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 available options for results visibility and walks you through how to assign them. By properly setting up visibility, you can ensure your team can access the insights they need to drive meaningful change.
In this article, you will learn...
- Results visibility options 👀
- How to assign results visibility 👩💻
- Frequently Asked Questions (FAQs) ❓
Access and availability
⛔️ Required access to the "Manage Permissions" tab.
👥 This article is relevant to HR Admins and Account Admins.
📦 This feature is available in the Engage, Legacy Perform, and Total Platform pricing packages.
Results visibility options 👀
Results visibility settings determine which engagement survey results a person can access in 15Five. There are two types of visibility you can assign: role-based and custom.
Assign visibility based on a person’s role in the organization.
Role-based visibility is based on a person’s role in the organization.
- HR Admins can view company-wide results and detailed results for all groups.
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Managers can view engagement survey results for their manager group (direct reports) and hierarchy group (direct and indirect reports). They also have visibility into company-wide survey results.
Note
This is only the case if the "Manager visibility to hierarchy results" setting is enabled in Engagement feature settings (in-app link). If this setting isn't enabled, managers will not be able to view engagement survey results.
- Individual Contributors do not have access to any engagement survey results.
Assign tailored visibility to fit your organization's needs.
Custom visibility lets you assign a more tailored level of access to individuals who may not fall neatly into the roles above. You can grant one of the following:
- Full: Can view company-wide results and detailed results for all groups. HR Admins are assigned this level of visibility by default.
- Limited: Can view company-wide survey results.
- Limited + Groups: Can view company-wide survey results plus results for specific groups the person is granted access to.
How to assign results visibility 👩💻
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'People' from the dropdown menu.
- Select 'Manage permissions' in the top navigation bar.
- 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/people whose settings you want to edit.
- From here, you have two options: you can either assign results visibility one-off or in bulk. Use the dropdowns below to learn how to accomplish each of these tasks.
One-Off
- Click the three dots to the left of the employee whose visibility you want to manage and select 'Edit.'
- Choose whether the person should have role-based or custom visibility.
- If you select Custom, use the dropdown to choose whether the person should have Full or Limited visibility.
- If you select Limited, you’ll have the option to grant access to specific groups. Click "Select groups" and choose one or more groups whose results the person should have visibility into.
- When you're done, Save your changes.
In Bulk- Check the boxes to the left of the individuals whose results visibility you want to change.
- Click Actions at the top of the page, then select "Edit results visibility permissions" from the dropdown menu.
- Choose whether these individuals should have role-based or custom visibility.
- If you select custom, use the dropdown to choose whether they should have Full or Limited visibility.
Note
When editing results visibility in bulk, you cannot assign Limited + Groups visibility. You will have to update the groups a person has access to one-off.
- When you're done, click Update.
- Click the three dots to the left of the employee whose visibility you want to manage and select 'Edit.'
Frequently Asked Questions (FAQs) ❓
You can access and analyze engagement survey results by following these steps.
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.
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.
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).