Generate a team summary with Manager Copilot

Managers can generate an AI-powered summary of their team's current state directly from the 15Five homepage. When complete, a summary and recommended actions appear in the My team at a glance section.

Before You Begin

  • This feature is available to managers with a Transform seat on the Total Platform pricing package.

Steps

  1. Click My Actions in the left-hand navigation.
  2. Locate the My team at a glance section in the upper-right area of the page.
  3. Click Give me a summary of my team.

What Success Looks Like

A summary of your team's current state appears in the My team at a glance section. Below the summary, Manager Copilot displays recommended actions you can take to positively impact your team members.

If Something Goes Wrong

Issue Check Fix
Give me a summary of my team button is not visible Confirm your account has a Transform seat and your company is on the Total Platform package Contact your 15Five admin to verify your seat type and package
Summary does not generate after clicking the button Check whether any of the underlying data sources (Check-ins, Objectives, 1-on-1s, High Fives) have activity in your account Ensure at least one direct report has submitted a Check-in or has an active Objective, then retry
My team at a glance section is not visible on the homepage Confirm you have at least one active direct report in 15Five Ask your admin to verify your reporting hierarchy in account settings

Not Covered Here

This article does not cover the data points or timeframes Manager Copilot uses when generating a summary. See and .

Related Articles

-

Was this article helpful?

Sorry to hear that. Tell us what was missing →