When preparing to launch your engagement survey, it's important to ensure key settings like company industry, results access, confidentiality rule, and more are updated and aligned with the company! Before you send out an engagement survey, configuring these settings is essential to collecting meaningful insights, and this article will show you how to update all of those settings for your next engagement survey.
In this article, you will learn how to...
- How to configure Engagement feature settings 🛠️
- How to configure company settings for Engagement ⚙️
- Configure other settings 🧑💻
Access and availability
⛔️ Required access to Engagement feature settings.
👥 This article is relevant to HR Admins and Account Admins.
📦 This feature is available in the Engage, Legacy Perform, and Total Platform pricing packages.
Note
On January 20th, 2025 we migrated Engagement feature settings from the Engage Portal to 15Five. To learn more about this change, please refer to this article.
Configure Engagement feature settings 🛠️
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'Features’ from the dropdown menu.
- Open Engage settings.
- Here, you'll see three tabs: Access, Results visibility, and Survey terminology. Continue reading to learn how to configure settings in these tabs.
- In the Access tab, you can configure the following settings:
Feature Access
Control which roles can access the Engagement tab in their main navigation.This setting controls which roles can access Engagement using their main navigation menu.
Individuals who are assigned to roles with feature access can see the Engagement tab by clicking Surveys > Engagement in the main navigation menu.
- In the Results visibility tab, you can configure the following settings:
Confidentiality rule (i.e., confidentiality threshold)
Determine the minimum # of survey respondents required to view results for a group.By default, engagement survey results are hidden for groups with fewer than five (5) survey respondents to protect employee confidentiality and data integrity. If desired, you can change the respondent minimum from 5 to either 3 or 4. Read more about confidentiality for engagement surveys.
Select your desired confidentiality threshold. When you're done, Save your changes.
Default manager visibility
Determine if managers should have visibility into their team's & hierarchy's engagement survey results by default.When this setting is enabled, managers will, by default, have visibility into results for all survey respondents in their manager group (i.e., all of the people who report directly to them) and their hierarchy group (i.e., all of the people who report directly or indirectly to the manager). Visibility settings on the user profile take precedence.
Toggle on or off default manager visibility.
Enable filtering by manager/hierarchy groups
Allow leaders to filter survey results by managers and hierarchies.Decide whether individuals with results access should be able to filter engagement results by manager groups and hierarchy groups.
Use the toggles to determine whether or not those with results access should be able to filter results by managers and/or hierarchies.
Feedback visibility
Determine visibility to open-ended feedback from engagement surveys.This setting allows you to determine whether only admins can view open-ended responses from the engagement survey or if everyone with results access can view open-ended feedback.
Select your desired option: Admins only or Everyone with results access.
Note
If everyone with results access is selected, individuals can only see open-ended feedback submitted by those in the particular group(s) for which they were assigned results access.
- In the Survey terminology tab, you can configure the following settings:
Survey terminology
Replace the default terms 15Five uses in engagement surveys with custom terms that better align with your organization's needs.You can replace how the following default terms appear in engagement surveys:
- organization
- leaders
- coworkers
- work group
- manager
- employees
Please refer to our "Customize survey terminology" article for instructions.
Configure company settings for Engagement ⚙️
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select "Company settings" from the dropdown menu to open the company settings page.
- You're now on the "Company info" tab of Company settings. Let's start here.
- In this tab, you can configure the following settings:
Display Name
The organization name that will be shown across 15Five, including in Engagement surveys.Expand the "Company details" section.
Then, select your desired company display name.
Industry
Select the industry category that most closely aligns with your organization so you can view benchmarking information.Expand the "Company details" section.
Select the industry category that most closely aligns with your organization.
- Now, open the "Notifications" tab using the top navigation.
- In this tab, you can manage the following settings:
Survey delivery method
Select whether participants should receive notifications via email, mobile (SMS), both, or neither.Find the "Engage notifications" section at the bottom of the page and check the box next to the options you want to use to send notifications about engagement surveys. For more information about what notifications are sent, refer to our "Notifications sent out before, during, and after an engagement campaign" article.
Notify managers when survey results are ready
Select whether managers should automatically receive an email when results are ready to view.Find the "Engage notifications" section at the bottom of the page and toggle on the option next to "Send an email notification to managers when survey results are ready."
Configure other settings 🧑💻
In addition to feature and company settings, there are a few other options you may want to configure before launching an engagement campaign.
Assign results access to your team.
A person's assigned results visibility level determines which engagement survey results they can see. There are three options for results visibility: Full, Limited, and Limited + Groups. If a person isn't assigned one of these options, they won't be able to view any results.
- Full: Individuals with "full" results visibility can see company-wide survey results and detailed survey results for all groups. HR Admins are assigned full results visibility by default.
- Limited: Individuals with "limited" results visibility can see company-wide survey results.
- Limited + Groups: Individuals with "limited + groups" results visibility can see company-wide survey results. They can also see results for all groups they're assigned access to.
Please refer to our "Manage access to engagement survey results" article to learn how to grant individuals visibility into engagement results.
Decide which group types and attributes should be available for filtering survey results.
Groups and Attributes are used across multiple areas of 15Five — not just Engagement. That means your account may include some data points that aren’t relevant for analyzing survey results. As you manage Groups and Attributes, you can control which ones appear in engagement reporting to keep your insights focused, actionable, and aligned with your strategy. Check out our "Include/exclude Group Types & Attributes in engagement survey results" article for more information.
Increase survey participation by ensuring invitations don't end up in participants' spam folders.
A critical step to ensuring assessment success is making sure that the assessment emails don’t end up in your employees’ spam folders, as this can negatively impact response rates and result validity. Check out our "Add Engagement emails and domains to your allowlist" article for a list of emails and IP addresses to add to your allowlist.
Give your team the option to take the Core EngageSurvey in Spanish.
15Five's Core EngageSurvey is available in Spanish upon request. This capability simplifies the process for organizations with Spanish-speaking employees who want to take part in engagement surveys.
Please refer to our "Conduct engagement surveys in Spanish" article for instructions.
Allow your team to fill out engagement surveys on a communal computer or tablet, rather than on personal devices.
Kiosk in engagement surveys allows employees to use a computer or tablet to fill out their engagement survey, rather than have the survey sent to them via email or phone. When utilizing Kiosk, employees simply search for their unique engagement link using their name or an employee ID provided by leaders.
Please refer to our "Use Kiosk to launch an engagement survey on a computer or tablet" article for instructions.