Learn how to assign and update tracks and levels en masse using a CSV
As an Admin, you are able to assign tracks to your employees to provide a clear understanding of their roles and responsibilities. Lattice makes it easy to bulk assign tracks and levels via a CSV.
Please note: If your account is connected to an attribute assigned for Grow, you will be able to bulk update employee tracks, but will not be able to update employee levels.
Bulk Assigning Tracks and Levels using a CSV
Step 1: Enter the Admin tab and navigate down to the Grow console. Select "Settings".
Step 2: Scroll to the bottom of the screen where you will see the option to Assign employees to tracks and levels via CSV. Click "Upload CSV".
Step 3: Download our CSV template.
Step 4: Name your track and corresponding level for each employee.
Please note: The track and job levels will need to be created before you can bulk assign.
- If you include an existing track, Lattice will update the employee to be assigned to that track.
- If you leave a Track field blank and the user is currently assigned to a track, then Lattice will unassign the user from their current track.
Step 5: Upload the CSV into Lattice. Click "Add to Lattice".
Once you have uploaded your CSV, you will be able to confirm your changes within the assigned track.