Configure organization settings in Engagement

How to configure organization settings 🧑‍💻

1. Click on Engagement in 15Five's main, left-hand navigation.
   
2. [HR Admins only] You'll land on the Engagement Overview page in 15Five. From here, click Go to Engage in the top, right-hand corner of the page to open the Engage Portal.
   
3. Click on the Settings gear in the top, right-hand corner of the Engage Portal and select 'Settings' from the dropdown menu.
   
4. You're now on your company's Engagement feature settings page. Open the "Organization settings" tab.
   
   
   
   ✏️

   Note

   To learn more about the other tabs in Engagement settings, check out the related articles at the bottom of this article.

5. Click the arrow to the right of "Organization details" to expand nested settings. Here, you can customize the settings listed below. When you're done, click Submit.
   
   Name

   The company name that's shown to all employees throughout the Engage Portal. This is a read-only field that's set in 15Five Company settings > Company name.

   Display Name

   The company name that employees will see when taking an engagement survey.

   Industry Benchmark

   The industry your company's engagement results are compared to. Learn more about industry benchmarks.

   Default Message Type

   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)

6. Click the arrow to the right of "Organization details" to select your desired setting for leader notifications.
   
   If this setting is enabled,

   If this setting is enabled, individuals assigned a "leader" role will receive a notification when the campaign ends and the results are ready.

   If this setting is disabled,

   If this setting is disabled, leaders will not receive any notifications after a campaign closes.

7. Click the arrow to the right of "Results access" to expand nested settings. Here, you can customize the settings listed below. When you're done, click Save changes.
   
   Company-wide confidentiality rule

   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.

   💡

   Tip

   Although we offer the flexibility to set your confidentiality threshold to 3 or 4 respondents, we highly recommend sticking to what we call the 'Rule of 5'. This recommended policy, which prevents engagement results from being displayed for groups with fewer than five (5) survey respondents, is specifically engineered to protect respondent anonymity while also providing precise, actionable insights from your engagement surveys.

   Give leaders access to their "Manager" and "Hierarchy" results

   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. 

   AI Insights

   Decide whether or not leaders should have access to use AI to summarize Dynamic Feedback for an engagement campaign.

8. Click the arrow to the right of "Survey Terminology" to replace the default terms 15Five uses in engagement surveys with custom terms that better align with your organization's needs.
   
   You can replace the following terms:

   • organization
   • leaders
   • coworkers
   • work group
   • manager
   • employees

   💡

   Tip

   Click Expand below a term to see examples of how the term appears in engagement surveys.

9. Click the arrow to the right of "Kiosk settings" to expand nested settings. Here, you can customize the settings listed below. When you're done, click Save changes.
   
   
   Obfuscate Employee Names

   If this setting is on, when an employee searches, the results will not display the full name of the employee but, instead, will show J*** D (for John Doe).

   Kiosk Group

   If this setting is selected, Kiosk will only show for employees who are in a group within the group type that is selected. In addition, specific links will be provided for each of the groups within the group type. This is helpful if you want to limit the number of employees showing up in each kiosk to a location or plant.

   ✏️

   Note

   This setting will only appear if Kiosk has been enabled for your organization. This tool 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.

10. You're done configuring organization settings for Engagement! To learn more about the other tabs in Engagement settings, check out the articles in the next section of this article.

Related articles 📖

• Employees tab: Employees section: Active, Access, and All tabs
• Survey management tab: Create a custom engagement survey
• Group management tab: Manage settings for System Groups
• Campaign change history tab: View my organization's Engagement campaign change history