When you integrate Zenefits with Lattice, you can use the integration to:
- Sync your employees from Zenefits to Lattice.
- Update reporting structure to mirror your Zenefits org chart.
- Add or Remove team members automatically as those changes are executed in Zenefits
To sync your Lattice account with Zenefits, you must be an admin in both Lattice and Zenefits.
First, go to the Company Settings page.
Then click Integrations under the Company heading.
From there, click on Sync with Zenefits.
You'll be taken to a screen to select which employees you'd like to sync to Lattice.
After you've selected which employees you want synced, click Continue. You'll then be asked to authorize the connection between Lattice and Zenefits to start the syncing.
This will create accounts in Lattice for everyone you've selected. Once your'e ready, invite them by going to People -> Invited -> Resend All Invites. This will email the team for the first time and can also be used as a nudge to resend invites if employees are slow to accept.
For more information on the integration, please see this blog post.