You have introduced 15Five to your team, and are ready to get everyone invited. There are a few things you should know before adding your team. 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. After a user is invited, you will be unable to edit their profile temporarily. Maybe you added the wrong reviewer, due day, or misspelled their name; you can update these fields after the invite is accepted.
Quick options to add people
Invite from 'Manage people' (easiest for inviting a few people)
- Click on your avatar or profile picture in the upper right corner, and then select 'Manage people'.
- Click 'Invite people' at the upper right of your page.
- Set up a new user profile and send an invitation to join. If you receive a notice that says "User with this email already exists", that means the user's email is in the system already and they just need to be reactivated.
Invite from 'Team 15Fives' (easiest for managers to add to their own team)
- Click on the tab '15Fives'.
- Select 'Team 15Fives'.
- Scroll down to 'Add Teammates' section and add the email address to invite. If a user is already in the system, but is assigned to another Reviewer, you will need to contact your administrators to have them switched over to you.
Bulk import invites (easiest for initial invites)
CSV import file must include 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 will need to create a group first (see STEP 3 help article).
- Click on your avatar or profile picture at the top right and select 'Manage people'.
- Select 'Import' on your left hand side navigation.
- Select 'Choose file' and find the file on your computer. Then import. If you need a quick formatted CSV file to work from, click here to download your current user export.
We built 15Five with flexibility in mind, there are a variety of different ways you can set up your organization to use 15Five. Here are a few examples that you can use and an additional walkthrough to set these examples up.
- Traditional Management Hierarchy - By default we have 15Five set up for a traditional management model. As the key administrator you can add reports and reviewers and be able to drill down the organization. This default hierarchy allows a user to see 15Fives of anyone below them on the reporting chain.
- Total Organizational Transparency - If you would like to create a Full Transparency organization where all users can read everyone's reports, make comments, and like comments, you can set up your organization by creating a group with Group Drilldown and Group Viewing enabled. Keep in mind that all reports will become viewable to everyone on this setting. All members of your team would need to be a part of the group.
- Executive Level Transparency - If you want to set up a structure with 15Five that only allows managers to have full transparency, you can do this by grouping only your managers in a dedicated Leadership Group. Then, you will enable Group Viewing + Group Drilldown. This will grant managers in the Leadership Group the ability to see one another's reports, and be able to drilldown to see the direct reports of those managers.
If you have additional questions about visibility settings, contact firstname.lastname@example.org.