Creating and editing custom relationships in custom attributes
Please Note: If your organization uses Lattice's elevated design, you can find the updated navigation steps here.
"Custom relationship" attributes represent a relationship between two people in the organization. This attribute may be valuable for you if there are people outside of a manager-direct report relationship that needs visibility into an employee.
To Create a Custom Relationship:
Step 1: Navigate to the "People" page found on the "Admin" panel.
Step 2: Click on the "User Attributes" tab.
Step 3: Click on "Create custom attribute."
From here, you can give your custom attribute a name and decide what kind of attribute it is by choosing "Relationship."
After you have created the custom relationship, you will be taken back to that "User Attributes" page, where you will see that attribute listed (as shown below)
Filling in user data and applying this relationship
To bulk update, many employees' custom attributes follow the instructions listed in this help center article here! To upload an attribute that is a custom relationship, use the email address of that user in Lattice to designate the relationship in the CSV.
To apply the custom attribute manually (without uploading a CSV), first, navigate to the Admin panel's People page. Second, find that employee you would like to give another employee visibility into, and click on the ellipsis to the right of that employees' name. Lastly, click on "Edit profile" from the dropdown.
After you have clicked into the employee profile to edit it, you will see the custom relationship you have created listed under "Custom." Here, you can add the employee you would like to grant visibility to. For example, if I want to give Alberto Lutz dotted line manager visibility into Jerimiah's profile, I will want to 1) click in to edit Jerimiah's profile, and then 2) add Alberto's name under the "Dotted Line Manager" custom attribute I created.
For more information on what visibility this gives, check out this help center article.