For individuals to participate in engagement surveys, their seats must be billed in 15Five. Active users automatically fill billable seats. If an individual is not an active user, you can mark them as using a billed seat so they're eligible to participate in engagement surveys.
In this article, you will learn...
Access and availability
⛔️ Required access to Engagement and the HR Outcomes Dashboard.
👥 This article is relevant to Account admins.
📦 This feature is available in the Engage and Total Platform pricing packages.
How to change an employee's seat status
You can change an employee's seat status from the "Manage people" page or from their account settings page using the steps below.
- 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, open the 'Inactive' tab, which contains employees who have been added to the platform but have not accepted their invitation.
- Check the boxes to the right of all users you want to mark as using a billed seat.
- Click Actions and select "Change seat status" from the dropdown menu.
- Select "Set to Billed" and click Change status.
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Once a person is assigned to a billed seat and you complete a sync from 15Five > Engage, they'll appear in the Engage Portal. If you make changes to employee data in 15Five, please complete an additional sync to ensure they're reflected in the Engage Portal.
Tip
If you don’t want a specific user to participate in a particular engagement survey, you can exclude them.
- 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, open the 'Inactive' tab, which contains employees who have been added to the platform but have not accepted their invitation.
- Click on the name of the person whose seat status you want to change to open their account settings page.
- Check the "Billed seat" box in the upper, right-hand corner of the person's settings.
- When you're done, Save your changes.
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Once a person is assigned to a billed seat and you complete a sync from 15Five > Engage, they'll appear in the Engage Portal. If you make changes to employee data in 15Five, please complete an additional sync to ensure they're reflected in the Engage Portal.
Tip
If you don’t want a specific user to participate in a particular engagement survey, you can exclude them.