Configure Check-ins feature settings

How to configure Check-ins feature settings

1. Click on the 'Settings' gear in the top, right-hand corner of 15Five.
   
2. Select 'Features’ from the dropdown menu.
   
3. Open Check-ins feature settings.
   
4. Begin by configuring basic Check-ins feature settings.
   
   Who has the Check-ins feature turned on?

   Decide who should have access to Check-ins. You can read more about your options in our "Enable/disable Check-ins" article.

   

   If Check-ins are disabled for someone,

   • The Check-ins tab will no longer appear in either their web or mobile version of 15Five;
   • They will lose access to past submitted or current Check-ins;
   • There won't be data available for them in Check-ins reporting;
   • They will no longer receive Check-in notifications.

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   Tip

   The ability to limit who has access to Check-ins can be especially helpful if you want to roll out Check-ins within your organization in phases. In this case, you can select the "Enable but limit to groups" option and only include your early adopters.

   Customize frequency

   Set a default for how often Check-ins are generated for employees. Use advanced settings to adjust how often the Pulse question, Priorities section, and Objectives updates appear in Check-ins.

   

   The settings selected here are the default for everyone in your organization who has access to the Check-ins feature, but can also be customized on a group or individual level. Learn more in our "Change the frequency of Check-ins" article.

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   Tip

   As a best practice, we recommend that check-ins be due weekly on Fridays (this is how it is set by default). This makes it easier for your employees to reflect on the week and plan for the next week with more specificity and thoughtfulness. If you’re not frequently submitting Check-ins it can be difficult to remember how you felt, what you accomplished, what challenged you, etc so the more frequent the better!

5. Next, configure Check-in tool settings.
   
   Pulse

   • Pulse in Check-in: Decide whether or not you want the Pulse question (" How did you feel at work since your last Check-in?") to appear in Check-ins. You can also limit the Pulse question to specific groups.
     
   • Pulse Dashboard: The Pulse dashboard is a reporting tool that allows you to easily track and report on how the Pulse question is being answered. Here, determine whether you want everyone in your company to be able to see Pulse answers based on their hierarchy, or if you want to limit visibility to account admins only. Learn more about the Pulse dashboard.
     
     
     
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     Tip

     We recommend making the Pulse Dashboard visible to everyone in the company with standard 15Five viewing permissions so that managers can have Pulse insights into their direct reports and hierarchies.

   Priorities

   • Priorities in Check-ins: Decide whether or not you want the Priorities section to appear on Check-ins.
     
   • Priorities custom labels: Customize how Priority questions are asked on Check-ins. By default, labels are "Mark priorities from your past Check-in as complete" and "What do you intend to accomplish between now and your next Check-in?". The former section is where priorities carried over from a person's previous Check-in appear, and the latter is where a person can set new priorities.
     
     
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     Tip

     If you choose to cusomize labels, we recommend providing guidance in the label text. For example, "What are 2-3 things that are top of mind for you this week?" This ensures that employees use the 'Priorities' section strategically, rather than as a to-do list. Read more about use cases for Priorities.

   • Sharing Priorities: This section contains a link to set up the 15Five app in Slack so that employees can share priorities from Check-ins to a Slack channel. Learn more about using the 15Five app in Slack.
     

   High Fives

   Here, choose who should have the ability to give High Fives from within their Check-ins.

   

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   Tip

   We recommend enabling High Fives in Check-ins company-wide if you are using the High Five feature. This is a great end-of-week reminder to celebrate and recognize your coworkers as you close out your Check-in.

   Attachments

   Select whether or not you want to allow employees to attach documents to their Check-ins.

   

6. Finally, configure additional Check-in settings. These settings, managed outside the main Check-ins feature settings page, provide extra customization options to enhance how Check-ins work for your team.
   
   Smart Groups

   Smart Groups are groups that contain all direct reports for a specific reviewer. As teams change, Smart Groups automatically update to reflect current group membership. Smart Groups allow managers to easily pull group reporting, change settings for the group, and manage group questions for their direct reports.

   Help Center article 💡: Manage Smart Groups

   

   Reporter Feedback

   Enabling the "Reporter Feedback" setting on the Features overview page means that everyone in your organization will see a section at the bottom of their Check-in that says, "Anything else to add?". Asking this question provides a great opportunity for employees to surface questions, issues, or other subjects that they want to bring up, but that weren't specifically asked about in their Check-in.

   

   Check-in questions

   Account admins, managers, and group admins can create Check-in questions for people within your organization to varying degrees. Read more about managing Check-in questions.