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