Lattice

Lattice AI Overview

Learn Lattice’s AI vision, data privacy commitments, and answers to common questions about OpenAI, opt-in, and bias.

Lattice AI FAQs

Lattice AI allows admins to better understand their employee's performance. Admins have the ability to enable or disable Lattice AI for their account.

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Lattice AI Overview 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

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English (United States)

Lattice Overview 

The Home Page

The Employee Profile Page

The My Team Page

The Company Pages

View the Company Org Chart

The Lattice Calendar

The Reporting Page for Managers

The Tasks Page

Lattice Tasks

View Reporting for Your Indirect Reports

Use the Lattice Text Editor

Character Limits in Lattice

Navigating Lattice

Navigating Lattice as an Admin 

Data Security at Lattice

Session Duration

Is Lattice affected by the log4j vulnerability?

Lattice Data Exports and Data Retention Period

Historical Data Uploads

Lattice Supported Browsers

Error Message: 'Something Went Wrong'

Accessibility in Lattice

Is there a way to send a test email to users?

Open Downloaded CSV files in UTF-8

Characters are Converted in Exported CSV

Lattice FAQs

Lattice Resources 

Lattice Customer Care and Lattice Resources 

Getting Started Guides

Onboarding Resources

Rollout Email Samples

Adoption Toolkits 

The Lattice Mobile App

Lattice Mobile Experience

Mobile App

Lattice Setup 

Company and Personal Settings 

Personal Settings 

Company Settings 

Notifications 

People 

Adding Employees 

Logging into Lattice

Managing your Organization 

Fields

Export a User Permissions Summary

Non-admin can no longer deactivate employees

Permissions 

Set User Permissions 

Custom Roles

Custom Relationships 

Reporting 

Reporting FAQs

Lattice AI 

Lattice AI Agent 

Lattice AI Agent for Admins 

Lattice AI Agent for Managers and Employees 

Lattice AI: Updates Writing Assistant

Lattice AI: Reviews Writing Assistant

Lattice AI: Feedback Writing Assistant

Lattice AI Writing Assistants 

Performance

Performance Overview for Admins 

Admin Overview 

Lattice AI in Performance

Lattice Samples and Suggestions 

Performance Improvement Plans 

Performance Improvement Plans for Admins 

Performance Improvement Plans for Managers 

Performance Improvement Plans for Employees

Performance Improvement Plan Notifications 

Succession Planning Overview

Enable Succession Planning

Create a Succession Plan

View a Succession Plan

View Succession Plan in Calibration

Export a Succession Plan

Delete a Succession Plan

Succession Plan Notifications

Succession Planning

Performance FAQs

General FAQs

During Set Up

Active Cycle

End of the Cycle

Performance Reviews 

Org Chart and Automated Rule Reviews 

Questions and Templates 

Visibility and Deliverables 

Questions To Consider Before Creating Your Review Cycle

Create a Review Cycle

Allow Employees To Write Reviews During Peer Selection

Configure Downward Reviews to be Completed Last

Allow Managers to End Their Direct Report's Review Cycle

Limit the Number of Peer Reviewers Within a Review Cycle

Allow Reviewers to Decline Peer Reviews in Review Cycles

Allow Employees to Nominate Themselves to Review Their Peers

Override Review Templates By Field

Delete a Review Cycle

Duplicate a Review Cycle

Filter Reviewees by Start Date

Choose Reviewees Using a CSV

Reopen Requests Settings

Create a Review Cycle on an Automatic Schedule

Ending the Review Cycle Settings

Promotions

Review Packet Acknowledgement Settings

Set Up Calibration in a Review Cycle

Create an Org Chart or an Automated Rule Review Cycle 