A person's account settings include things like reviewer name, email address, Check-in period, 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. As an account administrator you can manage other people's 15Five account settings. As a reviewer, you can manage account settings for anyone in your hierarchy.
Update an individual's 15Five account settings
1. Click on Settings from the left navigation.
2. Click on 'People' to expand the people settings.
3. Last, click on 'Manage people'.
4. Once on the Manage people page, find the person whose settings need to be updated and click on their name.
5. Below is a brief description of each setting to help you make the updates needed.
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.
Reviewer: This person is responsible for reviewing check-ins, managing Best-Self Review® results, holding regular 1-on-1s, etc. There can only be one reviewer per person. Additionally, anyone within the person's hierarchy cannot be the reviewer—this is called a reviewer loop. It is possible for people to have no reviewer. 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 an additional manager 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 the 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 an additional for a specific review cycle, you can do that via the 'Edit individual settings' option within the cycle.
Check-in period: 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.
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.
Next due date: This setting 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.
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.
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.
6. Remember to click Save when you're done making changes.
Any field that is editable can be changed. If a field is greyed out, it is likely being automatically updated via SCIM, SAML, or HRIS. If this is the case, please update the information in your IdP and 15Five will update upon the next sync.