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Latest activity by Anna
  • Anna created an article,

    Convert Objectives and Key Results

    There are two reasons to convert a goal to an objective or key result:  To manually convert unclassified goals to an objective or key result because you opted not to backfill your goals. If your ...

  • Anna created an article,

    Convert Existing Goals

    How to backfill goals Once you have enabled O&KR differentiation, any goals created before enablement will become undefined and labeled as unclassified. This means any goal created previously will...

  • Anna created an article,

    Understand Goal Icons

    What each goal icon means in Lattice With Lattice's Goal iconography, you can quickly identify your objective and key result types without having to click on the goal itself. To best understand wha...

  • Anna created an article,

    How Can Peers Be Nominated After Peer Selection Has Ended?

    Question How can peers be nominated after peer selection has ended? Answer Once peer selection has ended, reviewees and managers will be unable to select or edit peers. However, admins in Lattice c...

  • Anna created an article,

    What Happens to the Previous Manager's and Direct Report's 1:1s After Changing Managers?

    Question Does the new manager have visibility to their new direct report's 1:1 with their previous manager? Answer When an employee changes managers in Lattice, the 1:1 relationship with the former...

  • Anna created an article,

    Who Can Create Company, Department, and Group Goals?

    Question Who can create what types of goals in Lattice? Answer In Lattice, there are four goal types: company, group, department, and individual. Company goals can be created by admins or individu...

  • Anna created an article,

    Bulk Upload Ended Goals via CSV

    If historical goals exist in a different system and must be added to Lattice, admins can upload them using a CSV directly on the platform. The upload associates employees with their assigned goals ...

  • Anna created an article,

    Employee Tasks for Goals

    A guide to when tasks are created for goals. Tasks are created for goals within Lattice in two instances:   When it's time to update a goal When it's time to set goals for a goal cycle Update rem...

  • Anna created an article,

    A List of Notifications for Goals

    Goal notifications sent through email and Slack. Goal notifications are sent via email, Slack, and/or Microsoft Teams. Learn more in Manage Your Notification Preferences. Goal notifications are sen...

  • Anna created an article,

    Create a Custom Goal Cycle

    With goal cycles, admins can send notifications and monitor the progress of the organization's goals during a specific time. Manually create a goal cycle using the steps below. Before you start ...