Lattice Product Updates

Admins can now select and manage multiple documents at once directly from the Knowledge Vault table to:

• Manage access for multiple documents at once. 
• Remove uploaded and HRIS documents in bulk. (Note: Synced documents from integrations like Google Drive must still be removed via the source)

We’ve added Dropbox as a supported integration for document syncing to Knowledge Vault, alongside Google Drive and Microsoft SharePoint.

"Custom Reports" is upgrading to Reports to create a more intuitive and streamlined experience.

We’ve launched a major update to the review reopen process, adding automatic self-reopen during the writing phase (optional), manual approval flows post-writing, admin notifications, advanced filters, and full audit logging.

Edit the text of the eNPS question within Engagement, Onboarding, or Exit surveys while retaining benchmarks and the ability to compare eNPS scores against previous surveys.

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You can now export engagement survey results to fully editable PowerPoint decks. No more screenshots, no more last-minute scrambling!

A new custom report in Lattice that enables HRIS admins to view past, current and upcoming employee leaves in one place.

The "New" label under Goals Settings > OKR Differentiation has been removed for a cleaner interface.

Admins can now enable a feature that lets employees see approved time off across their company on the Lattice homepage and in the operating calendar.

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Navigational improvements to the Product Log pages, which include moving the Download CSV button to the top right of the page for consistency with other reporting pages.

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We are adding a Lattice AI Agent “Ask Lattice” search bar at the top of every page and slightly adjusting its UI. This will make Ask Lattice / Agent accessible from any page when enabled for the organization.

Admins can now include a weighted performance score to be viewed alongside a recommendation. 

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Updates to improve the experience of managing permissions. This includes: Updates role summary page , Filter sets for targeted permissions, Updated UI for system roles, Updated FLP component.

We are introducing a consistent add and archive flow to the majority of our multiple-choice fields, allowing customers to have more control over what field options are available for any given multiple-choice field.

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Users now have more visibility and control over the types of edits they want. They can choose between improving spelling and grammar, changing tone, or making overall improvements. 

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The Agent can be customized to answer questions about a company’s HR policies and processes based on content in the Knowledge Vault that is uploaded or synced via Google Drive, SharePoint, and Dropbox. Users can also interact with Lattice data by asking questions about 1:1s, Feedback, and Updates.

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We’ve added new customization options in the shareout, including toggle on/off pay base pay, variable pay, and total compensation; toggle on/off current pay; and toggle on/off the ability to split total pay.

Under Goals Settings > Reminders, the option 'Twice a Quarter' has been replaced with 'Once a Quarter', with backend logic updated accordingly.

The filters for Priority, Tags, Visibility, and Type are now also available on the Participation and Status pages, bringing consistency across views.

Users can now expand all goals in Cascade View with a single click, making it easier to navigate hierarchical goal structures.

In the Goals Explore Page, users can now sort goals at all levels in Cascade View by Title, Due Date, Last Updated, and Status.

When aligning to a parent goal during creation, users can now filter between Objectives and KRs, making it easier to follow alignment instructions and reduce confusion.

Admins can now configure goals to allow Managers, Managers of Managers, and Department Heads to duplicate goals. Users can now also duplicate a Parent Goal along with its corresponding Child Goals, directly from the Duplication Modal.

Admins can now export three critical reports directly from Lattice: Growth Area Report (all growth areas by owner and timeline), Growth Area Updates Log (every update with timestamps), and Growth Area Actions Log (all actions with due dates).