How to share a packet with your direct report, WITH summary remarks
After a review cycle has ended, it's important that the feedback is processed and shared with every employee. Lattice provides managers and administrators with clear final steps to ensure that all the feedback is collected and delivered to the employees once the review is done.
Before you start
Please note that a review cycle does not end when a manager submits their direct reports' reviews. The Lattice admin or manager (if given the permissions) must end the review cycle.
The Lattice admin also can share review packets on behalf of the manager or track the Sharing phase across the review cycle.
Please note that a manager may have the permissions to end the review cycle themselves in some cases.
Managers finalize review packets and share summaries
Email notification
When the review is ended (either individually or en masse), Lattice will send an email notification to you letting you know the review cycle has ended and it's time to review responses and share packets with employees. Clicking into View Responses will take managers to the Finalize Packets page.
Home page: Finalize review packets task
Step 1: On the Home page, click Finalize review packets for the review cycle you'd like to finalize.
Step 2: Click into Team so that you're able to view your Direct Reports.
Step 3: Under Direct Reports, choose which report's review that you'd like to share.
Step 4: Provide your manager summary within the text box.
Step 5: Click on Share with (employee name).
Please note: If in a Calibration phase of the review cycle, the manager will draft their summary but cannot submit it until calibration has ended.
This view also allows you to download and save a PDF version of both the manager and employee view of the review packet. Once the manager's summary and review packet is shared, you will still have access to the PDF.
Once you share all review packets, the notification task will disappear.
Navigate to review packets after sharing
To get back to the review packets, you will need to follow the steps below:
Step 1: Navigate to the Reporting page found in the discovery navigation.
Step 2: Navigate to the Review section.
Step 3: Find the relevant review cycle and select Manage Team.
Step 4: Click on the employee's name under the Share results section.