Creating and editing custom relationships in custom fields
Custom relationship fields represent a relationship between two people in the organization. This field may be valuable for you if there are people outside of a manager-direct report relationship who need visibility into an employee.
Create a custom relationship
To create a custom relationship, follow the steps listed below:
- Step 1: Create a custom relationship
- Step 2: Apply the custom field to employees
- Step 3: Configure what visibility to give the relationship
Step 1: Create a custom relationship
- Navigate to Admin > Settings > People > Fields.
- Click Create field.
- Choose Relationship as the field type.
- Add a custom field Name.
- Under Visibility, choose who can see the custom field.
- Click Add field.
After you have created the custom relationship, you will be taken back to that "Custom fields" page, where you will see that field listed.
Step 2: Apply the custom field to employees
You must apply the custom field to employees via either CSV or manually. Note that participants will not have visibility into their assigned employees until visibility has been set up via Step 3.
Apply the custom field via CSV
To bulk change the custom fields 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 field you want to change and that all of the values for each employee are a valid option for that custom field. To upload a field that is a custom relationship, use that user's email address in Lattice to designate the relationship in the CSV.
Apply the custom field manually
- Navigate to Admin > Organization > Directory.
- Find the employee you would like to give another employee visibility into.
- Click on the ellipsis (...) > Edit profile to the right of that employee's name.
- Under the Custom section, add the employee you want to grant visibility to. For example, suppose I want to give Jack manager-type visibility into Preston's profile. In that case, I will want to 1) click in to edit Preston's profile and then 2) add Jack's name under the "Dotted-Line Manager" custom field I created.
- Click Save.
Step 3: Configure what visibility to give the relationship
- Navigate to Admin > Settings > People > Permissions > Custom relationships.
- Click Edit next to the associated field.
- Choose one of the seven visibility options for the custom relationships:
- Click Save.
For more information on what visibility this gives, read Configuring Custom Attribute Visibility.