Configure Check-in tool settings (Pulse, Priorities, High Fives, Attachments)

Admins use this article to configure the Pulse, Priorities, High Fives, and Attachments sections within Check-ins. When complete, the Check-ins feature settings page reflects your saved tool configuration.

Before You Begin

Steps

  1. Click the Settings gear in the bottom-left corner of your 15Five account.
  2. Select Features from the dropdown menu.
  3. Click Check-ins to open Check-in feature settings.

Pulse

  1. Locate the Pulse section.
  2. Toggle Pulse in Check-in on or off to control whether the question "How did you feel at work since your last Check-in?" appears on Check-ins.

- To limit the Pulse question to specific groups, select Enable for specific groups and choose the groups.

  1. Under Pulse Dashboard, select who can view Pulse answers:

- Everyone — managers see Pulse data for their direct reports and hierarchies. - Account admins only — Pulse data is restricted to admins.

Priorities

  1. Locate the Priorities section.
  2. Toggle Priorities in Check-ins on or off to control whether the Priorities section appears on Check-ins.

Note: If you have disabled Priorities here and see guidance elsewhere stating Priorities are mandatory, that guidance does not apply to your account.

  1. To customize Priorities labels, click the label fields and enter replacement text.

- Default labels are Mark priorities from your past Check-in as complete and What do you intend to accomplish between now and your next Check-in?

  1. Under Sharing Priorities, follow the link to configure the 15Five Slack app if you want employees to share priorities to a Slack channel.

High Fives

  1. Locate the High Fives section.
  2. Select who can give High Fives from within their Check-ins: Everyone or a limited group.

Attachments

  1. Locate the Attachments section.
  2. Toggle Attachments on or off to allow or prevent employees from attaching documents to Check-ins.

Save

  1. Click Save to apply all changes.

If Something Goes Wrong

Issue Check Fix
Pulse section does not appear after enabling Confirm the user's Check-in access is enabled, not limited to a group that excludes them Go to Check-in access settings and verify group assignments. See Enable or disable Check-ins for your organization.
Priorities toggle is grayed out Confirm you are logged in as an Account Admin, not a Group Admin Log in with an Account Admin account and retry.
Custom Priorities labels are not saving Check that label fields are not empty before saving Enter text in both label fields, then click Save.
Slack Priorities sharing link is not working Confirm the 15Five Slack app is installed in your workspace Follow the Slack app setup instructions linked in the Sharing Priorities section of Check-in settings.

Not Covered Here

This article does not cover Check-in access, frequency, Reporter Feedback, or Check-in questions configuration. See Configure Check-in access and frequency settings and Configure Reporter Feedback and Check-in questions.

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