The "Manage people" page is your hub for managing account and invite settings for your team. Here, you can update managers and Check-in due dates, manage invite settings, deactivate/reactivate people, add vacations for people, add termination data, and more. There are three tabs on the "Manage people" pageβ€” Active, Inactive, and Deactivatedβ€” which we'll explore in-depth in this article.

This article walks through...

Access and availability

⛔️ Required access to the "Manage people" page.
πŸ‘₯ This article is relevant to Account admins and Managers.
πŸ“¦ This capability is available in all pricing packages.

✏️

Note

Account admins can manage settings for anyone in their organization, and managers can manage settings for their direct reports and anyone else below them in the hierarchy.


How to use the "Manage people" page πŸ§‘β€πŸ’»

  1. Click on the Settings gear in the top, right-hand corner of 15Five.
    Settings-Gear-25.png
  2. Select 'People' from the dropdown menu.
    Settings-People.png
  3. You're now on the "Manage people" page. Here, you'll see three tabs: Active, Inactive, and Deactivated. Use the sections below to learn what actions you can take in each of these tabs.
    Active-Tab-Manage-People.png

    Active
    Use this tab to manage individual account settings and set vacations in bulk.

    The Active tab contains all active employees.

    Manage-People-Active.png

    In this tab, you can...

    • Manage individual account settings including name, email, job title, manager, group membership, and permissions
      Help Center article πŸ’‘: Update a person's account settings
    • Use the Actions button to achieve the following tasks in bulk: change managers, change Check-in due days, set vacations, and deactivate accounts
      Help Center article πŸ’‘: Use bulk actions on the "Manage people" page
    ✏️

    Note

    All active accounts are billable, meaning that your company will be charged for every person in the "Active" tab. Check out our "How does adding/removing people impact billing?" Help Center article for more information.

    Inactive
    Use this tab to manage invitations to 15Five and change pending employees' seat statuses.

    The Inactive tab contains employees who have been added to the platform but have not accepted their invitation, including employees who have not yet been sent an invitation. There are three sections: Created people, Pending invitations, and Expired invitations.

    The Created people section contains employees whose accounts have been created but are not scheduled to receive an invite email.

    Created-People.png

    Here, you can achieve the following tasks:

    • βœ‰οΈ Send invitation: When you add a new person to 15Five without sending them an invite, they are added as a "created" user. Use this option to manually send them an invitation when you're ready for them to have access to the platform.
      Help Center article πŸ’‘: Send an invitation to a created user
    • πŸ’° Change seat status: For individuals to participate in engagement surveys, their seat must be billed in 15Five. Active users automatically fill billable seats. If an individual is not an active user, you can mark them as using a billed seat so they're eligible to participate in engagement surveys.
      Help Center article πŸ’‘: Make an inactive user eligible for engagement survey participation
    • ❌ Deactivate: This option allows you to deactivate accounts of people who are no longer part of your organization or no longer using 15Five. Deactivating an individual removes them from future billing and removes their access to 15Five.
      Help Center article πŸ’‘: Deactivate a person's account

    The Pending invitations section contains employees who have been added to 15Five and have either received an invite email or are queued to receive an invite email on their start date.

    Pending-Invitations.png

    Here, you can achieve the following tasks:

    • βœ‰οΈ Resend or reset invitations: Use these options to either 1) resend an invitation to a person who has already received one or 2) reset the clock (i.e. the "Expires in" day count) on how long they have to accept their initial invitation. If the "Expires in" day count runs out for a person, they'll move to the "Expired invitations" section.
      Help Center article πŸ’‘: Resend or reset invitations
    • πŸ’° Change seat status: For individuals to participate in engagement surveys, their seat must be billed in 15Five. Active users automatically fill billable seats. If an individual is not an active user, you can mark them as using a billed seat so they're eligible to participate in engagement surveys.
      Help Center article πŸ’‘: Make an inactive user eligible for engagement survey participation
    • ❌ Deactivate: This option allows you to deactivate accounts of people who are no longer part of your organization or no longer using 15Five. Deactivating an individual removes them from future billing and removes their access to 15Five.
      Help Center article πŸ’‘: Deactivate a person's account

    The Expired invitations section contains employees whose invitations were sent and not accepted within 30 days.

    Expired-Invitations.png

    Here, you can achieve the following tasks:

    • βœ‰οΈ Resend invitation: Use this option to resend an invitation to a person whose invitation has expired.
      Help Center article πŸ’‘: Resend or reset invitations
    • πŸ’° Change seat status: For individuals to participate in engagement surveys, their seat must be billed in 15Five. Active users automatically fill billable seats. If an individual is not an active user, you can mark them as using a billed seat so they're eligible to participate in engagement surveys.
      Help Center article πŸ’‘: Make an inactive user eligible for engagement survey participation
    • ❌ Deactivate: This option allows you to deactivate accounts of people who are no longer part of your organization or no longer using 15Five. Deactivating an individual removes them from future billing and removes their access to 15Five.
      Help Center article πŸ’‘: Deactivate a person's account
    Deactivated
    Use this tab to edit termination data and reactivate deactivated accounts.

    The Deactivated tab contains employees who were once active in 15Five, but have since been deactivated.

    Deactivated-Tab-Manage-People.png

    In this tab, you can...

    • πŸ’Ό Edit termination data: Use this option to add termination dates and reasons for employees. This information is used to calculate the "Turnover" scorecard on the HR Outcomes Dashboard.
      Help Center article πŸ’‘: Add termination data to 15Five
    • βœ‰οΈ Resend invitation: Use this option to resend an invitation to a person whose account has been deactivated.
      Help Center article πŸ’‘: Resend or reset invitations
  4. In each tab, you can use the Filter by button to filter the people list by reviewer (i.e. manager), group, or admin status. You can also use the search bar to find a specific person.

    Screenshot 2024-12-06 at 1.55.29β€―PM.png


Related articles πŸ“–


Frequently Asked Questions (FAQs) ❓

What happens when someone is granted access to 15Five through Single Sign-On (SSO)?

If your company uses SSO to access 15Five, the following logic applies:

  • When an individual is granted permission to 15Five in your organization's Identity Provider (IdP), they are added to the to the "Created" section in the "Inactive" tab.
  • A person does not need an invite email to log into 15Five if they've already been granted access to 15Five in your IdP. They can log in by following the SSO steps in our "Sign in to 15Five" Help Center article.
  • After a person logs into 15Five via SSO the first time, they will be moved to the "Active" tab.

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