Elevated Design: Setting up a Department Head Admin in Lattice

As an admin, you may want to give people in your company permissions to view or manage a subset of your company. This may be just one team, department, office, etc. Typically, the Department Head position is responsible for aligning business objectives with employees and management in their designated business unit(s).

The Department Head Admin has full visibility and Admin permissions into all employees that are members of their business unit(s). This will include themselves if they are part of that custom field. This can be customized for specific tools if you only want someone to have access to a portion of Lattice (e.g., if you only want someone to have access to reviews). This is outlined below in setup.

Based on the permissions selected during set up, Department Head Admins can execute for "their" employees in the following ways: edit employees profiles, edit goals, delete feedback, delete updates, move through phases of the review cycle.

Step 1: Create a new custom role. Enter the "Admin" page found on your discovery navigate and then "Permissions" within the secondary navigation. On the Permissions page, click "Custom roles," then click the "Create custom role" button.

Step 2: Name the Role and add the proper people to the role.

Step 3: Under "Employee specific permissions," filter to the group of people that you would like this person to have access to. This can be done using a default field such as Department or a custom field.

Please note: If the Department Head Admin should not have access to their own information (such as their own reviews), they cannot be a part of the group you are filtering to, e.g., your Engineering D cannot be in the Lattice Engineering Department.

Step 4: Select the visibility and managing permissions that you would like the HRBP to access and click the "Create role" button. You can select from the following: