Manage Smart Groups

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:

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.

Screen_Shot_2021-04-26_at_9.31.58_AM.png

2. Click on the Features overview option. 

Screen_Shot_2021-04-26_at_9.32.21_AM.png

3. Toggle on/off 'Smart Groups'.

Screen_Shot_2021-04-26_at_9.32.33_AM.png

✏️

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.

Screen_Shot_2021-04-26_at_9.33.03_AM.png

2. Expand each section of the 'Configure Smart Groups' page to see and edit each configuration option.
Screen_Shot_2021-04-26_at_9.32.46_AM.png

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. 

Screen_Shot_2021-04-26_at_9.38.12_AM.png

Remember to click Save after changing the settings.

Screen_Shot_2021-04-26_at_8.00.13_AM.png

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.

Screen_Shot_2021-04-26_at_9.38.33_AM.png

Remember to click Save after changing the settings.

Screen_Shot_2021-04-26_at_8.00.13_AM.png

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.

Screen_Shot_2021-04-26_at_9.38.43_AM.png

Remember to click Save after changing the settings. 

Screen_Shot_2021-04-26_at_8.00.13_AM.png

Was this article helpful?
0 out of 0 found this helpful