Check-ins are a key part of ongoing communication and performance. While we recommend submitting a Check-in every week, we know that each team works differently. In this guide, you’ll learn how to customize Check-in frequency at the company, group, or individual level—with options for weekly, biweekly, or monthly cadences.
In this article, you will learn...
- Check-in frequency rules to keep in mind ✅
- How to set a default company Check-in frequency 🌐
- How to set a custom group Check-in frequency 👥
- How to set a custom individual Check-in frequency 🧑💻
- Additional resources 📝
- Frequently Asked Questions (FAQs)❓
Access and availability
⛔️ Required access to Check-ins feature settings.
👥 This article is relevant to Account admins.
📦 This feature is available in the Perform, Focus, and Total Platform pricing packages.
Note
To prevent issues, only change Check-in frequency at the start of a new Check-in period. Adjusting frequency mid-period may cause duplicate or missing Check-ins. If that happens, please Contact Us.
Check-in frequency rules to keep in mind ✅
Here’s how frequency settings are prioritized in 15Five:
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Individual settings take priority.
If a person has a custom frequency, group or company defaults won’t affect them. -
Single group membership.
If no individual setting exists, the group’s custom frequency applies. -
Multiple group memberships.
When a person belongs to multiple groups, the most frequent Check-in applies.
Example: Weekly > Monthly. -
Default company frequency.
If no individual or group frequency is set, the company default applies.
Set a default company Check-in frequency 🌐
- Click on the 'Settings' gear in the top, right-hand corner of 15Five.
- Select 'Features’ from the dropdown menu.
- Open Check-ins feature settings.
- Click the arrow next to "Customize frequency" to expand options.
- Under "Company-wide Check-in frequency," select a default frequency (Weekly, Every other week, or Monthly).
Note
This frequency will automatically be applied to everyone in your company except those who have custom Check-in frequencies based on group membership or individual settings.
- If desired, adjust how frequently different Check-in sections (Pulse, Priorities, and Objective updates) appear in Check-ins.
Note
When the Pulse, Priorities, and/or Objectives sections are set to a monthly frequency, they will show on the first Check-in of month. When they are set to bi-weekly, they will show on the first and third week of each month. These settings will not be applied to current/already-generated Check-ins.
- When you’re done, click Save.
Set a custom group Check-in frequency 👥
- Click on the 'Settings' gear in the top, right-hand corner of 15Five.
- Select 'Features’ from the dropdown menu.
- Open Check-ins feature settings.
- Click the arrow next to "Customize frequency" to expand options.
- Under "Group Check-in frequency," select the name of the group(s) you want to change and the new Check-in frequency (Weekly, Every other week, or Monthly). If needed, you can create a new entry by clicking + Add row.
- You’ll see a warning if any members of selected groups have custom Check-in frequency configured in their individual settings, indicating that these individuals won’t be affected by the change. Click Continue.
- Use advanced settings to adjust how frequently different Check-in sections (Pulse, Priorities, and Objective updates) appear in Check-ins.
Note
When the Pulse, Priorities, and/or Objectives sections are set to a monthly frequency, they will show on the first Check-in of month. When they are set to bi-weekly, they will show on the first and third week of each month. These settings will not be applied to current/already-generated Check-ins.
- When you’re done, click Save.
Set a custom individual Check-in frequency 🧑💻
Note
You can also set Check-in frequency for a person or multiple people at once via bulk import. Refer to the FAQs at the bottom of this article for information about what columns to include in your CSV file.
- Click on the 'Settings' gear in the top, right-hand corner of 15Five.
- Select 'People' from the dropdown menu.
- You'll land on the 'Manage people' page. From here, search for the person whose Check-in frequency you'd like to change and click on their name to open their account settings.
- Scroll down to the "Check-in frequency" section of account settings. To set a custom frequency, click the box next to "Independent frequency" and select the desired Check-in frequency.
- When you’re done, click Save at the bottom of the page.
Additional resources 📝
- Help Center article 💡: Configure Check-ins feature settings
- Help Center article 💡: Change Check-in due days
- Help Center article 💡: Update a person's account settings
- Help Center article 💡: Bulk update people
Frequently Asked Questions (FAQs)❓
What’s the default Check-in frequency?
If no custom frequency is set, Check-ins are due weekly on Fridays.
How can I reset everyone to the company default frequency?
Please Contact Us and request a reset to the company default. You can then reapply group or individual settings.
What columns are needed in a bulk import to change Check-in frequency?
Include these in your CSV for the bulk import:
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email (required) – user’s 15Five account email
-
check_in_period (required) – Weekly, Biweekly, or Monthly
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due_day_week (optional) – for biweekly or monthly Check-ins
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Monthly options: First, Second, Third, Fourth, Last
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Biweekly options: Odd (1st & 3rd) or Even (2nd & 4th) weeks
-
-
due_day (optional) – defaults to Friday unless changed (e.g., Monday–Sunday)