Emily

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Articles

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  • 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...

  • Configure Custom Role Integrations Permissions

    Create an IT custom role in Lattice for integrations and single sign-on (SSO) Integration custom role owners have admin-like permissions for integrations and single sign-on (SSO). Generally, custom...

  • Set Department Heads in Lattice

    Department heads are typically the leader of a specific organization within your company. One employee can be the department head of multiple departments. Departments can also have more than one em...

  • 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....

  • Add a Super Admin in Lattice

    A super admin in Lattice is a platform-level administrator. These users have the highest level of visibility and responsibility within Lattice and are able to make changes that affect the entire ex...

  • Manager of Managers Permissions

    Permissions and visibility for a skip-level manager What is a manager of managers? Managers of managers have at least one indirect report (direct report of their direct report). This is set automat...

  • Create a Custom Relationship

    Creating and editing custom relationships in custom fields Custom relationship fields represent a relationship between two people in the organization. This field may be valuable for you if there ar...

  • Create a Growth Area

    Employees can create growth areas to monitor and document progress on assigned competencies. Growth areas can be worked on for a duration of time to assist in career development.  Before you start ...

  • Assign Employees to Tracks

    How to assign tracks to your employees Once an admin has created a track, the next step is assigning the relevant employees to their tracks so they can view their roles' expectations.  Before you s...

  • 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...