Lattice Product Updates

• ‍Growth Area Quicklink: Our homepage now offers users an easy, one-click way to create a growth area in Grow, making it easy for you to keep your growth plan top-of-mind.
  

• ‍Calibrated Rating Questions: Lattice previously had two different classifications for scoring-type questions: rating questions that could be calibrated, and scored attributes that could be used for things like skills-based assessments. Now, we've combined all functionality into a single rating question type, calibrated rating questions, that allows all questions to be calibrated after reviews are submitted. This gives People Teams more flexibility to ensure that all scores are submitted fairly across their organization. Learn more about calibrated rating questions in review cycles.‍
• ‍Custom Attributes within Calibration: Often, it's important to include job level, location, and other custom attributes about individuals to help guide calibration conversations. Now, admins can add all of these kinds of custom attributes to the calibration table, giving People teams a more complete picture of individuals as they are evaluating scores.
• ‍Begin Calibration During a Review: Previously, HR administrators couldn't begin the calibration process until all reviews were submitted by each participant in the cycle. We've now given admins the ability to begin calibration before the review cycle is closed, saving valuable time for the People team and managers who have finished their reviews early.
• ‍Admin-level Visibility for Non-Admins in Calibration: During calibration sessions, it's important to bring many different stakeholders in the room including managers, department heads, and other leaders outside the People team. Now, those individuals can be given specific admin visibility permissions for calibration sessions, making calibration smoother for all participants in Lattice.

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• ‍Comment & Filter Toggles for Custom Views: In Lattice Engagement, admins can now toggle on/off comment and filter visibility for individuals with custom views for surveys and Pulse. With these toggles, Lattice admins can decide to let those individuals see comments and replies or change filters to the saved view. Learn more about sharing survey results
  

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• ‍Autosave Update Comments: With Lattice Updates, managers can make comments on their direct reports’ progress to keep the conversation going outside of 1:1 meetings. Now, Lattice will automatically save comments in a draft state in Updates before managers submit them.
  

• ‍Improved People Navigation: Since we unveiled Lattice’s Elevated Design in the spring, we continue to fine-tune the experience based on the helpful feedback we’re hearing from customers. With this update, we’ve revamped the People Navigation to make it easier to see all your 1:1 relationships alongside your personal profile.
• ‍Disconnect Employee External IDs: If your team is switching from one HRIS provider to another, we’ve just made it even easier to swap integrations in Lattice. As you’re disconnecting from your HRIS integration to enable another, you can now tell Lattice to remove external IDs associated with your employees so they can be re-synced with your new system.
  

• ‍Comment and Filter Toggles for Engagement Survey Views: After wrapping up an Engagement survey, it's important to get the right data into the hands of people managers throughout your organization. Now, when you’re sharing survey results with Lattice's pre-built role-based views – manager, manager-of-managers, and department head – you now have the flexibility to turn off comment visibility for the group of views and/or turn off additional filtering capabilities. Learn more about using these new toggles.
• Anonymous Comment Replies for Pulse: We released anonymous comment replies for engagement surveys, and now we're extending that capability to pulse surveys, too. Pulse surveys are a key way for employees to share regular feedback about how they're feeling in the workplace, and with comment replies, admins can engage with that feedback directly. Enable anonymous comment replies in Pulse.‍
• ‍Toggle Comment Visibility: Additionally, admins can now choose whether or not comments are visible in custom views for surveys. This helps admins ensure that comments are only visible to the individuals on the team who should see them.

• ‍Growth Area Drafts: Employees can now workshop their growth area in Grow before publishing it for their manager to see. Drafts are auto-saved as employees fill out the growth areas in Grow and before they are published, draft growth areas are only viewable by the person who created them. Draft growth areas are not visible in other parts of the product, such as in growth area reporting.‍
• Track Templates: Building tracks from scratch can be difficult, but with track templates, we're giving Grow admins a head-start. Our library of track templates cover a wide range of common job functions developed by the People teams at Lattice, our customers, and the broader Lattice community. Start building tracks with templates in Grow.

