There are several ways that you can add new people in 15Five, each of which are laid out in this article. The best practice for inviting new people will depend on your company size and where you're at in the 15Five roll out process. For instance, bulk importing new people via CSV is often is the easiest when rolling out for the entire company or a group, while inviting from 'Manage people' is the easiest for a single new hire.
Some things to consider
Invites will expire after 30 days. If the invite expires, you will need to reactivate the person from the 'Manage people' page in 15Five. Invites will be sent immediately unless you specify a start date in the future.
15Five will not charge for invited/new people until the invite is accepted and the person becomes active. Billing for the new people is prorated based on the activated date and the time left in your current subscription period.
Success Center article 🗒: How does adding/removing people impact billing?
When people log into 15Five for the first time after being invited, they will see an onboarding walkthrough outlining the Check-in. The onboarding walkthrough will vary slightly for reporters, reviewers, and account creators. To see screenshots of these guides, check out this article.
Invite via SCIM
By default when SCIM is enabled, we have removed all invite and reactivate/deactivate options from the 'Manage people' page. When you want a person to have access to 15Five, you need to add them to the 15Five app via your IdP and their profile will be activated in 15Five very shortly after; the same goes for reactivating and deactivating. Then, those people will click on the 15Five app in their IdP and be able to login to 15Five without needing additional login credentials.
Invite from the 'Manage people' page
1. From the Settings menu at the top right of your 15Five account, click People.
2. Once on the 'Manage people' page, click 'Invite people' at the upper right of your page to invite individuals one by one.
3. Set up a new person's profile by filling in the fields on the 'Add new person' page. The only required fields are first name, last name, and email. This page is known as the person's "account settings".
Tip
If you would like to add people today, but have the invites to 15Five sent on a later day, use the 'Start date' field. Add any future date here and that date will tell 15Five when to invite the person(s) and give them access. Leave the 'Start date' field blank if you want the invite to go out immediately and allow people to sign into 15Five right away. For more information on start dates, see this article.
Note
If you receive a notice that says "User with this email already exists", that means the person's email is in the system already and they need to be reactivated or assigned to your team.
4. Remember to Save your new person or Save and add another.
Bulk import people
CSV import files must include an email address, but all other fields are optional. If you are hoping to have your whole team imported and added to groups in the same step, you can use the 'active_groups' column header in addition to the email address header to do so.
Success Center article 🗒: Bulk import or update people
Note
Bulk imports are not available for SCIM customers.
1. From the Settings menu at the top right of your 15Five account, click People.
2. Click on the 'Import' tab.
Tip
From the 'Manage people' page, you can also click the dropdown arrow next to 'Invite people' and you will see an Import from CSV option.
3. We strongly suggest clicking Download current structure before making any bulk changes to your account. Doing so will not only provide you with a template to use, but will also allow you to save your current structure in case you need to refer or revert back to it at a later time.
4. Review the column header options as well as the formatting requirements for CSV imports.
Tip
Leave the Start date field blank if you want the invite to go out immediately and allow people to sign into 15Five right away. For more information on start dates, see this article.
5. Click Choose file and find the file from your computer that you would like to import.
Tip
Need some material to send new employees? Check out our Getting Started docs!