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. From here, either Download Excel template to enter the fields and then upload or select Upload a CSV or Excel file to begin the import process. 
4. 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.
5.  Once the upload is ready, select Review and Finalise.