When does my review become visible to others?
Visibility is an essential aspect of the review cycle process. Each review type becomes visible to other participants at different times. In Lattice, review results are never auto-shared.
Before you start
The highest visibility capabilities will be available for the admins in the organization at all times. The admins can monitor progress through the Reviews reporting tab. As of now, there is no way to restrict the admin visibility.
The visibility available to reviewers is dependent on the Review Cycle Deliverables and manager visibility set by the admin during the review creation. If you have specific questions on what will be visible to you in your review cycle, please reach out to your HR team.
Self Reviews are visible to managers as soon as the direct reports submit their self-review. The manager will have visibility as long as the admin gives them visibility during the review setup.
Peer Reviews are visible to the reviewee's manager once the peer has submitted them. Like self-reviews, the Visibility setting for managers must be set by the admin during the review setup. Furthermore, admins can allow peer reviewers to see the self-reviews of the employees they are reviewing. To enable this, the admin must select to Allow peer reviewers to see the self-reviews of the people they are reviewing.
Upward Reviews are visible as soon as either the packet sharer, typically the manager's manager, or admin shares the reviews with the manager. The manager will never have visibility into what a direct report has written for the upward review unless those responses are shared with them. In the case of an upward review, the manager becomes a reviewee, and the process of sharing review packets would rely on the packet sharer.
Downward Reviews are visible to the direct reports as soon as the reviewee's manager shares the reviews with them. If a summary writing portion is enabled, the manager will wrap up their thoughts by writing a summary, and then they will share the review results with the direct reports. The direct report will only have visibility as soon as they have confirmed the receipt of the packet.
The summary portion written by the manager is available to the direct report at the same time the packet is shared. For more information about the sharing process for managers, check out Post-Review Process with Summary Remarks.