Bulk Update Employees by CSV

How to use the Lattice CSV upload to mass update employee fields

Admins can update employees in Lattice using one of the following methods: bulk updating via CSV or individually editing an employee's profile in the platform. Bulk updating allows admins to update batches of employees at once.

Before you start

• Custom fields and field options must be created in the platform before an admin can update via CSV. Learn more in Create a Custom Field.
• Changing an email address cannot be done via CSV. Making this change in bulk via CSV will create brand-new accounts instead of updating existing ones. Learn more in Bulk Update Email Addresses.
• Only super admins can update fields via CSV. People custom role owners must update fields within employee profiles.
• When adding someone at the top of your org chart, their manager email field can be left blank. Just be sure the same CSV upload includes at least one employee who reports to that person.

Notes on upload behavior

• If a previously filled value is removed, the value will also be removed for the employee. This does not apply to already set names, employee email fields, or employee IDs.
• If the Role is left blank, the value will populate with "n/a" on the employee profile.
• If you only need to add or change one or a few users' details, you can upload a partial CSV that contains those users' preferred first name, email address, title and manager email, and then the columns for the particular fields you are looking to update. 
• Ensure the Manager column includes manager email addresses for a successful upload.

Update Employees via CSV

1. Navigate to Admin > Organization > Directory.
2. Select Download CSV.
3. Fill in the information for each column and save the updated CSV.
   • Note: Do not reorder the columns.
4. In Lattice, select Add employees > Import via CSV.
5. Select Skip this step to go directly to the importer.
6. Select Upload CSV and select the CSV.
7. Select Close.