After a review cycle has launched, Admins can track the progress of reviewer participation. Review progress participation reporting allows the ability to view reporting by a filter (Manager, Department, Individual, and Custom Attribute) and send reminders for reviewers to complete their reviews more granularly. In-progress reporting gives visibility around the progress of reviews in the cycle and more flexibility around reminding specific reviewers to complete their reviews.
*Note: Admins also have the ability to view reviewer progress by exporting a CSV. To learn more about this process, check out Review Exports in Lattice!
In Progress Participation Reporting:
Step 1: Navigate to the Admin page, select Reviews, and click Auditing.
Step 2: Select the review cycle you'd like to view the progress for.
Step 3: Click on the Progress tab. You can see this in both the Peer Selection phase (if included) and Reviews phase.
From the Progress tab, you can see if a review has been completed, in progress, or not started. The percentages are calculated by using the logic below:
- Completed (green): The number of reviews that have been written and submitted out of the total number of reviews for that given direction.
- In progress (yellow): The number of reviews that have been drafted but not yet been submitted out of the total number of reviews for that given direction.
- Not Started (gray): The number of reviews that have not been drafted or started for a given direction.
Filtering By Custom Attribute:
In the Progress tab of a review cycle, Admins can filter by Manager, Individual, Department, or Custom Attribute. Once these filters are applied, Admins can see reviewer progress for that specific subset of filtered users. They can also choose to remind those subsets of users to complete their reviews (or users to complete their review on a one-off basis).
For example, in the image below, I've chosen to filter to show only the Marketing team's review progress.
Write Review Reminder:
Step 1: Navigate to the Progress tab within your review cycle.
Step 2: Click Write reminder next to the review, or all reviews, that you would like a reminder to be sent for.
Step 3: Click on All incomplete, In progress, or not started for a reminder to be sent to those employees.
Step 4: Give the reminder message a name in the Subject text field and write the message in the Body text field.
Step 5: Once completed, click Send Reminder.
To learn more about how to remind reviewers to complete reviews, check out Remind Reviewers to Complete Their Reviews!