Lattice Frequently Asked Questions

We gathered every FAQ we publish—product, platform, library, integrations, and more—into one hub. Filter by topic, search your question, and skip the scavenger hunt through individual pages.

Products
Type of query
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Do I need to clock out for every break?

Only for unpaid meal breaks. Paid 10- to 15-minute rest breaks should be taken while clocked in.

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Library
Do I need to crate my pet?

Not necessarily, but pets must be supervised and under control at all times. Crating is encouraged if you need to leave your desk for extended periods.

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Library
Do I need to delete emails when I leave the company?

No. When you offboard, IT will deactivate and archive your account. You don’t need to manually delete messages unless asked.

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Library
Do I need to disclose my disability to receive an accommodation?

You do not need to disclose the specific nature of your disability to your manager. You may work directly with HR, who will keep all medical or disability information confidential.

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Library
Do I need to get approval before booking travel?

Yes. To ensure your expenses will be reimbursed, you must receive written approval from your recruiter or HR contact before booking any travel.

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Library
Do I need to get approval for a small side gig like selling crafts online?

If the work is unrelated to our business and doesn’t conflict with your job responsibilities, formal approval may not be required — but we encourage disclosure to avoid any confusion.

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Library
Do I need to provide proof of jury duty?

Yes. A copy of your court summons should be provided before your leave begins, and proof of attendance (if required) should be submitted upon your return.

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Library
Do I need to replace BambooHR to use Lattice?

No. Lattice can sit on top of BambooHR. BambooHR remains your system of record for employee data, payroll, and benefits. Lattice adds the best-in-class performance, engagement, and growth layer, kept in sync through a native integration.

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Industry Fit
Do I need to submit a formal request?

Yes. All flexible schedules must be documented in writing and approved by your manager and HR.

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Library
Do I need to take all 12 weeks at once?

No. If medically necessary or approved by HR, you can take FMLA intermittently or on a reduced schedule.

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Library
Do I need to use vacation time for study leave?

No. Approved study leave is separate from vacation or PTO, though it may count against your annual allowance of paid study days.

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Library
Do promotions always require a new agreement?

Not always. For minor changes, a compensation letter may be sufficient. If job scope or classification changes, a full amendment may be required.

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Library
Do remote employees need to follow safety policies?

Yes. Remote workers are expected to maintain a safe and ergonomic home workspace and report any health or equipment issues to their manager.

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Library
Do salaried (exempt) employees have the same break rights?

Exempt employees are not subject to the same labor laws as hourly workers, but we strongly encourage everyone to take regular rest and lunch breaks.

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Library
Do small businesses need both HR operations and talent management tools?

Yes. Many small businesses rely on HR ops tools to handle payroll, compliance, and employee data, and use a talent management tool to help managers run effective one-on-ones, track employee goals, and drive performance and engagement.

While a single, comprehensive tool might seem ideal, most all-in-one HR platforms miss the mark on performance and talent management, resulting in a core HR system that fails to drive performance effectively.

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Library
Do SMART goals work for creative or non-measurable roles?

Yes, they do. The key is shifting from numerical metrics to observable behaviors. A goal around skill-building might track certifications earned, and a leadership goal might measure how often someone steps up to support interns or junior employees. “There’s always something to measure,” Tuffy said. To uncover that angle, she suggested asking yourself, “How do I know I’ve done a good job?”

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Library
Do unused holidays carry over to the next year?

Company holidays are fixed and do not carry over. Floating holidays also do not roll over unless required by law or specified in your employment agreement.

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Library
Do visitors need to sign an NDA?

Not always. NDAs are typically required for guests who may be exposed to confidential information — such as vendors, consultants, or certain business partners. Check with HR to see if your guest requires an NDA.

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Library
Do you run a background check before or after I receive a job offer?

Only after a conditional offer has been extended. We never run a background check without your knowledge and signed consent.

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Library
Do you use cookies or tracking technologies?

Yes — but only with your consent. For more detail, see our [Cookie Policy] (link to your separate cookie notice, if applicable).

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Library
How are disciplinary actions determined?

Disciplinary actions depend on the severity and recurrence of the issue. For example, minor first-time violations might result in a verbal warning, while repeated or severe violations could lead to more serious measures, such as termination. HR evaluates each case to ensure fair treatment.

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Library
How are health and safety audits conducted?

Health and safety audits are conducted both internally by the health and safety officer and externally by independent auditors. The findings are documented, and action plans are developed to address any identified issues.

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Capability
How are Lattice and BambooHR leveraging AI?

Manual work can be overwhelming — especially when your flexibility is limited by BambooHR. With Lattice, AI is embedded into the platform, helping you work smarter via automated processes, proactive oversight, and resources that empower employees so you can focus your time where you need to.

AI Agent
Competitive
How are Lattice and Paylocity leveraging AI?

Manual work can be overwhelming — especially when you have to enter the same data multiple times in Paylocity. With the power of AI, Lattice lets HR teams work smarter through automated processes, proactive oversight, and resources that empower employees so you can focus your time where you need to.

AI Agent
Competitive
How are Lattice and Rippling leveraging AI?

Manual work can be overwhelming — especially when Rippling makes you pay more for every level of automation. Rippling's CEO has said he doesn't think HR teams want AI tools. We know he's wrong and, Lattice is using AI to improve efficiency, reduce bias, and increase personalization.

AI Agent
Competitive
How are OKRs different from KPIs?

Key performance indicators (KPIs) are a quantitative metric that helps organizations measure how something or someone is performing — such as employee net promoter score or monthly recurring revenue, for example. They can work as a complementary metric that helps teams set ambitious goals — providing quantitative proof on where teams can improve.

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Library
How can AI assist with actionable people analytics?

AI can help HR teams track and interpret key metrics more efficiently, summarize complex datasets, identify trends and root causes, and recommend data-backed actions to drive engagement, productivity, performance, and more.

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Library
How can AI improve the performance appraisal process?

AI can enhance almost every stage of the performance appraisal process. It can provide real-time feedback, analyse performance data, highlight performance insights, help create individual development plans, check reviews for bias, and more.

However you’re using AI within the review process, it’s a good idea to create an AI usage policy that outlines AI governance, ethical guidelines, and data privacy. Lattice’s AI Usage Policy Template can provide a starting point for your company’s AI policy — which should always be approved by legal counsel before publication.

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Library
How can AI tools improve employee engagement?

AI-powered engagement tools can analyze employee feedback to surface trends, identify key drivers of engagement, and suggest targeted actions to improve workplace satisfaction and productivity.

Engagement
AI Agent
Capability
How can HR management software help midsized businesses with employee retention?

HR management software helps midsize businesses with employee retention by providing tools that improve employee engagement. By gathering real-time feedback and surfacing insights that will help you understand what drives your top performers, you can create a winning culture that they want to stay in.

Engagement
Capability
How can HR software help a midsized business?

Midsize businesses have unique challenges. The more you scale, the more you need to scale your people processes to keep up. By providing structure to how you drive employee and manager performance using HR software, you can ensure that you know where your high-performing talent is, and where there may be gaps.

Performance
Capability
How can HR teams scale manager coaching across the organization?

HR teams can scale coaching by standardizing training, embedding coaching into regular workflows like one-on-ones and performance reviews, and using AI to deliver insights and guidance at scale. This combination ensures every manager has the support they need to coach their teams effectively.

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Library

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