Lattice helps admins guide their employees and managers to create effective and actionable growth plans through growth area customization. We recognize that there are many schools of thought on development; therefore, we allow admins to customize growth area fields to fit their company's needs.
Learn how to update each field's optionality, add a new field, or create an agenda based on one of Lattice's very own approved templates below.
Please note: Changes made to the template will only impact growth areas that are created after the change has been made.
How to Customize Growth Area Templates
Step 1: Enter the "Admin" page from the discovery navigation and enter the Grow "Settings."
Step 2: Scroll down to the "Growth Area" section of the Settings page.
Admins can make specific fields required or optional by selecting either option from the right-hand dropdown menu next to each field name. Please keep in mind that "Title" will always be a required field.
Creating a new question field
Admins can create a new question field for their employees by selecting the "+Add another question" button found below the default fields.
Once an admin clicks to create a new question, they will be prompted to add the question title, helper text, and choose whether the question will be required.
Using a Lattice-approved template
Lattice-approved templates have been designed to help admins pin-point questions that will help guide their employees to dive deeper into their growth areas. Admins can use any of the following templates:
Experience, Exposure, Education
1. Experience: How will you develop this skill on-the-job?
2. Exposure: Who will you learn from or ask for help?
3. Education: What training or resources will you use?
Resources and Milestones
1. Resources: What support and resources do you need?
2. Milestones: What accomplishments will you use to track progress?
To add the questions to the growth area template, simply click "+ Add questions."
From here, admins can remove any questions and edit the optionality.