This article walks through how to add termination data to 15Five, which can be added to the HR Outcomes Dashboard to track and report on turnover. You can add termination data in any of the following ways: 1) by adding it manually to 15Five (either when deactivating a user or retroactively), 2) via bulk import CSV, or 3) by syncing termination data from your HRIS to 15Five via the HRIS connector.
In this article, you will learn...
Access and availability
⛔️ Required access to 'Manage people'.
👥 This article is relevant to Account admins.
📦 This feature is available in all pricing packages.
Add turnover data to 15Five
- Click on the settings gear in the top, right-hand corner of 15Five.
- Select 'People' from the dropdown menu.
- You're now on the "Manage people" page. From here, find the person/people whose account(s) you want to deactivate and check the box(es) to the left of their name(s).
- Click the Actions button above the user table and select Deactivate from the dropdown menu.
- A popup will appear that asks you to provide a reason why the account is being deactivated, either: 1) This person was terminated, 2) This person left this position on their own, 3) This person is still with the company, just not using 15Five, or 4) Prefer not to say. Select the appropriate option and provide a termination date (optional).
- Confirm your changes by clicking Deactivate account.
- Once termination data is entered and saved, 15Five will capture these fields to be used for turnover tracking in the HR Outcomes Dashboard. The person will also appear in the 'Deactivated' tab of the "Manage people" page.
- If you need to view or change a person's termination date, click on their name from the 'Deactivated' tab of the "Manage people" page to open their user settings page. From here, you can view the date, or change the 'Termination date' field to match the day the person was terminated.
- Click the 'Settings' gear in the top right-hand corner of 15Five.
- Select 'People' from the dropdown menu to open the 'Manage people' page.
- Click to open the 'Import' tab in the top navigation bar.
- You are now on the bulk import page. This page includes a table of all fields that can be managed via CSV. Please read these, as well as the formatting rules outlined under "Use the example below as a guide while following a few simple rules", in full before creating your bulk import CSV, as they contain important information regarding what to include and how to format each column. If you have any questions about specific columns, please refer to the FAQs section of our "Bulk import or update people" article.
- Download your company's current employment structure by clicking the Download current structure button at the top of the page.
Tip
We suggest downloading one copy of your current structure to keep in a safe place for re-upload in case any unintended changes are made when you upload your CSV, and downloading a second copy to make edits to. You can then upload the edited CSV.
- Create your bulk import CSV, including two columns: 1) "email" or "employee_id" (depending on your company's selected Employee Identifier), and "termination_date". If you are deactivating individuals during this bulk import, also include the column "is_active" and type "false" for the individuals you're deactivating.
- Make sure that the Employee Identifier (employee ID or employee email) at the bottom of the page aligns with the Employee Identifier you used in the CSV file. If not, you can update it in Company Settings > Import Settings.
- Then, click Choose file at the bottom of the screen and find the CSV from your computer that you would like to import. Please note: the file must be in UTF-8 CSV format.
- Once you have selected the file that you want to import, a 'Preview import' screen will appear. Review the changes to be made. If the changes aren't what you want, click the Start over button in the bottom, left-hand corner of the page to stop the import and be redirected back to the bulk import page.
- Click Finish import.
- Depending on the size of your CSV, it may take up to 15 minutes for the import to complete. Once the import is complete, updates will be reflected in 15Five. One the import is completed, anyone you deactivated in the CSV import will appear in Manage people > Deactivated. Open a person's account settings to see their termination date in 15Five.
When we capture termination dates via an HRIS, the field will automatically populate in the user's profile.
Once imported, you can view a person's termination date in their profile by following these steps:
Once imported, you can view a person's termination date in their profile by following these steps:
- Click on the settings gear in the top, right-hand corner of 15Five.
- Select 'People' from the dropdown menu.
- You're now on the "Manage people" page. From here, click into the 'Deactivated' tab.
- Find the person whose termination date you want to view and click on their name to open user settings. The termination date can be found toward the top of the page.
Importance and use cases
Why is it important to analyze this data?
- Turnover metrics are valuable from a legal perspective because they can uncover unconscious bias and discriminatory practices, or reveal a workplace climate that deters people that belong to specific demographics (e.g. women or persons of color) from remaining at the company.
- Cost savings. Estimates of the cost of turnover vary, but commonly it's estimated to be around 33% of an individual’s salary. When you add in all of the indirect costs of turnover, like lost business opportunity, training new employees, or lower productivity of newly hired employees in the beginning, others estimate the cost of turnover to be one-and-a-half to two times an individual's annual salary.
How regrettable turnover influences other areas of the employee lifecycle
- Use engagement surveys for more actionable insights. Use the 'Discover insights' section of the HR Outcomes Dashboard to compare engagement with turnover data. How did engagement scores compare on high-turnover teams? You can also dig further into engagement survey drivers to see if there were specific criteria, like belonging, communication, or trust in leadership, where these teams tended to score lower.
- Analyze results and take action to prevent turnover. Once you view turnover data using the HR Outcomes Dashboard, you can use these insights to set your employees up for success. Think about investing more in better onboarding, growth opportunities, career paths, and development for teams and cohorts who have higher turnover rates.
- Educate managers. According to Gallup poor management can be the root cause of 75 percent of voluntary turnover. Use the HR Outcomes Dashboard to analyze which managers and hierarchies have higher turnover rates, and focus on educating and coaching high-turnover leaders.