Lattice

The Admin page allows admins to customize each tool and provides a clear, complete picture of the impact on the organization.

To access the Admin page, select <b>Switch to admin</b>. The view includes separate sections for each part of the platform:

- Performance Reviews
- Talent Reviews
- Performance Improvement Plans
- Succession Plans

- Directory
- Settings
  - People
  - Company
  - Platform
- AI
  - AI agent
  - Features
- Analytics
  - Summary
  - Charts
  - Reports
- Performance
  - Performance Reviews
  - Talent Reviews
  - Performance Improvement Plans
  - Succession Plans
- Compensation
- Engagement
- Goals
- Grow
- Feedback
- 1:1s
- Updates

Within each page, you will find in-depth settings and customizations for each of Lattice’s tools.

<a href="https://help.lattice.com/en-us/articles/15178789-invite-your-organization-to-lattice">Add and invite</a> users to Lattice

- <a href="https://help.lattice.com/en-us/articles/15178789-invite-your-organization-to-lattice">Add and invite</a> users to Lattice

Create and manage <a href="https://help.lattice.com/en-us/articles/15178793-create-a-custom-relationship">custom relationships</a> and <a href="https://help.lattice.com/en-us/articles/15178795-set-custom-role-admin-permissions">roles</a>

<a href="https://help.lattice.com/en-us/articles/15179457-create-a-department">Create departments</a> and manage your <a href="https://intercom.help/lattice-ff8a04b4223b/en-us/articles/15179012-customize-company-information" rel="nofollow noopener noreferrer" target="_blank">company info</a>

Integrate with your <a href="https://help.lattice.com/en-us/articles/15178791-integrate-your-hris-with-lattice">HRIS</a> or <a href="https://help.lattice.com/en-us/articles/15178797-configure-single-sign-on-for-lattice">SSO</a>

- <a href="https://help.lattice.com/en-us/articles/15178789-invite-your-organization-to-lattice">Add and invite</a> users to Lattice
- Create and manage <a href="https://help.lattice.com/en-us/articles/15178793-create-a-custom-relationship">custom relationships</a> and <a href="https://help.lattice.com/en-us/articles/15178795-set-custom-role-admin-permissions">roles</a>
- <a href="https://help.lattice.com/en-us/articles/15179457-create-a-department">Create departments</a> and manage your <a href="https://intercom.help/lattice-ff8a04b4223b/en-us/articles/15179012-customize-company-information" rel="nofollow noopener noreferrer" target="_blank">company info</a>
- Integrate with your <a href="https://help.lattice.com/en-us/articles/15178791-integrate-your-hris-with-lattice">HRIS</a> or <a href="https://help.lattice.com/en-us/articles/15178797-configure-single-sign-on-for-lattice">SSO</a>

<a href="https://help.lattice.com/en-us/articles/15178815-activate-the-lattice-ai-agent">Activate</a> the AI agent

<a href="https://help.lattice.com/en-us/articles/15178465-setting-up-the-lattice-ai-agent">Set up </a>the AI agent

View the <a href="https://help.lattice.com/en-us/articles/15179216-view-the-lattice-ai-agent-dashboard">AI agent dashboard</a>

<a href="https://help.lattice.com/en-us/articles/15178812-manage-lattice-ai-access">Manage</a> Lattice AI features

- <a href="https://help.lattice.com/en-us/articles/15178815-activate-the-lattice-ai-agent">Activate</a> the AI agent
- <a href="https://help.lattice.com/en-us/articles/15178465-setting-up-the-lattice-ai-agent">Set up </a>the AI agent
- View the <a href="https://help.lattice.com/en-us/articles/15179216-view-the-lattice-ai-agent-dashboard">AI agent dashboard</a>
- <a href="https://help.lattice.com/en-us/articles/15178812-manage-lattice-ai-access">Manage</a> Lattice AI features

The <a href="https://help.lattice.com/en-us/articles/15179228-the-people-analytics-summary">summary</a> for all tools you have access to within the platform.

The <a href="https://help.lattice.com/en-us/articles/15178665-charts-for-admins">charts</a> page allows admins to view data for specific employee groups for 1:1s, Updates, Grow, and Feedback.

- The <a href="https://help.lattice.com/en-us/articles/15179228-the-people-analytics-summary">summary</a> for all tools you have access to within the platform.
- The <a href="https://help.lattice.com/en-us/articles/15178665-charts-for-admins">charts</a> page allows admins to view data for specific employee groups for 1:1s, Updates, Grow, and Feedback.

<a href="https://help.lattice.com/en-us/articles/15178780-create-a-review-cycle">Create</a> and <a href="https://help.lattice.com/en-us/articles/15179154-administer-stages-of-a-review">administer performance reviews</a>

Create review <a href="https://help.lattice.com/en-us/articles/15178724-create-a-review-question">questions</a> and <a href="https://help.lattice.com/en-us/articles/15178912-create-a-review-template">templates</a> 

<a href="https://help.lattice.com/en-us/articles/15178668-create-a-talent-review">Create</a> and <a href="https://help.lattice.com/en-us/articles/15179360-end-a-talent-review">complete a talent review</a>

Create a <a href="https://help.lattice.com/en-us/articles/15178442-enable-performance-improvement-plans">performance improvement plan</a>

Create a <a href="https://help.lattice.com/en-us/articles/15178930-create-a-succession-plan">succession plan</a>

