Change the frequency of Check-ins

15Five makes it easy to control how often your company, groups within your company, or individuals are responsible for completing Check-ins.

You can set a Check-in frequency for your entire company, a specific group, an individual, or multiple individuals. Options for Check-in frequency are weekly, biweekly, or monthly.

In this article, you will learn...

• Before you begin: Check-in frequency rules to keep in mind
• How to change your company's default Check-in frequency
• How to change the default Check-in frequency for a group
• How to change an individual’s Check-in frequency
• How to change Check-in frequency for multiple people via bulk import
• FAQs

If you want to change how often the Pulse question, priorities, and objective updates sections of Check-ins appear, please refer to our “Adjust Check-in section frequency” Help Center article. Or, if you'd like to change which weekday Check-ins are due on, check out our "Change Check-in due day" Help Center article.

Before you begin: Check-in frequency rules to keep in mind

In 15Five you can customize how frequently Check-ins are generated for an individual, a group, or for the entire company. With that in mind, there are some rules that you should be aware of.

• By default, everyone in your company will be set to follow your company's default Check-in frequency, including people who are newly-added to 15Five. However, the company-wide Check-in setting will not always impact everyone, as group settings and individual settings override the company settings. If you haven't set a custom company-wide Check-in frequency, Check-ins are set to be due weekly on Fridays by default.
• It’s best to make a frequency change at the beginning of a Check-in period, before anyone has started filling out or submitting their Check-ins. Making changes in the middle of a Check-in period can result in deleted or duplicate Check-ins. If this happens, please reach out to our Support Team at support@15five.com.
• If an individual is not part of a group that has a custom Check-in frequency set, they will follow the company’s default Check-in frequency, or their frequency can be customized in their individual account settings.
• If an individual is a member of only one group that has a custom Check-in frequency set, their Check-in frequency will match the group's. Their Check-in frequency will still be editable within their account settings using the individual override feature. If the person is removed from the group they’re in, or if the group's custom frequency setting is removed, they will revert to the company's default Check-in frequency.
• If a person is a member of multiple groups that have custom Check-in frequencies, they will default to the Check-in frequency of the group that's most frequent. For example: let’s say you changed the Check-in frequency for the Rev Org group to every other week, and Check-in frequency for the Customer Success group to monthly. Bartek is a member of both of these groups. That means he will have an "every other week" Check-in frequency (since that’s the group he’s in with the more frequent Check-in frequency).

Change your company's default Check-in frequency

This section walks through how to change your company's default Check-in frequency. Only account admins can change the company-wide Check-in frequency.

The company-wide Check-in setting will be applied to everyone in your company, with the exception of those that have custom Check-in frequencies based on group membership or individual settings. If you haven't set a custom company-wide Check-in frequency, Check-ins are set to be due weekly on Fridays by default.

1. Click on the settings gear in the top, right-hand corner of 15Five.
   
2. Select ‘Features’ from the dropdown menu.
   
3. Click to open Check-in settings.
   
4. Click the arrow next to ‘Customize frequency’ to expand options.
   
5. Under ‘Company-wide Check-in frequency’, choose your desired company-wide Check-in frequency. Options are weekly, every other week, and monthly. Remember that this setting will not always impact everyone, as group settings and individual settings override the company settings.
   
   
6. If desired, click Advanced settings to adjust how frequently different Check-in sections (Pulse, Priorities, and Objective updates) appear in Check-ins.
7. When you’re done, click Save.
   

Change the Check-in frequency for a group

This section walks through how to change the default Check-in frequency for all members of a group. If you want a group member to submit their Check-ins on a frequency that's different than that of their group, you can do so by following the steps in the "Change an individual's Check-in frequency" section of this article.

1. Click on the settings gear in the top, right-hand corner of 15Five.
   
2. Select ‘Features’ from the dropdown menu.
   
3. Click to open Check-in settings.
   
4. Click the arrow next to ‘Customize frequency’ to expand options.
   
5. Under ‘Group Check-in frequency’, select the name of the group(s) you want to change Check-in frequency for. If you want to change to the same frequency for multiple groups, select all of those groups. Then, choose the Check-in frequency you would like to apply to the selected group(s). Options are weekly, every other week, and monthly.
   
