# Lattice integrations

> Connect Lattice to your HR tech stack and stop doing performance management busywork by hand.

**Canonical page:** https://tray.ai/connectors/lattice-integrations/
**Categories:** Human resources
**Documentation:** https://tray.ai/documentation/connectors/service/lattice

## Overview

Lattice is the people management platform that pulls together performance reviews, OKRs, engagement surveys, and employee development tools in one place. When you integrate Lattice with your HRIS, project management tools, and communication platforms, employee data stays consistent, review cycles run on time, and goal progress is visible to the people who need it. With tray.ai, you can build automations that connect Lattice to the rest of your business systems without writing any code.

## Use cases

### Automated Employee Onboarding into Lattice

When a new hire is added to your HRIS — Workday, BambooHR, Rippling — their Lattice account gets provisioned automatically, assigned to the correct manager, and enrolled in onboarding review cycles. No manual setup, no delays.

- New employees appear in Lattice within minutes of being added to the HRIS
- Reporting structures and department assignments are applied automatically
- Onboarding review cycles and 1-on-1 templates are assigned without HR intervention

### Real-Time Goal and OKR Syncing Across Tools

Sync OKRs and individual goals from Lattice to project management tools like Asana, Jira, or Monday.com so teams can track progress where they already work. When work gets done in a project tool, goal progress in Lattice updates to match — no manual entry required.

- Eliminates duplicate goal entry across Lattice and project management tools
- Goal progress percentages update automatically based on task completion
- Leadership gets a unified view of OKR health without chasing spreadsheets

### Performance Review Cycle Notifications and Reminders

Send automated Slack or Microsoft Teams notifications when review cycles open, deadlines approach, or a manager hasn't submitted feedback yet. Connecting Lattice review cycle events to your communication platforms improves completion rates and removes the manual follow-up burden from HR.

- Review completion rates improve through timely, personalized reminders
- HR teams spend less time chasing down missing submissions
- Managers get context-rich notifications linking directly to pending reviews

### Employee Engagement Survey Data Routing

After Lattice engagement surveys close, aggregated results and low-score alerts go automatically to the right managers, HRBPs, or executives based on department or team. Connect Lattice survey results to Salesforce, Tableau, or your data warehouse so People Analytics teams can blend engagement data with business performance metrics.

- Low-engagement signals reach HRBPs within minutes of survey close
- Survey results feed directly into BI dashboards alongside business KPIs
- Automated action plans can be triggered for teams below engagement thresholds

### Offboarding and Deprovisioning from Lattice

When an employee is terminated in your HRIS, their Lattice account is deactivated automatically, their historical performance data is archived, and their manager gets notified to complete any outstanding reviews. It keeps you compliant with data governance policies and prevents ex-employees from retaining access to sensitive performance information.

- Lattice access is revoked immediately upon HRIS offboarding event
- Performance history is preserved and archived for future reference
- Outstanding reviews are flagged and assigned before the employee departs

### Manager Effectiveness Reporting and Escalation

Aggregate Lattice manager review scores, upward feedback ratings, and team engagement scores into automated weekly or monthly reports for HR leadership. Threshold-based alerts flag managers whose teams show declining performance or engagement so HRBPs can step in before things get worse.

- HR leadership gets consolidated manager health reports without manual compilation
- At-risk manager-employee relationships surface before they become attrition risks
- Automated escalations give HRBPs time to coach before performance deteriorates

### Compensation Review Data Synchronization

During compensation cycles, Lattice performance ratings sync directly to your compensation management tool — Workday Compensation, Carta, or a custom spreadsheet workflow. Performance data informs comp decisions without manual data transfers, which cuts errors and speeds up the timeline.

- Performance ratings flow into comp tools automatically when review cycles close
- Compensation managers see performance context alongside salary band data
- Audit trails are maintained automatically for compliance purposes

## Templates

### New Hire HRIS to Lattice Provisioning

Automatically creates a Lattice user profile, assigns manager relationships, and enrolls the new hire in an onboarding review cycle whenever a new employee record is created in BambooHR or Workday.

Connectors used: BambooHR, Lattice, Slack

### Lattice Review Deadline Reminder to Slack

Queries Lattice daily for open review cycles nearing their submission deadline and sends personalized Slack DMs to managers and employees who haven't completed their reviews yet.

Connectors used: Lattice, Slack

### Lattice OKR Progress Sync to Asana

Monitors Lattice goals for progress updates and creates or updates corresponding Asana tasks or project milestones to keep cross-functional teams aligned on goal execution.

Connectors used: Lattice, Asana, Slack

### Lattice Engagement Survey Results to Data Warehouse

When a Lattice engagement survey closes, extracts all response data and pushes it into a Snowflake or BigQuery table for People Analytics reporting and longitudinal trend analysis.

Connectors used: Lattice, Snowflake, Slack

### Lattice Performance Rating to Workday Compensation Sync

At the close of a performance review cycle, writes final performance ratings from Lattice into the corresponding employee compensation record in Workday to support merit increase workflows.

Connectors used: Lattice, Workday REST, Microsoft Teams

### Offboarding Deprovisioning from Lattice on HRIS Termination

Automatically deactivates a Lattice user account and archives their performance data when an employee termination event is detected in Rippling or BambooHR.

