Upload a CSV to Update Employee Data or Add New Employees

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

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

1. Navigate to Admin > Settings > Platform.
2. Select Imports > Add New Employees or Update Employee Data.
3. Select Upload a CSV from your computer of your employee data or select Downloading Lattice .csv template. 
4. Once you’ve selected your CSV to upload, select Validate.
   • If there are any formatting errors in your CSV, these will be flagged in pre-validation when you upload your CSV. Select Cancel and make updates to your CSV format to reupload.
   • If there are no formatting errors, you’ll be shown a validation screen of any issues with the data you are uploading. If the data issues prevent you from uploading, select Cancel and make updates to your CSV format to reupload.
5. If there are no errors preventing the upload, click Import.