How does Lattice Integrate with BambooHR?
Purpose: To help you understand what Lattice is used for and how you can integrate it with BambooHR.
Lattice is the #1 performance management solution for growing companies. With Lattice, it's easy to launch 360 performance review cycles, keep track of OKR/goals, gather real-time feedback, and encourage manager 1-on-1 meetings. Coinbase, PlanGrid, WePay, Birchbox and hundreds of other companies all use Lattice to run performance reviews and help give employees the feedback that they deserve.
You can learn more about Lattice in BambooHR's Marketplace.
To enable the integration, login to your Lattice account and click on "Company Settings" under your profile.
Select "Integrations" on the left side. Then click "Sync with BambooHR."
Enter your BambooHR subdomain.* Click connect and you will be taken to your BambooHR URL to login if you aren't already.
*The subdomain is the first part of your BambooHR URL. So if my URL is https://helpcontent.bamboohr.com, then my subdomain would be helpcontent.
Once you login, the sync will begin. Lattice will create a user for each of your salaried employees in BambooHR along with their name, title, email, and manager.
When you're ready for your employees to set up their accounts and start using Lattice, go to "People" in Company Settings. Under the "Created" tab, click "Invite All Users."
If you make changes to your organization in BambooHR and want to see those reflected in Lattice, go back to the Integration Settings page and click "Resync" to bring Lattice up to date.