In Lattice, there are multiple options for how you run your review cycles based on your organization's needs. Different types of review cycles will fit the different needs of use cases. Please read below to learn more about using Org Chart Reviews, Project-Based Reviews, and Automated Reviews!
When to use an Org Chart Review
Lattice org chart reviews are customizable and easy to create. Org chart reviews utilize the employee reporting structure to auto-assign self, upward, and manager reviews. This type of review cycle typically evaluates groups of people and allows you to compare and contrast review results in one place. You could use this type of review cycle for bi-annual company-wide review cycles and quarterly review cycles.
Check out this Help Center article on how to Create a Review Cycle.
When to use a Project-Based Review
Incorporating a project-based review process helps organizations assess performance outside of the traditional reporting structure and instead review within a project team. If you have a flat org structure or your employees frequently work on project teams (i.e., cross-functional teams, agencies, consulting firms, etc.), running a project-based review will allow you to perform reviews outside of the traditional org chart.
Check out this Help Center article on how to Run a Project-Based Review.
When to use an Automated Rule Review
Automated Rules automatically generate review cycles for individual employees based on the start date field in their Lattice profiles. You can use this type of review to set up one-time onboarding reviews for new hires or recurring rules, like annual individual review cycles.
Check out this Help Center article on How to enable Automated Reviews.