Custom fields allow users to filter data in Lattice using specific criteria. Admins can create custom fields manually and add values either individually or in bulk using CSV imports.
Common fields include:
Salary band (60k - 80k, 80k-100k, 100k-120k, 120k+)
Office location (SF, New York, Dublin)
Business unit
Job level
Gender (for Engagement survey only)
Although ethnicity and sexual orientation are default fields, Engagement survey results cannot be filtered by them. To filter survey results, create these fields as custom fields.
Before you start
If a user does not have visibility into a custom field, the field and its values will not appear on any employee profile for that user.
Custom fields are useful for adding additional filters in Lattice Analytics. However, default reporting groupings rely on the standard Department and Manager fields—not custom fields. We recommend using custom fields to supplement reporting, while continuing to use Department and Manager fields for core reporting structure.
Note: Only Multiple Choice, Relationship fields, Boolean, Number or Percentage are available for filtering and breakdowns.
Newly created custom fields will default to Super Admin visibility but visibility can be edited after creation.
See the table below for field requirements.
Field Type | Accepted values | Additional Notes |
Multiple Choice | Choice 1, Choice 2 | Manually add up to 200 values. |
Number | Integers | |
Relationship | Email address | |
Short Text | Hello, there! | Maximum of 150 characters. |
Long Text | Any text | Maximum of 10,000 characters. |
Percentage | 45, 45.5, 45%, 45.5% | Must be 0–100. |
Boolean | yes, no, true, false, 1, 0 | Case-insensitive. |
Date | 2024-01-15 | Using ISO 8601* standard 'YYYY-MM-DD'. |
Any email-like string. | ||
Multi-select | Option 1; Option 2; Option 3 | Use |
Create a field
Navigate to Admin > Settings > People > Fields.
Select Create field.
Choose a field type:
Multiple choice
Boolean
Date
Email
Percentage
Multi-select
Short text
Long text
Give your field a Name and Description.
Choose the Profile Category the field should live in on employee profiles:
Personal
Sensitive data
Demographic
Contact information
Employment details
Role details
Pay types
Select Create field.
(Optional) To adjust employee visibility to the custom field and its values, configure Employee Fields custom role permissions.
Next, assign attributes to employees via employee profile or CSV import.