Lattice

Adam Kroboth

Lattice Setup 

Company and Personal Settings 

All employees can set their personal language preferences from their profile settings. Available languages include: 
Chinese (Traditional)...

Set Your Language Preference

Employees can edit certain profile fields — such as full name, preferred name, pronouns, phone number, time zone, password, and profile pi...

Edit Your Lattice Profile

Lattice helps companies build a more inclusive workspace by allowing users to set their pronouns to let others know how to refer to them. ...

Add Pronouns to Your Profile

Sometimes to best troubleshoot an issue, a Lattice employee may need to log into your account. To protect your information and privacy, we...

Allow Lattice Support Access to your Account

Manage Your Notification Preferences

Manage your Lattice email notifications
You can manage your email notifications by unsubscribing from individual emails, enabling or disab...

Update Email Settings or Unsubscribe from Email Notifications

Personal Settings 

The Company Profile page allows admins to give add essential information to Company page for your organization. To manage the company prof...

The Company Profile Page

If you've set an email domain in your Lattice Company profile, you may limit invites to this domain. To do this: 
Navigate to Admin &gt; C...

Limit Invites to your Company's Email Domain

To change your company's email domain and prevent lockouts for users:

Navigate to Admin &gt; Company &gt; Profile.
Under Email domain, ad...

Change Email Domain

Admins are able to add their company avatar to Lattice to represent their brand on the Company page. 
To upload your company avatar:

Navi...

Add a Company Avatar

Add or edit your company's mission statement
Add a mission statement

Navigate to Admin &gt; Settings &gt; Company &gt; Profile.
Within th...

Add a Company Mission Statement

Replace the Lattice Logo with your Company's Own Branding

Admins can create a department in Lattice to group employees. Departments allow admins to do the following:

Filter by department for tool...

Create a Department

Once a department is created, an admin can edit the department name and description. Admins can also delete the department.To Edit a Depar...

Edit or Delete a Department

How to enable/disable, create, or delete Company Values
Create a Company Value

Navigate to Admin &gt; Settings &gt; Company &gt; Values.
...

Manage Company Values

How to add emojis to your company values in Lattice

You can use the emoji keyboard (Apple, Microsoft) to add images to your company value...

Add Emojis to Company Values

The Company Settings page allows admins to adjust company information that impacts how the employees use the Lattice platform. To manage c...

The Company Settings Page

Admins can edit the company's fiscal year if it does not begin on January 1st. Setting a fiscal year start month impacts only the Goals to...

Add a Custom Fiscal Year Start Month

Admins can set a language preference for all users from the Company Settings page. Available languages include: 
Chinese (Traditional)
Chi...

Set Company Language Preference

English is the official language supported by Lattice. This includes default notifications, buttons, and emails.Users can also set a langu...

Lattice Supported Languages

As an admin, you can select your company's default currency. All money amounts will be displayed in this currency.

Navigate to Admin &gt;...

Choose a Default Currency

How to hide the company organizational chart from employees, managers, and admins
Follow the steps below to hide your org chart from being...

Hide the Company Org Chart

Admins can add important company resources to the Company page using Key Links. 

Navigate to Admin &gt; Settings &gt; Company &gt; Settin...

Add Important Company Resources to the Company Page

The Lattice Suggestion Box allows employees to submit ideas from the Company Page that get sent to an email address of your choice. 

Navi...

Enable Suggestion Box

The Lattice Suggestion Box allows employees to submit ideas that get sent to your company via email. 
Note: An admin must first enable the...

Submit a Suggestion to Your Company

Problem

Nothing happens when I click Suggest an idea

I've clicked Suggest an idea but nothing is opening. 

Resolution 
The suggestion b...

Why does the Suggestion box not open when clicking Suggest an idea?

Learn who your co-workers are with this fun people-matching game
As companies grow, it becomes harder and harder to know all of your cowor...

Enable Office Party

Play Office Party

Admins can change Lattice default names to better reflect their company culture. These changes will appear across the Lattice platform for...

Custom Tool Naming

Enable, Disable, and Customize Lattice Tools

A feature that highlights your organization's celebrations
Celebrate team members with Lattice Celebrate. Celebrations appear on every emp...

Enable Celebrate

Enable Celebrations Notifications

If enabled by an admin, users can view upcoming birthdays, work anniversaries, and new hires in Lattice. Visibility is limited to communit...