• ‍Competency Type Rating Questions in Review Cycle Analytics: Companies leveraging both Lattice Grow and Reviews can now add competency-type rating questions to review cycle analytics. This allows admins, managers, and executives to include competencies alongside other rating questions, making review cycles a more complete view of employee performance. Learn more about creating competency rating questions and using them in analytics.
• ‍Weighted Scores in Review Cycle Analytics: But that's not all! We have a second addition to review cycle analytics – weighted scores. Now, those with access to review cycle analytics can also view weighted scores in the bar chart, 9-box, and heatmap views.‍
• Rich Text Formatting: Previously, Lattice users were limited to simple plain text when sharing feedback. We have now enabled more formatting and organization options directly in the feedback text box. This update also includes formatting the style feedback in Lattice, emails, Slack, and Microsoft Teams.

• ‍SCIM Server Enablement + API Keys generation: Lattice HR and IT Admins can now manage their SCIM integration from the Integrations page as well as generate the API Keys from its page without having to contact Lattice Customer Care. This makes it much easier and faster for customers to send data to our SCIM server with the right credentials (API keys). Currently, Okta, OneLogin and Sapling are the three external services that we support.‍
• Gusto Integration: We're thrilled to welcome Gusto to our native integration ecosystem. Lots of Lattice customers rely on Gusto for their HRIS needs, and we've now made it easier to get started with Lattice using Gusto to directly import and regularly sync employee information. Enable the Gusto integration with Lattice.

• ‍Track Groups: Particularly for companies with large workforces or a huge number of career tracks, it's helpful to organize them to make exploring those career opportunities easy for employees. Now in Grow, admins can create groups for tracks. Whether you're grouping by department or other category, groups make navigating career opportunities simple. Learn more about using Track Groups.‍
• ‍Job Level Visibility: We've introduced two new visibility settings for Lattice Grow admins to give more control over how employees can view each other's information in Grow. In Grow admin settings, admins can now select whether other employees can see an individual's job level when writing reviews or sharing feedback. They can also choose whether employees can see custom attributes if they are connected to tracks. Both settings are on by default. Take a look at the new Grow visibility settings.

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• ‍Review Analytics for Managers and Executives: We’ve given managers greater access to the data and insights so they can become the best leaders they can be. Managers and managers-of-managers can now use filters and see different visualizations like 9-box and heatmap in review results for their direct and indirect reports. Learn more about how to use Review Cycle Analytics to gather insights about your employees.‍
• Direct Report Recommended Talking Points: When building a 1:1 agenda with their manager, direct reports now have access to Lattice's set of recommended talking points to make it easy to stay on track and ask the right questions. Direct reports can select recommended talking points and add them to their agendas directly from the 1:1s screen. Explore our recommended talking points in the Help Center.

• ‍Previous Reviews in the Context Panel: As long as they have the appropriate relationship with the reviewee – for example, a manager reviewing a direct report – reviewers will now be able to see the reviewee's past performance reviews in the context panel alongside other information like feedback, goals, and more. This gives reviewers even more helpful information to make writing the review easy.‍
• Updates Cadence Improvements: We've made several helpful user experience improvements to Updates. If the Updates cadence is changed, the date range on new Updates will reflect the change, but past Updates will not be impacted.‍
• Edit weighted scores inline: For companies that rely on weighted scores for performance reviews, we previously required calibration to be enabled in order to easily edit scores. Now, with inline weighted score editing, you can edit weighted scores directly in Lattice whether or not you've decided to use Lattice's calibration feature.

• ‍Remove Unwanted Fields During Upload: If you're using a CSV upload to import employees into Lattice, we've added the ability for you to remove specific fields from the sync that aren't relevant or desired in Lattice. ‍
• View Skipped Employees in Sync: If Lattice is unable to access an employee during an HRIS, SFTP, or SCIM sync, we now display a new column in the import log to help you learn more about those employees that were skipped and any information we were able to collect. This makes it much easier to diagnose if there was a problem in the sync and quickly identify a fix.

• ‍Return to Work survey template: When we released our Return to Work survey to the public, it instantly became our most-visited template we ever created. So we built the template directly into the Lattice Engagement template library to make getting it up and running even easier. Learn more about survey templates in Lattice.
• Post-survey usability updates: We’ve made several helpful upgrades to the user experience when reviewing the results from an engagement survey. As you’re comparing data, it’s now much easier to see what you’re comparing and where the delta is coming from between scores. And when you’re using the heatmap view, click each question to navigate directly to their individual results page to explore more.‍
• Updated UI for Pulse answers in Slack: Ever pushed “strongly disagree” instead of “strongly agree” by accident? Don’t worry. It happens to all of us! We’ve introduced an updated UI in Slack with clear buttons and a confirmation to ensure you’re giving the answer you intend to in Pulse surveys.

