Skip to main content

Start a Workflow as an Admin

Oliver
  • Updated

Start a Workflow as an admin:

  1. Navigate to Admin on the bottom left of your Lattice homepage
  2. Select Directory > Search for the employee name.
  3. Select the ellipsis (...) to the far right of their name> View public profile.
  4. Select Details on their Employee Profile.
  5. Select the Actions button to see the Workflows to access to initiate.
  6. Complete the required fields in the Workflow.
    • The employee’s current information is underneath the field.
  7. To initiate the Workflow, add in the Effective Date of this change, and select Save.

Once all approvals for the workflow have been completed, admins will receive a confirmation email letting you know that the Workflow has been approved.