How to Use Lattice

Getting started with Lattice

In this guide, you will learn how to set up Lattice for effective performance management and employee engagement. By the end, you will be able to create goals, conduct performance reviews, and gather employee feedback with ease.

Step 1: Sign up and set up

1. Go to lattice.com.
2. Click on the "Get Started" button at the top right of the homepage.
3. Fill out the sign-up form with your name, email, and company details.
4. Confirm your email address via the link sent to your inbox.
5. Once logged in, follow the onboarding prompts to set up your company profile, including adding team members and defining your company values.

Step 2: Your first performance review

1. From the Lattice dashboard, navigate to the "Performance" tab on the left sidebar.
2. Click on "Reviews" and then select "Create New Review".
3. Choose the review type (e.g., "360 Review") and set the review period.
4. Add participants by selecting team members from the list.
5. Customise the review questions based on your company's needs.
6. Click "Send Invites" to notify participants about the review.

Step 3: Get better results

1. To enhance goal tracking, go to the "Goals" tab in the left sidebar.
2. Click "Create Goal" and set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) criteria.
3. Use the "Check-in" feature to monitor progress and provide feedback regularly.
4. Schedule quarterly engagement surveys under the "Engagement" tab to gather employee insights.
5. Review the AI-generated insights on performance and engagement to identify trends and areas for improvement.

Pro tip

Use the "Templates" feature in the "Reviews" section to save time. You can create standardised review templates that can be reused for different teams, making the setup process quicker for future reviews.

Common mistake to avoid

Avoid sending out performance reviews without clearly defining the criteria and questions first. This can lead to confusion and unproductive feedback. Always customise your reviews to align with your company's goals and culture.