This article will show you the different stages of a review cycle from the admin perspective. If you're interested in seeing how the notifications appear, check out review cycle email notifications and review cycle slack notifications.
This article contains the following topics:
Launching and administering peer selection
If peer reviews have been included in the review cycle, you'll be prompted to kick off the peer selection phase once the cycle has been created.
After launching, you may be prompted with a progress bar and banner to give you visibility into how far along the review is generating. The progress bar only appears for larger review cycles; otherwise, the launch process is instantaneous. No updates to the review settings can be made while the review is launching.
Learn more about the peer selection phase in Administering Peer Selection.
Launching review writing phase
Once peer selection ends, you will be prompted to launch the review writing phase. You can launch reviews with or without a customizable launch notification. Once launched, reviewers will be able to enter the review cycle and begin to write their review.
Learn more in Launch Review Writing.
As employees submit their reviews, you can remind employees who have not yet completed their reviews to take time to do so.
Learn more in Remind Reviewers to Complete Their Reviews.
Adding a late reviewer
Admins can add additional reviewers to the review mid-cycle. Once added, the late reviewer will receive a notification letting them know they've been added as a late reviewer.
Learn more in Add a Late Reviewer to a Review Cycle.
End review cycle
Once reviews are complete, admins can manually end the review cycle or have it automatically end if your review cycle is on a timeline.
Learn more in End an Org Chart Review Cycle.
Managers summarize feedback and share
If the review cycle was ended with a notification, managers receive a notification prompting them to view the responses/packets of their direct reports. They will also be prompted to submit final scores (if they've been turned on) or final summary remarks.
This might be a good time for managers and direct reports to meet and discuss the review packet contents. If the manager wants to write draft summary remarks and download the Employee view PDF, they can do so here without sharing the packet.
When managers have completed their summaries and are ready to share with their direct report, they should click Share with (employee).
Learn more in Share Your Team’s Review Packets: With Summary Remarks and Share Your Team’s Review Packets: Without Summary Remarks.
Direct report receives review packet
When a manager decides it's time to share the packet with their direct report, the direct report will receive a notification to view their responses.
When the direct report opens, managers will receive a notification informing them that their direct report opened it.
Learn more in View Your Review Packet.
Admin visibility to Sharing phase
During this entire process, admins will also have visibility into the reviews' shared status. Admins can also export responses.
Learn more in Definitions of Reviewee Statuses During Sharing.
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 review packets in bulk into a single zip file.
Learn more in Review Cycle Exports.
The review cycle contains customizable and automatic notifications at different stages of the cycle.
Learn more about notifications in Review Cycle Email Notifications.