   
6. If desired, click Advanced settings to adjust how frequently different Check-in sections (Pulse, Priorities, and Objective updates) appear in group members' Check-ins.
   
   
7. If you want to change the frequency of more groups, click Add row and follow steps 5-6 again.
8. When you’re done, click Save.
   

Change an individual's Check-in frequency

1. Click on the settings gear in the top, right-hand corner of 15Five.
   
2. Select ‘People’ from the dropdown menu.
   
3. Search for the name of the person you want to change Check-in frequency for, then click their name to open their account settings.
4. Scroll down to the 'Check-in frequency' section of account settings. If the "Default frequency (group or company) option is selected, the person is set up to follow the Check-in frequency of either a group they're a member of or the default Check-in frequency of your company. If you'd like to set an independent frequency for them, click the box next to 'Independent frequency' and select the desired Check-in frequency.
   
5. When you’re done, click Save at the bottom of the page.

For more information about what data you can manage for an individual, check out our "Update a person's account settings" Help Center article.

Change Check-in frequency for multiple people via bulk import

1. Click the 'Settings' gear in the top right-hand corner of 15Five.

2. Select 'People' from the dropdown menu to open the 'Manage people' page.

3. Click 'Import' in the top navigation bar.

4. You are now on the bulk import page. Scroll down to check out the full list of attributes that can be updated via CSV. The relevant columns for updating Check-in frequency are listed below:

• The required 'email' column should include the email address associated with the 15Five account of the person whose Check-in frequency you want to change.
• The 'due_day' column only needs to be included if you're changing a person's Check-in due day (the default due day is Friday).
  Options include: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, or Sunday.
• The 'due_day_week' column only needs to be included if you're changing a person's Check-in frequency to biweekly or monthly. If monthly, this column should indicate whether the Check-in is due on the first, second, third, fourth, or last week of the month. If the Check-in period is biweekly, this column indicates whether the Check-in is due on odd weeks (1st & 3rd weeks of the month) or even weeks (2nd & 4th weeks of the month).
  Options include: First, Second, Third, Fourth, Last, Odd, or Even.
• The required 'check_in_period' column dictates the how frequently Check-ins will be generated for a person.
  Options include: Weekly, Biweekly, or Monthly.

5. Create your bulk import CSV using the columns and options outlined in step #4. At minimum, your CSV should include the 'email' and 'check_in_period' fields. If you need an example bulk import CSV to work from, a downloadable template can be found at the bottom of this page.

6. Click Choose file and find the CSV from your computer that you would like to import. Please note: the file must be in UTF-8 CSV format.

7. Once you have selected the file that you want to import, a 'Preview import' screen will appear. Review the changes to be made, then click Finish import.

FAQs

• Q: Since I manually updated employees in certain groups to have different frequencies, if I use this feature, will it override what is already there?
  A: No— you will have to manually remove employees from the individual cadence so that they take the group cadence.
  For example: let's say that Josh is part of the "Engineering" Group, which has a weekly Check-in frequency, and the "R&D" Group, which has a  bi-weekly cadence. In this case, we will automatically default Josh to follow the smallest cadence, "weekly". But if that wasn't the right call, and you want Josh to follow a bi-weekly cadence, you can go to Josh's profile and change his Check-in cadence. Basically, the individual setting will always rule over the group rule.
  Once you make the change and set-up your group cadences, every a new member is added or removed from the group, they will automatically follow the cadence that is set at the group level.
  As an alternative, if you want to remove every user from the individual cadence, you can reach out to 15Five' Support Team at support@15five.com and we can move everyone to the Company default (which will remove everyone's individual cadence). From there, you can set up custom group cadences.

Check out these additional resources ⬇️

Help Center article 💡: Bulk import or update people
Help Center article 💡: Video resources: getting started, setup, and configuration
Blog post 🗒: 3 Mistakes That Can Defeat The Purpose Of Weekly Check-ins