This article walks through groups and group types in 15Five, which you can create subsets of people to organize your company based on business units, departments, locations, common interests, and more. These group types can be pulled into specific features across 15Five for segmenting, reporting, and filtering.
In this article, you will learn...
Access and availability
⛔️ Required access to Manage groups.
👥 This article is relevant to Account admins and Managers.
📦 This feature is available in all pricing packages.
Note
Check out this article for steps on creating groups and group types.
Groups and Group types Overview 🌐
15Five uses groups to organize and easily report on the people in the platform.
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.
Using groups throughout 15Five 🧑💻
Once you create groups and group types, they can be pulled into specific features across 15Five for segmenting, reporting, and filtering. Click through the sections below to see how groups can be leveraged in different features.
In Reporting, you can use groups in the following ways:
- Filter the 1-on-1s Dashbaord by specific groups to see how well different groups are doing with usage.
In Best-Self Review®, you can use groups in the following ways:
- Create group-specific review questions while creating a question template.
- Include only members of specific groups as review cycle participants while creating a review cycle.
- Filter review results by specific groups when analyzing results.
In Check-ins, you can use groups in the following ways:
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Create group-specific Check-in questions to be asked to group members in Check-ins. For example: if the Raleigh office recently changed office locations, you could create a group Check-in question asking them how they feel about the new space.
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Limit Check-ins to specific groups, or exclude specific groups from filling out Check-ins.
- Filter Check-ins reports by groups to gauge how different subsets of people are performing, feeling, or answering specific questions.
In Engagement, you can use groups in the following ways:
- Filter engagement survey results by groups. This is helpful as you dig into how the results of specific groups compared to those of the entire organization so you can determine the most impactful places to take action.
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Give a high five to a specific group by @mentioning them.
- Filter the High Fives Dashboard by a group to see high fives that only members of that group or the group itself have received.
- Filter the Dashboard by groups to see how they're doing compared to other groups or the company as a whole.
- Compare how groups within a group type are performing in the 'Breakdown' tab of the HR Outcomes Dashboard.
- Create group-specific objectives during the process of creating an objective. This allows you to create group goals that either align with company-wide goals or are specific to the group's success.
- Allow only members of specific groups to have access to an objective during the process of creating an objective.
- Filter the Objectives page (in-app link) by groups to view group member objectives.
- Filter Objectives dashboard by groups to view group member objectives gauge how different subsets of people are performing.
All in all, groups are invaluable in helping your organization utilize 15Five. Continue reading for more information about creating group types and groups.
Related resources 📖
- Help Center article 💡: Create a group or group type
- Help Center article 💡: People and data management options in 15Five
- Video 🎥: Create and Manage Groups
- Video 🎥: Best Practices for Leveraging Groups in 15Five