Use start dates to delay invitations

To set a start date for employees using an integration, ensure the "start date" field in your HRIS is populated with the dates you want employees to receive invitations to 15Five, then run a sync between your HRIS and 15Five. The "start date" field is supported for all integrations connected using our HRIS Connector.

1. Click the 'Settings' gear in the top right-hand corner of 15Five.
   
2. Select 'People' from the dropdown menu to open the 'Manage people' page.
   
3. Click to open the 'Import' tab in the top navigation bar.
   
4. You’re 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.
   
   
   
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   Tip

   We suggest downloading one copy of your current structure to keep in a safe place for re-upload in case any unintended changes are made when you upload your CSV, and downloading a second copy to make edits to. You can then upload the edited CSV. You only need to include new users in your bulk import CSV. You can delete the rows for active users.

5. Now it's time to create your bulk import CSV. Be sure to include the start_date column in your CSV file and populate that column with the dates you want employees to receive their invites.
6. When you're ready, 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 you upload must be in UTF-8 CSV format.
   
7. A "Preview import" screen will appear. Review the changes to be made. If the changes aren't what you want, click the Start over button in the bottom, left-hand corner of the page to stop the import and be redirected back to the bulk import page.
   
8. If you want new users to receive an invite email, check the box next to "Send invite email to all in bulk import."
   
   
   
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   Tip

   You can customize the subject line and body of the invite email using the steps in our "Customize the content of invite emails" article.

9. Click Finish import. Depending on the size of your CSV, it may take up to 15 minutes for the import to complete.
   
10. Once the import is complete, updates will be reflected in 15Five.
    
    • If you selected the option to send invite emails, newly-added people will appear in the "Inactive" tab of the Manage People page under "Pending invitations." This means the invite email has been sent but not accepted, or is scheduled to send on their start date.
    • If you didn't select the option to send invite emails, individuals will appear in the "Inactive" tab of the Manage People page under "Created people." This means they're not scheduled to receive an invite email. To invite them, follow the steps in our "Send an invitation to a created person" article.

1. Click the Settings gear in the top right-hand corner of 15Five.
   
2. Select 'People' from the dropdown menu to open the 'Manage people' page.
   
3. Click Add a person in the top, right-hand corner of the screen.
   
   
   
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   Note

   If your company is integrated with a user management software, you may not see this option. Please refer to the integration-specific article for steps on how to add someone to 15Five.

4. Use the form to fill in details for the individual you want to add to 15Five. The only required fields are "First name," "Last name," "Email," and "Start date."
   
5. Select whether or not you want the person to receive an automatic welcome email on their start date. If you don't select this option, you can manually send them an invite email at a later date by following the steps in our "Send an invite to a created user" article.
   
   
   
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   Tip

   You can customize the subject line and body of the invite email using the steps in our "Customize the content of invite emails" article.

6. Confirm user settings, then click Save or Save and add another.
   
7. This person will now appear in 15Five.
   
   • If you selected the option to send them an invite email, they'll appear in the "Inactive" tab of the Manage People page under "Pending invitations." This means the invite email has been sent but not accepted, or is scheduled to send on their start date.
   • If you didn't select the option to send them an invite email, they'll appear in the "Inactive" tab of the Manage People page under "Created people." This means they're not scheduled to receive an invite email. To invite them, follow the steps in our "Send an invitation to a created person" article.