How to integrate and manage your company's Slack integration with Lattice
Please Note: If your organization uses Lattice's elevated design, you can find the updated navigation steps here.
Integrating Lattice with Slack allows your entire company to keep up with what's happening in Lattice by sharing activity in your company's Slack channels (#praise for public feedback + the Lattice Slack App for your personal feedback Slackbot ). Lattice will push updates to your Slack instance whenever a user receives public Feedback, updates a public Goal, is prompted to complete a stage in a Review, or posts a public Update.
You may want to set up this integration to get access to gain access to the Notification Center.
To set up the company Slack integration, first, make sure you're an admin on your Lattice AND Slack account. Then, go to the Integrations administration panel (Admin>Integrations).
Setting up a New Slack Integration
Scroll down to "Company Integrations" and click on Slack. From here, Slack will require some authentication before you can integrate it with Lattice.
This button will take you to Slack's website, where you can authorize the integration and select a default channel to display Lattice activity. Note that you must be logged into Slack in your browser to complete this step!
We often find it useful for organizations to create a dedicated channel in Slack for Lattice notifications (we recommend "#praise" for your public feedback channel, given that the Slack command will always be "/praise").
Once you've completed the initial Slack authorization, you will be able to customize your integration.
Once connected, you'll notice Lattice's Slack App will appear on your righthand Slack panel. This is a private Slack App that will allow you to give public/private/manager-only feedback as well as requesting feedback, responding to feedback requests, and writing notes to Self. You are also able to view any 1:1 meeting, review cycle completing, and update completion reminders.
This will appear for all employees and enable them to use every function of Lattice's Feedback tool within Slack.
Please note: All Slack users will have visibility into the Lattice App regardless of whether or not they have active accounts in Lattice. If a non-Lattice user interacts with the Lattice app, they will be notified that they are not active in Lattice and they should reach out to their account admin. Additionally, the email addresses of your Slack accounts need to match the email addresses of your Lattice accounts in order to take advantage of the integration.
Customizing Slack Notifications
You can customize which notifications you receive and which channel each type of notifications post in by adding new channels within Lattice to match your org.
You can enable or disable notifications by clicking the toggle by each notification type: Updates, Feedback, Goals, and Pulse. Additionally, you can customize which channel you'd like your notification to post to by entering the channel name (for example, "#goals" or "goal_updates") below each notification type. Be sure to click the "Save" button to save your changes!
Please note: The Slack Sync configuration for Pulse generates a feed of all anonymous comments submitted through our Pulse Surveys, therefore, we highly recommend this be a private channel that only includes admins and the executive team. Slack also has a 3000 character limit.
Additionally, for Pulse specifically, you'll need to invite (/invite @Lattice) the bot to your Pulse channel in Slack before comments start to come through.
Note: if you select a channel with "Admin only" posting permissions in Slack, the Lattice app will not be able to post to that channel.
When you connect with Slack, you will see a screen that shows you exactly what permissions we're requesting and what data we'll have access to. We purposefully request the least amount of permissions to be able to do our job - we don't want any extra data. If you feel uncomfortable with the data that Lattice will have access to, you can always cancel the connection before it happens, and we will never have accessed your data.
**If you are launching the slack integration to get access to our Notification Center you will have the option to disable the Slack channel after you have successfully integrated Slack.