View Employee Celebrations

With Q&amp;A Boards, companies can create a dedicated space where employees can ask questions and get answers. To make Q&amp;A boards acce...

Enable Q&A Boards

Admins and Q&amp;A custom role owners can create a Q&amp;A board. With Q&amp;A Boards, companies can create a dedicated space where employ...

Create a Q&A Board

Admins and Q&amp;A custom role owners can close submissions to prevent users from posting additional questions. Closing a board will preve...

Close Submissions for a Q&A Board

Delete a Q&A Board

With Q&amp;A Boards, companies can create a dedicated space where employees can ask questions and get answers. Admins can disable Q&amp;A ...

Disable Q&A Boards

Ask a Question using the Q&A board

Company Settings 

Configure Company Notifications

Lattice notifications can be configured for the entire organization as well as for individual users. The content of each notification will...

Lattice Email Notifications

Lattice Slack Notifications

ProblemNo one in my company is receiving Lattice notifications in email.ResolutionIf some users are receiving notification emails and othe...

All Users in Organization Not Receiving Email Notifications

Problem
I am not receiving email Lattice notifications.
Some users in my organization are not getting notification emails.
ResolutionIf th...

Individuals Not Receiving Email Notifications

Problem
I am not receiving notifications from Lattice.
Emails from Lattice aren't reaching my inbox.
I have an active Lattice account, but...

Why Am I Not Receiving Lattice Notifications?

Problem
When an employee’s Lattice account is deactivated, will they still receive notifications from Lattice?
Do employees continue to re...

Will deactivated users continue to receive Lattice notifications?

Learn more about notifications in Lattice

Notifications 

People 

Manually upload or bulk update your entire organization with a CSV fileAdmins can import their employees into Lattice using a CSV. Once em...

Import Your Company Organization via CSV

How to bulk invite users to Lattice


As an admin, you may want to bulk invite some but not all of your employees into Lattice. You can up...

Invite Groups of Employees to Lattice via CSV

How does Lattice identify an employee?

How Lattice Users Can Update Names
There are several ways Lattice displays names. When you view a user as an admin, you will see four name...

Lattice Name Fields

Admins can create and invite new accounts to Lattice manually via email address. 
Note: Manually adding users by email will invite them to...

Manually Add and Invite Employees by Email Address

Invite Your Organization to Lattice

If an employee did not receive the initial invite to email, you may need to resend the invite.

Navigate to Admin &gt; Organization &gt; D...

Resend an Invite

How to archive a user in Lattice.
Admins can deactivate a user from Lattice. Deactivating a user will store their data but ensure they no ...

Deactivate a User

Once you have deactivated a profile, you have the option to reactivate at any time. Reactivating will allow the user to log into Lattice a...

Reactivate a  Deactivated Profile

Troubleshooting the CSV Upload Process

Understand Different User States

Problem

I am receiving a CyclicOrgTreeError when trying to upload an employee CSV
Error message when importing employees

Resolution
The ...

Upload Error: CyclicOrgTreeError

Adding Employees 

Welcome to Lattice! Once an account has been created for you by an admin, you will be notified to register your account and sign in. Regis...

Accept Your Invite and Log into Lattice

Problem



Some employees aren't receiving the Lattice invite email.
I didn't get an email to join Lattice when my company launched it



...

Did not receive Lattice invitation email

Navigate to Account &gt; Manage settings &gt; Account.
Enter your current and new password.
Select Save.


 

Change Your Password

Problem
Employees are receiving the 'failed to reset password, please request another link' error message when attempting to reset their p...

Employees are unable to reset their password

Admins can send a password reset link to employees having trouble logging into Lattice. The employee should receive an email within 5 minu...

Reset an Employee's Password

Problem

Incorrect email &amp; password combination

Invalid token when logging into Lattice

Resolution

Confirm your login URL, [account...

Can't Log Into Lattice

Problem



I'm facing a login issue when attempting to use direct sign-on to access my account.
Password reset failing



Resolution


The...

Login error message: Unexpected token '<', "<!DOCTYPE "... is not valid JSON

Enable Magic Link For customers without a single sign-on method enabled, admins can request the magic-link method to be enabled. To have t...

Sign In via Magic Link

Logging into Lattice

View Employees in the Directory 

Navigate to Admin.
Under Organization &gt; Select Directory.
Switch between Active, Invited, Created, De...

