EXTRA! EXTRA! Read all about it! This release article pertains to customers who had existing Objectives departments as of November 14, 2019. We are calling this new functionality 'Group types'; Group types are essentially removing the need for Objectives departments in 15Five. The goal behind group types is to allow better organization of groups (including departments), to improve reporting on Objectives, and to make what you know as 'Groups' and 'Departments' work together efficiently.
❄️Existing Objectives Departments have been migrated to fully functional 15Five Department Groups that can have members and questions, in addition to objectives.
❄️Objective Types are now fully customizable and configurable.
How does this benefit you?
🎁 Company leaders and admins can gain more accurate organizational insights, and better align their Objectives with their organizational hierarchies, by using custom group categories (divisions, departments, teams, project groups and more!)
🎁 Admin now have full control over the Types of Objectives that are enabled for their organizations, minimizing confusion caused by types not relevant to their organization
🎁 Admin can now be more efficient due to the consolidation of departments and groups.
Why are we migrating 'Departments'?
- If your company doesn't use the term "Departments", then creating departments and department objectives led to confusion. "We need another way to name these subsets of our people other than just 'Groups' or 'Departments'."
- Departments were like islands. They had no relation to the 'Groups' feature, even though some departments and groups had the same name. Departments didn't have members, but department objectives were owned by members of the same named group. You get the point... Departments were only being used with the 'Objectives' feature and ended up creating duplicate work. Account admin can work more efficiently with the consolidation of departments and groups.
- Account admin and reviewers (usually reviewers higher in the hierarchy) needed more accurate organizational insights, including the ability to connect objectives with their groups. Group types were the missing piece between 'Groups' and 'Objectives'. Account admin can now create group types that mirror the company's organizational structure. For example: group type "Divisions", group type "Departments", group type "Teams", group type "Project groups", and more!
- Before this release, objectives could be created for a department or the entire company. Having only these two options with nothing in between was limiting. Additionally, there was no way to pick and choose which departments could have objectives and which couldn't. Account admin now have full control over which group types (Departments, Teams, Squads, Locations, etc) objectives can be created for. If the group type 'Locations' should not have any objectives, account admin can disable objective creation for 'Locations' only. More detail on this below.
- Now that existing 'Departments' are groups, account and group admin can edit settings, manage group members, add questions, and create objectives for Departments.
What are group types exactly?
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 groups. The best part about group types is that you can create objectives for any of the groups within!
Who should care about group types?
Short answer. Everyone in some way shape or form. 👯♀️
Account admin who need a single, consistent, and efficient way to set up and manage departments and other groups.
Account admin, company leaders, and/or higher level reviewers who need to customize their group type and group categories to reflect their organizational hierarchies.
🚨OLD VS NEW🚨
'Manage groups' page old view
'Manage groups' page new view
Manage features-> 'Objectives' page old view
Manage features-> 'Objectives' page new view
Role based permissions for group types + groups
Just like departments, only account admin can create group types. Just like creating groups before today, admin and reviewers can created groups within each group type.
Enabling and disabling Objectives per Group Type is only available to account admin. These settings can be found in 'Manage features'>'Objectives'>'Objective types' tab.
Before today, all roles in 15Five could create Department objectives. This is still true. People can create objectives for any group type and group with Objectives enabled.
OK, so what happened to my Departments?
All of your previously created Objectives departments are now their own groups and are housed under the group type 'Departments'.
The migration of 'Departments' has been done automatically and requires no action on your part. Existing Department objectives will still be associated with the respective department. The only difference is now those departments live on the 'Manage Groups' page, under the group type 'Departments', as their own groups. The group type 'Departments' is automatically enabled in 'Objective types' settings.
EXISTING department (from before the migration): People Ops
NEW group type (auto created): Departments
NEW group (auto created): People Ops
Merging groups should be ignored if you're not ready to make those changes. You can always choose to combine groups later.
What action(s), if any, do I as an account admin need to take?
Now that you know what happened to your 'Departments', let's talk about what steps an account admin can take to ensure groups types and groups are organized as desired.
- Optional: Account admin can choose to merge migrated departments with existing groups if desired, but this is not required. We recommend that customers take some time to plan their long-term groups, group types, and Objective categorization strategy before merging or converting groups to different types.
- Example: If you already had a group called 'People Ops' and wish to merge the department 'People ops' with the group 'People ops', you can do so. Here is a walkthrough on this process.
- Optional: Account admin can create additional group types (Divisions, Teams, Squads, and more) at anytime create the same organization in 15Five that exists within the company. If additional group types are created, account admin can turn on or off the Objectives feature per group type.
- Example: My company has group types Departments, Squads, Business Units, Cohorts, and Locations. Objectives should be enabled for all types except Locations. Account admin can turn off Objectives for the type Locations from this page.
- Account admin can decide whether self-development, individual, department and company-wide Objective Types are relevant to their organization, and manage them in 'Objective Types' settings.
Resources for continued support: