We are releasing a few changes to our Reviews setup flow today that we wanted to let you know about. 

First, you will see that we have updated the steps during the flow:

  • Name
  • Reviewees
  • Reviewers
  • Manager's role
  • Deliverables
  • Sequence
  • Verify

You can find out more details about each step of the flow here. The most important change is the ability to choose how managers are involved in the review and their level of responsibility during the review, which will now live in the new "Manager's role" section. 

  1. Response: You can now choose whether managers fill out just a final summary, just a review template, or both. To read more about this, click here
  2. Ordering: You can set the ability for managers to submit their reviews last once the review cycle has launched. This means that managers can only submit reviews about their direct reports once all other reviews have been submitted by and/or for their direct reports. To learn more about this, click here
  3. Control: Managers can now assist with ending review cycles for their direct reports. To learn more about this, click here.  

If you have any questions about our new flow or functionality, please do not hesitate to reach out. 

Best,
Lattice Customer Success

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