What to expect: I'm an Account Admin

Our Help Center contains overview, technical how-to, and strategic articles and videos to help you make the most of 15Five. Some of the articles that you may find most helpful as a new admin are:

• 15Five Foundation and Features

• Roles and permissions in 15Five

• Who are my 15Five account administrators?
• Default visibility & options across 15Five features
• People and data management options in 15Five
• Measure success and impact in 15Five
• Contact 15Five

• Register for a live account admin training

15Five’s Academy is a series of on-demand courses that help Admins, Managers, and Employees get up and running in 15Five through short, impactful multimedia lessons. Each lesson delivers a mix of short videos, written content, and knowledge checks to help account admins maximize their 15Five journey. Sign up now.

Our Product Training Team hosts live training sessions that walk admins through the ins and outs of 15Five. Register for upcoming trainings or access on-demand trainings now.

Our stellar Support team is here to answer your product questions, troubleshoot issues with your account, and help you make the most of 15Five. 

There are three ways to open a ticket with our Support Team:

1. Email your question to support@15five.com
2. Click on Support in the bottom, right-hand corner of the Help Center
   
3. Click the orange bubble in the bottom, right-hand corner of your 15Five account and select the "Contact Support" option
   

Please include a brief description of your issue and any relevant context, links, or screenshots.

Your company's settings control the overall 15Five experience for your employees and include basic information like your company's name, location, and logo, invite email settings, company-wide notification settings, company values, and more.

Refer to our "Configure company settings" article for steps on managing company settings. Or, if you're more of a visual learner, check out the video below:

Account admins and Billing admins have permission to manage billing information for your organization. Check out the articles below for how-tos on basic billing tasks.

• Access your Billing Portal
• Update your billing contact
• Upgrade or downgrade your plan
• Update credit card information

15Five offers various integrations that you can set up to enhance and simplify your organization's experience. Check out the articles below for information about available integrations: 

• Set up Single Sign-On (SSO)
• HRIS Connector
• Integrations: SSO and user management
• Integrations: Communication platforms
• Integrations: Feature-specific

There are three available options for adding your team to 15Five and continuing to manage their data: using an integration, via bulk import using a CSV upload, or manually from within account settings. Read about each of these options in our "Add new people" Help Center article.

Whether or not new employees receive invite emails, and the copy contained in invite emails, depends on the "Invite settings" options selected in company settings.

If at any point you need to send or resend an email invite to a user, you can do so from the "Manage people" page. Use the articles below for steps on how to do so:

• Use the 'Manage people' page
• Bulk manage invitations
• Send an invite to a created user

Account admins have the ability to manage the status of user accounts from the "Manage people" page, including deactivating or reactivating accounts. Refer to the articles below for more information:

• Use the 'Manage people' page
• Reactivate a person's account
• Deactivate a person's account

Once employees are added to 15Five, Account admins can manage settings from the "Manage people" page. Use the articles below to learn how to manage employee settings:

• Use the 'Manage people' page
• Update a person's account settings
• Change a person's direct manager

The role(s) that a person is assigned determines what they can see and do in 15Five. Account admins can assign roles to users to customize their experience and ensure they have the proper capabilities. Check out our "Assign roles to users" article for information about assigning roles. For an overview of available roles, please refer to our "Roles and permissions in 15Five" article.

Adding employee job information to 15Five provides clarity and allows your team to explore available career options as they progress within your organization. Job information is visible in various parts of the 15Five platform, including employee profiles, Best-Self Review®, and Career Hub.

Use the articles below to upload and manage job information for your team:

• Upload and manage job information
• Upload and manage competencies

With groups and group types in 15Five, you can create subsets of people to organize your company based on business units, departments, locations, common interests, and more. They can be pulled into specific features across 15Five for segmenting, reporting, and filtering. You can see groups and group types in the "Manage groups" tab of the People Settings page.

• A group type is an umbrella label used to organize groups.
• A group is a subset of people in your organization made up of group members.

Here's an example: if you create a group type called 'Offices', you could create groups for each city your company has an office in: maybe Berlin, Denver, Madrid, New York, and Raleigh. Then, you'll add group members to the groups that align with their office location.

Refer to the articles below for information on creating and managing groups and group types:

• Create a group and/or group type
• Add people to a group
• Edit group settings
• Manage Smart Groups

Attributes are labels that can be applied to employees and typically contain sensitive information. Unlike groups, attribute visibility varies based on confidentiality level or set visibility settings. You can see employee attributes and associated viewing permissions in the "Attributes" tab of the People Settings page.

