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Select Reviewees in an Org Chart Review

Dianmarie
  • Updated

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 fields.

Bulk select reviewees via CSV

To bulk-select a more significant subset, you can upload a CSV of reviewee email addresses. Learn how to select reviewees via CSV in How To Choose Specific Reviewees Using a CSV.

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