--- name: lattice description: Manage people performance with Lattice's performance management platform. category: hr --- # Lattice Skill Manage people performance with Lattice's performance management platform. ## Quick Install ```bash curl -sSL https://canifi.com/skills/lattice/install.sh | bash ``` Or manually: ```bash cp -r skills/lattice ~/.canifi/skills/ ``` ## Setup Configure via [canifi-env](https://canifi.com/setup/scripts): ```bash # First, ensure canifi-env is installed: # curl -sSL https://canifi.com/install.sh | bash canifi-env set LATTICE_API_KEY "your_api_key" ``` ## Privacy & Authentication **Your credentials, your choice.** Canifi LifeOS respects your privacy. ### Option 1: Manual Browser Login (Recommended) If you prefer not to share credentials with Claude Code: 1. Complete the [Browser Automation Setup](/setup/automation) using CDP mode 2. Login to the service manually in the Playwright-controlled Chrome window 3. Claude will use your authenticated session without ever seeing your password ### Option 2: Environment Variables If you're comfortable sharing credentials, you can store them locally: ```bash canifi-env set SERVICE_EMAIL "your-email" canifi-env set SERVICE_PASSWORD "your-password" ``` **Note**: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted. ## Capabilities 1. **Performance Reviews**: Run review cycles and collect feedback 2. **Goal Management**: Set and track OKRs and goals 3. **1:1 Meetings**: Schedule and track one-on-ones 4. **Feedback**: Facilitate continuous feedback 5. **Engagement**: Run employee engagement surveys ## Usage Examples ### Start Review Cycle ``` User: "Launch the Q4 performance review cycle" Assistant: Creates and starts review cycle ``` ### Set Goals ``` User: "Create an OKR for the engineering team" Assistant: Creates goal with key results ``` ### Schedule 1:1 ``` User: "Set up a recurring 1:1 with my direct report" Assistant: Creates 1:1 series ``` ### Run Survey ``` User: "Send out the quarterly engagement survey" Assistant: Launches engagement survey ``` ## Authentication Flow 1. Generate API key in Lattice admin settings 2. Use API key for authentication 3. Bearer token in header 4. Admin access required ## Error Handling | Error | Cause | Solution | |-------|-------|----------| | 401 Unauthorized | Invalid API key | Verify credentials | | 403 Forbidden | No admin access | Check user role | | 404 Not Found | Resource not found | Verify ID | | 429 Rate Limited | Too many requests | Wait and retry | ## Notes - Performance management focus - OKR tracking built-in - Continuous feedback features - Engagement surveys included - Analytics and insights - Integration with HRIS systems