Add people to a group

👥 Account administrators can manage group membership for everyone in your organization. Managers can manage group membership for their direct reports and anyone else in their hierarchy.

With groups in 15Five, you can create subsets of people to organize your company based on business units, departments, locations, common interests, and more. These group types can be pulled into specific features across 15Five for segmenting, reporting, and filtering. But before you can start seeing the value of groups, you need to create groups and add group members. This article walks through the three options you have to add people to groups: 1) from within a person's account settings, 2) from group settings, and 3) via bulk import.

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Note

If you're making changes to multiple people's group membership or adding people to multiple groups, we suggest using the bulk import option. With bulk import, you can easily edit the group membership of anyone in your organization all at once using a CSV file.

You can add an individual to an existing group from within their account settings. If the group you want to add them to doesn't yet exist, please begin by creating a group.

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, use the filters at the top of the page to search for the person whose settings you want to edit. Click their name to open account settings.
Scroll to the 'Account settings' header and find the 'Group(s)' section. Here, all groups a person is currently a member of will appear.
To add a new group, click into the field and start typing the group name, then select the group you want to add the person to from the dropdown menu.
Scroll to the bottom of the page and click Save. The person will immediately be added to the group.

You can add a person or multiple people to a group from within the group's settings. This section walks through how to add people to a group that already exists. If the group you want to add them to doesn't yet exist, please begin by creating a group.

Click on the 'Settings' gear in the top, right-hand corner of 15Five.
Select 'People' from the dropdown menu.
Click to open the 'Manage groups' tab.
Search for the name of the group you want to add people to for using the search bar at the top of the screen.

Or, click into the group's group type and open the group you want to add people to from there.
You're now on the group page. From here, scroll to the bottom of the 'Group members' section and click Add a new group member.
You'll land on the 'Edit group' page. Here, you'll see a section called "Group members." Simply click into the box and starting typing the name of the person you want to add to the group, then select their name from the dropdown menu. Continue to add anyone else you want to be a group member in this way.
Remember to Save your changes! The new members will be added to the group immediately upon saving.

You can add multiple people to a group(s) at once via bulk import. With bulk import, you can also create groups by including them in your CSV file. This section walks through how to create a bulk import CSV to create groups and add group members and upload it to 15Five. To learn more about our bulk import feature, check out our "Bulk import or update people" Help Center article.

Access bulk import in 15Five

Click on the 'Settings' gear in the top, right-hand corner of 15Five.
Select 'People' from the dropdown menu to open the 'Manage people' page.
Click 'Import' in the top navigation bar.
You are now on the bulk import page. From here, download your company's current employment structure by clicking the Download current structure button at the top of the page.

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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.

Prep your bulk import CSV

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Note

You must include all groups an individual is a member of in the bulk import CSV. If you leave off a group, the person will be removed from that group. This is why we suggest downloading your company's current structure and making edits directly to that file, then uploading your changes.

Each group type gets its own column in a CSV import. You can create new group types via bulk import CSV by adding a new column with the format group_type_NewGroupType (e.g. group_type_Department).

To add a person to a group, add the new group name to the appropriate group type column next to their email address. For example— if you want to add Victoria Noss to a group called Learning & Development in the group type Team Initiatives, your bulk import CSV would look like this:

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Upload your bulk import CSV

Once you've prepped your 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 in Company Settings > Import Settings.
Then, 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 must be in UTF-8 CSV format.
Once you have selected the file that you want to import, 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.
When you're done reviewing the information, 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, new group membership will immediately take effect.