Lattice + BambooHR
Connect Lattice and BambooHR to Run a Tighter People Operations Workflow
Stop updating two systems by hand. tray.ai keeps employee data, performance workflows, and HR records in sync automatically.
Why integrate Lattice and BambooHR?
Lattice handles performance management, engagement, and growth. BambooHR holds your employee records. Together, they cover most of the HR lifecycle — but without an integration, your team pays the price. Records get duplicated, org charts drift out of date, and data mismatches slow down the processes that actually matter. Connecting Lattice and BambooHR through tray.ai removes that manual overhead and keeps both systems accurate without anyone babysitting the sync.
Automate & integrate Lattice & BambooHR
Use case
Automated Employee Provisioning in Lattice on Hire
When a new employee record is created in BambooHR, tray.ai automatically provisions that employee in Lattice with the correct department, manager, location, and start date. New hires get enrolled in onboarding reviews and goal-setting cycles from day one without HR admins lifting a finger.
Use case
Real-Time Employee Profile Updates Across Both Systems
When an employee's job title, department, manager, or location changes in BambooHR, tray.ai pushes those updates to Lattice right away. Org charts, review routing, and goal visibility stay accurate without HR teams having to touch two systems.
Use case
Automatic Offboarding and Deactivation Workflows
When an employee is marked as terminated in BambooHR, tray.ai triggers a deactivation workflow in Lattice — closing open reviews, removing the employee from active performance cycles, and notifying relevant managers. Stale data doesn't linger, and offboarding stays clean.
Use case
Sync Manager Hierarchies for Accurate Review Routing
Manager relationships defined in BambooHR are mirrored in Lattice automatically, so 1-on-1s, reviews, and goal visibility always follow the current reporting structure. When a manager change happens in BambooHR, tray.ai updates the hierarchy in Lattice without HR needing to step in.
Use case
Trigger Performance Review Cycles Based on Employment Milestones
Using employment data from BambooHR — hire anniversaries, probation end dates, promotion events — tray.ai automatically triggers the right performance review cycle in Lattice. People teams can run milestone-based reviews without manually tracking each employee's tenure.
Use case
Sync Custom Fields for Richer Performance Context
Custom employee attributes in BambooHR — work location type, employment category, business unit — can be mapped to corresponding fields in Lattice. This lets People teams slice performance data and filter engagement results by the dimensions leadership actually cares about.
Use case
Alert HR Teams When Performance and HR Data Fall Out of Sync
tray.ai can monitor for discrepancies between Lattice and BambooHR — employees present in one system but missing in the other — and automatically alert HR operations via Slack, email, or a ticketing system. Problems get caught before they affect review cycles or compliance audits.
Get started with Lattice & BambooHR integration today
Lattice & BambooHR Challenges
What challenges are there when working with Lattice & BambooHR and how will using Tray.ai help?
Challenge
Keeping Employee IDs and Email Addresses Consistent Across Systems
BambooHR and Lattice use different internal identifiers, and email changes — after a legal name change, for example — can break the link between records in both systems, causing sync failures or duplicate profiles.
How Tray.ai Can Help:
tray.ai uses flexible field mapping and lookup logic to match employees across systems using multiple identifiers at once, like work email combined with employee ID. When an email changes in BambooHR, tray.ai finds and updates the right Lattice profile instead of creating a duplicate.
Challenge
Handling Multiple Entities and Locations
Companies running across multiple legal entities, countries, or BambooHR instances have a harder sync problem. Org structures, field names, and employment types can vary significantly between instances, even within the same company.
How Tray.ai Can Help:
tray.ai's multi-instance connector support and conditional branching let you route employees from different BambooHR instances into Lattice with the right department mappings, location attributes, and review cycle assignments — all managed from a single workflow.
Challenge
Avoiding Duplicate or Conflicting Updates When HR Admins Edit Both Systems
When someone makes a manual edit directly in Lattice while an automated sync is running from BambooHR, those changes can collide. Data gets overwritten, admins get frustrated, and trust in the integration goes out the window.
How Tray.ai Can Help:
tray.ai supports configurable sync direction controls and conflict resolution logic, so you can designate BambooHR as the authoritative source for specific fields while leaving manually managed fields in Lattice untouched. You can also set up alerts when out-of-band edits are detected.
