When creating a review cycle, each review group is assigned one review template with one set of questions associated with it. For instance, every self-evaluation will use the same template. You can use the same template on multiple surveys or create a new template for each of the review styles (peer, self, manager, direct report). Here is a step by step to create custom templates.
Give your template a memorable name
This will help you identify the template moving forward.
Create your Questions
Lattice lets you customize how reviewers should respond to each question. Lattice has several types of responses to choose from:
Comment only responses will give the reviewer an open text box. These should be used for qualitative questions.
Rating only responses will let you set custom rating ranges and change the wording associated with each number.
Comment + Rating
Comment + rating questions will require the reviewer to select a number response as well as provide additional qualitative feedback in the text box provided.
Multiple choice questions present several qualitative options to the reviewer and allows them to select one option.
Multiple choice questions present several qualitative options to the reviewer and allows them to select more than one.
Other question types
In addition to these response types, you can also set a question as optional if you don't feel that every reviewer should be obligated to answer a question, or if you want to allow an N/A option.
You an also choose to set a question as private. This means that regardless of what you chose for the visibility setting on the review cycle, only admins and that reviewee's manager will see the answers for a private question.
If you want every question to have the same range of ratings, use the duplicate button. Once duplicated, you can make any additional edits.
Duplicating full templates
Once a template is active in a review cycle, it is no longer editable. You can always duplicate a template and edit the duplicate if you'd like to make adjustments for future reviews. Click into a template by clicking View -> then Duplicate.
Please note: If you are in the review creation flow, when you land on the template selection you can use one of the existing templates or click 'or create one.' You will need to navigate back to the specific review cycle after creating your template.