How to Set Up Lattice Integration

Overview:

Lattice has partnered with Omni HR, enabling it's software to be integrated with Omni. Let's go through the steps below. Currently the available sync is a one-way sync from Omni HR to Lattice.

TABLE OF CONTENTS

• Integrating with Lattice
• Employee Information Synced from Omni HR to Lattice

Integrating with Lattice

Pre-requisite for Integration
1. You must be an Admin in Lattice (IT or Full Admin access)
2. You must be an Admin in Omni HR with Manage Apps system permissions

Once the daily SFTP file import is completed, the newly created users in Lattice will remain in a "Created" state. Users can be invited all at the same time or one at a time. 

• Go to your Omni HR Account > Apps > Third-Party Apps > Click Lattice
  
  
  
• Click Configure
• You may obtain these details from your Account Manager at Lattice to proceed filling in the details followed with clicking Authorize
  
• Once you click Authorize, the connection status will change to Active which indicates the connection is successful.
  
  
  
• Once the connection is active, the profile information will be synced from Omni HR to Lattice. 

As long as the connection is active, the sync frequency is daily at 12AM SGT

Employee Information Synced from Omni HR to Lattice

•  The information updated in Lattice includes basic employee data, organisation chart and reporting structure
  
  

  Lattice fields	Omni HR fields
  External User ID	Omni HR System ID
  Email	Work Email
  Preferred display name	Preferred name
  Name	First name + Last name
  Title	Position
  Job Type	Job record - Employment type
  Manager email	Manager email
  Hire date	Start date
  Date of birth	Date of birth
  Department	Job record - Department
  Phone number	Primary Phone number
  Status	Employee status: Active or Terminated
  Gender	Gender

• Other updates which will be done include:
  • If your employee is active in Omni HR but doesn't yet have an account in Lattice, an account will be created for them in Lattice
  • If your employee is terminated in Omni HR but doesn't have an account in Lattice, an account will also be created for them, but they will appear in Lattice as deactivated.
  • If your employee is active in Omni HR and has an account in Lattice, their information will be updated accordingly
  • If your employee is terminated in Omni HR and has an account in Lattice, their account will be deactivated in Lattice and they will no longer be able to log in

Still Need Help?:

Reach out to our support team should you need further assistance.