A person's account settings include things like direct manager name, email address, Check-in frequency/due day, deactivating an account, managing custom attributes, and much more. These settings can be updated manually in-app or via a third-party IdP such as BambooHR, Okta, Namely, etc.
In this article, you will learn...
If your organization uses a third-party Identity Provider (IdP) such as BambooHR, Namely, Okta, etc. to manage user profiles, some fields will not be editable in 15Five. Please make changes to grayed-out fields in your IdP and 15Five will reflect those changes upon the next sync.
Account admins can manage everyone's 15Five account settings. Direct managers can manage account settings for their direct reports and anyone else in their hierarchy.
Access a person's account settings
- Click on the 'Settings' gear in the top, right-hand corner of 15Five.
- Select 'People' from the dropdown menu.
- You'll land on the 'Manage people' page. From here, use the filters at the top of the page to search for the person whose settings you want to edit. Click their name to open account settings.
- Make desired changes, then click Save at the bottom of the page. See the next section of this article for more information about the changes you can make.
Any field that is editable can be changed. If a field is greyed out, it is likely being automatically updated via SCIM, SAML, orHRIS. If this is the case, please update the information in your IdP and 15Five will update upon the next sync.
What fields can I update in account settings?
- First name
- Last name
- Hire date
- Job title
- Employee ID
In this section, you can update custom attribute fields for employees. Custom attributes allow you to create additional, custom fields to appear in individual account settings— such as T-shirt size, Compensation range, etc.
This section will only appear if someone in your organization has created created custom attributes.
- Group(s): If applicable, add the person to a group or groups. Groups are used throughout Objectives, questions for Check-ins, creating Engagement surveys and Best-Self Review® cycles, reporting filters, and more. Depending on the company, you may have various groups and group types to help manage and report on groups of people.
Help Center article 💡: Create a group and/or group type
- Direct manager: This person is responsible for reviewing Check-ins, managing Best-Self Review® results, holding regular 1-on-1s, etc. There can only be one direct manager per person. Additionally, anyone directly below this person in the hierarchy cannot be the direct manager—this is called a manager loop. It is possible for people to have no direct manager. In that case, the person will not have anyone reviewing their Check-ins or Best-Self Review® results.
- Who can see your Best-Self Review results?: Since we only allow one manager per person in Best-Self Review®, this option allows you to add a review viewer for the person. We know there are times when more than immediate manager needs insight into Best-Self Review results for someone— think matrix organizations or dotted line managers. Another example is when there is a manager change around the time of a Best-Self Review® cycle. You might want to add the new or old manager here to allow both managers to see a person's Best-Self Review® results.
This setting only applies to Best-Self Review® and gives visibility into all past, current, and future cycles. You are allowed to add the current manager here to give that current manager added insight into cycles that they were not responsible for managing. If you would like to add a review viewer for a specific review cycle, you can do that via the 'Edit individual settings' option within the cycle itself.
- Check-in frequency: This setting refers to how often the person has a check-in due. Options are weekly, bi-weekly, and monthly. If you select the "same as company" option, the person will always be on the same frequency as the company. Please note that if a person is in a group that has a custom Check-in frequency set, this option may be grayed out.
Help Center article 💡: Change the frequency of Check-ins
- Check-in due day: This setting controls what day of the week the person's check-ins are due. We do not allow check-ins to be due on a certain date, only a specific day.
Help Center article 💡: Change Check-in due day
- Next due date: This setting will only appear if a person's Check-in frequency is set to bi-weekly or monthly, and is especially helpful when first setting up someone's account settings. If you are adding them to the system in the middle of a check-in period, you might want to wait a period before having their check-in due. This option will not appear unless you are changing or first setting the person's Check-in period and/or due day.
- Permissions: The account administrator setting and billing administrator roles are added permissions for people who should have the ability to edit and manage things on a company level.
Help Center article 💡: Role-based permission in 15Five
- Company-wide questions: If the person should not be asked company-wide questions on their check-in, check this box. We recommend leaving this box unchecked for most people, if not everyone. Company-wide question opt ins/outs can also be managed on a group level.
Help Center article 💡: Manage Check-in questions