Lattice HRIS allows users to create individual documents by following the steps outlined here. Our Customer Experience HRIS (CX HRIS) team can assist with bulk uploading documents on the backend.
Note: The file names are strict requirements for the Lattice CX team to upload documents in bulk. The client is responsible for all file renaming.
We support the ability to upload four different types of folders that correspond to four different document visibility settings:
- employee - Visible to employees on their profile and Admins
- confidential - Directed to an employee but only visible to Admins
- admin - Only Admins have visibility
- company - Visible to everyone
In order for the CX HRIS team to successfully upload documents in bulk, please securely send zip files that follow the format below for their folders and file names:
-
Folder name: employee, confidential, admin, or company (all lowercase)
- File name: EE email_file name
For example: You’d like to upload Documents only visible to employees on their profile and Admins. The zip file can be comprised of many folders and named anything. What matters here are the names of the folders and the file names within the folders.
- Folder name: employee
- File name 1 in the folder: bob@lattice.com_2023Rewardsletter
- File name 2 in the folder: sally@lattice.com_2023Rewardsletter