If someone moves around within your organization, they may need to be assigned a new manager. To change someone's manager within Lattice, Admins can go to the People section of the Admin Panel. 

Note: If you are integrated with an HRIS, you will need to make this change within your HRIS to see this updated profile reflected in Lattice. 

Step 1: In the "People" section, find the employee you would like to change the manager of

Step 2: Click on the ellipses next to the employee's name

Step 3: Select "Edit Profile" from the drop-down menu

Step 4: Under the "Manager" section of the profile, you can search and add new manager's or delete manager's (by clicking on the "x")

Step 5: Click on "Save Profile"

Note: New managers WILL have visibility into the following of their new direct report:

  • Previous reviews cycles and full access to review packets
  • Published private goals
  • Previous manager only and private + manager feedback

New managers WILL NOT have visibility into the following of their new direct report:

  • Past published updates
  • Past 1:1s meetings

New managers will also have to turn on Updates and 1:1s for their new direct reports from their "Your team" tab.

What's Next?

Did this answer your question?