Use this article to create a group type and a group manually in 15Five. When complete, the new group appears on the Manage groups page and is ready for use across the platform.
Before You Begin
- You must have account admin access to create group types. Only account admins can perform this action.
- To create a group under an existing group type, account admin or manager access is sufficient.
- Confirm that the group does not already exist in a connected HRIS. If it does, create it through the HRIS Connector instead.
Part 1: Create a Group Type
Skip this part if you want to add a group under an existing group type.
- Click People in the left panel.
- Click Manage People.
- Click the Manage groups tab.
- Click Create a new group type.
- Enter a name for the group type.
- Click Save.
The new group type appears in the list on the Manage groups page.
Part 2: Create a Group
- On the Manage groups page, click the name of the target group type.
- Click Create a new group.
- Enter a name for the group.
- Confirm the correct group type is shown in the group type field.
- In the Group admins field, add one or more group admins.
- In the Group members field, add group members.
- Set the Group view toggle to your preferred state.
- Set the Group drill-down toggle to your preferred state.
- Set the Company-wide questions toggle to your preferred state.
- Set the Priorities toggle to your preferred state.
- Click Create group or Create group & add another.
> Note: Only account admins and direct managers can be appointed as group admins. Group admins are not automatically added as group members. Add them manually in the Group members field if needed.
> Note: Account admins can add any person as a group member. Managers can only add direct reports and people within their reporting hierarchy.
Group Setting Definitions
| Setting | Enabled | Disabled |
|---|---|---|
| Group view | All members can view each other's Check-ins. | Members see only their own Check-ins. |
| Group drill-down | Members can view Check-ins from all members' downstream reports. | Downstream report Check-ins are not shared. |
| Company-wide questions | Members see company-wide questions on their Check-ins. | Company-wide questions are hidden from members. |
| Priorities | Priorities section appears on members' Check-ins. | Priorities section is hidden from members. |
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Create a new group type button is not visible | Confirm your role is account admin | Log in with an account admin account; managers cannot create group types |
| A person cannot be added as a group admin | Confirm the person is an account admin or direct manager | Only account admins and direct managers are eligible; select a qualifying person |
| A manager cannot find a person to add as a group member | Confirm the person is in the manager's reporting hierarchy | Admins must add people outside a manager's hierarchy; contact an account admin |
| Group does not appear after creation | Check the Manage groups page under the correct group type | Navigate directly to the group type; use the search bar to locate the group |
Not Covered Here
This article covers manual one-at-a-time creation only. For creating multiple groups at once, see the bulk import article.