Poppy
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Activity overview
Latest activity by Poppy-
Poppy created an article,
Create Work Locations
Work locations are used to help you keep track of your workforce, wherever they may be. You can create new work locations and assign them to people from their profiles. To create a new Work Locatio...
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Poppy created an article,
Send Documents to an Employee
Once you have uploaded a document to Lattice, admins are able to send documents to employees to review. Navigate to Admin > Products > Documents. Select the document of interest > Send. Choose w...
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Poppy created an article,
Use the Lattice Text Editor
When using the rich text editor in Lattice, you will have access to the following formatting options: Bold Italic Strikethrough Bullet point list (not available in 1:1 Agenda Items) Numbered lis...
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Poppy created an article,
A List of Slack Notifications for Time Off
Once you have navigated to the Notification Center, there are two options for how notifications can be sent when it comes to the Time Off tool— through Slack and/or through Email. Time Off notifica...
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Poppy created an article,
HRIS Product Access
Admins can manage access to Lattice engagement and performance products for all or specific users added to their HRIS. Navigate to Admin > People > Product Access. Toggle to Give all users acces...
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Poppy created an article,
Promotions
Admins can collect and manage promotion nominations as part of a performance review cycle. Pre-Setup Creating a promotion nomination template Before you can set up a performance review with promoti...
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Poppy created an article,
I-9 Form
Admins are able to add the I-9 Form for new hires to complete during their onboarding. Set up the I-9 Form When creating an Onboarding Template, under Documents, toggle on Form I-9. In the dropd...
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Poppy created an article,
Reactivate a User when Integrated with ADP
When integrated with ADP, admins must follow the steps below to reactivate a user. Before you start Ensure the user is marked as Active first in ADP, otherwise, the activation may be overridden ...
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Poppy created an article,
Integrate Lattice HRIS with Okta
Admins will be able to integrate with Okta and set up Lattice as their company's source of truth for employee data. Before you start You must be a super admin in both Lattice and Okta. You will ne...
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Poppy created an article,
Leave of Absence
Admins are able to place employees on a leave of absence. Schedule a Leave of Absence Navigate to Admin > Directory. Search for the employee > Select the ellipsis > Schedule leave. Enter the Le...