Assessing performance starts with asking the right questions. In Lattice, review templates can encompass both our recommended questions and your very own. Create your own questions by following the steps below.
Before your start
There are two places you can create a review question: from the Question Bank or directly within a review template. When you create a question within a template, it will automatically be added to your Question Bank.
Navigate to the question editor
Option 1: Create a question from the Question Bank
Step 1: Navigate to Admin > Reviews > Questions.
Step 2: Click Create question to bring up the editing modal.
Option 2: Create a question from a review template
Step 1: Navigate to Admin > Reviews > Templates > Create new template.
Step 2: Click + Create question to bring up the editing modal.
Learn more about review templates in Create Review Templates.
Create a review question
For each question, you can set the question body, an optional description, and how reviewers should respond to each question. Lattice has several response types to choose from:
1. Rating, Multiple Choice, or Multiple Select
Rating questions let you set a custom range for the reviewer to provide a rating. The rating scale fields are customizable and can be displayed as text or numbers. For more information, check out Rating Scale Display Options.
Alternatively, you can select the multiple-choice response instead. Multiple-select is the same as multiple choice but allows the reviewer to choose more than one option.
The Comment response allows the reviewer to provide a qualitative response within an open text box.
Make a question optional
Questions can be set as optional if you don't feel that every reviewer should be obligated to answer an entire question or part of a question. To make a response type optional, click on the Optional checkbox next to each response type.
Make a question private
You can choose to set a question as private. Regardless of what you chose for the visibility setting on the review cycle, private question responses are only visible to admins and that reviewee's manager. To make a question private, toggle on Restrict Visibility.