Manage access to engagement survey results

Understanding engagement survey results is key to making informed decisions, but not everyone needs access to the same level of detail. This article explains the different levels of results visibilityβ€”Full, Limited, and Limited + Groupsβ€”and walks you through how to assign them. By properly setting up visibility, you can ensure HR leaders, managers, and other stakeholders can access the insights they need to drive meaningful change.

In this article, you will learn...

Access and availability

⛔️ Required access to Engagement feature settings.
πŸ‘₯ This article is relevant to HR Admins and Account Admins.
πŸ“¦ This feature is available in the Engage, Legacy Perform, and Total Platform pricing packages.


Results visibility options πŸ‘€

A person's assigned results visibility level determines which engagement survey results they can see. There are three options for results visibility: Full, Limited, and Limited + Groups. If a person isn't assigned one of these options, they won't be able to view any results.

  • Full: Individuals with "full" results visibility can see company-wide survey results and detailed survey results for all groups. HR Admins are assigned full results visibility by default.
  • Limited: Individuals with "limited" results visibility can see company-wide survey results.
  • Limited + Groups: Individuals with "limited + groups" results visibility can see company-wide survey results. They can also see results for all groups they're assigned access to.

In addition to these options, there's a setting in Engagement feature settings called "Default manager visibility." When enabled, this setting gives managers automatic access to results for their manager group (i.e. their direct reports) and their hierarchy group (i.e. everyone under them in the managerial hierarchy).

Default-manager-visibility.png


How to assign results visibility πŸ§‘β€πŸ’»

You can assign results visibility in two places: the "Manage permissions" tab and individual account settings. Both of these processes are covered below.

'Manage permissions' tab Account settings
  1. Click on the Settings gear in the top, right-hand corner of 15Five.
    Settings-Gear-25.png
  2. Select 'People' from the dropdown menu.
    Settings-People.png
  3. Select 'Manage permissions' in the top navigation bar.
    Manage-Permissions.png
  4. On this page, you'll see a list of all employees in your organization alongside their results visibility. Use the filter or search bar at the top of the page to search for the person whose settings you want to edit.
    Filter-Search-Bar.png
  5. Click the three dots to the left of the employee whose visibility you want to manage and select 'Edit.'
    Edit-Visibility.png
  6. If the person isn't currently assigned results visibility, toggle on the "Visibility to Engage results" setting.
    Visibility-To-Engage-Results-Setting.png
  7. Select the visibility level the employee should have: Full, Limited, or Limited + Groups.
    Edit-Engage-Permissions.png
  8. If you select "Limited + Groups," click Select groups button to choose which groups the individual should have access to.
    Assign-Groups-Visibility.png
  9. When you're done, Save your changes.
    Save.png

Frequently Asked Questions (FAQs) ❓

Where can I access engagement survey results?

You can access and analyze engagement survey results by following these steps.

Why can't I view results for a targeted engagement campaign?

Targeted engagement campaigns are campaigns that only include specific groups. To have visibility into results for a targeted engagement campaign, you must be assigned results visibility for the specific groups the campaign targeted.

Do managers automatically have visibility into engagement results for their teams?

Not by default. However, Admins can grant all leaders visibility into the engagement results of their hierarchies by toggling on the "Default manager visibility" option in Engagement feature settings.

Default-manager-visibility.png

This setting gives all managers visibility into engagement results for their teams and hierarchies. When enabled, managers can view results for their manager group (which contains their direct reports) and their hierarchy group (which contains everyone under them in the managerial hierarchy).


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