How to change an employee's title, department, email address, start date, or manager.
While any user can edit their profile picture, full name, preferred name, phone number, time zone, and password, only Admins have the ability to change a user's email address, job title, birth date, start date, gender, and department. Admins can make these edits by CSV, or by editing an employee's profile directly. All they need to do is follow the steps below:
Please Note: Changing an email address has to be done manually in Lattice for each employee (not in a CSV). Making this change in a CSV will result in brand new accounts once uploaded.
Step 1: Navigate to the "Admin" tab
Step 2: Click into "Employees" under "People"
Step 3: Search for the employee by using the search bar or by scrolling down and finding that employee manually
Step 4: To the right of the employee's picture, click on the ellipses then "Edit profile".
Step 5: Here, you can edit an employee's full name, preferred name, email address, phone number, job title, department, manager, start date, time zone, birth date, gender, and any other custom fields you've added into Lattice.
Step 6: When you've finished editing select "Save" and the changes will reflect in the employee's profile.
**Note: Name, Preferred Name, and Job Title are all required fields. The "Save" button will only allow you to save, once these fields have been added for the user.