Learn how to navigate the Admin page
The Admin page allows admins to customize each tool and provides a clear, complete picture of the impact on the organization.
Admin view
To access the Admin page, select Switch to admin. The view includes separate sections for each part of the platform:
- Directory
- Settings
- People
- Company
- Platform
- AI
- AI agent
- Features
- Analytics
- Summary
- Charts
- Reports
- Performance
- Performance Reviews
- Talent Reviews
- Performance Improvement Plans
- Succession Plans
- Compensation
- Engagement
- Goals
- Grow
- Feedback
- 1:1s
- Updates
Within each page, you will find in-depth settings and customizations for each of Lattice’s tools.
Organization
- Add and invite users to Lattice
Settings
- Add and invite users to Lattice
- Create and manage custom relationships and roles
- Create departments and manage your company info
- Integrate with your HRIS or SSO
AI
- Activate the AI agent
- Set up the AI agent
- View the AI agent dashboard
- Manage Lattice AI features
Analytics
- The summary for all tools you have access to within the platform.
- The charts page allows admins to view data for specific employee groups for 1:1s, Updates, Grow, and Feedback.
Performance
- Create and administer performance reviews
- Create review questions and templates
- Create and complete talent review
- Create a performance improvement plan
- Create a succession plan
Compensation
- Upload employee pay data
- Create compensation bands
- Create compensation cycles
- Adjust compensation settings
Engagement
- Create engagement, pulse, onboarding, and exit surveys
- Create engagement questions
Goals
- Set up goal cycles
- Create goal tags
- Adjust Goal settings
Grow
- Create tracks and competencies
- Adjust Grow settings
Feedback
- View the feedback log
- Adjust feedback settings
1:1s
- View the 1:1s log
- Adjust 1:1s settings
Updates
- View the Updates log
- Adjust Updates settings