Challenge
Syncing Custom and Non-Standard Fields Between Platforms
Both BambooHR and Lattice let organizations create custom fields, but those fields are rarely named consistently between systems. Without a flexible transformation layer, building reliable mappings is a headache.
How Tray.ai Can Help:
tray.ai's data transformation tools let teams build custom field mappings between any BambooHR attribute and its Lattice equivalent — including custom fields — using a visual mapping interface or JavaScript for more complex logic. Mappings are versioned and stay maintainable as either platform changes.
Challenge
Managing Timing Delays Between Hire Date and System Activation
Employees often get added to BambooHR days or weeks before their start date, but activating them in Lattice too early means polluted performance data and confusing notifications arriving before someone's first day.
How Tray.ai Can Help:
tray.ai workflows check an employee's start date against the current date before triggering Lattice provisioning. A daily scheduled workflow activates Lattice accounts only on or after the official BambooHR start date, so onboarding stays clean and timely.
Start using our pre-built Lattice & BambooHR templates today
Start from scratch or use one of our pre-built Lattice & BambooHR templates to quickly solve your most common use cases.
Lattice & BambooHR Templates
Find pre-built Lattice & BambooHR solutions for common use cases
Template
New BambooHR Employee → Create Lattice User
Automatically creates a new user profile in Lattice whenever a new employee record is added in BambooHR, mapping name, email, department, job title, manager, and start date.
Steps:
- Trigger: New employee record created or activated in BambooHR
- Transform: Map BambooHR employee fields to Lattice user profile schema
- Action: Create new user in Lattice with correct department and manager assignment
Connectors Used: BambooHR, Lattice
Template
BambooHR Employee Update → Sync Lattice Profile
Monitors BambooHR for changes to job title, department, manager, or location and pushes those updates to the corresponding Lattice user profile right away.
Steps:
- Trigger: Employee record updated in BambooHR (title, department, manager, or location change)
- Transform: Identify changed fields and map to Lattice user profile attributes
- Action: Update Lattice user profile with new values from BambooHR
Connectors Used: BambooHR, Lattice
Template
BambooHR Termination → Deactivate Lattice User and Close Reviews
When an employee is terminated in BambooHR, this template deactivates their Lattice account, closes any open performance reviews, and sends a notification to their manager and HR business partner.
Steps:
- Trigger: Employee status set to terminated in BambooHR
- Action: Deactivate user in Lattice and close or reassign open performance reviews
- Notify: Send alert to HR business partner and direct manager via email or Slack
Connectors Used: BambooHR, Lattice
Template
BambooHR Work Anniversary → Trigger Lattice Review Cycle
Automatically starts a milestone-based performance review cycle in Lattice when BambooHR reports that an employee has hit a defined tenure milestone — 90 days, six months, or one year.
Steps:
- Trigger: BambooHR reports employee anniversary or milestone date reached
- Evaluate: Confirm employee is active and milestone review cycle doesn't already exist in Lattice
- Action: Create and launch the appropriate review cycle in Lattice for that employee
Connectors Used: BambooHR, Lattice
Template
Daily BambooHR to Lattice Full Employee Sync
Runs a scheduled daily reconciliation between BambooHR and Lattice to make sure all active employees, manager relationships, and department assignments are accurately reflected in Lattice, creating or updating records as needed.
Steps:
- Schedule: Trigger daily sync job at a defined time
- Fetch: Pull full active employee list from BambooHR and current user list from Lattice
- Reconcile: Create missing users, update changed profiles, and flag discrepancies for HR review
Connectors Used: BambooHR, Lattice
Template
BambooHR Manager Change → Update Lattice Reporting Hierarchy
When a manager reassignment is recorded in BambooHR, this template updates the reporting relationship in Lattice so 1-on-1s, reviews, and goal visibility go to the right person immediately.
Steps:
- Trigger: Manager field updated on an employee record in BambooHR
- Lookup: Retrieve new manager's Lattice user ID based on BambooHR manager email
- Action: Update reporting relationship in Lattice to reflect new manager assignment
Connectors Used: BambooHR, Lattice