Add people to a group

With 15Five's "groups" feature, 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 add group members.

In this article, you will learn...

✏️

Note

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.

Check out these additional resources ⬇️


Add a person to a group from within their account settings

This section walks through how to add an individual to a group that already exists. If the group you want to add members to doesn't already exist, please follow the steps to create a group and add group members.

  1. Click on the Settings gear in the top, right-hand corner of 15Five.
    Settings.png
  2. Select 'People' from the dropdown menu.
    People.png
  3. 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.
    OpenAccountSettings.png
  4. Scroll to the 'Account settings' header and find the 'Group(s)' section. Here, all groups a person is currently a member of will appear.
    GroupsAccountSettings.png
  5. 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.
    AddGroupAccountSettings.png
  6. Scroll to the bottom of the page and click Save. The person will immediately be added to the group.
    Save.png

Add people to a group from within group settings

This section walks through how to add people to a group that already exists. If the group doesn't yet exist, please follow the steps to create a group and add group members.

  1. Click on the 'Settings' gear in the top, right-hand corner of 15Five.
    Settings.png
  2. Select 'People' from the dropdown menu.
    People.png
  3. Click to open the 'Manage groups' tab.
    ManageGroupsTab.png
  4. Search for the name of the group you want to add people to for using the search bar at the top of the screen.
    SearchForAGroupOrGroupType.png
    Or, click into the group's group type and open the group you want to add people to from there.
    OpenGroup.png
  5. 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.
    GroupMembersSectionGroupPage.png
  6. 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.AddGroupMemberGroupSettingsPage.png
  7. Remember to Save your changes! The new members will be added to the group immediately upon saving.
    Save.png

Add multiple people to groups via bulk import

If you want to add multiple people to a group or groups, the best way to do so is via bulk import. 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

  1. Click on the 'Settings' gear in the top, right-hand corner of 15Five.
    Settings.png
  2. Select 'People' from the dropdown menu to open the 'Manage people' page.
    People.png
  3. Click 'Import' in the top navigation bar.
    ImportTab.png
  4. 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. Keep a copy of this document in a safe place in case any unintended changes are made when you upload your CSV.
    DownloadCurrentStructure.png

Prep your bulk import CSV

To  add people to groups, you need to include two columns in your bulk import CSV: the employee's unique identifier (either email or employee_id) and either active_group_names or add_to_groups.

  • active_group_names should be used if you're planning to list all groups the person is a member of. If you don't include a group name in this column that a person is a member of, they will be removed from that group.
  • add_to_groups should be used if you're planning to add people to a new group.
✏️

Note

Group types and names are case sensitive, meaning that if you include a group in the bulk import CSV called "New hires" and a group already exists in 15Five called "New Hires", a new group will be created.

Groups can be added to either the active_group_names or add_to_groups column using the following formatting:

  • Group Type~Group
    Example: Departments~HR
  • For multiple groups within a group type, separate the groups with a comma
    Example: Departments~HR,People Ops
  • For multiple group types and groups, use the group type followed by a ~ and list all groups in that type, then use a comma and enter the new group type, followed by a ~, and the groups in that group type.
    Example: Department~HR,People Ops, Divisions~Leadership Team,Boston Office
  • If you're adding groups that are assigned to the "groups" group type, you do not need to specify the group type. You should put these groups at the beginning of the active_group_names or add_to_groups row.
    Example (in which "New hires" is a group that's part of the 'Groups' group type): New hires

Here's an example of what your CSV should look like:
Screen_Shot_2022-07-07_at_2.53.35_PM.png

Upload your bulk import CSV

  1. After you've prepped your bulk import CSV, select whether you used employee email address or employee ID as the unique identifier in your CSV.
     UniqueIdentifier.png
  2. 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.
    ChooseFile.png
  3. 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.
    FinishImport_copy.png
  4. 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.
Was this article helpful?
2 out of 3 found this helpful