Lattice

Adam Kroboth

Grow for Admins 

What is Grow?

The Grow tool facilitates employee growth and development. You can evaluate employees' growth over time with individualized...

What is Grow?

A glossary of terms for Grow
Many companies use different terms for job leveling, competencies, and career mapping. Below are key terms La...

Key Terms for Grow

When to use Grow versus the Goals tool
Goals
The primary use case of the Goals tool is for company operations.
Goals are best for objectiv...

Grow vs. Goals

How to enable Grow for all or a subset of employees
Admins can enable the Grow tool for the entire organization or a smaller group of user...

Enable Grow for your Company

The Grow Tracks page is a centralized location where admins can view, create, publish, and export tracks. To access the Grow Tracks page, ...

Grow Tracks Page Overview

A List of Notifications for Grow

Admins can customize the level of transparency for Grow by adjusting track, job level, and track custom field visibility. To access Grow v...

Grow Visibility Settings

Learn more about the Grow tool as an admin

Grow Admin Overview 

Track templates, with pre-loaded competencies, levels, and expectations, allow companies without a competency framework in place to struct...

Track Templates

Tracks set clear expectations for each role within your organization and define what it means for an employee to succeed. 
There are three...

Create a Track

Admins can create a track by uploading the track, competencies, and levels by CSV.

Navigate to Admin &gt; Grow &gt; Tracks.
Select Create...

Upload a Track via CSV

Admins can create competencies or use one of our pre-filled competencies from our Competency Library.


There are two ways to create compe...

Create a  Competency

In the Competency Library, admins can explore sourced competency examples from the Lattice team, customers, and anonymous sources within t...

The Competency Library

Admins can create competency themes to group competencies under a track. Themes help organize related competencies in a track.

Navigate t...

Create Competency Themes

Once an admin has created a competency theme, the theme can be added to a track. Competencies are then grouped into each theme. 
Note: Tra...

Add Competency Themes to a Track

How to assign tracks to your employees
Once an admin has created a track, the next step is assigning the relevant employees to their track...

Assign Employees to Tracks

Bulk Assign Tracks and Levels via CSV

Link Grow tracks through groups
With track groups, admins can organize and map out relationships between tracks so employees can see how d...

Create Track Groups

Create Grow Tracks

Job architecture is the framework for understanding roles and their hierarchy within a company. In Lattice, job architecture combines fiel...

Align Job Architecture Fields to Grow Tracks

Job architecture is the framework for understanding roles and their hierarchy within a company. In Lattice, job architecture is a combinat...

Bulk Align Tracks to Job Architecture

Admins can synch each employee's level automatically using the Job level default field. Auto-sync helps remove the duplicative work of man...

Auto-sync Job Levels to Grow Tracks

Why are job architecture fields not auto-syncing employees in Grow?

Job Architecture in Grow 

Admins are able to export all of the Competencies entered into Lattice via CSV. All Competencies ExportDownload a view of all competencies...

Competency CSV Exports

In the Career Visions log, admins and custom role owners can see a list of their organization's answered career vision exercises to ensure...

The Career Vision Log

Problem:
How can I export a list of all users and the Grow tracks that they're assigned to?
Download of all employees and their associated...

Audit Grow Track Assignments

Admins have the ability to download Growth Area reporting from Grow to a CSV export. Admins can choose from the following reports: 

Growt...

Growth Area Exports

Admins can view which employees, managers, and departments are creating growth areas and which employees are working with their managers t...

The Grow Participation Page

In the Growth Areas log, admins can see a list of their organization's growth areas to ensure that managers and direct reports use the too...

The Growth Area Log

Track auditing allows admins to view when a track was published or edited.
View date last modified

Navigate to Admin &gt; Grow &gt; Track...

View When a Track Was Last Modified

Career track expectations are tied to the individual tracks. Updates made to expectations in a competency area will not impact other caree...

Edit Track Expectations

Admins can clone an existing track to include the same matrix within the new track. Once cloned, you be brought to a new track with Copy o...

Duplicate a Track

Admins can delete created competencies in Lattice. Deleting a competency will delete related expectations and remove this from all associa...

Delete a Competency

Admins and Grow custom role owners can unpublish tracks to allow editing.
Note: Track admins cannot unpublish tracks unless given addition...

Unpublish a Track

Before you start


Track groups can only be deleted by an admin. If you are an employee and would like to adjust track groups, please reac...

Delete a Track Group

Navigate to Admin &gt; Grow &gt; Tracks &gt; All Tracks.
Within the track row, click the ellipsis (...) menu &gt; Edit track name.
Apply e...

Rename a Track

Admins and Grow admins can edit and remove competencies in a drafted track.

Note: Tracks must be in draft in order to edit the competenci...

Edit and Remove Competencies in a Track

Admins and Grow admins can edit, delete, and rename levels in a drafted track.

Select the desired track
Click on the + Create track level...

Add Levels to a Track

Admins and Grow admins can edit, delete, and rename levels in a drafted track.
Before you start

Tracks must be in draft in order to edit,...

Edit Levels in a Track

How can I de-duplicate a competency?

Once a track has been created, admins can re-order levels to match a more appropriate placement within the track. Levels can be assigned a...

Reorder Levels

When creating a track, can swap out a competency with one more relevant within the track. Tracks must be in draft in order to be edited. I...

Replace a Competency in a Track

Admins can edit the name, linked tracks, and connected departments for each track group. 

Navigate to Admin &gt; Grow &gt; Tracks &gt; Gr...

Edit Track Groups

After a track has been created, admins can export the track into a CSV file. The steps below walk through two ways to export an existing t...

Export a Track as a CSV

Problem

If I upload the Grow Track CSV, will it update my existing tracks?

Resolution 
Tracks cannot be updated via CSV, only created. I...

Can I update an existing track by re-uploading the CSV?

Learn more about Grow Reporting and managing Tracks 

Manage Grow 

Grow's Individual Development Plans enable long-term and short-term career development and integrate it into the daily workflow.
To access...

Individual Development Plans Overview

Career vision exercises help capture an employee's long-term career goals via exercise responses that they can share with their managers. ...

Customize Company-wide Career Vision Templates

Career vision exercises help capture employees' long-term career goals via exercise responses that they can share with their managers. The...

Create a Company-wide Career Vision Exercise

Admins can hide exercises within the career vision template from all users in Lattice. Learn more about Career visions in Individual Devel...

Hide Company-wide Career Vision Exercises

The career vision template is customizable to admins to help fit their organization. Managers can also create team-specific exercises for ...

Edit Company-wide Career Vision Exercises

Career vision exercises help employees capture their long-term career goals and share them with their managers. Admins can customize the c...

Delete a Career Vision Exercise for your Organization

Admins can create and schedule a kickoff notification to prompt managers to facilitate career conversations with their direct reports. Kic...

Send an Individual Development Plan Kickoff Notification to Managers

Once an admin has created an individual development plan kickoff notification, the notification can be edited or deleted at any time befor...

Edit or Cancel an Individual Development Plan Kickoff Notification

Once an admin has created an individual development plan kickoff notification for your organization, the notification can be edited or del...

Cancel an Individual Development Plan Kickoff Notification Scheduled Send

Growth area templates help admins can help guide their employees and managers to create effective and actionable growth areas. Admins can ...

Customize Employee Growth Area Templates

Individual Development Plans 

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.