15Five's Smart Groups tool creates manager-specific groups that automatically update as direct reports are moved between managers. By enabling Smart Groups, you can reduce the burden of manual group management and ensure that teams are always up-to-date.
In this article, you will learn...
- How to enable Smart Groups 🧑💻
- How to configure Smart Group settings 🛠️
- Frequently Asked Questions (FAQs) ❓
Access and availability
⛔️ Required access to Feature settings.
👥 This article is relevant to Account admins.
📦 This feature is available in the Perform, Focus, and Total Platform pricing packages.
How to enable Smart Groups 🧑💻
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'Features' from the dropdown menu.
- Click on "Feature overview."
- Toggle on the "Smart Groups" option, located in the "Check-ins" section.
- You'll see a small popup on your screen confirming that your changes are saved.
How to configure Smart Group settings 🛠️
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'Features' from the dropdown menu.
- Click on "Feature overview."
- Click Configure to the right of "Smart Groups."
- You're now on the "Configure Smart Groups" page.
The following settings can be managed on this page:Show all Smart Groups to adminsThis setting allows account admins to see and manage Smart Groups from the "Manage groups" page, like they can with other groups. We suggest toggling this feature on so account admins have visibility into group settings, Check-in questions, etc.
@mentioning Smart Groups in High FivesThis setting allows anyone in the company to @mention a Smart Group in their High Fives. Enabling @mentions for Smart Groups can help facilitate recognition and comradery amongst teammates.Disable Smart GroupsThis option removes Smart Groups from appearing anywhere in-app. Only enable this option if you do not want to utilize Smart Groups. - Remember to click Save after changing settings.
Frequently Asked Questions (FAQs) ❓
Smart Groups appear as their own group type on the "Manage groups" page. Managers can see their own Smart Groups. Account admins can see all Smart Groups if the "Show all Smart Groups to admins" setting is enabled in Smart Group settings.
The naming convention for Smart Groups is [First and Last Name]'s Team. These names are automatically generated and, like group membership, cannot be changed.
No. The naming convention for Smart Groups is [First and Last Name]'s Team. These names are automatically generated and cannot be changed.
Smart Groups are automatically populated based on assigned managers and their direct reports. Membership cannot be customized to include individuals who are not directly managed by the assigned manager.
Help Center article 💡: Change a person's manager
Direct managers can edit Check-in settings for the people in their Smart Group by opening the group page and clicking Edit smart group in the top, right-hand corner of the page. Account admins can also manage these settings if the "Show all Smart Groups to admins" setting is enabled in Smart Group Configuration settings.
If the "@mentioning for Smart Groups" setting is enabled in Smart Group settings, members can high five their Smart Group by @mentioning the Smart Group name.
Benefits for admins: Enabling Smart Groups decreases the manual work of managing team-specific groups in a company by automating the process. As teams change, these groups will automatically update— so admins don't have to worry about assigning someone to or un-assigning them from a team-specific group.
Benefits for direct managers: Smart Groups allow direct managers to easily pull information on, change settings for, and manage Check-in questions for their direct reports. When Smart Groups are enabled all direct managers in 15Five will have a group that contains their direct reports. That means that they can...
- Filter by their own Smart Group to pull reports that are specific to their teams
- Ask Smart Group-specific questions to their direct reports
- Filter the High Five feed to show only high fives given by or received by their direct reports
- Edit group settings (including Check-in visibility settings) for all their direct reports at once