Skip Check-ins with vacations

Vacations in 15Five allow you to skip Check-ins for yourself, multiple people, specific groups, or your entire company. Individuals will not receive Check-in reminder notifications for Check-ins skipped by vacations. Check-ins that are skipped by vacations show as "On vacation" in individual accounts and don't count against Check-in submission rates in reporting.

Use cases for vacations include creating a vacation during a holiday break to excuse your team from submitting Check-ins while they're OOO, creating a vacation to delay the launch of Check-ins while your team is onboarding into 15Five, or creating a vacation for review cycle participants during an active review cycle so they can focus on completing reviews, rather than filling out Check-ins.

This article walks through the following:

  • Who can set vacations?
  • How to set a company-wide vacation
  • How to set a vacation for yourself
  • How to set a vacation for others (i.e. one person, multiple people, a group, or all people who report to a specific reviewer)
  • How to complete a skipped Check-in
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Note

The sole purpose of vacations in 15Five is to skip Check-ins, not as a point of reference for your team to see when upcoming days off are.


Who can set vacations?

  • Account admins can set vacations for anyone. This includes individual, group, and company-wide vacations.
  • Reviewers can set vacations for their direct reports. 
  • Individuals can set vacations for themselves.

Set a company-wide vacation

  1. Click the 'Settings' gear in the top right-hand corner of 15Five.
    Settings.png
  2. Select 'Company settings' from the dropdown menu.
    CompanySettings.png
  3. Click 'Vacations' in the top navigation bar.
    Vacations.png
  4. Set the start and end date for the company's time off add notes (optional).
    SetVacationDates.png
  5. Click Add vacation.
    AddVacation.png

Set a vacation for yourself

  1. Click the 'Settings' gear in the top right-hand corner of 15Five.
    Settings.png
  2. Select 'My settings' from the dropdown menu.
    Screen_Shot_2021-12-13_at_3.21.52_PM.png
  3. Click 'Vacations' in the top navigation bar.
    Vacations.png
  4. Click the Add a new vacation button.
    AddANewVacation.png
  5. Enter your vacation dates.
    SetVacationDates.png
  6. After you select vacation dates, all Check-ins whose reporting periods overlap with the vacation will appear under 'Select the Check-in(s) you’d like to skip while you’re away'. Make sure the box is checked next to any Check-ins you want to skip during your time out of the office.
    VacationDateSelection.png
  7. Click Add vacation.
    AddVacation.png

Set a vacation for others

  1. Click the 'Settings' gear in the top right-hand corner of 15Five.
    Settings.png
  2. Select 'People' from the dropdown menu. You'll land on the 'Manage people' page.
    People.png
  3. On the 'Manage people' page, check the box(es) to the left of the person or people you'd like to set the vacation for.
    CheckPeopleBoxes.png
    If you want to set a vacation for a group(s) or for everyone who reports to a specific reviewer(s), click the Filter by button at the top of the people list, and select the appropriate group(s) or reviewer(s) from the dropdown menu, and click Apply filters. All users who match the applied filter(s) will appear in the list and you can check the box to the left of each person's name to bulk add a vacation.
    ApplyFilters.png
  4. Once you've checked the boxes next to everyone you want to set a vacation for, click the Bulk actions button and select 'Set vacation' from the dropdown.
    SetVacationBulk.png
  5. Select your vacation dates. All Check-ins whose reporting periods overlap with the vacation period will be skipped.
    SetVacationDates.png
  6. Click Set vacation.
    SetVacation.png

Complete a skipped Check-in

You have the ability to override vacation settings if you'd like to complete a skipped Check-in. To do so, open the Check-in you want to fill out and click "Undo skip settings" on the vacation placeholder screen.
VacationNotification.png

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