Skip to main content

Update Employee Information Via The Employee Profile

Learn how admins can update employee information via an employee’s profile.

A
Written by Adam

While all users can edit their profile picture, full name, preferred name, phone number, time zone, and password, only admins can change a user's email address, job title, birth date, start date, gender identity, and department. Admins can make these edits by CSV or by editing an employee's profile directly.

Note: Employees will not be notified of any changes made to their profiles by an admin.

Learn how to edit your own profile in Edit Your Lattice Profile.

Before you start

  • Changing an email address must be done manually in Lattice for each employee (not in a CSV).

  • Making this change in a CSV will result in brand new accounts once uploaded.

  • When updating the birth date within the profile, the format is MMM dd, YYYY, so March 23, 1970, would need to be typed as Mar 23, 1970.

  • Name, Preferred Name, and Job Title are all required fields.

Edit an employee's profile

  1. Navigate to Admin > Organization > Directory.

  2. Search for and select the employee within the employee list OR select the ellipsis next to the employee's name> View Public Profile > Details.

  3. Hover over the field > Select the pencil icon

    • Editable fields:

      • Full name

      • Preferred full name

      • Preferred display name

      • Email address

      • Phone number

      • Job title

      • Department

      • Manager

      • Start date

      • Time zone

      • Birthdate

      • Job architecture fields

      • Demographic field

      • Custom fields

  4. Select Add.

Video Walkthrough

Did this answer your question?