Emily

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  • Optimizing Your Engagement Program with Pulse

    August 2021 Webinar Optimizing Your Engagement Program with Pulse In this webinar, we'll share an overview of Pulse Surveys in Lattice, including what is it, best practices for using it, and how ...

  • Using Lattice to Bring your DEIB Strategy to Life

    This webinar covers DEIB, and some awesome ways to incorporate your strategy into Lattice. Check out Lattice's on-demand webinars focused on thought-leadership here! View the deck from this webinar...

  • Manager of Managers Visibility for Grow

    Depending on the needs of your organization, admins can configure whether managers of managers have additional top-down visibility into growth areas for their indirect reports. Before you start Ad...

  • Grow vs. Goals

    When to use Grow versus the Goals tool Goals The primary use case of the Goals tool is for company operations. Goals are best for objectives with quantifiable outcomes. Common examples include sale...

  • Create a Growth Area for a Direct Report

    Managers can create, view, edit, and update direct report growth areas. Before you start Managers can create a growth area for a direct report even if they have yet to be assigned to a track....

  • Create a Competency

    Admins can create competencies or use one of our pre-filled competencies from our Competency Library. There are two ways to create competencies within Lattice: Create a competency from the Compet...

  • Create Competency Themes

    Admins can create competency themes to group competencies under a track. Themes help organize related competencies in a track. Navigate to Admin > Grow > Competencies > Themes. Select Create theme...

  • Upload a Track via CSV

    Admins can create a track by uploading the track, competencies, and levels by CSV. Navigate to Admin > Grow > Tracks. Select Create Track and then Upload from CSV. Click Download our CSV template....

  • Reorder Levels

    Once a track has been created, admins can re-order levels to match a more appropriate placement within the track. Levels can be assigned and re-ordered in both a published and unpublished track. No...

  • Replace a Competency in a Track

    When creating a track, can swap out a competency with one more relevant within the track. Tracks must be in draft in order to be edited. If your track is published, you will need to unpublish it be...