There are 3 ways that you can add new people in 15Five. Best practices for inviting new users will depend on your company size, and where you are at in the 15Five roll out process. For instance, bulk importing is the easiest when rolling out, while inviting from 'Manage people' is the easiest for a new hire.
Invites will expire after 30 days. If the invite expires, you will need to reactivate the user from the 'Manage people' section of 15Five. Invites will be sent immediately, and cannot be delayed for a later roll out date.
15Five will not charge for invited/new users until the invite is accepted and the user becomes active. Billing for the new user(s) is prorated based on activated date and the time left in your current subscription period.
When people log into 15Five for the first time after being invited, they will see an onboarding guide walking them through the 15Five check-in. To get a preview of the onboarding guide, use this link. The onboarding guide will vary slightly for reporters, reviewers, and account creators. To see screenshots of these guides, check out this article.
Success Center article 🗒: How does adding/removing users impact billing?
For SCIM customers
We have created a new workflow for customers using 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 user to have access to 15Five you just need to add them to the 15Five app in Okta or your IdP and their profile will be active very shortly after; the same goes for reactivating and deactivating. Then, those users will click on the 15Five app in Okta or their IdP and successfully be able to login to 15Five without needing additional login credentials.
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Invite from Manage people
1. There are two ways to get to the Manage people page.
Option #1 Click on your avatar in the upper right corner of your page and then click 'Manage people'.
Option #2 Click on 'Settings' from the left navigation.
Then click on 'People' to expand the people settings.
Last, click on 'Manage 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 by filling in fields on 'Add new person' screen. The only required fields are first name, last name, and email. This page is known as the person's account settings.
See these articles regarding permissions, specifically Account admin and Billing admin permissions.
4. Remember to save your new person or save and add another.
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Invite from 'Team 15Fives'
1. Click on 'Features' from the left navigation.
2. Click on '15Fives' to expand the 15Five check-in options.
3. Next, click on 'Team 15Fives'.
4. At the bottom of your team's current 15Fives, there is a section titled 'Add Teammates'. Add the email address of the person you would like to invite to your team in the field. Multiple people can be added at once, using commas between email addresses.
5. When you're done entering the email(s), click 'Add'. You can also use the 'bulk import from CSV' to invite multiple people at once.
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Bulk import people
Success Center article 🗒: Bulk import or update users
CSV import file must include an email address. 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 to do so.
Success Center article 🗒: Bulk import or update users
1. Click on 'Settings' from the left navigation.
2. Then click on 'People' to expand the people settings.
3. Last, click on 'Import'.
4. Select 'Import' on your left-hand side navigation.
5. 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.
6. Review the column header options as well as the formatting requirements for CSV imports.
7. Click 'Choose file' and find the file from your computer that you would like to import.
Report 📊: Download a CSV of your current users
Need some material to send new employees? Check out our Getting Started docs!