Lattice

Adam Kroboth

Integrate Lattice with your other systems

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Lattice MCP Integrations Overview

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Lattice MCP Integrations 

The Import Log allows admins to view every sync logged by an HRIS integration or SFTP integration and CSV upload. For troubleshooting, the...

The Import Log

Manage your employees in Lattice straight from your HRISLattice allows you to integrate your HRIS to sync your employees. Our HRIS integra...

Integrate Your HRIS with Lattice

How to switch your HRIS integrations within the platform

When switching HRIS vendors, it is important to reach out to your Relationship M...

Preparing Lattice for an HRIS Vendor Switch

Admins and IT admins can disconnect their HRIS integration* from Lattice by following these steps:
Navigate to Admin &gt; Settings &gt; Pl...

Disconnect Your HRIS Integration from Lattice

How to disconnect individual users from your HRIS, SFTP, or SCIM sync
Disconnecting individuals from your external system integration allo...

Disconnect Individuals from Your External System

HRIS Integrations 

Prerequisites:To connect Workday to Lattice, you will need:
To configure the reports as Advanced type reports to enable web service access...

Configure the Workday integration

Sync Lattice Review Data to Workday

Workday 

Sync your company's Rippling employee information with Lattice.The Lattice Rippling integration allows admins to manage users based on you...

Integrate Rippling with Lattice

The following are available attributes for mapping between Rippling and Lattice for API integration between Rippling and Lattice. For more...

Rippling Fields Available in Lattice

Rippling 

Sync all your company's BambooHR employee information with LatticeUsing BambooHR as your HRIS, you can easily set up your organization in ...

Integrate BambooHR with Lattice

The following are available attributes for mapping between BambooHR and Lattice. For Compensation standard fields, read HRIS Attribute Opt...

BambooHR Fields Available in Lattice

Problem

Is it possible to sync only a certain subset of employees into Lattice via the Bamboo HR sync?

Resolution 
You are able to contr...

Sync a Subset of Employees into Lattice via Bamboo HR

Bamboo

Sync your company's HiBob employee information with Lattice using SFTP.
Admins can import their employees from HiBob into Lattice using a ...

Integrate HiBob with Lattice

HiBob

Integrate ADP with Lattice

The following are available attributes for mapping between ADP and Lattice. For Compensation standard fields, read HRIS Attribute Options ...

ADP Fields Available in Lattice

Answers to common questions about Lattice's integration with ADP

What is ADP Workforce Now®?


ADP Workforce Now® is a cloud-based platfo...

Lattice Connector for ADP Workforce Now® FAQ

When integrated with ADP, admins must follow the steps below to deactivate a user. Note: When your Lattice account is integrated with ADP,...

Deactivate a User When Integrated with ADP

Reactivate a User when Integrated with ADP

ADP 

Sync your company's Personio employee information with Lattice
Using Personio as your HRIS, you can easily set up your organization in Lat...

Integrate Personio with Lattice

Personio Fields Available in Lattice

Personio

Sync your company's Zenefits employee information with Lattice

Using Zenefits as your HRIS, you can easily set up your organization in La...

Integrate Zenefits with Lattice

The following are available attributes for mapping between Zenefits and Lattice. For Compensation standard fields, read HRIS Attribute Opt...

Zenefits Fields Available in Lattice

To remove your Zenefits integration from Lattice, you must turn off the integration in both Lattice and Zenefits. You must be an admin in ...

Disconnect the Zenefits Integration

Zenefits

Sync your company's UKG Pro employee information with Lattice
If your company uses UKG Pro for HCM, your organization can enable a ready-m...

Integrate UKG with Lattice

The following are available attributes for mapping between UKG and Lattice related to our UKG to Lattice integration. This article does no...

UKG Fields Available in Lattice

UKG 

Sync your company's Gusto employee information with Lattice
The Gusto integration allows admins to manage users based on your Gusto setup....

Integrate Gusto with Lattice

The following are available attributes for mapping between Gusto and Lattice. For Compensation standard fields, read HRIS Attribute Option...

Gusto Fields Available in Lattice

Gusto 

Sync your company's Namely employee information with Lattice
Using Namely as your HRIS, you can easily set up your organization in Lattice...

Integrate Namely with Lattice

The following are available attributes for mapping between Namely and Lattice. For Compensation standard fields, read HRIS Attribute Optio...

Namely Fields Available in Lattice

Namely 

Sync your company's Humaans employee information with Lattice using SFTP.Before you start

You must be an admin in Lattice (IT or full adm...

