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...
Access and availability
⛔️ Required access to Engagement feature settings.
👥 This article is relevant to Engagement Admins and Organization Admins.
📦 This feature is available in the Engage, Legacy Perform, and Total Platform pricing packages.
How to configure feature settings 🛠️
Use the dropdowns below to learn how to configure the various settings involved in engagement campaigns.
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.
Control which roles can access the Engagement tab in their main navigation.
Provide the name of your organization & the organization name that will appear in engagement surveys.
- 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.
- Expand the "Company details" section.
- Select your desired company name and display name.
Select the industry category that most closely aligns with your organization so you can view benchmarking information.
- 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.
- Expand the "Company details" section.
- Select the industry category that most closely aligns with your organization.
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.
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'Features’ from the dropdown menu.
- Open Engage feature settings.
- Now, open the "Results visibility" tab.
- Select your desired confidentiality threshold.
- When you're done, Save your changes.
Assign roles and results access to your team.
There are two types of permissions in 15Five's Engagement feature: Role, which determines whether or not a person sees the Engagement feature in 15Five's main navigation, and Results access level, which determines access to engagement survey results. Please refer to our "Assign roles and results access in Engagement" article for steps on assigning each.
Allow leaders to filter survey results by managers and hierarchies.
Decide whether you want managers to have access to engagement results for their direct reports and hierarchy by default. If, instead, you want to customize the cohorts whose results managers have access to, check out our "Assign roles and results access in Engagement" article.
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'Features’ from the dropdown menu.
- Open Engage feature settings.
- Now, open the "Results visibility" tab.
- Use the toggles to determine whether or not those with results access should be able to filter results by managers and/or hierarchies.
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.
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'Features’ from the dropdown menu.
- Open Engage feature settings.
- Now, open the "Results visibility" tab.
- Toggle on or off default manager visibility.
Determine visibility to open-ended feedback from engagement surveys
When this setting is enabled, account admins can determine whether only admins can view open-ended responses from the engagement survey, or if everyone with results access can view open-ended feedback.
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'Features’ from the dropdown menu.
- Open Engage feature settings.
- Now, open the "Results visibility" tab.
- Select your desired option in regards to visibility for the open-ended feedback from an engagement survey.
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.
Select whether managers should automatically receive an email when results are ready to view.
- 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.
- Open the "Notifications" tab using the top navigation.
- 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."
Select whether participants should receive notifications via email, mobile (SMS), both, or neither.
Select the default medium that will be used to notify employees at launch and throughout the engagement campaign (either Email, SMS, Email and SMS, or None).
- 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.
- Open the "Notifications" tab using the top navigation.
- Find the "Engage notifications" section at the bottom of the page. Under "Survey delivery method," select whether you want participants to receive surveys via Email, SMS, or both.
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.
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 "Customize survey terminology" 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.