The end of 2️⃣0️⃣1️⃣9️⃣ is fast approaching and you are going to need 2️⃣0️⃣2️⃣0️⃣ objectives. Oh wait, "I'm not readayyyyy!" Must set up departments. Must create objectives. What is a department in 15Five anyway? 🤔 Before today, departments were only used when creating objectives. No members existed in a department. Reporting on departments was limited, since there were no members to report on. Keep reading....
Today's release introduces 'Group types' and eliminates 'Departments' as a stand alone function. Ultimately, instead of having 'Groups' and having 'Departments'- no relation in 15Five, we now have 'Groups' and 'Group types'- related.
🥅 Goal for this release 🥅
Our goal for this release is to help customers who choose to enable the 'Objectives' feature by allowing them to associate objectives with their group types, ultimately creating better alignment of Objectives.
What are group types for?
Group types are naming conventions created to mimic your organizational structure. If a group type is 'Mammals', a group within could be 'Dogs', 'Cats', etc. 🐶🐱🐷🐴🙈 For instance, your company might have group types: Departments, Divisions, Squads, Regions, Teams. Yes- you heard us right. 'Departments' can be a group type- except now, specific 'Departments' can have members, visibility settings, 15Five questions, and their own objectives. Group types house your groups. The best part about group types is that you can create objectives for any of the groups within!
How do I create a group type?
You can create a group type from your 'Manage groups' page. For more information about creating a group type, see this article. Scroll to the 'Create a group and/or group type' section.
You will notice that 'Groups' and 'Departments' are default group types. 'Groups' cannot be edited or deleted and should act as a holding ground for all uncategorized groups. 'Departments' cannot be deleted, but can be renamed. Just click the checkbox to the left of 'Departments'> then click 'Actions'> then 'Edit' to rename.
Creating an objective with group types
When your group types and groups are all set up, you are ready to enable Objectives for each group type. In the below setup, you will be able to create objectives for 'Departments' and 'Squads', but not 'Locations'.
After turning on the Objectives feature for group types, you can create an objective. During the objective creation process, you can choose a group type and a specific group for the objective.
So many questions...
- Will my existing groups change in any way?
- No, groups themselves and the functionality within have not changed. The difference is groups can now be categorized by group type.
- What group type will my existing groups be a part of?
- Existing groups will be placed in a 'holding' group type called 'Groups'. Use the 'Groups' type to hold groups until you are ready to move them into their respective group type(s).
- Can I change a group's type? ie "My group is in the 'Groups' type, but I need to move it to the 'Squads' type.
- Yes, you can create custom group types and change the type of any group at any time. To do this, edit the group and select a new group type.
NOTE ✏️: Only company admin and the group admin can edit a group's type. If the group does not have a group admin, any reviewer or company admin can edit.
- Do you have a LOT of reorganizing to do? "I need to move 14 groups from the 'Groups' type to the 'Squads' type." 🙀
- You can also move groups to a new group type in bulk. Select multiple groups within a group type. Then use the 'Bulk actions' menu to change the group type.
- How will this affect my group data integrations (SCIM, HRIS, API, bulk import)?
- The way your data is imported will not automatically change with the introduction of 'Group types'. However, the introduction of 'Group types' does give you added flexibility in what fields you can include in your syncs from SCIM, API, and CSV imports. AKA, you get to choose how and what 15Five pulls in group type and group information from SCIM, HRIS, API, and bulk import.
NOTE ✏️: If a group's type is changed in 15Five, but the group type is being pulled in by an integration, we will read the group type from your IdP and reverse the change on the next sync. Another way to state this- Group type updates need to occur in your data source/IdP to prevent constant overriding- think along the same lines of changing a reviewer in 15Five to someone other than the reviewer in your IdP. It will revert again on the next sync.
- Specifically regarding HRIS integrations (BambooHR and Namely): Previously, your Departments in BambooHR/Namely would map to 15Five as 'Groups'. Now, your Departments in BambooHR/Namely will map to 15Five as groups within the group type 'Departments'.
- Why did 15Five make this change? How is this useful to me?
- We needed to resolve the duplication of 'Departments' between our 'Manage groups' feature and our 'Objectives' feature. For example: People had a department "Customer Success" and a group "Customer Success" that were not related at all in terms of 15Five. The long term vision is to allow customers to reflect their company structures and hierarchies with group types and groups. In the future, we plan to utilize group types across the product to organize group filters, group-related reporting data, and more.
If you have any additional questions, feel free to reach out to your CSM or 15Five Support at firstname.lastname@example.org.
Here are some articles that might help: