Ideas to put to work
Review cycles and staffing that start from an accurate team list.
People checked against HR
Sofia compares Lattice users with current employees in BambooHR and lists anyone missing or out of date, for HR to fix.
Review cycle roster
Before a review cycle, Sofia reads people details and builds a roster in Excel by manager and department for HR to confirm.
Reporting lines answered in Slack
Ask Sofia in Slack who someone reports to or which department they're in, and she answers from Lattice.
Staffing suggestion for new work
Sofia reads people details alongside open Asana projects and drafts a staffing suggestion in Word for each new engagement.
What Sofia can do with Lattice
Sofia reads and keeps current
- Users
Sofia does, with your approval where you want it
- Look up a person's details
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- BambooHRHR system for employee records and time off
Microsoft ExcelSpreadsheets for numbers, models and trackers
SlackTeam messaging in channels and direct messages
AsanaWork management for projects and tasks
Microsoft WordWord processor for letters, reports and contracts
GreenhouseApplicant tracking and hiring software
- LeverApplicant tracking and recruiting CRM
GustoPayroll, benefits and HR for small businesses
Connect Lattice to Sofia
Score your firm in three minutes, or talk to our team.