Using custom user attributes to automatically assign and reflect changes to employee level titles
Lattice allows you to use both default and custom attributes in order to automatically sync each employee's level. This can come in handy by removing any duplicative work of manually updating an employee when they moved into a different level within their job role.
Please note: Best practice is to only auto-sync levels if your organization already manages your employee levels through an attribute; otherwise, levels should be updated manually.
Create the Custom Attribute
The first step is to create a custom attribute that directly identifies the level of the user. This allows you to sync these attributes into Lattice in order to link them to Grow levels.
Once this has been created, you will need to assign the levels to the employees. To bulk change the custom attributes of many employees at once, admins can upload a CSV (also from the People page on the Admin Panel) by clicking Upload CSV. In the CSV, be sure to have a column for the custom attribute you want to change and that all of the values for each employee are a valid option for that custom attribute.
Map the attribute to Grow
Next, you will need to connect the attribute Lattice to Grow so that the platform can then automatically assign and reflect changes to employee level titles via nightly sync.
Step 1: Enter the Admin page found at the bottom of the discovery navigation.
Step 2: Navigate to your Grow Settings page.
Step 3: Select the attribute you are pulling into Lattice and scroll up to "Save."
Step 4: To ensure all values are updated within Lattice, manually sync by selecting "Sync."
Link Levels to Grow
Once the attribute has been synced with Lattice, you will now need to link the levels to the connected attribute values.
Step 1: Enter your track.
Step 2: Click on the gear icon located on the top right corner and select "Manage job levels."
Step 3: Map each title with its accompanying level and then select "Update levels."