Lattice gives you the ability to configure review templates so that reviewers answer questions about goals owned by the reviewee. There are best practices to be aware of before enabling 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 AND ended goals.
How to determine goal progress for your organization
The best way to determine your organization's goal statuses and progress is through Lattice's Goal Reporting. The reporting includes data on each employee or group's status.
Goal-enabled templates locked at the time of review creation - not launch. Therefore, it is essential to ensure employees have updated or ended their goals before the creation of 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.