The Import Log allows you to add new employees in bulk or update multiple existing employees.
Uploading New Employees
If you are uploading new employee profiles that do not currently exist (even if they are terminated) in Lattice, the following fields are required to successfully create a new user:
- Employee ID (when auto-generation is turned off )
- Work email
- First name
- Preferred full name and display name will be auto-generated at the creation of the first name but can be updated by employees or admins
- Last name
Note: Managers must exist in Lattice in order for them to be assigned to employees through a CSV upload.
Updating Existing Employees
If you are updating existing employee data, the only required field is the work email address.
Uploading Terminated Employees
If you are uploading terminated employees in Lattice, the following fields are required to successfully upload:
- Start date
- Termination date
- Work email
- Termination type: Voluntary/Involuntary
- (Optional) Termination reason: Career Break, Career Development, Compensation, Culture, Manager, Contract End, Death, Misconduct, Mutual - Performance, Performance, Personal/Family Care, Relocation, Retirement, Role Elimination, RIF
- Rehire eligibility: Yes/No
Upload a CSV
- Navigate to Admin > Settings > Platform.
- Select Imports > New Import > Add new employees or update current profiles.
- Select Next: Download Template > from here, select the Download button to download the Excel template to enter the fields and then upload or select Next: Upload CSV.
- After the file has been uploaded, it will flag any errors. You can choose to Fix all formatting errors and/or edit the issues directly in line.
- Once the upload is ready, select Import.
Note: Avoid uploading any blank fields within the CSV to prevent fields from nulling and deleting data from employee profiles.