Viewing, Exporting and Managing Employees in the Admin Directory

Permissions and visibility for a managerA manager is someone who has at least one direct report in Lattice.Manager visibilityManagers have...

Add a Manager From the Employee Profile

Bulk Update Employees by CSV

Update Employee Information Via The Employee Profile

Admins can change an employee's manager directly from the user's profile. 
Note: If you are integrated with an HRIS, you must make this ch...

Change an Employee's Manager

When an admin changes an employee's manager, there may be some impact on Lattice products for the employee, their previous manager, and th...

What to Expect After a Manager Change

Access a Deactivated User's Data

After an email domain change, admins may need to bulk update the email addresses for their employees. Because email addresses are a person...

Bulk Update Email Addresses

In cases where a duplicate profile was created and deactivated or a profile shows a Failed to Save error when editing an email, an admin m...

Swap Emails from a Duplicate Profile

A Group is a custom group of employees defined by your organization and is another way to organize your org. Groups can contain cross-depa...

Create a Group

A Group is a custom group of employees defined by your organization and is another way to organize your org. After a group has been create...

Create an Automated Group

How to edit, delete, or manage members in a group
A Group is a custom group of employees that can be used to organize the organization. Af...

Manage a Group

Update and manage your employees in Lattice

Managing your Organization 

Create a Custom Field

Numeric range custom fields allow admins to capture values in ranges (e.g. Salary Range, Days in the Company). 
Before you start

Numeric ...

Create a Custom Field with a Numeric Range

Super admins and Employee Field custom role owners can view employee fields within the employee profile or Fields page, depending on the p...

View Fields

Admins can create custom fields to filter data within Lattice tools. Learn how to manage user fields below:

Create a Custom Field
View Fi...

Manage Custom Fields

Super admins and Employee Field custom role owners can edit employee fields within the employee profile or Fields page, depending on the p...

Edit Fields

Admins can adjust who can see a Lattice default field within an employee profile by editing the visibility. 
 Note: Unchecking both 'View'...

Edit Field Visibility

Admins can archive any custom field they created. Archived fields live in the Fields Archived tab.
Before you start

Only super admins can...

Archive a Field

Admins can unarchive any archived field. 

Navigate to Admin &gt; Settings &gt; People &gt; Fields.
Enter the Archived tab.
Select the rel...

Unarchive a Field

Before admins can create a compensation cycle, they must upload employee pay data to Lattice. There are two ways to upload employee pay da...

Auto-sync Compensation Default Fields with an HRIS

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

Auto-Sync Job Architecture Default Fields with an HRIS

Bulk Update Job Architecture Default Fields with a CSV

Admins can archive individual options from custom multiple choice fields. Archiving a field option removes it as a selectable option for e...

Archive Custom Field Options

What is Job Architecture?

HRIS Recommended Field Mappings for Auto-Syncing to Lattice Compensation

Once job architecture has been imported via HRIS, CSV, or SFTP, admins may need to change the values assigned to employees. 
Job architect...

Update an Employee's Job Architecture Field

Create and manage people fields in Lattice

Fields

Admins are able to export a CSV that includes all permissions for system, custom and temporary roles. Download the Permissons CSV
Navigate...

Export a User Permissions Summary

Problem

A user with global People custom role permissions who used to be able to deactivate employees no longer can
Deactivate button doe...

Non-admin can no longer deactivate employees

Permissions 

User Permissions in Lattice

Add a Super Admin in Lattice

Set an HR Generalist Admin in Lattice

Set an HR Business Partner Admin in Lattice

As an admin, you may want to give people in your company permission to view or manage a subset of your company in Lattice. 
Note: If the d...

Set a Department Admin in Lattice

Department heads are typically the leader of a specific organization within your company. One employee can be the department head of multi...

Set Department Heads in Lattice

Permissions and visibility for a dotted-line (secondary) manager.
What is a dotted-line manager?
A dotted-line manager is a user who is an...

Create a Dotted-Line Manager in Lattice

Permissions and visibility for a skip-level manager
What is a manager of managers?
Managers of managers have at least one indirect report ...

Manager of Managers Permissions

Admins can configure employee field and top-down product visibility for their direct and indirect reports.

Navigate to Admin &gt; Setting...

Lattice Setup

Company and Personal Settings

People

Permissions

Reporting