During a Review Cycle, users can receive notifications through different channels. By default, notifications are sent as emails, but can be sent via Slack or Microsoft Teams.
Admins can send a variety of notifications during the performance review process. Each notification corresponds to a specific call to action and task employees will see on their home pages. The notifications contain links to the page where action is required in Lattice.
Email notifications are sent for both manual and timeline review cycles for these phases of the review cycle:
Review cycle notifications
Note: Notification text is included below for any notifications that are not customizable. For a visual example of how email notifications appear, see Lattice Email Notifications.
Peer selection
Peer Selection Launch
- Trigger: Launch peer selection with notifications.
- Customizable: Yes
- Recipients: Users responsible for selecting peer reviewers. This will be either employees or managers depending on peer selection settings.
Peer selection reminder
- Trigger: Manually remind users to complete peer selection
- Customizable: Yes
- Recipients: Users responsible for selecting peer reviewers. This will be either employees or managers depending on peer selection settings.
Confirm peer nominations
- Trigger: Review cycle is configured for reviewees to nominate peer reviewers; reviewee has submitted their nominations.
- Customizable: No
- Recipients: Managers of reviewees
- Notification text:
- [Direct report first name] has nominated their peer reviewers for the review cycle [Review cycle name]. Click the link below to view and confirm/update their selection.
Review writing
Review writing launch
- Trigger: Peer selection has ended; launch review writing with notifications
- Customizable: Yes
- Recipients: All reviewers
Manager review writing (all other reviews received)
- Trigger: Review cycle is configured for managers to write reviews after receiving all other reviews for their direct reports; sent automatically once all other reviews are submitted for a reviewee
- Customizable: No
- Recipients: Managers of reviewees
- Notification text:
- All reviews have been submitted for [reviewee name] in the review cycle [Review Cycle name]. All reviewers have submitted reviews for [name]. You can now submit your own review of [name].
Manager review writing (unlocked early)
- Trigger: Review cycle is configured for managers to write reviews after receiving all other reviews for their direct reports; admin has unlocked manager review writing early for an individual or all reviewees (with notifications)
- Customizable: No
- Recipients: Managers whose downward reviews are now unlocked
- Notification text:
- You can now start writing your manager review for [reviewee name] in the [Review Cycle name] review cycle. A review cycle Admin has allowed you to start your manager review for [name].
Late reviewee added
- Trigger: A late reviewee is added after a review cycle has been launched
- Customizable: No
- Recipients: Newly added reviewee
- Notification text:
- You've been added as a reviewer. An administrator of the review cycle [Review Cycle name] has added you as a self reviewer. Visit the link below to give your feedback.
Late reviewer added
- Trigger: A late reviewer is added after a review cycle has been launched
- Customizable: No
- Recipients: Newly added reviewer
- Notification text:
- You've been added as a reviewer. An administrator of the review cycle [Review Cycle name] has added you as a reviewer of [reviewee name]. Visit the link below to give your feedback.
Review calibration
User added to calibration group
- Trigger: A user is added to a calibration group. If an employee is added to multiple calibration groups, they will only receive one email that includes the groups they have been added to. The notification will be sent out only after review writing has ended and the calibration phase has began.
- Customizable: No
- Recipients: Newly added calibration group member
- Notification text:
- [Admin name] has shared a calibration group with you for the [review cycle name] review cycle. You can access it from "Your tasks" while the review cycle is active.
Calibration ended
- Trigger: A review cycle includes a step for calibration or weighted scores, and the calibration phase ends. Manager reviews may be reopened.
- Customizable: Yes
- Recipients: Managers
Review sharing
Review sharing
- Trigger: Cycle has ended and review packets become shareable
- Customizable: No
- Recipients: Managers of reviewees
- Notification text (summary remarks enabled):
- Hey [name], [review cycle name] has now ended. Please take the time to click the link below to view feedback on your direct reports and add your summary remarks.
- Notification text (summary remarks not enabled):
- Hey [first name], [review cycle name] has now ended.
Please take the time to click the link below to view feedback on your direct reports.
[Link to view responses]
- Hey [first name], [review cycle name] has now ended.
Review packet shared
- Trigger: Manager or admin shares a review packet
- Customizable: No
- Recipients: Reviewees whose managers or admins have shared a review packet with them
- Notification text:
- Your final review results for the review cycle [review cycle name] has been released.
Hey [first name], your manager just released your review results. Follow the link below to confirm that you've received the final review results and to read your manager's summary.
- Your final review results for the review cycle [review cycle name] has been released.
Review packet sharing reminder
- Trigger: 14 days (10 business days) after review cycle ends and a review packet has not been shared. This notification is only enabled if the admin has opted to send notifications when a review cycle ends.
- Customizable: No
- Recipients: Managers who have not sent review packets
- Notification text:
- Hey [manager name], all feedback has been submitted for the following reviewees:
[List of reviewee names with link to view feedback]
Click each link to view the feedback and share it with them.
- Hey [manager name], all feedback has been submitted for the following reviewees:
Review packet receipt confirmed
- Trigger: A manager's direct report confirms receipt of their review packet
- Customizable: No
- Recipients: Managers of direct reports who have confirmed receipt of review packets
- Notification text:
- [Reviewee name] has e-confirmed receiving their review for the [review cycle name] review cycle.