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Best Practices: What To Know Before Using a Goal-Enabled Review Template

Dianmarie De Jesus
  • Updated

Admins can configure review templates so that reviewers can provide review feedback on goals owned by the reviewee. There are best practices to be aware of before creating a review with a goal-enabled template:

Best practice for goal-enabled templates

  • If admins pull active goals into a template, ensure all employees have active goals in their Lattice account.
  • If admins pull ended goals into a template, employees should have completed goals in their Lattice instance.
  • If admins pull both active and ended goals into a template, employees should have active OR ended goals.
  • Peer, Upward, and Downward reviewers will only be able to see reviewee goals that they have permission to view. This includes public goals or private goals available to the reviewer via custom permission.
  • Changes to visibility, state, or other metadata of goals that are not in the cycle will not cause them to be pulled into the review cycle if the cycle has already launched and questions are already generated. 
  • All eligible top-level goals owned by the reviewee will be pulled into reviews, including individual, department, and company-level goals.

  • Only the top-level goal will be pulled into the review cycle. This means that if an employee is the goal owner of both an objective and a key result (with cascading), Lattice will only pull in the objective. However, the key results will be visible using the collapsable option within the review. 

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How to determine goal progress for your organization

The best way to assess your organization's goal statuses and progress is through Lattice's Goal Reporting. The reporting includes data on each employee or group's status. 
 
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Locked analytics

Goal-enabled templates are locked at the time of review launch. Therefore, it is essential to ensure employees have updated or ended their goals before launching the review cycle. 
If an employee creates a goal after the review cycle has launched, that goal will not be included in their template. If an employee updates a goal created before the launch of the review with new progress after the reviews launches, that update will be reflected in the review. 

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