To help orient through the administration of a review cycle, this article will walk through the main stages from the admin perspective.
Stages of a review cycle
There are four possible stages to a review cycle:
- Peer selection
The Reviews and Share stages are required for all reviews. Peer selection and Scores are stages you must opt into when creating the review cycle.
Peer selection is an optional stage where admins, managers, or employees will nominate peers to write reviews for an individual. If included, you will be prompted to kick off the peer selection phase once the cycle has been created. Peer selection can be launched with or without a customizable notification.
Larger review cycles may show a progress bar after launching. 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 Administer Peer Selection.
During the Peer selection stage, admins can:
Next is the Reviews stage, also known as the Reviews Writing stage. This is a required stage where employees will draft and submit their reviews. This may include self reviews, a manager's downward reviews, upward reviews, and peer reviews.
Once Peer selection ends, you will be prompted to launch the Reviews phase with or without a customizable launch notification. Once launched, employees can enter the review cycle and write their review.
Learn more in Launch Review Writing.
During the Reviews stage, admins can:
- Remind Reviewers to Complete Their Reviews
- Add a Late Reviewer to a Review Cycle
- Adjust Review Settings
- Change Reviewee and Reviewers
- Reopen Reviews
The Scores stage is an optional stage that would follow the Reviews stage if included. This phase is where all admins can calibrate or add weighted scores.
During the Scores phase, admins can:
- Manually and Automatically Calculate Weighted Scores
- Calibrate Ratings
- Analyze Rating and Competency Questions
The Share stage is a required stage. Managers will be asked to share packets with employees, who will then be prompted to accept them. Only once shared will employees have visibility into any reviews the admin has chosen to be delivered to them.
All admins will see the reviews' shared status and export responses during this process. 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.
1. Managers summarize feedback and share
If the review cycle ended with a notification, managers will 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 them with their direct report, they should click Share with (employee).
2. Direct report receives review packet
When a manager shares the packet with their direct report, the direct report will receive a notification to view their responses. The manager will be notified when the direct reports open the packet.
Learn more in View Your Review Packet.