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Enable, Disable, and Customize Lattice Tools

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Written by Adam Kroboth

How to enable, disable, and customize Lattice features to fit your rollout strategy

As an Admin, you may not be ready to roll out all of Lattice's core tools (Goals, Grow, 1:1s, Updates, & Feedback) to your company. Lattice gives you the ability to make specific tools visible for use to your Company.

Enabling and Disabling Tools

If you would like to disable (hide) or enable a core tool from your organization, follow these steps below:

  1. Navigate to Admin.

  2. Select the following tool you would like to enable > Select Settings:

    • Grow

    • Goals

    • 1:1s

    • Feedback

    • Updates

  3. Enable or disable the tools for everyone or a specific group of employees.

Customizing Tools

Before launching Lattice, take the time to make sure that the setup is right for your company.

Goals

  • Set Goals display name

  • Determine if you want Goals visible in the Org Chart

  • Set default goal visibility

  • Determine update reminder cadence

  • Customize status definitions

  • Enable cascading goals

Updates

  • Enable employee sentiment score

  • Enable public or private updates

  • Enable manager override (and customize questions & cadence)

1:1s

  • Enable recurring talking points (company default)

Feedback

  • Adjust permitted feedback types

  • Enable external feedback and nudges for managers

  • Enable the public praise wall

Grow

  • Adjust track visibility

  • Auto-sync job levels with a custom field

  • Assign employees to tracks and levels via CSV

Compensation

  • Upload employee pay information

  • Create and assign compensation bands

  • Add additional currencies

Note: Reviews, Surveys, Pulse, and Compensation cycles are fully customizable but customized during each cycle set up.

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