• ‍Growth Area templates: Growth areas are meant to give employees guidance toward their career objectives. To make that even easier, with growth area templates, Lattice admins can add new fields to growth areas, or pick from one our suggested Lattice Advisory Services-approved options. Customize growth area templates in Grow admin settings.‍
• ‍Export growth area reporting to CSV: Lattice admins and managers can now export growth area reporting from Lattice into a CSV file so you can combine it with other data and reports outside of Lattice.

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• ‍1:1s in the Reviews context panel: Lattice collects a huge amount of content from other product areas that help make the writing reviews experience easier. Now, reviewers in the context panel will have access to talking points and comments, private notes, and shared notes from 1:1 meetings with the reviewee.‍
• Request feedback about anyone: Often, there are cases where company leaders would like to request feedback about anyone in the company so that they can ask about a specific employee’s performance. Now, Lattice admins can ask feedback about anyone at the company and configure specific permissions for certain role types to allow others to request feedback about others in their org outside a direct report relationship.‍
• Decline feedback requests: We know that you’re giving as much feedback as you can. But sometimes (and we’ve all been there) a request might simply stagnate. Now, you can politely decline feedback requests in your pending feedback tab. That request will then disappear from your pending requests as well as the requestor’s.

• ‍Anonymous Comment Replies: Continue the conversation with employees about their Engagement survey feedback with anonymous comment replies. Dig into great ideas, learn more about employees’ points of view, or address issues directly — and employees stay anonymous through the whole process. You can learn more about this feature on the Lattice Blog or Help Center.
• Lattice 2020 Benchmark Scores: We have updated our “Lattice Benchmark” scores for engagement surveys to now reflect survey data up to calendar year 2019. The previous scores have been renamed as the “Lattice 2019 Benchmark”.
• ‍Enable Survey Details: When building a survey, you now have an option to “add survey details” to add helpful instructions for participants. For example, you can reinforce the importance of why this survey is being sent, or give helpful instructions about more complex questions.‍
• Edit Action Plans: Naturally, even the best laid plans change. But we've got you covered. If you've published an action plan after an engagement survey, you can now make edits to focus areas, actions, and more to ensure it evolves with you and your team's needs.

• ‍Add Expectations Across Tracks: Of course, it’s common for multiple tracks to have similar competencies and expectations for levels. Now when you add a competency to a track, you’ll have the option to add expectations from other tracks using that competency with one click — no more copy-pasting from track to track!‍
• Growth Area Notifications: To support continuous growth, we've added new notifications to help you stay up to date on your career journey. Now, Lattice will notify you when your manager adds or makes a change to a growth area so you can keep making progress. If you're a manager, Lattice will also notify you if your direct reports add or change their growth areas so you'll know how you can support them. Learn more about the notifications and toggle settings.

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• ‍Grant Visibility for Review Packets in Calibration: Previously we required using custom permissions to grant visibility in the current or previous review packets. Now, grant visibility quickly and easily by checking the box as you share the calibration group.‍
• View Updates in the Context Panel: The context panel in Reviews surfaces valuable information about the reviewee to make writing a breeze. Now, we've added previous Updates in the context panel so that, depending on your relationship with the reviewee, you can see their past work as you write their review.
• ‍Context Panel Experience Improvements: We've also made some helpful updates to how the context panel works for everyone to make the experience more seamless. Now, the context panel will recognize your role and permissions so you're always seeing the most relevant information as you use Lattice's tools.
• ‍Auto-resizing Text Box: This is a small but mighty user experience improvement. As you're writing reviews, the text input box will now automatically expand with your response. No need to manually drag the box anymore!
• ‍Review Cycle Progress Bar: For especially large review cycles with lots of employees, there's a lot that goes on behind-the-scenes to make it happen. We now surface a helpful notification and progress indicator so you know when Lattice has completed launching your review cycle. See how the progress bar works.
  

• ‍Lattice’s Elevated Design: Welcome to the future of the Lattice platform. Lattice’s Elevated Design is the entirely new way to experience Lattice. With the new navigation, Home page, People page, and more, we’ve made it easier to see a complete picture of your performance story in Lattice. Read the launch article on our blog.