Lattice HR Planning Calendar Template Walkthrough
Key takeaways
- Start by making a copy of the read-only Lattice template before you edit anything.
- Use either the month-based or week-based view, depending on how your team plans HR programs.
- Edit dropdown options, copy color-coded blocks, and add custom emoji blocks to match your people practices.
- The template includes examples and guidance for surveys, reviews, compensation cycles, open enrollment, and pay equity audits.
How do you start using Lattice’s HR planning calendar template?
Lattice’s HR planning calendar template starts as a read-only file, so Andy Pstansky from Lattice’s content team instructs users to select File, then Make a copy, before editing. That is the fastest way to begin using the template for your team.
Can you switch between month-based and week-based views in the template?
Yes. Lattice’s HR planning calendar template includes two versions: one divided by months and one divided by weeks. Use the format that best matches how your team plans annual HR activities.
How do you edit the dropdown options in Lattice’s HR planning calendar template?
You can edit the dropdown options on the left side of the template with the pencil icon. The default list includes common HR items such as performance reviews and engagement surveys, and you can change those entries or add new ones based on your company’s HR programs.
What kinds of HR activities can you map in the calendar template?
You can map recurring HR activities such as performance reviews, engagement surveys, goal setting, promo and merit cycles, open enrollment, holiday parties, and pay equity auditing. The template is designed to help you organize multiple annual programs in one place.
How do you use the color-coded blocks and custom markers?
You can copy and paste the provided color-coded blocks into the calendar to mark specific activities and timing. You can also create custom blocks, including emoji-based markers, to reflect your company’s people practices.
What guidance does Lattice provide for planning HR cadence?
Lattice includes example HR programming calendars based on real-world scenarios and guidance from Lattice’s HR experts. The template helps you decide how often to run surveys, reviews, and compensation cycles.
How can current Lattice customers get help building a similar calendar in the platform?
Current Lattice customers can contact their main point of contact for help building these calendars directly within Lattice. The template is meant to be a practical starting point for planning HR programs in the platform.
Frequently asked questions
How do I copy and customize Lattice’s HR planning calendar template for my team?
Open the read-only file, select File, then Make a copy, and edit the calendar to match your team's HR programs.
Can I switch Lattice’s HR planning calendar between month-based and week-based views?
Yes. The template includes both a month-based version and a week-based version.
How do I edit the dropdown options in Lattice’s HR planning calendar template?
Use the pencil icon next to the dropdowns on the left side to edit existing options or add new HR programs.
What kinds of HR activities can I map in the Lattice calendar template?
You can map performance reviews, engagement surveys, goal setting, promo and merit cycles, open enrollment, holiday parties, pay equity auditing, and other recurring HR activities.
Is there a way to use color-coded blocks to track engagement surveys and pay equity audits in Lattice?
Yes. You can copy and paste the provided color-coded blocks into the calendar, or create custom blocks with emojis.
What’s the fastest way to start using Lattice’s HR planning calendar template directly?
Select File, then Make a copy, and begin customizing the copied version for your team.
If we’re already a Lattice customer, how do we get help building a similar calendar in the platform?
Contact your main point of contact at Lattice for help building these calendars directly within the platform.