What is the Lattice Onboarding Checklist?

The Lattice Onboarding Checklist is a guide to help administrators configure their Lattice account for their organization. It covers key decisions about employee data uploads, integrations, performance reviews, goal-setting, feedback, updates, 1:1s, engagement surveys, and career development.

Uploading Your Employees

- HRIS Integration: Direct integration with systems like BambooHR, Workday, or ADP .

- SFTP or SCIM: For custom or legacy systems .

- CSV Upload: A manual upload using a spreadsheet file

Define your review process by answering:

- When is your next review cycle? How often will reviews run (e.g., quarterly, annually)?

- What types of feedback will be collected (self, manager, peer, upward)?

- Should managers have access to the reviews of their indirect reports?

Configure how goals will be used:

- Will goals be public or private?

- Will you have company-level or department-level goals?

- How often should employees update their goals?

Standardize how managers communicate with their teams:

- Updates: How often will managers use Updates with direct reports? Will you use the default questions or customize them? .

- 1:1s: Will all managers use the 1:1 tool? Are there specific talking points everyone should cover?

Plan your listening strategy:

- When is your next engagement survey?

- How often will you run surveys?

- What survey types will you use (Engagement, Team Effectiveness, Manager Effectiveness)?

The Lattice Onboarding Checklist helps you make key decisions about employee data, integrations, performance reviews, goals, feedback, and surveys to ensure a smooth and effective implementation.