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.
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) the key results will not be a standalone question and Lattice will only pull in the objective. However, the key results will be visible using the collapsable option within the review.