Refer to the articles below for more information about creating and managing attributes:

• Create, edit, or delete a custom attribute
• Mark an employee as high potential

15Five's 1-on-1s feature facilitates structured meetings that prioritize alignment and engagement by guiding discussions on priorities, challenges, and progress.

Feature-specific admin capabilities are:

• Configure feature settings
• Add talking points and action items for employees
• Report on 1-on-1 activity

15Five's Best-Self Review® facilitates a guided performance review process that focuses on performance, goals, and feedback to nurture professional growth.

Feature-specific admin capabilities are:

• Configure feature settings
• Be assigned as a review admin

15Five's Career Hub is a simple, powerful way for managers and their team members to co-create a strengths-driven career vision that keeps employees motivated and energized.

Feature-specific admin capabilities are:

• Configure feature settings
• Bulk-upload job information (i.e. job titles, descriptions, and responsibilities)
• Upload role competencies
• Create career paths

Help Center article 💡: Career Hub for admins

15Five Check-ins replace status reports with quick employee feedback through a few questions, taking 15 minutes to fill and 5 minutes for managers to review.

Feature-specific admin capabilities are:

• Configure feature settings
• Manage company, group, and individual Check-in settings
  • Change Check-in due days
  • Change the frequency of Check-ins
  • Adjust Check-in section frequency
• Set vacations for anyone in your organization
• Manage Check-in questions
• Create Question Queues
• Report on Check-ins activity

15Five's Engagement feature enables organizations to create anonymous employee surveys to measure, evaluate, and enhance employee engagement.

Feature-specific admin capabilities are:

• Access the Engage Portal (by clicking Engagement in 15Five's main, left-hand navigation)
• Configure feature settings
• Manage employees in Engage
  • Employees section: Active, Access, and All tabs
  • Sync employee and group data from 15Five to Engage
  • Assign roles and results access in Engagement
• Manage groups in Engage
  • Manage data cuts with groups and attributes
  • Include/exclude Group Types in engagement survey results
  • Manage settings for System Groups (Tenure, Generation, and Hire Cohort)

15Five's Feedback feature allows employees to provide ad-hoc feedback to foster open communication, collaboration, and growth.

Feature-specific admin capabilities are:

• Configure feature settings

High Fives in 15Five enable employees to recognize each other's achievements and contributions through a simple and positive feedback system.

Feature-specific admin capabilities are:

• Configure feature settings
• Pull a custom High Fives report

Your homepage in 15Five is your one-stop destination for a people-centric and action-oriented approach to managing your team and driving business outcomes.

Feature-specific admin capabilities are:

• Assign actions to any employee
• Bulk-assign actions to managers
• Track the progress of assigned actions

Help Center article 💡: Use the "Manage Actions" page

15Five’s HR Outcomes Dashboard and Manager Effectiveness Indicator (MEI) provide a reliable way for HR executives to consistently capture, synthesize, and present the outcomes they are measuring and working to improve: manager effectiveness, employee engagement, employee performance, and regrettable turnover. This allows HR leaders to show clear and concise data that directly links programs like employee learning and development to outcomes like employee retention, which can, in turn, be connected to business outcomes like customer satisfaction and revenue.

Feature-specific admin capabilities are:

• Configure the HR Outcomes Dashboard
• Use the HR Outcomes Dashboard
• Configure the Manager Effectiveness Indicator
• Use the Manager Effectiveness Indicator

15Five's Objectives feature provides a framework for setting, tracking, and aligning goals, enhancing clarity and focus towards achieving desired outcomes.

Feature-specific admin capabilities are:

• Configure feature settings
• Create objectives for anyone
• Bulk import objectives
• Pull reports on Objectives progress and usage

15Five's Transform is live and on-demand training and coaching for the modern manager— designed to build effective managers, highly engaged employees, and top-performing organizations. Each course and concept is backed by evidence to help your leaders and teams thrive and perform at the same time.

Feature-specific admin capabilities for on-demand training are:

• Grant individuals access to Transform
• Create and manage learning tracks
• Create and manage learning journeys

Feature-specific admin capabilities for live training are:

• Access Coaching Hub
• Assign live coaching sessions
• Schedule live coaching sessions
• Track and review live coaching sessions