Filter presets allow you to save specific filter options to recall later in Best-Self Review® cycle reporting. These presets will include options selected in both the 'People' and 'Demographics & people data' filters. HR admins have the ability to share presets they create with other HR admins, so your team can easily filter by important segments.
In this article, you'll find...
- How to create a preset filter
- How to edit or delete a preset filter
- Frequently Asked Questions (FAQs)
- Related resources
Access and availability
⛔️ Required access to Best-Self Review® and Calibrations.
👥 This article is relevant to Review admins and Cycle collaborators.
📦 This feature is available in the Perform and Total Platform pricing packages.
Create and manage preset filters
- Click on Best-Self Review® in 15Five's main, left-hand navigation bar.
- Click on the name of the review cycle you want to view results in to open the cycle's Overview page.
- Open results for the review cycle.
- If you don't have an administrative role in the review cycle, click on the 'Team's results' tab. It is at the top of your page, to the right of Overview, Peer nominations, etc.
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If you have an administrative role in the review cycle, click on the 'Company's results' tab.
- You'll land on the 'Summary' tab of review results. From here, select desired filtering options using the 'People' and/or 'Demographics & people data' filters at the top of the page.
Tip
If the Demographics & people data filter appears grayed out, that means there was no demographic data in the system at cycle kickoff. But don't worry— you can refresh the demographic data! Please refer to the FAQs at the end of this article for steps on how to do so.
- Next, click the Presets button in the filter bar and select 'Save current as preset' from the dropdown menu.
- A popup will appear. Here, name your preset and select whether or not you want to share it with other HR admins. Then, click Save preset.
- All created presets will appear in the Preset dropdown.
- Edit or delete a preset using the pencil icon to its right.
Frequently Asked Questions (FAQs)
If the Demographics & people data filter appears grayed out, that means there was no demographic data in the system when the review cycle began. But don't worry, if you've uploaded demographic attributes since the review cycle began, you can refresh the demographic data so that you can filter results by demographic data.
- Navigate to the review cycle's Overview tab.
- Click the Settings gear in the top, right-hand corner of the page.
- Select "Refresh demographic data" from the dropdown menu.
Only HR Admins can view demographic information and use demographic attribute filters.
Related Resources 📖
- Help Center articles 💡: How to analyze review results using Competency Assessment reporting, Talent Matrix reporting, Private manager assessment reporting, Performance Ratings+ reporting, or Questions & Answers reporting