How to Share Your Team’s Review Packets: 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.

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 you'd like to share.

Step 4: Provide your manager summary within the text box. You can use the context panel to view the direct report's:

• Current and past reviews
• Past Feedback
• Goals
• Competencies
• Growth Areas
• Updates
• 1:1s
• Calibration notes, if applicable

Note: For additional context, select View individual development plan to see the direct report's growth area and career vision, if applicable.

Step 5: Click on Share with (employee name).
Please note: If in the Calibration phase of the review cycle, the manager will draft their summary but cannot submit it until calibration has ended.