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Create a Custom Field

Dianmarie
  • Updated

Custom fields, formally user attributes, help users filter data within Lattice based on a specific attribute. Admins can create new fields manually or via CSV import, SFTP, SCIM, or HRIS.

Common fields include:

  • Salary band (60k - 80k, 80k-100k, 100k-120k, 120k+)
  • Office location (SF, New York, Dublin)
  • Business unit
  • Job level
  • Gender (for Engagement survey only)

Note: Although ethnicity and sexual orientation are default fields, Engagement cannot be filtered by them. Create these fields as custom fields to filter survey results. 

Before you start

  • CSV imports can add 2000 values to a specific custom field. Manually created fields are limited to 200 values. 
  • If a user does not have visibility into the custom field, the field, and its value will not appear within any employee profile.
  • Custom fields are a great way to add an additional filter to Lattice analytics. However, our default grouping in reporting is based on our default department and manager fields, not custom ones. Therefore, we recommend relying on custom fields to assign reporting structure and using the department and manager fields.

Create a field

Note: We currently do not support a date type of field. 

  1. Navigate to Admin > Settings > People > Fields.
  2. Click Create field.
  3. Choose a field type:
  4. Give your field a Name and Description.
  5. Choose the Profile Category the field should live in on employee profiles:
    • Personal 
    • Sensitive data
    • Demographic
    • Contact information
    • Employment details
    • Role details
    • Pay types
  6. Click Create field.
  7. (Optional) To adjust employee visibility to the custom field and its values, configure Employee Fields custom role permissions.

Next, assign attributes to employees via employee profile or CSV import.

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