Integrate Humaans with Lattice

Humaans 

Sync all of your company's TriNet employee information with LatticeUsing TriNet as your HRIS, you can set up your organization in Lattice ...

Integrate TriNet with Lattice

TriNet

Admins can pull and link HRIS custom fields into Lattice. Any updates to your user field within the HRIS will sync to Lattice.
The fields ...

Import Your Custom Field From an HRIS

Custom fields that already exist in Lattice can be linked to a custom field within your HRIS after integration. Fields in Lattice will aut...

Manually Link Custom Fields to a HRIS

Integrating with an HRIS allows Lattice to automatically link Lattice default fields to your HRIS fields. Lattice also allows you to manua...

Manually Override the Default Field Link to an HRIS Custom Field

Once a custom user field has been linked to your HRIS either manually or by import, admins have the ability to disconnect the link. Discon...

Disconnect Custom User Fields from an HRIS

Fields 

How to set up an SFTP integration to send employee data to LatticeJump to Section
About SFTP with Lattice
Before You Begin
Initiating Setu...

Keep Your Org Updated with SFTP

Column Headers Accepted for SFTP

After SFTP is configured, you'll have access to update the settings on the Integrations page in Lattice.
Navigate to Admin &gt; Settings &...

Pause or Resume your SFTP sync

If you misplace your SFTP account password or need to reset the password for any reason, you can do so directly in Lattice. Lattice offers...

Reset your SFTP Password

Automatically upload or bulk update your entire organization from Rippling with a CSV file via manual upload or SFTPAdmins can import thei...

Import Your Organization from Rippling via SFTP

SFTP 

You may need to change the owner of your HRIS Integration if the admin who initially set up your integration has left your organization, o...

How can I change the owner of our HRIS Integration?

Problem
We aren't able to edit the manager field from the employee's profile.
There is a manager listed for an employee but the field is u...

Unable to Update an Employee's Manager When Synced With HRIS

Problem
Employes are not syncing from BambooHR
Invalid API error
Resolution
Ensure the employee's pay type matches the type being pulled i...

Employee is not pulling in from BambooHR

Admins can configure who receives an email when an import has failed. Only super admins can be added to receive alerts.
Note: Notification...

Receive Import Log Alerts by Email

A guide to import errors and their suggested methods for resolution
Sometimes when importing employees, you will come across errors. Here ...

Common Import Log Errors and How to Resolve Them

Problem



Receiving manager loop error



Resolution


In a CSV upload or SFTP file, if two people are assigned as each other's managers,...

Import Log Error: Manager Loop

Problem

I am receiving a Cannot have a future hire date error in the import log

Cannot have a future hire date error when syncing with H...

Import Log Error: Cannot have a future hire date

Problem

I am receiving an External ID does not match error in the import log
Error message when syncing with HRIS

Resolution
The Externa...

Import Log Error: External ID does not match

Problem

I am receiving a Cannot assign inactive manager error in the import log

Cannot assign inactive manager error when syncing with H...

Import Log Error: Cannot assign inactive manager

Problem

I am receiving a Cannot find manager error in the import log

Cannot find manager error when syncing with HRIS

Resolution
There ...

Import Log Error: Cannot find manager

Problem

I am receiving a Business communication email error in the import log

Missing fields when syncing with HRIS

Resolution
There ar...

Import Log Error: Business communication email

Problem

I am receiving a Missing field error in the import log

Missing fields when syncing with HRIS

Resolution
There are several error...

Import Log Error: Missing Fields

Problem
The external user ID in BambooHR and the employee's Lattice profile do not match. 
Resolution
There are two employee IDs created i...

External User ID in BambooHR Does Not Match in Lattice

Things to check as you set up your HRIS integration
Lattice integrates with HRIS including Namely, Zenefits, BambooHR, Workday, ADP, Sapli...

Troubleshooting HRIS Integrations

FAQs

Configure Single Sign-On for Lattice

Admins can require employees or admins to log in using Single Sign-On (SSO) instead of a username and password. This will also remove the ...

Require Employees to Use SSO to Login

By using ADP, your users will no longer need to remember an extra password to sign into Lattice, and you can quickly remove their access t...

Set up SSO with ADP

By using TriNet, your users will no longer need to remember an extra password to sign into Lattice, and you can quickly remove their acces...

Set up SSO With Trinet

By using OneLogin, your users will no longer need to remember an extra password to sign into Lattice, and you can quickly remove their acc...

