Mel
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Create a Review Cycle
Org chart reviews use the employee reporting structure to auto-assign self, upward, and manager reviews. Before you start Create the Review Template: Review templates include the questions review...
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What to Include in a Review Cycle Launch Email
Here are some tips for what to include in the review cycle launch email Introducing your review with a kickoff email is an opportunity to set a positive tone for your review process by clearly exp...
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The Reporting Page for Managers
The Reporting page within the discovery navigation panel is an excellent way for managers to track their team's data and access various reports for each Lattice tool. Reviews The reporting within t...
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Choose Reviewees Using a CSV
When creating a review, you will choose who should be reviewed during the cycle. You can select specific employees individually using the participant selector or bulk-select by uploading a CSV. Upl...
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Review Cycle Data Check
When setting up your review cycle, it is important to ensure that employee data in Lattice is up to date. To help with this, Lattice has added a data check step to the review cycle creation flow to...
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Create a Review Cycle on an Automatic Sequence
When creating a review cycle, you can either manually move it through each phase of the cycle or automate it with a pre-set schedule. Creating a review on an automatic sequence is an easy way to ha...
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Formatting Tips for Reviews
To help ensure that your reviews are formatted the way you intend, we recommend following these three general tips & tricks: Tip 1: Refrain from copying answers over from a different tool. Reviews ...
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Set Up Weighted Scores in a Review Cycle
Weighted scoring allows admins can enter a final overall score for each reviewee after the review writing is complete. Only admins or employees with Reviews custom role Calibration permissions will...