Sending invitations activates employee accounts and gives your team access to 15Five. After completing this process, employees receive an invitation email and can log in for the first time.
Before You Begin
- All people data must be imported or synced via HRIS Connector or CSV before sending invitations.
- Managers must be assigned to the correct direct reports.
- Admin and HR Admin role assignments must be confirmed.
Steps
- Go to the left-hand navigation and click Getting Started.
- Locate the Send Invitations section in the checklist.
- Click Manage People to open your people list.
- Review each employee's name, email address, and assigned manager.
- Confirm that department and group assignments are correct.
- Verify that Admin and HR Admin permissions are assigned to the right accounts.
- Return to the Send Invitations section in Getting Started.
- Click Customize Invitation Email.
- Edit the subject line to match your organization's messaging.
- Edit the email body to include your launch context and first-step instructions.
- Send a test invitation to yourself to confirm formatting and links.
- Select the employees you want to invite — choose all or a specific group.
- Click Send Invitations.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Employee did not receive invitation email | Check that the email address in their profile is correct | Update the email address in their profile, then resend the invitation |
| Invitation sent to wrong manager | Check the manager field on the employee's profile | Update the manager assignment, then contact 15Five support to reissue if access was granted incorrectly |
| Send button is unavailable | Confirm your role is Account Admin or HR Admin | Ask your Account Admin to grant the correct permission level |
| Employee appears missing from the people list | Confirm the HRIS sync or CSV import completed without errors | Re-import or re-sync, then verify the employee record appears before resending |