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How to Bulk Assign Tracks and Levels via CSV

Dianmarie De Jesus
  • Updated

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.
  • The CSV upload will only assign employees to tracks that are not aligned with job architecture.

Bulk assigning tracks and levels using a CSV

Step 1: Navigate to Admin > Grow > Settings.

Step 2: Under Assign employees to tracks and levels via CSV, click Upload CSV.

Screen_Shot_2021-08-16_at_4.01.48_PM.png

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.

Note: There is no limit when adding employees to Grow tracks via CSV upload.

Step 5: Upload the CSV into Lattice and click Add to Lattice.

For larger files that may take some time to upload, Lattice will show an In Progress status while the upload completes. You can leave the page and the upload will continue in the background. Once the upload completes, you will see an Added status.

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.

 

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