Lattice

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Customer Care

Configure, set up and navigate the Lattice Platform

Lattice Overview 

The Home Page

The Employee Profile Page

The My Team Page

Understanding the Company Pages in Lattice

The Company Pages

View the Company Org Chart

Admins and calendar admins can create events to schedule the launch of Lattice products and house the organization’s HR and company events.

The Lattice Calendar

The Reporting Page for Managers

The Tasks Page

A guide to which tasks are created within Lattice

Lattice Tasks

View Reporting for Your Indirect Reports

Use the Lattice Text Editor

Character Limits in Lattice

Navigating Lattice

Learn how to navigate the Admin Overview page and manage your organization.

Admin Overview Page

Learn how admins can impersonate users to provide support in Lattice.

Admin Impersonation

Navigating Lattice as an Admin 

Lattice undergoes regular penetration testing and security reviews, designed to be GDPR compliant, and encrypts data at rest and in transi...

Data Security at Lattice

Learn how session duration and automatic logout work across Lattice for web browser and mobile.

Session Duration

Is Lattice affected by the log4j vulnerability?

Obtain mass data exports for the Lattice tools

Lattice Data Exports and Data Retention Period

Admins are able to upload historical data into Lattice for the following tools:  Performance ReviewsAdmins can upload individual PDF versi...

Historical Data Uploads

Lattice supports the latest version of the following browsers:

Chrome
Firefox
Safari
Edge

The following browsers are not Lattice-support...

Lattice Supported Browsers

Problem 
Unable to use Lattice due to landing on a page with the 'Something went wrong' error message.
When entering a page on Lattice, I ...

Error Message: 'Something Went Wrong'

Accessibility in Lattice

Problem

How to test email delivery to employees?
Can admins send test email to employees?
Sending test emails to confirm email delivery 
...

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

Open Downloaded CSV files in UTF-8

Characters are Converted in Exported CSV

Frequently asked questions about the Lattice platform

Lattice FAQs

Contact Customer Care and access Lattice resources

Lattice Resources 

Contact Customer Care

Customer Care Staffing and Holiday Coverage 2026

Lattice University is an online Learning Management System (LMS) where you can find learning experiences designed to enhance your skills in people programming and perfect performance through the Lattice platform.

Access Lattice University

Access Lattice Resources

How to navigate to Lattice Rollout Toolkits through Lattice University

Access Lattice Rollout Toolkits

Lattiverse brings together the HR leaders shaping how AI transforms work.

Lattiverse 2026

How to reach out to the Customer Care team or access Lattice resources

Lattice Customer Care and Lattice Resources 

Getting Started Guide for Admins

Getting Started Guide for Managers

Getting Started Guide for Employees

Learn how to navigate the Lattice Admin page to configure platform settings, manage employees and permissions, and administer each Lattice tool.

Navigate Lattice for Admins

Learn how to navigate Lattice as a manager to support direct reports, track team activity and performance, and manage goals, feedback, 1:1s, and reporting.

Navigate Lattice for Managers

Learn how to navigate Lattice as an employee, including your Home page, profile, company information, departments, and available tools.

Navigate Lattice for Employees

Guides for admins, managers and employees

Getting Started Guides

Use this onboarding checklist to plan your performance management process and prepare your Lattice account, integrations, and tools for launch.

Lattice Onboarding Checklist

Learn how to plan, configure, and launch Lattice successfully—from choosing tools and setting up your account to inviting employees.

Lattice Rollout Guide

Learn how to request a Lattice sandbox account to explore Lattice products without affecting your live account.

Create a Lattice Sandbox Account

Clear Your Trial Data

Create Test Users in Lattice

Onboarding Resources

Helpful templates for writing successful internal communication when launching Lattice

Sample Initial Rollout Email

Sample Post-Launch Email Template

Sample Email Guidelines for Introducing Lattice Tools to Your Company

Sample Reviews Rollout Email

Sample Goals Rollout Email

Introducing your Department Heads to their Lattice Responsibilities

Sample Department Head Goals Rollout Email

Introducing your team to Lattice Feedback

Sample Feedback Rollout Email

Sample Updates Rollout Email

Sample 1:1s Rollout Email

Sample Survey Rollout Email

Introduce your team to Lattice Pulse surveys

Sample Pulse Rollout Email

Sample Grow Rollout Email

Introducing your team to Lattice Compensation

Sample Compensation Rollout Email

Rollout Email Samples

Use these resources to configure, launch, and introduce Lattice AI features to your organization. Find guides for specific AI features or use the training resources to introduce Lattice AI capabilities…

Lattice AI Features Launch and Adoption Resources

Use the Lattice 1:1s Rollout Toolkit to launch or re-launch 1:1s, increase adoption, and train managers and employees.

Lattice 1:1s and Meetings Launch and Adoption Resources

Use these resources to launch or re-launch Lattice Updates, increase adoption, and train managers and employees.

Lattice Updates Launch and Adoption Resources

Use these resources to introduce Lattice Feedback, increase adoption, and encourage employees to build a regular habit of requesting and giving feedback.

Lattice Feedback Launch and Adoption Resources

Launch and adoption resources for your organization 

Adoption Toolkits 

The Lattice Mobile App

How to use Lattice through the web browser on mobile

Lattice Mobile Experience

Mobile App

Explore Lattice University

Request a demo

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Volume, creators and topics for your company.

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Track the progress of all tickets related to your company.

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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.

{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.

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