Lattice → Confirm Migration Guide

How to switch from Lattice to Confirm

Most teams complete the migration in 2–4 weeks. Our team handles the data transfer, HRIS integration, and cycle setup — so your HR team focuses on the review, not the rollout.

Trusted by CHROs at Canada Goose · Thoropass · USANA · Ardurra

Why HR teams leave Lattice

The most common reasons we hear from teams at their Lattice renewal:

💸

The add-on bill keeps growing

Lattice's base plan gets you reviews and goals. Engagement surveys, career development, and compensation planning each cost $4–$6/user more. Teams that started at $11/user end up at $22–$25 before the contract closes.

🤖

AI that summarizes text, not behavior

Lattice's AI reads what people write in reviews and generates summaries. It can't see collaboration patterns, network influence, or who's quietly burning out. Confirm's AI works from actual behavioral data — who people go to, who drives decisions.

📊

Calibration that lacks supporting data

When managers calibrate in Lattice, they're still debating opinions. Confirm surfaces ONA data during calibration — objective evidence on collaboration and influence — so the conversation shifts from gut feel to facts.

What migration looks like, step by step

From kick-off to first live review cycle — here's the typical timeline:

1

Kick-off & scoping call

We review your current Lattice setup: review cycle types, competency frameworks, HRIS connection, and employee count. Your implementation manager maps out the migration plan.

Day 1–2 · 60-minute call with HR
2

Data export from Lattice

You export your Lattice data (we provide exact instructions). Confirm's team ingests historical reviews, employee records, goals, and feedback. No data stays behind.

Days 3–7 · Confirm team does the import work
3

HRIS integration

We connect Confirm to your HRIS (Workday, BambooHR, Rippling, ADP, etc.) to sync employee data and org structure. This runs on your timeline, not ours.

Days 5–10 · Confirm handles integration setup
4

Review cycle configuration

We configure your first Confirm review cycle: cadence, question sets, competency framework, and participant groups — mirroring what worked in Lattice, plus enhancements.

Days 8–14 · HR reviews and approves the setup
5

Manager training

30-minute live session for managers covering the Confirm interface, ONA survey, and how to use calibration data. Most managers rate it easier than Lattice within the first week.

Days 12–18 · Group or recorded async session available
6

Go live

Your first Confirm review cycle launches. Our team is available throughout the cycle for any support. Most customers complete their first cycle in under 5 days.

Week 3–4 · Your Confirm success manager stays on through the cycle

Migration checklist

What to prepare before your migration call:

From Lattice, you'll export:

  • Employee list with roles, managers, departments
  • Historical review data (last 2–4 cycles minimum)
  • Goal and OKR history
  • Peer feedback records
  • Competency framework definitions
  • Rating scale configuration

Confirm's team sets up:

  • HRIS integration (read-only sync)
  • Review cycle templates matching your cadence
  • Competency framework imported and configured
  • ONA survey (8–10 min, once per cycle)
  • Calibration session setup
  • Manager and HR admin training

What stays the same:

  • Your review cadence (annual, semi-annual, quarterly)
  • Competency framework and rating scales
  • Access to historical review data
  • Goal-setting workflows
  • Manager-to-direct-report structure

What gets better:

  • Calibration now includes ONA collaboration data
  • AI coaching surfaces behavioral insights, not text summaries
  • All features at one price — no add-on tiers
  • Faster review completion (5 days typical vs. 2–3 weeks)
  • Hidden top performers identified through network analysis

Common migration questions

How long does it take to migrate from Lattice to Confirm?

Most teams go live in 2–4 weeks. Our implementation team imports your historical review data, employee records, and competency frameworks from Lattice so nothing gets lost.

Will we lose our Lattice review history?

No. We import historical reviews, goals, feedback, and employee records with full fidelity. Your HR team can reference past cycles inside Confirm without logging back into Lattice.

Can we run Lattice and Confirm at the same time?

Yes. Many teams run a Confirm pilot with one department before migrating. One review cycle is enough to compare outcomes side-by-side.

Does Confirm connect to our HRIS?

Yes. Confirm integrates with Workday, BambooHR, Rippling, ADP, and most major HRIS platforms. Setup is handled by our implementation team.

How much does the migration cost?

Implementation is included in your Confirm subscription. No setup fees, no extra onboarding charges. You pay $8/person/month and we handle the migration.

How does Confirm's pricing compare to Lattice?

Confirm is $8/person/month, all features included. Lattice starts at $11 and adds $4–$6/user for each additional module. Most Lattice customers at full activation pay $18–$25+/user.

What teams say after switching from Lattice

"We looked at a bunch of platforms. None of them could do it — not in that way, in such a fast, simple way."
Sheena Blauvelt Executive Director of HR Specialties, USANA
"Confirm is the first tool that lets me see the behavioral side with some evidence. I can quickly get the information to make decisions."
Joanna Yeoh Director of People, Nansen

Lattice vs. Confirm: side by side

Feature
Lattice
Confirm
Performance reviews
Engagement surveys
$4/user add-on
Included
Career development
$4/user add-on
Included
Compensation planning
$6/user add-on
Included
Organizational Network Analysis (ONA)
✓ Exclusive
AI manager coaching (proactive)
Reactive only
Real-time nudges
Retention risk alerts
Survey-based
Signal-based
Implementation time
3+ months
~5 weeks
Starting price
$11/user/mo + add-ons
$8/user/mo all-in

Ready to make the switch?

Book a 30-minute migration call. We'll scope your Lattice setup, answer your data questions, and give you a realistic timeline — no pressure, no sales pitch.