- <a href="https://help.lattice.com/en-us/articles/15178780-create-a-review-cycle">Create</a> and <a href="https://help.lattice.com/en-us/articles/15179154-administer-stages-of-a-review">administer performance reviews</a>
- Create review <a href="https://help.lattice.com/en-us/articles/15178724-create-a-review-question">questions</a> and <a href="https://help.lattice.com/en-us/articles/15178912-create-a-review-template">templates</a> 
- <a href="https://help.lattice.com/en-us/articles/15178668-create-a-talent-review">Create</a> and <a href="https://help.lattice.com/en-us/articles/15179360-end-a-talent-review">complete a talent review</a>
- Create a <a href="https://help.lattice.com/en-us/articles/15178442-enable-performance-improvement-plans">performance improvement plan</a>
- Create a <a href="https://help.lattice.com/en-us/articles/15178930-create-a-succession-plan">succession plan</a>

Upload employee <a href="https://help.lattice.com/en-us/articles/15179236-upload-employee-pay-data-via-csv">pay data</a>

Create <a href="https://help.lattice.com/en-us/articles/15178850-create-update-and-delete-compensation-bands">compensation bands</a>

Create <a href="https://help.lattice.com/en-us/articles/15179615-create-a-compensation-cycle-setup">compensation cycles</a>

Adjust <a href="https://help.lattice.com/en-us/articles/15179140-compensation-settings-page-overview">compensation settings</a>

- Upload employee <a href="https://help.lattice.com/en-us/articles/15179236-upload-employee-pay-data-via-csv">pay data</a>
- Create <a href="https://help.lattice.com/en-us/articles/15178850-create-update-and-delete-compensation-bands">compensation bands</a>
- Create <a href="https://help.lattice.com/en-us/articles/15179615-create-a-compensation-cycle-setup">compensation cycles</a>
- Adjust <a href="https://help.lattice.com/en-us/articles/15179140-compensation-settings-page-overview">compensation settings</a>

Create <a href="https://help.lattice.com/en-us/articles/15179102-create-an-engagement-survey">engagement</a>, <a href="https://help.lattice.com/en-us/articles/15178878-create-a-pulse-survey">pulse</a>, <a href="https://help.lattice.com/en-us/articles/15178846-create-an-onboarding-survey">onboarding</a>, and <a href="https://help.lattice.com/en-us/articles/15178681-create-an-exit-survey">exit</a> surveys

Create engagement <a href="https://help.lattice.com/en-us/articles/15179338-create-custom-survey-questions">questions</a>

- Create <a href="https://help.lattice.com/en-us/articles/15179102-create-an-engagement-survey">engagement</a>, <a href="https://help.lattice.com/en-us/articles/15178878-create-a-pulse-survey">pulse</a>, <a href="https://help.lattice.com/en-us/articles/15178846-create-an-onboarding-survey">onboarding</a>, and <a href="https://help.lattice.com/en-us/articles/15178681-create-an-exit-survey">exit</a> surveys
- Create engagement <a href="https://help.lattice.com/en-us/articles/15179338-create-custom-survey-questions">questions</a>

Set up <a href="https://help.lattice.com/en-us/articles/15178887-create-a-custom-goal-cycle">goal</a> cycles

Create goal<a href="https://help.lattice.com/en-us/articles/15179653-create-goal-tags"> tags</a>

Adjust <a href="https://help.lattice.com/en-us/collections/19724652-customize-the-goals-tool">Goal settings</a>

- Set up <a href="https://help.lattice.com/en-us/articles/15178887-create-a-custom-goal-cycle">goal</a> cycles
- Create goal<a href="https://help.lattice.com/en-us/articles/15179653-create-goal-tags"> tags</a>
- Adjust <a href="https://help.lattice.com/en-us/collections/19724652-customize-the-goals-tool">Goal settings</a>

<a href="https://help.lattice.com/en-us/articles/15178915-create-a-track">Create tracks</a> and <a href="https://help.lattice.com/en-us/articles/15179108-create-a-competency">competencies</a>

Adjust <a href="https://help.lattice.com/en-us/articles/15179418-grow-visibility-settings">Grow settings</a>

- <a href="https://help.lattice.com/en-us/articles/15178915-create-a-track">Create tracks</a> and <a href="https://help.lattice.com/en-us/articles/15179108-create-a-competency">competencies</a>
- Adjust <a href="https://help.lattice.com/en-us/articles/15179418-grow-visibility-settings">Grow settings</a>

View the <a href="https://help.lattice.com/en-us/articles/15179466-the-feedback-log">feedback log</a>

Adjust <a href="https://help.lattice.com/en-us/articles/15178911-feedback-settings-page">feedback settings</a>

- View the <a href="https://help.lattice.com/en-us/articles/15179466-the-feedback-log">feedback log</a>
- Adjust <a href="https://help.lattice.com/en-us/articles/15178911-feedback-settings-page">feedback settings</a>

View the <a href="https://help.lattice.com/en-us/articles/15179560-the-1-1s-log">1:1s log</a>

Adjust <a href="https://help.lattice.com/en-us/collections/19723836-1-1-for-admins">1:1s settings</a>

- View the <a href="https://help.lattice.com/en-us/articles/15179560-the-1-1s-log">1:1s log</a>
- Adjust <a href="https://help.lattice.com/en-us/collections/19723836-1-1-for-admins">1:1s settings</a>

View the <a href="https://help.lattice.com/en-us/articles/15179340-the-updates-log">Updates log</a>

Adjust <a href="https://help.lattice.com/en-us/articles/15179152-navigate-update-settings-for-your-organization">Updates settings</a>

- View the <a href="https://help.lattice.com/en-us/articles/15179340-the-updates-log">Updates log</a>
- Adjust <a href="https://help.lattice.com/en-us/articles/15179152-navigate-update-settings-for-your-organization">Updates settings</a>

Learn how to navigate the Lattice Admin page to configure platform settings, manage employees and permissions, and administer each Lattice tool.

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