Import external performance data

This Early Adopter release is currently only available to limited customers and functionality is subject to change. To opt in as an Early Adopter, simply follow the steps in this article to upload an external performance file.

15Five's external outcomes data import allows you to import review cycle data from sources outside of 15Five. This new capability enables you to:

  • Keep track of all performance data in one, easy-accessible location,
  • View trending review data across all performance review cycles, and
  • Easily populate the Performance tile of the HR Outcomes Dashboard using historical data— so you can immediately access insights and recommendations to improve performance across your organization.

In this article, you will learn...

Access and availability

⛔️ Required access to Feature Settings.
👥 This article is relevant to Account admins.
📦 This feature is available in the Perform and Total Platform pricing packages.


Import external performance data

You can access the external performance data import from three places in 15Five: Feature Settings, the HR Outcomes Dashboard, and the Reviews Dashboard.

Feature Settings HR Outcomes Dashboard Reviews Dashboard
  1. Click on the Settings gear in the top right-hand corner of 15Five.
    Open_Settings.png
  2. Select 'Features' from the dropdown menu.
    Features.png
  3. Open the Import external data section.
    Import-External-Data.png
  4. Click +Add review data.
    Add-Review-Data.png
  5. Type the name, source, and dates of the review cycle you're importing. When you're done, click Next.
    External-Review-Details.png
  6. Click Upload file and select the external performance review file from your computer.
    ✏️

    Note

    The file you upload must be in CSV or XLSX format and include a column containing employee identifiers— either employee ID or email. Besides ensuring that these columns are included, no additional configuration is required before uploading your file.

    Upload-File.png
  7. Your file will be processed and appear in 15Five upon completion. To view imported performance data, follow the steps in the next section of this article.
    Screenshot 2024-05-07 at 10.23.50 AM.png

View imported performance data

💡

Tip

You can click the Go to history button after completing your import to skip steps 1-3 in this section.

  1. Click on the Settings gear in the top right-hand corner of 15Five.
    Open_Settings.png
  2. Select 'Features' from the dropdown menu.
    Features.png
  3. Open the Import external data section.
    Import-External-Data.png
  4. Click ... next to your import and select "View details" from the dropdown menu.
    View-Import-Details.png

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