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.
Please note that a review cycle does not end when a manager submits their direct reports' reviews. The Lattice admin must end the review cycle.
Once the review cycle ends, managers should follow the steps below.
Please note that a manager may have the permissions to end the review cycle themselves in some cases.
Managers Share Summaries and Finalize Review Packets
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 reports 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.
During this entire process, admins will also have visibility into the reviews' status (which reviewees have had their reviews shared with them and who has e-confirmed receiving their reviews).
Admins are also able to share the review packet with employees by clicking Share all reviews. This will send the employee the review packet, and they'll go through the same steps in receiving it.
Lastly, the admin has the ability to export responses. 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 of the review packets in bulk into a single zip file.