Learn how to assign and update tracks and levels en masse using a CSV
As an admin, you can assign employees to your tracks to provide a clear understanding of their roles and responsibilities. Lattice makes it easy to bulk assign tracks and levels via a CSV.
Before you start
Tracks will need to be created before you can assign levels using a CSV. If your account is auto-syncing job levels with a custom attribute, bulk assigning will update employee tracks but NOT update employee levels.
Bulk assigning tracks and levels using a CSV
Step 2: Under Assign employees to tracks and levels via CSV, click Upload CSV.
Step 3: Download our pre-filled CSV template.
Step 4: Add the name of each employee's track and corresponding level.
- 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 and click Add to Lattice.
Once you have uploaded your CSV, you can confirm your changes within the assigned track. Once the track is published, the employee can view their track and level from their Grow page.
