Before admins can create a compensation cycle, they must upload employee pay data. There are two ways to upload employee pay data: upload manually via CSV or sync compensation default fields from your HRIS.
Before you start
- Only Lattice full admins and compensation admins can upload, modify, view, or delete employee pay data. Learn more in Compensation Roles and Permissions.
- Data can only be uploaded for employees who are active in Lattice. Learn more in Understanding Different User States.
- Ensure the preferred full name and email address in the CSV file match with their Lattice account.
Upload employee pay data
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Navigate to the employee pay upload modal via one of the following pages:
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Compensation Settings
- Navigate to Admin > Compensation > Settings.
- Under Employee compensation, next to Employee base pay and variable pay, select Upload CSV.
- Employee Pay page
- Navigate to Admin > Compensation > Employee Pay.
- Select Upload pay data > Upload employee pay.
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Compensation Settings
- Download the Employee CSV template and input the necessary fields.
- Upload the updated CSV.
- Select Save.
- Review the results of the upload within the Employee pay page.
Required and optional fields
The following fields are required when uploading employee pay data:
- Name (employee Preferred Full Name)
- Email (case sensitive)
- Base pay amount (remove commas)
- Pay effective date (YYYY-MM-DD)
- Currency (three-letter currency code)
- Pay type (Salary or Hourly)
While it is not required, Variable Pay or Bonus Amounts should also be uploaded before creating a compensation cycle. Learn more in Key Terms for Compensation.