Select Reviewees in 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. Reviewees are the employees who will be reviewed and will receive a review packet in this review cycle.

Learn more in Create a Review Cycle.

Before you start

Selecting to review all employees will pull in users in the active, invited, and created states. Created users will not receive a notification for the review cycle until invited to Lattice.

Select reviewees

1. Navigate to your review cycle. 
2. Navigate to Setup > Reviewees. 
3. Choose to:
   1. Include all employees
   2. Select specific employees
4. (Optional) If choosing to review specific employees, you can filter to select reviewees by manager, department, start date, or custom user attributes.