Lattice
Keep Your Org Updated with SFTP – Lattice Help CenterImport Your Company Organization via CSV – Lattice Help Center
User Guide for trinet models including: TriNet Plus Lattice Integration Center, Lattice Integration Center, Integration Center
File Info : application/pdf, 9 Pages, 1.21MB
DocumentDocumentTriNet + Lattice Integration User Guide Overview The integration between TriNet and Lattice allows you to track your worksite employees' performance by automatically sending their information from TriNet to Lattice on a daily basis. Additionally, your employees can access Lattice directly from the TriNet platform using Single Sign-On. Daily CSV File Single Sign-On Daily CSV File The daily CSV file can be configured to send your employees' information from TriNet to Lattice. Basic employee information will be updated at Lattice as well as your org chart and reporting structure when this information is included. These updates include: 1. If your employee is "active" in TriNet but doesn't yet have an account in Lattice, we will create one for them. 2. If your employee is "terminated" in TriNet but doesn't have an account in Lattice, we will not transfer any information for them. 3. If your employee is "active" in TriNet and has an account in Lattice, we will update their information. 4. If your employee is "terminated" in TriNet and has an account in Lattice, we will deactivate their account in Lattice and they will no longer be able to log in. Once the daily CSV file import is completed, the newly created users in Lattice will remain in a "Created" state. They can be invited all at the same time or one at a time. Learn more here: How to Invite your Organization to Lattice. Information included in a CSV File: Field Email Name Title Manager's Email Start Date Birthdate Department Phone Number Required Y Y Y Y Y Y Y Comments Employee work email Employee first name and last name Employee business title Manager work email Employee service date Optional: A secondary template is available that includes employee birthdate. Employee primary department Employee work phone number 1 Status Y Employee ID Y Active or Terminated TriNet Employee ID Single Sign-On With the integration provided by TriNet you have the option to configure Single Sign-On between TriNet and Lattice. If configured, your employees will be able to launch Lattice directly from the TriNet platform to automatically log in. In this scenario: 1. TriNet serves as an Identity Provider 2. Lattice serves as a Service Provider. Section 1: Configure the Daily CSV File Step 1: Initiate the SFTP Connection at Lattice Information you will need: Lattice SFTP Username Lattice SFTP Password Provide the Username for facilitating the SFTP flow. This is required to schedule the SFTP report in Reports & Analytics at TriNet. This is required to schedule the SFTP report in Reports & Analytics at TriNet. Lattice's Customer Experience team will initiate the connection to their SFTP server on the back end, and you'll receive an email like the screenshot below. · In the email, click "Set your password". · You'll be redirected to the Integrations page in Lattice to create your SFTP password: 2 · Create your password, click "Save", and your SFTP connection with Lattice is complete. Note: Upon connection, the SFTP sync will automatically set to Active. Step 2: Schedule Your Employee Sync in TriNet You'll need to configure an employee sync in the Integration Center to deliver employee information to Lattice. To complete this step, you must have the Integration Administrator and Workforce Analytics Administrator roles. · From the TriNet platform, go to Marketplace. · Under All Apps, search for the Lattice card and click View Details. · Click Set up Integration. 3 · Enter your Username and Password for Lattice. o Username: Enter the username of the SFTP user established in Step 1(typically the same as company domain) For example, if your organization's Lattice URL is "https://bigco.latticehq.com", "bigco" would be your subdomain. o Password: Enter password created in Step 1. · Click Connect to establish the integration. The system will perform a test connection at this time to ensure the credentials provided are valid. · Once the connection is successful, you will receive a confirmation page: After completing your setup, the Lattice Employee Sync will be moved to My Connected Apps: You will be able to disconnect the integration, if necessary or view details from there. 4 Step 3: Monitoring After configuring SFTP, you'll have access to some settings on the Integrations page in Lattice. In Lattice, navigate to the Admin section > Settings (on the left) > Integrations (below Settings) You can use the "Pause sync" button to stop SFTP file uploads and prevent any future automated changes to your user data. After pausing your sync, the button will change to allow you to "Resume sync" whenever you'd like SFTP to start updating your user data again. Click "..." if you need to update your SFTP password. Import Log To confirm your SFTP file sync was successful in Lattice, check the import log by following the steps below: 1. In Lattice, navigate to the Admin section on the Discovery Navigation to the left. 2. Click People on the left side, and then click Import Log. 5 In the Import Log you can view what information synced successfully, and if there were any errors. You can view what occurred within Lattice by looking at the "Description" column. There are three statuses in the Import Log: The green check mark indicates that your SFTP synced successfully with Lattice. The orange exclamation point indicates that the SFTP sync was successful (the CSV reached TriNet's SFTP server), but that there were issues updating some user data that need a closer look. The red "X" indicates that the SFTP sync failed (your CSV was unable to reach TriNet's server) and no changes were made in Lattice. If you want to view each status in more detail, click directly into the event that you would like to view. 6 This screen provides a high-level overview of successful updates or failed attempts to update within your SFTP sync. Useful Links: https://help.lattice.com/hc/en-us/articles/1500000931782-Keeping-Your-Org-Up-ToDate-With-SFTP https://help.lattice.com/hc/en-us/articles/360059507114-Importing-Your-CompanyOrg-via-CSV Section 2: Set up SSO to Lattice Step 1: Configure SSO in TriNet · Click on TriNet Marketplace in the navigation menu. · Under All Apps, search for the Lattice card and click View Details. · Click Set up SSO. · Provide the following information: Entity Id: https://router.latticehq.com/sso/[subdomain]/metadata 7 ACS URL: https://router.latticehq.com/sso/[subdomain]/acs "[subdomain]" is your Lattice subdomain. For example, if your organization's Lattice URL is "https://bigco.latticehq.com", "bigco" would be your subdomain and your ACS URL would be: https://router.latticehq.com/sso/bigco/acs · Click Next. · Download the TriNet Metadata File and click Complete. (You will need this information when setting up SSO in Lattice.) 8 Step 2: Complete Setup in Lattice In Lattice, go to the SSO Setup Page. · Enter the Admin page from the left-side menu. · Click Settings. · Click Single sign-on. · You have the option to force employees and/or Admin to log in using SSO. · Copy and paste the TriNet Metadata File from the previous TriNet step into the XML metadata section. · Click Save. Step 3: Test Single Sign-On (SSO) To ensure your SSO setup works: · In the TriNet platform, make sure you are in the Employee view. · Go to Performance and Learning · If the connection worked, Lattice will display in the menu. © 2024 TriNet Group, Inc. All rights reserved. This communication is for informational purposes only, is not legal, tax or accounting advice, and is not an offer to sell, buy or procure insurance. TriNet is the single-employer sponsor of all its benefit plans, which does not include voluntary benefits that are not ERISA-covered group health insurance plans and enrollment is voluntary. Official plan documents always control and TriNet reserves the right to amend the benefit plans or change the offerings and deadlines. 9