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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What if my partner works in a different department?

You may not need to disclose the relationship unless there’s a direct or indirect reporting relationship or a risk of conflict of interest. When in doubt, ask HR.

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Library
What if my return to work is delayed due to injury or illness from service?

If you’re injured or ill as a result of your service, the return-to-work deadline may be extended. We will also make reasonable accommodations to support your return.

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Library
What if someone is sitting at the desk I reserved?

Kindly let them know the desk is reserved. If you’re uncomfortable, contact Facilities or the Workplace Team for support.

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Library
What if someone sends me an inappropriate message?

Please report it immediately to the People Team or your manager. We take inappropriate behavior seriously, and Slack is subject to the same policies as any other workplace setting.

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Library
What if the candidate I referred is hired for a different position?

If the referred candidate is hired for a position not originally specified, the HR department will determine eligibility for the bonus.

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Capability
What if the former employee left on difficult terms?

Employees who left involuntarily or with unresolved issues are generally not eligible for rehire unless explicitly approved by the People Team and executive leadership.

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Library
What if the harassment is subtle or hard to document?

Even if behavior seems minor or hard to prove, employees are encouraged to report it. A pattern of seemingly small actions can still create a hostile environment. HR will consider the full context when investigating.

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Library
What if the person harassing me isn’t an employee — like a client or vendor?

This policy still applies. [Company Name] is committed to protecting employees from all forms of harassment, including from external partners. Please report the incident right away.

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Library
What if the person I’m reporting is my manager or in HR?

You can escalate directly to the next level of leadership or use an anonymous reporting channel if one is available.

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Library
What if the violence comes from a customer or vendor?

Workplace violence policies apply to all individuals interacting with employees — not just coworkers. If a customer, vendor, or contractor exhibits violent behavior, it should be reported and addressed using the same procedures.

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Library
What if two employees refer the same candidate?

The bonus will go to the employee whose referral was submitted first, as determined by timestamp.

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Library
What if we don’t have any internal successors ready?

That’s a signal to start investing more heavily in leadership development or consider external candidates while building a pipeline for the future. Succession planning is as much about identifying gaps as it is about filling them.

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Library
What industries benefit most from Lattice’s HR software for small businesses?

Employees mostly working a 9-5? (Queue Dolly Parton.) Lattice is a great fit.

Our current payroll & HRIS customers in particular are concentrated in business and financial services, software and IT, medical and mental health, professional services, consulting, and agencies—just to name a few.

Platform
Industry Fit
What information can the Lattice AI Agent use to answer questions and generate one-on-one prep?

The Lattice AI Agent answers questions based on both your company’s knowledge base and your live employee data, for targeted and personalized meeting preparation. It can access the company policies and documents your admins upload to Lattice Knowledge Vault. In addition, because the Agent is part of the Lattice suite, it can draw on data from your Lattice products, including 1:1s, Updates, Feedback, Performance Reviews, Engagement, OKRs & Goals, and Grow.

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Library
What insights can Lattice's performance review software provide?

With advanced analytics, Lattice helps HR teams identify top performers, track sentiment trends, and pinpoint areas for improvement. Customizable dashboards allow organizations to measure performance metrics and make data-driven decisions​​.

Performance
Capability
What integrations do you offer?

Lattice integrates with dozens of products and systems, including SSO providers, Slack, Teams, Jira, major HRIS’s, and more. See here for more information.

Platform
Capability
What is a conflict of interest?

A conflict of interest happens when personal interests might interfere with a person’s ability to make decisions in the company’s best interests. Examples include financial stakes in competitors or close personal relationships with a vendor. Employees are encouraged to avoid conflicts of interest and report any concerns to HR.

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Library
What is AI HR software?

AI HR software integrates artificial intelligence into human resource processes to enhance efficiency, streamline decision-making, and employee experience. It automates routine tasks, provides data-driven insights, and supports strategic HR initiatives without replacing the human touch.

AI Agent
Platform
Definition
What is an AI agent for HR?

An AI agent for HR goes beyond a chatbot: it can take action, not just respond to questions. An HR AI agent analyzes your people data, surfaces insights, coaches employees and managers, drafts feedback, and answers policy questions, all grounded in your specific company context. Lattice AI Agent does all of this inside the platform where your people already do their work.

AI Agent
Definition
What is an employee engagement platform?

Employee engagement platforms are designed to measure, monitor, and improve overall employee engagement within an organization. They include features like surveys, analytics, and action planning to foster a positive work environment.

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Library
What is an example of a SMART goal for work?

Increasing sales by 15% to boost profitability by Q4, responding to customer service calls within 12 hours instead of 15 by the end of the month, upskilling by earning two new certifications by next month: All are examples of SMART goals for work. Each meets the SMART criteria of being specific, measurable, achievable, relevant, and time-bound.

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Library
What is a people management platform?

A people management platform centralizes employee data and standardizes how goals, feedback, and performance are managed across the organization, helping HR activities become more strategic and measurable. Rather than relying on spreadsheets and email chains, these platforms automate workflows, provide a single repository for employee data, and encourage consistent, data-driven workforce management practices company-wide.

“That is a huge benefit for HR and the value of HR,” Maddalena said. “The structure supports accountability in a natural way that can be very helpful for managers.”

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Library
What is a Performance Improvement Plan (PIP)?

A Performance Improvement Plan (PIP) is a structured framework that helps employees address underperformance through clear goals, timelines, and ongoing feedback. Within Lattice, PIPs transform from static documents into active, trackable tools that promote fairness, transparency, and employee growth.

Performance
Definition
What is a prompt?

A prompt is a one-time question or instruction you give an AI assistant. For example, you might ask your assistant to use a direct report’s goals, feedback, and updates in Lattice to help you prepare for a performance conversation.

Platform
Definition
What is a skill?

A skill is a reusable set of guidance for a task you do again and again. For example, a “Draft a performance review” skill can give your AI assistant a consistent process for bringing together relevant Lattice context and creating a strong first draft.

Platform
Definition
What is Compensation Analytics & Reporting Software?

Compensation Analytics & Reporting Software integrates compensation data with analytics to help organizations make informed pay decisions, ensuring budget maximization and fairness across compensation cycles.

Compensation
Definition
What is compensation benchmarking software?

Compensation benchmarking software enables organizations to compare their compensation packages against industry standards, ensuring competitive and equitable pay for employees.

Compensation
Definition
What is Compensation Cycle Management Software?

Compensation Cycle Management Software streamlines the entire compensation review process, allowing organizations to configure, collaborate, and manage compensation cycles in a centralized, always up-to-date platform.

Compensation
Definition
What is compensation management software?

Compensation management software is designed to streamline the process of planning, executing, and managing employee compensation. It simplifies salary and benefits administration, ensuring fair and consistent pay practices.

Compensation
Definition
What is DEIB Analytics?

DEIB Analytics refers to tools and processes that provide real-time insights into an organization's diversity, equity, inclusion, and belonging metrics.

Analytics
Definition
What is employee engagement software, and how does it help organizations?

Employee engagement software helps organizations measure and improve workplace satisfaction, morale, and commitment. It enables HR teams to collect feedback, analyze sentiment, and act on insights to create a more engaged and productive workforce.

Engagement
Definition
What is employee feedback software?

Employee feedback software enables organizations to facilitate and track real-time feedback between employees, managers, and teams. Effective employee feedback software is easy and simple for teams to use - meaning they’re more likely to provide and engage with feedback compared to traditional methods. This promotes continuous growth and development, driving performance across your organization.

Performance
Definition

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