Smart Groups are groups that contain all direct reports for a specific reviewer. As teams change, Smart Groups automatically update to reflect current reviewer/reporter relationships. This option is great for teams who have reviewer changes often and each reviewer wants to be able to support their group via Check-in questions, Objectives, etc.
Note
The naming convention for Smart Groups is 'First and Last Name's Team'. These names are automatically generated and, like group membership, cannot be edited.
Why use Smart Groups?
Benefits for account administrators
Enabling Smart Groups decreases the manual work of managing team-specific groups in a company by automating the process. As teams change, these groups will automatically update- so account administrators don't have to worry about assigning someone to or unassigning them from a group when their reviewer changes.
Additionally, the existence of Smart Groups means that account administrators can filter data by Smart Groups to show information for everyone who reports to a specific reviewer. This data can be helpful in driving adoption and increasing engagement.
Success Center article 🗒: Check-ins Dashboard: Submitted & Reviewed Reports
Webinar 👩🏾💻: Fine tune your 15Five account using groups
Webinar 👩🏾💻: Transforming Managers into Effective Coaches
Benefits for reviewers
Smart Groups allow reviewers easily pull group reporting, change settings for the group, and manage group questions for their direct reports. With Smart Groups enabled, all reviewers in 15Five will have a group that contains their direct reports. That means reviewers can:
- Filter by their own Smart Group to pull various reports.
- Ask Smart Group-specific questions to their direct reports.
- Filter the High Five feed to show only High Fives given by or received by their direct reports.
- Edit group settings (including visibility settings and enabling/disabling priorities and company-wide questions) for all their direct reports at once.
e-Book 📖: Question Master eBook- ideas for great questions
Success Center article 🗒: Create a smart group question queue
Enable/disable Smart Groups
1. Click on the Settings menu at the upper right corner of your 15Five account and then click Features.
2. Click on the Features overview option.
3. Toggle on/off 'Smart Groups'.
Note
If Smart Groups were previously on, we suggest notifying all account administrators and reviewers prior to turning off Smart Groups. To avoid "ghost" questions from appearing, Smart Group-specific questions should be removed before turning the feature off. These questions can be accessed through 'Manage questions'. Additionally, any groups that need to be manually created should be created before turning off Smart Groups. Forewarning other account administrators and reviewers gives them time to create questions and groups that need to continue to exist.
Configure Smart Groups settings
1. Click Configure to the right of Smart Groups.
3. 'Show all Smart Groups to admins' allows any account administrator to see and manage Smart Groups, even if the account administrator is not the reviewer of the group. We suggest the 'Show all Smart Groups to admins' permission be toggled ON if the Smart Groups feature is ON. If this setting is ON, account administrators can see and manage all Smart Groups from their 'Manage groups' page, just like any other group. If this setting is OFF, account administrators will not be able to see, report on, or edit any Smart Group.
Remember to click Save after changing the settings.
4. '@mentioning Smart Groups in High Fives' allows anyone in the company to mention a Smart Group in their High Fives. This @mention feature works the same as mentioning a manual group does.
Remember to click Save after changing the settings.
5. The 'Disable Smart Groups' option has the same effect as toggling OFF the 'Smart Group' feature. This essentially removes Smart Groups from appearing all together.
Remember to click Save after changing the settings.