Update an Employee's Account Settings

Ben Pemstein Ben Pemstein
· Updated
Note: Your organization may have renamed the Best-Self Review® feature. If you don't see "Best-Self Review®" in your navigation, check with your admin for the name used in your account.

Account Admins and Managers can update an employee's account settings to control personal information, group membership, manager assignments, Check-in frequency, engagement survey participation, and access to manager enablement tools. Changes are saved per section and take effect immediately.

Before You Begin

  • Account Admins can edit settings for any employee. Managers can only edit settings for people in their direct hierarchy.
  • Fields that appear greyed out are synced from an HRIS integration and must be updated in the HRIS. See .

Steps

  1. Click People in the left-hand navigation.
  2. Use the search bar or filters to find the employee.
  3. Click the employee's name to open their account settings page.
  4. Make your changes in the relevant section.
  5. Click Save at the bottom of the section.

Settings Reference

The following sections appear on an employee's account settings page.

Personal Information

Basic personal details for the employee:

  • Avatar
  • First name
  • Last name
  • Hire date (core attribute)
  • Termination date
  • Preferred name
  • Pronouns
  • Job title (core attribute)
  • Career path
  • Employee ID
  • Email
  • Password
  • Location (core attribute)
  • Timezone

Fields marked with an asterisk are core attributes. Core attributes power reporting and strategic insights across 15Five. Populate them for all employees. See .

Private Attributes

Private attributes are visible to HR Admins only. They organize people data for filtering, reporting, and analysis.

  • High-Potential: Marks an employee as high potential. Use the checkbox to enable this designation.
  • Demographic attributes (Birth Date, Ethnicity, Gender, Race, Salary): Read-only in account settings. These fields appear only if enabled in your account. Populate them via bulk import CSV or your HRIS integration. See Enable and configure Demographic Attributes.

Additional Information (Custom Attributes)

Assign custom attribute values to the employee. Custom attributes track company-specific data such as certification level or role level.

Note: This section appears only if custom attributes have been created in your organization. Visibility and editing access depend on your role permissions.

Account Settings

Check-in Frequency

  • Check-in Frequency: Sets how often the employee is prompted to submit a Check-in — weekly, bi-weekly, or monthly. The employee can follow a custom, group, or company-default frequency. See Check-in frequency settings — overview.
  • Check-in Due Day: Sets the day of the week the Check-in is due.
  • Next Due Date: Sets when the next Check-in is due. This field appears only when frequency is set to bi-weekly or monthly.

Group Membership

  • Group(s): Shows the groups the employee belongs to. Add or remove groups from this field. Groups control question delivery, visibility, and reporting across features including Engagement, Objectives, and Best-Self Review®. See Understand group types and groups in 15Five.

Managers and Review Viewers

  • Direct Manager: The employee's primary manager. This person reviews Check-ins, leads 1-on-1s, and manages performance reviews.

Note: Manager loops are not permitted — no one can manage their own manager's manager.

Cycle-specific additional managers can also be added separately. See Assign a Cycle-Specific Additional Manager.

  • Best-Self Review® viewers: Individuals who have permanent visibility into the employee's past, present, and future reviews. Useful for skip-level managers or cross-functional leads. See Add or remove a review viewer for a participant.

Cycle-specific review viewers can also be added separately. See Add a review viewer for a participant.

Manager Enablement

Engagement Survey Permissions

  • Receive engagement surveys: Controls whether the employee receives engagement surveys. Uncheck to exclude them from all surveys. Individuals can also be excluded one-off during campaign setup. See Globally exclude an individual from all engagement campaigns.
  • Visibility to Engagement results: Determines which engagement survey results the employee can access. Options include role-based and custom visibility. See [Update engagement survey results visibility in employee account settings].

Export Employee Data

Download a record of the employee's performance and goal-related activity. Use these exports for offboarding, audits, or internal reviews.

Note: This section is available to HR Admins only.
  • Best-Self Review®: Exports the employee's results for all review cycles they participated in. Cycle-specific CSVs are delivered by email.
  • Objectives: Generates a CSV of all Objectives and Key Results the employee has owned. You receive an email when the export is ready.

If Something Goes Wrong

Issue Check Fix
A field is greyed out and cannot be edited Confirm whether an HRIS integration is active for your account Update the field in your HRIS — 15Five reflects the change on the next sync
Changes are not saving Confirm you clicked Save at the bottom of the specific section being edited, not a different section Scroll to the bottom of the section containing the changed field and click Save
A section (e.g., Additional Information, Export) is not visible Confirm your role — Additional Information requires custom attributes to exist; Export requires HR Admin access Contact your Account Admin to verify role permissions or confirm custom attributes are configured
Engagement survey visibility options are not appearing Confirm the employee has been invited to 15Five and is active See Make an Invited User Eligible for Engagement Survey Participation

Not Covered Here

This article does not cover updating account settings in bulk. See Update employee account settings in bulk.

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