Deactivate a person's account

It's easy to deactivate accounts of people that are no longer part of the company or people who are no longer using 15Five. Deactivating an individual will remove them from all reporting and future billing. Once deactivated, the person will appear as ‘Inactive’ and will no longer be able to access 15Five.

Upon deactivating a person's account, some data will remain in 15Five; the data that remains and that is deleted upon user deactivation is covered in the second section of this article. That said, we suggest downloading any user data you want for your records before deactivating a person's account. By default, all user data will continue to be stored on the backend (so if the person is reactivated, their account can be reactivated with all data intact). If you'd like to permanently delete user information, please reach out to our Support Team and they can give you the ability to PII delete a person's data. 

In this article, you will learn...

• How to deactivate an individual's account
• How to bulk deactivate multiple people's accounts
• How deactivating someone impacts what data is available across 15Five's features (includes how to download user data for different features)

Check out these additional resources ⬇️

• Help Center article 💡: How does adding/removing people impact billing?
• Help Center article 💡: Reactivate a person's 15Five account
• Help Center article 💡: 'Manage people' page: Active, Inactive, and Deactivated

Deactivate a person's account

1. Click on the Settings gear in the top, right-hand corner of your 15Five account.
   
2. Select 'People' from the dropdown menu.
   
3. You'll land on the 'Manage people' page on the 'Active' tab. From here, find the person you would like to deactivate and click on their name.
   
4. Once viewing the person's account settings, click Deactivate [Name]'s account in the top right corner.
   
5. Select Deactivate account or Deactivate and reassign (only applicable if the person whose account you're deactivating has direct reports).
   
   OR
   
6. The person's account will move to the 'Deactivated' section of the Manage people page, and they will no longer have access to 15Five. If you'd like to permanently delete user information, please reach out to our Support Team and they can give you the ability to PII delete this person's data. 

Bulk deactivate multiple people's accounts

There are two options for bulk deactivate multiple people's accounts— either via the Manage people page or via bulk import.

Bulk deactivate via the Manage people page

1. Click on the Settings gear in the top, right-hand corner of your 15Five account.
   
2. Select 'People' from the dropdown menu.
   
3. You'll land on the 'Manage people' page on the 'Active' tab. To deactivate multiple people, check the boxes to the left of their names and use the 'Actions' button to deactivate them.
   
4. Select Yes, deactivate or Deactivate and reassign (only applicable if the person whose account you're deactivating has direct reports).
   
   OR
   
5. Upon deactivation, accounts will move to the 'Deactivated' section of the Manage people page, and those individuals will no longer have access to 15Five. If you'd like to permanently delete user information, please reach out to our Support Team and they can give you the ability to PII delete this person's data.

Bulk deactivate via bulk import CSV

You can bulk deactivate people via bulk import CSV. For details on how to create a bulk import CSV and complete an import, please refer to our "Bulk import or update people" Help Center article. In your bulk deactivation CSV, you should only use the email and  is_active columns and type "n" next to the email addresses of people whose accounts you'd like to deactivate.

Upon completion of the import, deactivated accounts will move to the 'Deactivated' section of the Manage people page, and those individuals will no longer have access to 15Five. If you'd like to permanently delete user information, please reach out to our Support Team and they can give you the ability to PII delete this person's data.

How does deactivating a person's account impact what data is available across features?

This section of the article will explain what happens to data associated with a deactivated user's account across various features within 15Five.

Check-ins

A deactivated employee’s Check-ins are still visible to the person who was their direct manager at the time of deactivation, as well as anyone else who had visibility into their Check-ins through 15Five’s default hierarchy view. To view Check-ins for the deactivated individual, you will need to open the “Everyone’s” tab.

Past Check-ins for a deactivated employee are not visible to those who were able to see this employee’s Check-ins by way of group settings or as a follower of their Check-ins.

Help Center article 💡: Print or download a Check-in

1-on-1s

1-on-1s that were held with a deactivated employee are no longer visible in 15Five. If you'd like to retain 1-on-1 agendas, we suggest having either the employee themselves or the other 1-on-1 participant print or download 1-on-1 agendas beforehand.

That said, 15Five does retain 1-on-1 agendas on the backend for a period of time before hard-deleting it. If you've already deactivated an individual's account and need access to 1-on-1 agendas, you can reactivate their account, have the other 1-on-1 participant(s) print or download 1-on-1 agendas, and then deactivate them again.

Help Center article 💡: Print or download a 1-on-1 agenda

Objectives

Objectives owned by the deactivated employee will be visible still if they are Department or Company-Wide objectives, or if they are child objectives under parent objectives owned by someone who is still active. The Department and Company-Wide objectives will not automatically ask for a new owner, unless someone opens the objective for editing. Before they save edits to the objective, that person will be asked to select a new owner for the objective since the employee assigned before is no longer active.

Personal development and Individual objectives are no longer visible upon deactivation.

High Fives

Public high fives via the High Fives dashboard are still visible. Private High Fives will also remain visible to the recipient.

Best-Self Review

Upon deactivation, a person's historical review results will still be visible to people who originally had visibility into their review results.

If a review cycle was active when the employee was deactivated, visibility of reviews depends on whether or not they submitted their self review prior to deactivation. If they submitted their self review before they were deactivated, the review will remain visible. If they didn't, the deactivated individual will be removed from the cycle to not negatively influence statistics.

All reviews they submitted about others will remain visible, whereas unsubmitted reviews will be removed as to not negatively influence statistics for the review cycle.

Help Center article 💡: Download my company's review results

Request Feedback

Completed feedback requests remain visible even after the feedback provider is deactivated.

• Example: If Michael completes a feedback request about Dwight, and Michael is deactivated after completing the feedback request, Dwight will still see Michael’s feedback post-deactivation.

If the feedback is shared with the manager of the requestor, it remains visible to the requestor’s manager.

• Example: Dwight requests feedback from Michael, and selected the option to share the feedback with their manager, Ryan. If Michael completes the feedback request, Ryan will maintain visibility into that submitted feedback, regardless of whether Dwight or Michael is deactivated.

Reporting

For most features in 15Five, users who were active within the specified timeframe for the report will show in reporting, regardless of their current status. The reason for this is in order to produce historically accurate reporting. The two exceptions to this can be found above in the 1-on-1s and Check-ins sections.