Adding people to 15Five is quick and easy with just a few simple steps. In this article, you'll learn about the three methods you have to add new people to 15Five: either one-off, in bulk via CSV import, or via an integration.
In this article, you will learn...
Access and availability
βοΈ Required access to the "Manage people" page.
π₯ This article is relevant to Account admins and Managers.
π¦ This feature is available in all pricing packages.
How to add people to 15Five π§βπ»
Account admins have three options for adding people to 15Five: using an HRIS integration, via bulk import, or one-off. Depending on your invite settings, managers and employees may have the ability to add people one-off. Use the dropdowns below to learn about each of these options.
Tip
Are you more of a visual learner? Check out our "Upload Users" video! π₯
15Five's HRIS Connector allows you to connect your company's HRIS to 15Five. With a simple setup and configuration, visibility around what data is coming over, and automatic sync every 24 hours, it's never been easier to ensure accurate, up-to-date employee data across your platforms.
Help Center article π‘: HRIS Connector
You can also provision and deprovision users using SCIM, SSO, and SFTP. Check out our available integrations.
Account admins can import new users or update existing users via CSV using our bulk import tool.
- Click the Settings gear in the top right-hand corner of 15Five.
- Select 'People' from the dropdown menu to open the 'Manage people' page.
- Click to open the 'Import' tab in the top navigation bar.
- Youβre now on the bulk import page, which lists all fields manageable via CSV. Review the table and formatting rules carefully before creating your CSV to ensure proper formatting and content. For questions about specific columns, check the FAQs at the bottom of this article.
- Download your company's current employment structure by clicking the Download current structure button at the top of the page.
Tip
We suggest downloading one copy of your current structure to keep in a safe place for re-upload in case any unintended changes are made when you upload your CSV, and downloading a second copy to make edits to. You can then upload the edited CSV.
- Create your bulk import CSV.
- Make sure that the Employee Identifier (employee ID or employee email) at the bottom of the page aligns with the Employee Identifier you used in the CSV file. If not, you can update it by following the steps in our "Select an Employee Identifier" article.
- When you're ready, click Choose file at the bottom of the screen and find the CSV from your computer that you would like to import. Please note: the file you upload must be in UTF-8 CSV format.
- A "Preview import" screen will appear. Review the changes to be made. If the changes aren't what you want, click the Start over button in the bottom, left-hand corner of the page to stop the import and be redirected back to the bulk import page.
- If you want new users to receive an invite email, check the box next to "Send invite email to all in bulk import." You can change the subject and body of the invite email by following the steps in our "Customize the content of invite emails" article.
- Click Finish import. Depending on the size of your CSV, it may take up to 15 minutes for the import to complete.
- Once the import is complete, updates will be reflected in 15Five.
- If you selected the option to send invite emails, newly-added people will appear in the "Inactive" tab of the Manage People page under "Pending invitations." This means the invite email has been sent but not accepted, or is scheduled to send on their start date.
- If you didn't select the option to send invite emails, individuals will appear in the "Inactive" tab of the Manage People page under "Created people." This means they're not scheduled to receive an invite email. To invite them, follow the steps in our "Send an invitation to a created person" article.
- Click the Settings gear in the top right-hand corner of 15Five.
- Select 'People' from the dropdown menu to open the 'Manage people' page.
- Click Add a person in the top, right-hand corner of the screen.
Note
If your company is integrated with a user management software, you may not see this option. Please refer to the integration-specific article for steps on how to add someone to 15Five.
- Use the form to fill in details for the individual you want to add to 15Five. The only required fields are "First name," "Last name," and "Email."
- Scroll to the bottom of the page and select whether or not you want the person to receive an automatic welcome email. If you don't select this option, you can manually send them an invite email at a later date by following the steps in our "Send an invite to a created user" article.
Tip
You can customize the subject line and body of the invite email using the steps in our "Customize the content of invite emails" article.
- Confirm user settings, then click Save or Save and add another.
Tip
If you see an error that says "User with this email already exists", that means the person's email is already associated with a 15Five account. In this case, you may simply need to reactivate them.
- This person will now appear in 15Five.
- If you selected the option to send them an invite email, they'll appear in the "Inactive" tab of the Manage People page under "Pending invitations." This means the invite email has been sent but not accepted, or is scheduled to send on their start date.
- If you didn't select the option to send them an invite email, they'll appear in the "Inactive" tab of the Manage People page under "Created people." This means they're not scheduled to receive an invite email. To invite them, follow the steps in our "Send an invitation to a created person" article.
Things to keep in mind π§
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Billing for invited users: 15Five will not charge for created or pending individuals unless they've specifically been assigned to an active seat, as is often the case when adding users to participate in an engagement survey. Otherwise, you will not see a charge until the invite is accepted and the individual becomes active. Billing for the new individual(s) is prorated based on the activation date and the time left in your current subscription period.
Help Center article π‘: How does adding/removing people impact billing? - Invitation limits: If a maximum user limit is set in your company's settings (in-app link), you will receive an error when adding seats that surpass the maximum number. The error can be rectified by either deactivating active 15Five accounts or increasing your company's maximum user limit.
- Invite emails: Invite emails will be sent immediately unless you specify a start date in the future or unless company invite settings (in-app link) are set up to not send out invite emails. You can customize the copy of invite emails by following the steps in our "Customize the content of invite emails" article.
- Expired invites: Invites will expire after 30 days. If the invite expires, you can reset it by following the steps in our "Resend or reset invitations" article.
Are you new to 15Five?
Check out the "Getting Started" section of our Help Center for resources on strategizing, rolling out, and launching 15Five successfully!
Related articles π
- How to use the "Manage people" page
- How to bulk import or update people
- How to use the 'Start Date' field to delay invites
- How to customize the content of invite emails
- How to deactivate a person's account
- How to send an invitation to a created user