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View Submitted Review Progress

Daniel
  • Updated

After a review cycle has launched, admins can track the progress of reviewer participation. 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 can view reviewer progress by exporting a CSV. Learn more in Review Exports in Lattice.

View progress for all reviews

On the Progress page, you can view the progress percentage for all active reviews.

  1. Navigate to Admin > Performance > Reviews.
  2. Click to enter the review cycle.
  3. Navigate to the review phase you would like to view progress for:
    • Peer selection (if included)
    • Reviews
  4. Click to enter the Progress tab.
    Note: The progress percentage on this page indicates the percentage of review requests completed. This is different from the Review Cycles page showing all org chart cycles, which indicates percentage of reviewers that have completed all of their reviews. 

Progress definitions

The Progress tab categorizes review cycles into the following states:

  • 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

Filter progress by field

Admins can view reviewer progress for a subset of users by filtering by:

  • Manager
  • Individual
  • Department
  • Custom field

Grouping by Manager and Individual gathers two different data points: 

  • Group by Individual: progress of that reviewer
  • Group by Manager: progress of that manager's direct reports as reviewers

View progress for individual reviews

For a closer look at an individual review cycle's progress:

  1. Navigate to Admin > Performance > Reviews.
  2. Select the review cycle.
  3. Click the Reviewees tab.
  4. The review's status can be seen under each review type column. Click on the individual's name to open the review side panel and view which reviewer needs to be reminded to submit the review. 

Learn more about review statuses in Review Status Definitions. 

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