For certain review cycles, admins can permit managers to end the review cycle for their direct reports. As a manager, this means that rather than waiting for the entire review cycle to end (when all reviews have been submitted for a direct report), you can end a review cycle yourself and immediately share the results.
To end the review cycle for one of your direct reports, you have a few options.
Option 1: Navigate to the review cycle under the Your Team tab and select Share Results.
Step 1: Navigate to People > My profile > Reviews
Step 2: Click View your response to the right of the review cycle in question. (It may also appear as Perform reviews if you have not submitted all of your reviews yet)
Step 3: Navigate to the Team tab in the left panel
Step 4: Click on Share Results
Step 5: Click on the employee's name who you'd like to end the review cycle for.
Step 6: Select End the review cycle
Please Note: When ending a direct report's review cycle early, if all reviews have not been submitted for the direct report those reviews will become locked and unable to submit.
Option 2: Under the Your Team tab, navigate to the Manage team section.
Step 1: Navigate to People > Your Name > Reviews
Step 2: Click View your response to the right of the review cycle in question. (It may also appear as Perform reviews if you have not submitted all of your reviews yet)
Step 3: Navigate to the Team tab in the left panel
Step 4: Select Manage team in the the left panel
Step 5: Click the ellipsis (...) to the right of the employee's name.
Step 6: Select End review cycle for reviewee
Once this is done, you'll immediately have the ability to write your summary remarks and share the review with your direct report.
Option 3: Reporting page
Step 1: Navigate to Reporting.
Step 2: Next to the desired review cycle, select Manage team.
Step 3: Under Share Results, select the desired reviewee.
Step 4: Select end the review cycle within the yellow banner.
Video Tutorials
In the videos below, Caroline will walk you through how to end review cycles with and without summary remarks as a manager, beginning from your You page. You'll see an additional step for writing summary remarks between submitting your review and sharing the review packet in the first video. The second video shows that when you end a review cycle for direct reports without a summary, the actions of ending the cycle and sharing the results are combined.
Ending Review Cycles
Troubleshooting
I can't (there is no option to) close the review cycle for my direct report!
A potential reason for this issue is that you are in the review cycle's Calibration phase (where your Admins calibrate scores). If you're in this phase, you will be able to start drafting your summary, but you won't be able to submit it until calibration has ended!
If this is an issue, please reach out to your Lattice admin. They can close the review cycle for your direct report without these restrictions!