Manage Check-in feature settings

This article walks through how to manage company settings for 15Five's Check-ins feature. There are two sections in 15Five in which you can manage Check-in feature settings for your organization— the 'Features overview' section (which contains high-level Check-in settings) and the 'Check-ins' section (which contains more detailed Check-in settings).

In this article, you will learn...

✏️

Note

Only account admins can manage Check-in feature settings.

PlanPerformFocusTotal.png


Access and manage Check-in overview settings

  1. Click on the Settings gear in the top, right-hand corner of 15Five.
    Settings.png
  2. Select 'Features' from the dropdown menu.
    Features.png
  3. Click into 'Features overview'.
    FeaturesOverview.png

The following settings can be customized in this section:

  • Question Bank: The Question Bank is a collection of questions that can be added to Check-ins. This option is on by default.
  • Unlimited History:By default, access to past Check-ins is enabled. This allows your team to access all prior Check-ins.
  • Question Queue: 15Five's Question Queue feature allows account admins, group admins, and managers to create queues of questions to appear on Check-ins. This option is on by default. Click Configure to manage your company-wide question queue.
  • Pulse Check: Pulse is a question that's asked in every Check-in that reads "How did you feel at work this week?" Click Configure to open the Check-in feature settings page, which includes a 'Pulse' option and allows you to enable/disable the Pulse question.
  • Priorities: The Priorities section of Check-ins allows employees to set short-term goals and mark them complete. Click Configure to enable/disable the Priorities section of Check-ins or customize how Priorities questions appear on Check-ins.
  • Custom Due Dates: This option is on by default, and allows you to set custom Check-in due dates for people in your organization.
    Help Center article 💡: Change Check-in due days
  • Metric Questions: This option is on by default, and allows you to ask metric questions on Check-ins. Click Configure to open the 'Manage questions' page.
  • Attachments: If this setting is enabled, employees can attach documents to Check-in answers.
  • Reporter Feedback: If this setting is enabled, 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. Click Configure to enable or disable this Check-in section.
  • 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. If this option is enabled, Smart Groups will be automatically created for all managers in your organization. Click Configure to enable/disable Smart Groups and manage advanced options, including whether or not you want account admins to have visibility into smart groups (as, by default, only a manager can see their smart group) and whether you want people in your organization to have the ability to @mention Smart Groups.
    Help Center article 💡: Enable Smart Groups

Access and manage Check-in feature settings

  1. Click on the Settings gear in the top, right-hand corner of 15Five.
    Settings.png
  2. Select 'Features' from the dropdown menu.
    Features.png
  3. Click into 'Check-ins'.
    FeaturesCheckins.png

The following settings can be customized in this section:

  • Customize frequency: Here, select how often you want different sections of Check-ins (Pulse, Priorities, and Objectives updates) to appear in company-wide Check-ins.
    Help Center article 💡: Adjust Check-in section frequency
  • Pulse: Decide whether or not you want the Pulse question ("How did you feel at work this week?) to appear on Check-ins and who you want to have visibility into the Pulse Dashboard.
    Help Center article 💡: Check-ins: Pulse dashboard & reports
  • Priorities in Check-ins: Decide whether or not you want the Priorities section to appear on Check-ins. Options are: Enable company-wide, Enable by limit to groups, and Disable.
  • 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.
  • Sharing Priorities: This section contains a quick-link to set up the 15Five > Slack integration to share priorities from Check-ins to Slack.
  • High Fives in Check-ins: Decide whether or not you want the High Fives section to appear on Check-ins. Options are: Enable company-wide, Enable but limit to groups, and Disable.
  • Attachments: Select whether or not you want to allow employees to attach documents to their Check-ins.
  • Unlimited History: By default, access to past Check-ins is enabled. This allows your team to access all prior Check-ins.
  • Custom due dates: This option is on by default, and allows individuals in your company can have custom due days for their Check-ins. In other words, not everyone must submit their Check-ins on the same day of the week.
Was this article helpful?
0 out of 0 found this helpful