Create a Track

Creating tracks for each role in your organization

Tracks help set clear expectations for each role within your organization and define what it means for an employee to succeed. In turn, tracks set the company up for its own success.

There are three different ways you can create a track in Lattice:

1. Create from scratch
2. Upload from CSV
3. Create from template

In this article, we will focus on creating a track from scratch. 

Creating a track

Step 1: Navigate to Admin > Grow > Tracks.

Step 2: Select Create track > Create from scratch. 

Step 3: Name the track and add a description to give the track additional detail.

Step 4: Select Create track.

Adding competencies to your track

Once the track has been created, we can now add competencies created beforehand in our Competency Library or create a new one from scratch within the track itself.

Step 1: Click on the plus (+) next to the Competencies header on the top-left corner.

Step 2: Select Add competency.

Step 3: If the competency has already been created, select the competency from the dropdown. If you want to use one of our pre-created competencies, select Lattice and choose a competency from the Competency Library.

Otherwise, create a new competency by entering a new name. Add a description for additional detail.

Step 4: Select + Add [Competency] to [Track name] track.

Step 5 (Optional): Add competency themes to help organize your competencies within related groups in your track.

Adding levels to your track

Levels help define progress for your employees by helping you set expectations for each competency.

Step 1: Select + Create a track level.

Step 2: Name the level and add a description.

Step 3: Add 3-5 expectations to each level for all competencies. These can be formatted using bullet points, paragraphs, or a list.

Once you have created your levels, the next step is to assign your employees to your track and publish.