they will still have access to the PDF.
Once the manager shares all review packets, the notification task will go away. To get back to the review packets, managers will need to follow the steps below:
Step 1: Navigate to the Reporting page found in the discovery navigation.
Step 2: Navigate to the Review section.
Step 3: Find the relevant review cycle and select Manage Team.
Step 4: Click on the employee's name under the Share results section.
2. Admin Ability to Share
During this entire process, admins will also have visibility into the reviews' status (which reviewees have had their reviews shared with them and who has e-confirmed receiving their reviews). Admins are also able to share the review packet with employees by following these steps.
Step 1: Navigate to Admin > Reviews > Auditing
Step 2: Click into the review cycle that you would like to share review packets for.
Step 3: Click on Share all reviews
Lastly, the admin can export responses. However, it is important to note that admins and managers can only export these review packets on a person-by-person basis. There is no way in Lattice to export all of the review packets in bulk into a single zip file.