Connectors used: Rippling, Lattice, Slack

## Challenges Tray.ai solves

### Keeping Employee Records in Sync Across HR Systems

When employee data lives in a separate HRIS, org chart changes, manager reassignments, and department moves often don't make it to Lattice in time. Reviews end up going to the wrong manager, or goals sit under team structures that no longer exist.

**How Tray.ai helps:** tray.ai listens for update events from your HRIS in real time and immediately applies the corresponding changes to Lattice user profiles, manager assignments, and team memberships. No manual reconciliation needed.

### Low Review Completion Rates Due to Lack of Reminders

HR teams struggle to get high review submission rates because reminders either go out manually or as generic email blasts that people ignore. That bottleneck holds up compensation decisions and development conversations.

**How Tray.ai helps:** tray.ai queries Lattice daily for incomplete reviews and sends targeted, personalized reminders through Slack or Microsoft Teams. Employees get nudged in the tools they actually use, which improves completion rates without HR doing the follow-up manually.

### Siloed Performance Data Disconnected from Business Outcomes

Performance ratings, engagement scores, and goal completion data stuck inside Lattice can't easily be combined with revenue, retention, or productivity data sitting in separate BI tools and data warehouses. People Analytics teams end up working with an incomplete picture.

**How Tray.ai helps:** tray.ai automates the extraction and transformation of Lattice data into Snowflake, BigQuery, or Redshift on a scheduled or event-driven basis, making performance and engagement metrics available for cross-functional analysis in Tableau or Looker.

### Manual Effort to Connect Performance Reviews to Compensation Cycles

Exporting performance ratings from Lattice and importing them into compensation platforms at the end of a review cycle is slow, error-prone, and holds up merit cycles. It's the kind of work that shouldn't require a human at all.

**How Tray.ai helps:** tray.ai handles the end-of-cycle data transfer from Lattice to compensation tools like Workday or Carta by mapping performance rating fields and writing data directly via API. No CSV exports, no manual entry.

### Delayed or Missed Deprovisioning Creates Security Gaps

When employees are offboarded from the HRIS but Lattice deactivation is a separate manual task, ex-employees can retain access to sensitive performance reviews, compensation data, and peer feedback for days or weeks after they've left.

**How Tray.ai helps:** tray.ai monitors HRIS termination events and triggers an immediate Lattice deprovisioning workflow, revoking access and archiving data within minutes of the offboarding event — regardless of business hours or whether anyone on the HR team caught it.

## Agent features

### Retrieve Employee Profiles (Data Source)

An agent can fetch detailed employee profiles from Lattice, including role, department, manager, and tenure information. That context helps personalize HR workflows, onboarding experiences, or performance-related communications.

### Fetch Performance Review Data (Data Source)

An agent can pull completed and in-progress performance review data for individuals or teams. Use it to analyze review trends, flag incomplete reviews, or surface insights to HR leaders.

### Access Goal and OKR Progress (Data Source)

An agent can retrieve goal and OKR status across employees, teams, or the whole org. That data can feed progress reports, surface at-risk goals, or trigger nudges to keep teams on track.

### Look Up 1-on-1 Meeting Notes (Data Source)

An agent can access structured 1-on-1 talking points and notes between managers and direct reports. It can summarize recurring themes, surface unresolved action items, or inform coaching recommendations.

### Retrieve Engagement Survey Results (Data Source)

An agent can pull employee engagement survey scores and responses from Lattice. That data can detect morale trends, flag teams with low engagement, or automatically prepare executive summaries.

### Query Feedback Records (Data Source)

An agent can read peer, upward, and downward feedback records stored in Lattice. Good for synthesizing qualitative themes for performance calibration or manager coaching workflows.

### Create or Update Goals (Agent Tool)

An agent can create new goals or update progress on existing ones in Lattice on behalf of employees or managers. Useful for automating goal-setting during planning cycles or syncing goal data from other systems like Jira or Salesforce.

### Initiate Performance Reviews (Agent Tool)

An agent can trigger the creation of performance review cycles for specified employees or teams in Lattice. That means you can kick off reviews automatically based on tenure milestones, calendar schedules, or HR system events — no manual intervention required.

### Submit Feedback on Behalf of Users (Agent Tool)

An agent can programmatically submit structured feedback for employees in Lattice after project completions or other milestones. It's a practical way to capture timely, event-driven feedback without depending entirely on people remembering to do it manually.

### Update Employee Information (Agent Tool)

An agent can update employee profile fields in Lattice to reflect role transitions, department moves, or manager reassignments. That keeps Lattice in sync with systems like Workday or BambooHR without manual data entry.

### Schedule and Manage 1-on-1 Agendas (Agent Tool)

An agent can add or update talking points in Lattice 1-on-1 meeting agendas ahead of upcoming sessions. Agenda items can be generated automatically based on goal progress, recent feedback, or upcoming milestones.

### Send Praise and Recognition (Agent Tool)

An agent can post public praise to Lattice on behalf of users. You can wire this up to fire automatically from other tools — like when a deal closes in Salesforce or a product ships.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
- Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/
- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
- Book a demo: https://tray.ai/contact/