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Lattice Onboarding Checklist

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

Written by Adam

When setting up your team on Lattice, it is important first to determine your performance management process. Answering the questions below will help make your setup a breeze.

Uploading your employees

  • Will you be uploading your employees through an HRIS integration (Bamboo HR, Namely, Workday, Zenefits, Personio, ADP, Gusto)?

  • If you don't use one of our one-click HRIS integrations, will you be uploading your employees using SFTP or SCIM?

  • Will you be uploading your employees through CSV?

Integrations

  • Will you be setting up an SSO?

  • Will you be integrating with Slack?

Reviews

  • When are you running your next review?

  • How often will you be running reviews? (Quarterly, Mid-year, Annually)

  • What type(s) of feedback will you collect in the review? (Self-Review, Manager Review, Peer Review, Upward Review)

  • Should managers of managers have access to reviews of indirect reports?

Goals

  • Will employees be setting both public and private goals? (The whole company can see public goals in Lattice, and Private goals can only be seen by their manager)

  • Will you be inputting company-level goals?

  • Will there be department-level goals?

  • Are there specific people who own those department-level goals?

  • How often would you like Lattice to remind employees to update their goals? (Weekly, Bi-weekly, Monthly, Twice a quarter, Never)

  • Will you be integrating goals with Salesforce or Jira?

Feedback

Updates

  • Will all managers be using Updates with their direct reports?

  • If so, how often should the reminder email go out? (Weekly, Bi-weekly, Monthly)

  • Would you like managers to be able to customize the Update questions at the team/individual levels?

  • Will you be using the template that Lattice provides? (See template by going to Admin > Updates > Settings > Questions. If not, please think about which questions you'd like to use. Here is a helpful question bank.)

  • Should managers of managers be able to see Updates from their indirect reports?

1:1s

Engagement Surveys

  • When are you running your next Engagement survey?

  • How often will you be running surveys? (Quarterly, Bi-Annually, Annually)

  • What type of Survey (s) will you be running? (Engagement, Team Effectiveness, Diversity & Inclusion, Manager Effectiveness, Custom)

  • How long would you like your Survey to accept responses?

  • Is there anyone you would like to make a Survey Admin (Give full survey response access)?

  • How many people need to respond to a survey before you can access the results (3-10 people)? Note: this threshold protects your employees' anonymity.

Grow

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