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Manage Custom User Attributes

Katherine
  • Updated

How to manage user data using user attributes

In Lattice, you can create custom attributes to help filter your data within Lattice tools. 

Note: Learn how to edit default attributes in Edit Default User Attribute Visibility and Manually Override the Default User Attribute Link to an HRIS.

View user attributes

  1. Navigate to Admin > Platform > People > User attributes.
  2. Within the user attribute table, view:
    • Attribute name
    • Visibility
    • Number of people Assigned
  3. Click into an attribute row to open the user attribute context panel. View:
    • Attribute name
    • Visibility
    • Description (if applicable)
    • Options (if applicable)

user_attributes.png

Useful custom attributes to add

The custom attributes that you add should best fit your company's needs and allow you to gain additional insights from your survey responses. Some attributes that you might find useful are:

  • Salary band (60k - 80k, 80k-100k, 100k-120k, 120k+)
  • Office location (SF, New York, Dublin)
  • Business unit
  • Job level

Note: Custom attributes are a great way to add an additional filter to Lattice analytics. However, our default grouping in reporting is based on our default department and manager attributes and not custom attributes. Therefore, we recommend not only relying on custom attributes to assign reporting structure and also using the department and manager attributes.

Create a custom attribute

To set up your first custom attribute:

  1. Navigate to Admin > Platform > People > User attributes.
  2. Click Create custom attribute.
  3. Choose an attribute type:
  4. Give your attribute a name.

  5. Set the custom attribute visibility. If a user does not have visibility into the custom attribute, the attribute and its value will not appear within any employee profile. Options include:

    • Admin only
    • Admin + manager
    • Admin + manager + employee
    • Everyone

Note: Admins can import 2000 values for a specific custom attribute, however, are limited to 200 when manually adding values. 

Edit a custom attribute

  1. Navigate to Admin > Platform > People > User attributes.
  2. Click on ellipsis (...) > Edit to the right of the desired attribute.
  3. Make the desired changes.
  4. Click Save changes.

Filling in user data

Manually update attributes via employee profile

  1. Navigate to Admin > Platform > People > Employees.
  2. Click on ellipsis (...) > Edit profile to the right of the employee.
  3. Navigate to the Custom section and edit the value of the desired attribute.
  4. Click Save.
 
custom_fields.png

Bulk import attributes via CSV, SFTP, SCIM, HRIS

To bulk change the custom attributes of many employees at once, follow the steps in Import Your Company Organization.

Attributes can also be synced using SFTP, SCIM or some HRISs.   You'll want to make sure that the user attribute is created in Lattice first.  For information on which HRIS you can import from as well as a guide on how to import please see Importing Your Custom Attributes via HRIS which expands on this.

When using an SFTP transfer you'll want to make sure that you create the attribute first and that the column header in your CSV file matches exactly what you have input in Lattice.  For SCIM you'll want to again make sure the attribute is created first in Lattice and then you can map the attribute from your SCIM provider into Lattice from that point. 

Note: Only admins can fill out user attributes. 

Archiving User Attributes

  1. Navigate to Admin > Platform > People > User attributes.
  2. Click on ellipsis (...) > Archive to the right of the desired attribute.
  3. Confirm by clicking Archive.

Your archived attribute will now live in the Archived tab. 

useratt.png

Note: You can only archive user attributes created by you. Lattice defaulted user attributes cannot be archived. 

Unarchiving User Attributes

  1. Navigate to Admin > Platform > People > User attributes.
  2. Enter the Archived tab.
  3. Click on ellipsis (...) > Set to active to the right of the desired attribute.

The attribute will now live in the Active tab. 

unacrchive.png

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