Configure the HR Outcomes Dashboard

What Settings Can I Configure? ⚙️

✅ You can configure:

• Performance Metrics: Define which review cycles are used to calculate performance designations (Top, Mid, and Bottom Performers).

• Manager Effectiveness: Choose which factors contribute to the Manager Effectiveness Indicator (MEI), including behaviors in 15Five and manager effectiveness assessments.

• Visibility: Control which roles and individuals have access to the HR Outcomes Dashboard.

❌ You can't configure:

• Engagement: This metric is automatically calculated. If your organization has held an engagement campaign, the dashboard will display the Engagement Score. If not, it defaults to the average Pulse score from Check-ins.

• Turnover: This is automatically calculated based on the number of employees with a termination date year-to-date or in the past 30, 60, or 90 days, divided by the average number of active users during the same period. Learn how to add turnover data to 15Five →

How to Configure Settings 👩‍💻

1. Click on Outcomes Dashboard in 15Five's main, left-hand navigation.
   
2. Click on the three dots in the top, right-hand corner of the dashboard and select View Settings from the dropdown menu.
   
3. You’ll land on the Outcomes & Manager Effectiveness Settings page. Use the dropdowns below to learn how to configure settings.
   

   

   Performance Metrics

   Define which review cycles should be included to determine performance designations on the HR Outcomes Dashboard.

   1. Expand the "Performance Metrics" section of the configuration page and click Configure performance metrics.
      
   2. At the top of the page, you'll see a data preview that shows the distribution of performance designations across your organization. This section also includes a coverage percentage indicating how much of your current employee base is represented in the selected review cycles.
      
   3. Below the preview, you’ll find a list of available review cycles. Check the box next to any review cycle you want to include. Use the Coverage column to see what percentage of performance designations each selected cycle contributes.

      

      ✏️

      Note

      If an employee appears in multiple selected cycles, 15Five uses the most recent performance designation from the included review cycles.

   4. If a review cycle included Performance Ratings+, performance designations are assigned based on the rating each employee received. If not, use the dropdown menu to select an opinion-scale question from the manager review to determine performance designations.
      
   5. As you select review cycles, the data preview will update in real time. For the most accurate insights, aim to reach as close to 100% coverage as possible.
      

      

      💡

      Tip

      Click # people do not have a performance designation to view a list of employees who are missing performance designations. You can launch a targeted performance review cycle to collect this data and ensure they’re included in your dashboard metrics.

   6. When you're done, click Save changes.
      
   7. A popup will appear. Click Yes, save the current configuration.
      

   Manager Effectiveness

   Choose which factors should contribute to your organization’s Manager Effectiveness Indicator (MEI) score.

   The Manager Effectiveness Indicator (MEI) is a holistic measurement that provides a clear, data-driven view of how managers are performing across core manager effectiveness competencies. Use the steps below to configure MEI for your organization.

   💡

   Tip

   You can include two factors in your MEI: Manager Effectiveness Assessment and Behaviors in 15Five (i.e., feature usage). For the most accurate, competency-based insights, we recommend running a Manager Effectiveness Assessment. Learn more using the articles below.
   Run a Manager Effectiveness Review Cycle →
   Run a Manager Effectiveness Engagement Survey →

   1. Expand the "Manager Effectiveness" section of the configuration page. 
      
   2. Click Edit configuration.
      
   3. Select subfactors: Click + to the right of either factor to open subfactor options. To include a subfactor in your MEI calculation, check the box to its left.
      

   4. Adjust the weight of subfactors: Click Advanced configuration after expanding subfactor options to customize how much weight each subfactor should have on factor calculation. We provide a recommended weight for each subfactor, but you can customize them to better align with your company's usage and needs.
      
      

      💡

      Tip

      Hover to see which inputs are collected to measure a subfactor.
      

   5. When you're done, Save your changes.
      

   Visibility

   Control which roles and individuals have access to the HR Outcomes Dashboard.

   By default, Account Admins and HR Admins have access to the dashboard, but visibility settings can be customized to match your organization's needs.

   1. Expand the "Visibility" section of the configuration page.
      
   2. Control access for Account Admins and HR Admins using the boxes to their left.
      
   3. Give additional individuals access to view the HR Outcomes Dashboard by adding their names to the "Include people" field.
      
   4. When you're done, Save your changes.