Set up SSO With OneLogin

Connecting your Lattice account with Okta via SSO
Admins and Integration admins can connect Okta to authenticate Lattice users trying to s...

Set up SSO with Okta

Set up Single Sign-On with Microsoft Azure AD, now renamed to Microsoft Entra ID.By using Azure/Entra SSO, your users will no longer need ...

Set up SSO with Microsoft

Connecting your Lattice account with Google Workspace (formerly G Suite) via SSO
Admins and Integration admins can connect Google Workspac...

Set up SSO with Google Workspace

Problem
Lattice can integrate with any SAML 2.0 identity provider. Some common SSO providers of Lattice customers include Google, Azure, O...

Troubleshooting SSO

Single Sign On Integrations 

Integrate and manage your company's Slack integration with LatticeIntegrating Lattice with Slack allows your company to keep up with Latti...

Integrate with Slack

Once integrated with Slack, admins can customize which channels public activities are posted in Slack.

Navigate to Admin &gt; Settings &g...

Customize Slack Integration Channels

How to optimize your Slack Integration by using Commands and ShortcutsIf your Lattice account has been integrated with your Slack account,...

Slack Commands by Tool

Integrate Lattice with a private channel for permission purposes or to test the integration before making it public.
Before you start

You...

Integrate Lattice in a Private Slack Channel

Admins and Manage Group custom role owners can assign a specific Slack channel to post public Feedback based on the recipient's group memb...

Assign a Slack Channel for Group-specific Feedback

Disconnecting Lattice and Slack

To remove your Slack integration from Lattice, you must turn off the integration in both Lattice and Slac...

Disconnect the Company Slack Integration

Configure the Slack and Lattice integration 

Slack Integration 

Lattice's Jira integration allows users to connect their Lattice goals and have them automatically update progress when Jira is updated. T...

Integrate Jira to Lattice

Company Integration with Microsoft Teams

Problem
The Lattice Microsoft Teams application wasn't installed for X number of users.
Resolution
Disconnect/reconnect the Microsoft Team...

The Lattice Microsoft Teams application wasn't installed for a number of users

To resolve the error:

Navigate to Microsoft Teams &gt; Apps.
Search for "Lattice" using the search bar.
If the Lattice application does n...

Error: Lattice application was not found in Microsoft Teams catalog

An introduction to Lattice's public APIThis article will help admins learn how to leverage Lattice's public API. The API will allow admins...

Lattice's Public API

The SCIM API is an API that allows a system external to Lattice to provision accounts and send employee information over to be populated w...

The SCIM API

Use the following URL to access the SCIM API schemas for User Provisioning: https://api.latticehq.com/scim/v2/schemas
Below is an example ...

Lattice SCIM API Schema

Set up SCIM provisioning with Microsoft Azure AD, now renamed to Microsoft Entra ID.Note: Lattice does not have an official integration wi...

Set up SCIM with Microsoft

Enable SCIM provisioning with Microsoft Azure AD, now renamed to Microsoft Entra ID.Enable ProvisioningTo start the provisioning of identi...

Microsoft SCIM: Enable Provisioning

How to map user attributes to Lattice with SCIM through Microsoft Azure AD, now renamed to Microsoft Entra ID.Map user attributes
Navigate...

Microsoft SCIM: Map user attributes

How to add additional user attribute mappings with SCIM through Microsoft Azure AD, now renamed to Microsoft Entra ID.Microsoft Azure/Entr...

Microsoft SCIM: Add User Attribute Mappings

View provisioning logs with SCIM through Microsoft Azure AD, now renamed to Microsoft Entra ID.
Provisioning logs are helpful for identify...

Azure SCIM: View Provisioning Logs

How to configure your SCIM in Lattice
Instead of spending hours copying and updating users manually, Lattice allows you to automatically c...

Set Up SCIM with Sapling

How to configure Okta SCIM in LatticeInstead of spending hours copying and updating users manually, Lattice allows you to automatically co...

Set Up SCIM With Okta

Below are two ways to disconnect the integration if you are using Okta to provision users to Lattice.
In Okta

In your Okta instance, navi...

Disconnect your Okta SCIM Integration

How to set up your SCIM in Lattice
Lattice allows you to automatically configure OneLogin to send user profile updates to Lattice using SC...

Set Up SCIM With OneLogin

Problem

I integrated with SCIM and some fields are locked now.
If I integrate with SCIM, which fields will lock?
Can I update locked fiel...

SCIM Integration: Which fields will be locked and which will remain unlocked?

SCIM and Other Integrations

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