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Lattice Onboarding Checklist

Use this onboarding checklist to plan your performance management process and prepare your Lattice account, integrations, and tools for launch.

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Written by Adam

When setting up your team on Lattice, it is important first to determine your performance management process. Answering the questions below will help make your setup a breeze.

Uploading your employees

  • Will you be uploading your employees through an HRIS integration (Bamboo HR, Namely, Workday, Zenefits, Personio, ADP, Gusto)?

  • If you don't use one of our one-click HRIS integrations, will you be uploading your employees using SFTP or SCIM?

  • Will you be uploading your employees through CSV?

Integrations

  • Will you be setting up an SSO?

  • Will you be integrating with Slack?

Reviews

  • When are you running your next review?

  • How often will you be running reviews? (Quarterly, Mid-year, Annually)

  • What type(s) of feedback will you collect in the review? (Self-Review, Manager Review, Peer Review, Upward Review)

  • Should managers of managers have access to reviews of indirect reports?

Goals

  • Will employees be setting both public and private goals? (The whole company can see public goals in Lattice, and Private goals can only be seen by their manager)

  • Will you be inputting company-level goals?

  • Will there be department-level goals?

  • Are there specific people who own those department-level goals?

  • How often would you like Lattice to remind employees to update their goals? (Weekly, Bi-weekly, Monthly, Twice a quarter, Never)

  • Will you be integrating goals with Salesforce or Jira?

Feedback

Updates

  • Will all managers be using Updates with their direct reports?

  • If so, how often should the reminder email go out? (Weekly, Bi-weekly, Monthly)

  • Would you like managers to be able to customize the Update questions at the team/individual levels?

  • Will you be using the template that Lattice provides? (See template by going to Admin > Updates > Settings > Questions. If not, please think about which questions you'd like to use. Here is a helpful question bank.)

  • Should managers of managers be able to see Updates from their indirect reports?

1:1s

Engagement Surveys

  • When are you running your next Engagement survey?

  • How often will you be running surveys? (Quarterly, Bi-Annually, Annually)

  • What type of Survey (s) will you be running? (Engagement, Team Effectiveness, Diversity & Inclusion, Manager Effectiveness, Custom)

  • How long would you like your Survey to accept responses?

  • Is there anyone you would like to make a Survey Admin (Give full survey response access)?

  • How many people need to respond to a survey before you can access the results (3-10 people)? Note: this threshold protects your employees' anonymity.

Grow

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