Elevated Design: Setting Up a Manger in Lattice

A manager is someone who has at least one direct report in Lattice.

Managers have visibility into all tools for their direct reports. They can view all past Feedback, Goals, and Reviews from previous managers and will have access to the employee profiles within the "People" tab. 

Managers cannot view their direct reports' Notes to self, Private notes in 1:1s, or potentially Private Feedback. They also do not have visibility into Updates and 1:1s from previous manager relationships.

Lattice managers can manage their direct reports 1:1 settings, turn Updates on/off for their team, manage Update settings, approve peers in Reviews, and share Review feedback with their direct reports.   

Step 1: On the "Admin" page of the discovery navigation, navigate to "Employees" and search for the individual you wish to assign a manager to. Click the ellipsis to the right of their name and select "Edit Profile."

Step 2: Select the individual that you would like to manage the particular employee.

Step 3: Save changes.