Happy Friday! We wanted to start off our Friday by saying thanks for being such great customers. As a token of our appreciation, we'd like to invite you to our upcoming Lattice Thanksgiving. Here are the details:

When: Thursday, November 15 from 5:30 - 8:30PM

Where: Lattice HQ - 22 Battery Street, Floor 11, SF

Agenda

  • 5:30 - 6:30pm - Customer Success Office Hours
  • 6:30 - 7:30pm - Thanksgiving dinner and a presentation on our 2019 roadmap by our CEO, Jack Altman & CTO Eric Koslow
  • 7:30 - 8:30pm - Customer Showcase & Drinks

To RSVP, simply reply to this email. You're welcome to bring a co-worker with you too; just make sure to let us know in your RSVP.

Now, let's take a peek at what we've been up to the last few weeks!

Product Updates For Admins

People 

Custom Fields

You can now set up custom fields in Lattice for your employees. To do this, go to Admin > People > Custom Fields. You can add a custom field for any piece of defined information that you would like tied to your employees in Lattice. You can also determine the visibility of that information on their profile. 

To learn more about creating custom fields, click here

Custom fields can be used a few different ways:

  • Storing information on employees' profiles
  • Setting up custom templates within a review cycle
  • Viewing your engagement data

To learn more about creating custom fields, click here

Reviews

Review templates by custom fields

When creating a review cycle, you can now apply different templates per reviewer group based on department or custom field. You can set this up from the Reviewers section inside the review cycle setup flow.

Once you've enabled the feature, you'll see the ability to determine how you would like to group the reviewers.

Once you have selected the group, you will then be able to apply different templates for each of those reviewer groups.

To learn more about this feature, click here

Change attribute scorer in review cycle

Once you've launched a review cycle, you can now change the individual filling out scored attributes. To do this, go into the review cycle and click on the employee's name in the Reviewee's table that is being scored. On the right-hand side, we will display the attribute scorer and allow you to edit that individual.

For Managers

1:1s

Navigating between direct reports within 1:1s

Managers can now easily navigate between their 1:1 agendas for each of their direct reports. When viewing an agenda, they will now see a filter option where they can choose which direct report they would like to view.

For Everyone

Help Center

Help Center Navigation

We've made a few changes to our Help Center that we hope helps you navigate around easier:

  • You can now find tool specific video tutorials in the tool specific sections.
  • Reviews are now broken out into three sections - Creating Review Cycles, Participating in a Review, and Administering a Review.

Product Refresher For Admins

Engagement

Viewing survey data by custom field

Once you have input your custom fields into Lattice, you can view your survey data by that custom field. As a reminder, you'll want to make sure to apply the custom field prior to launching your survey.

Once your survey is complete, navigate to the Results section within the survey. From here, click into "Heatmap" and go to the drop-down for "Group by". Here, you will see the custom field(s) you've created and be able to start filtering and grouping by that field.

To learn more about survey analytics, click here

Webinar Update

Achieving your Goals with Lattice

This week, our team talked about how to best use Lattice for goal setting. We also talk a bit about OKR and SMART goal methodology. Check out the recording here

(Upcoming) Setting up your Annual Performance Review

When: November 7th at 9:30am PT

In this webinar, we will take a deep dive into the Lattice Reviews product. We will talk through setting up a review starting with templates and scores. We will also walk through the full review cycle creation and talk about how to manage an active review cycle. Sign up here!

(Ongoing) Employee & Manager Lattice Training 

We now offer morning and afternoon sessions (twice a month on Thursday) that provide your managers and employees with everything they need to know about navigating the Lattice platform.

Check out the upcoming times and sign up here

Customer Referral Program

If you have friends you think would love Lattice, make sure to click the link below and refer them over. You both will receive a $100 OpenTable gift card if they sign up.

Best,
Lattice Customer Experience

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