Options for Inviting your Team
Lattice has a few options for getting your team into the system.
Connect with an HRIS
First, check our current list of HRIS integrations to see if we support your provider. Connecting Lattice with your HRIS will ensure that your Lattice account always reflects the org chart, reporting relationships, and current roster as it is represented in your HRIS.
The next step will be to integrate with your HRIS. Keep in mind that integrating or uploading will not automatically invite your team.
When you are ready to invite everyone, go to People on the top nav bar -> Invited --> Resend All Invites. This button will invite all users who are yet to be emailed, which includes everyone from your HRIS integration.
Upload a CSV
If Lattice does not support your HRIS provider, we will work with you on uploading a CSV directly from your HRIS to Lattice. Please see our CSV format here and then connect with your dedicated Account Manager. Once this part is complete and the csv is uploaded, it is time to invite those users.
When you are ready to invite everyone, go to People on the top nav bar -> Invited --> Resend All Invites. This button will invite all users who are yet to be emailed, which includes everyone from your CSV upload.
Manually Invite Team Members
If you are looking to invite a small group of team members to start using Lattice, then feel free to go the manual route. You can click the '+' on the top of your screen and start adding email addresses. Another option is to head to the People tab and then Invite New Members.