Using HRIS user attributes to assign and reflect changes to employee level titles automatically
Lattice allows you to pull in both default and custom attributes from your HRIS to sync each employee's level automatically. Auto-sync helps remove the duplicative work of manually updating an employee when they move into a different level within their job role. If you already have a job level attribute set up in your HRIS, Lattice allows you to import and link the attribute to Grow to make updating levels even easier.
Please note: Best practice is to only auto-sync levels if your organization already manages your employee levels through an attribute; otherwise, levels should be updated manually.
Before you start
Before syncing attributes, you will need to integrate your HRIS to Lattice.
Auto-syncing job levels allow employees to automatically move levels within their assigned track. If an employee moves to a different track, the track change will need to be updated manually.
Auto-sync levels from your HRIS
Create the attribute within your HRIS
Many HRIS systems have a way of tracking levels using either a default or custom attribute. For example, Namely often uses Job Tier, Rippling may use Level, and so on. Our integration allows you to sync these attributes into Lattice to link them to Grow levels.
We recommend reviewing the best way to track levels with your HRIS provider before moving on to the next step.
Import the attribute into Lattice
Step 1: Navigate to Admin > People > User attributes.
Step 2: Select Create custom attribute and click Import custom attribute from HRIS.
Step 3: The importing modal will appear –– choose the attribute from your HRIS to import and select Add attribute.
Map the attribute to Grow
Next, you will need to connect the attribute to Grow. Connecting the attribute will automatically assign and reflect changes to employee levels via nightly sync.
Step 1: Navigate to Admin > Grow > Settings.
Step 2: Under Auto-sync job levels with a custom attribute, select the attribute you are connecting to job levels and Save.
Step 3: To ensure all values are updated within Lattice, manually sync by selecting Sync.
Link levels to Grow
Once the attribute has been synced with Grow, you must link each track's job levels to the connected attribute values.
Step 1: Enter your track.
Step 2: Click on the gear icon in the top right corner and select Manage job levels.
Step 3: Map each title with its accompanying level and then select Update levels.
Next, assign your employees to the track. Employees will have their level automatically assigned depending on their assigned job level attribute's value.