Employees section: Active, Access, and All tabs

This article walks through the 'Employees' section of Engagement feature settings. This section is where you can sync employee data from 15Five to the Engage Portal, view active employees, manage roles/results access levels, and determine which employees should receive engagement surveys.

In this article, you will learn...

• How to access the 'Employees' section of Engagement feature settings
• What information and actions are available in the Active, Access, and All tabs

Access the Employees section

1. Click on Engagement in 15Five's main, left-hand navigation.
   
2. [HR Admins only] You'll land on the Engagement Overview page in 15Five. From here, click Go to Engage to open the Engage Portal.
   
3. Click on the Settings gear in the top, right-hand corner of the Engage Portal and select 'Settings' from the dropdown menu.
   
4. You're now in the "Employees" section of Engagement feature settings.
   
5. Within this section, you will see three tabs: Active, Access, and All.
   
   Continue for an overview of what settings can be controlled in each of these tabs.
   Active tab

   The Active tab lists all active employees that are part of your organization. In this section, you can sync employee data from 15Five to Engage, view active employees, and determine which employees should receive engagement surveys.

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   Note

   Employee data is managed in 15Five and, as a result, some fields may not be editable. To make changes to these fields, make the changes manually in 15Five or your people management integration (if applicable). Changes are synced to the Engage Portal from 15Five nightly.

   Available actions in this section:

   • View employee information in the table.
     
   • Search for a specific employee or export a CSV of the employee list using the icons in the upper, right-hand corner of the page.
     
   • Determine whether or not a person should receive engagement surveys using the toggle under "Receiving Surveys". If the option is toggled to "No," the person will be globally excluded from receiving engagement surveys. If the option is toggled to "Yes," the person can still be excluded on a survey-by-survey basis during the process of campaign creation.
     
   • Open an employee's settings by clicking View to the right of their name. Learn more about managing employee settings in Engage.
     
   • Perform a bulk employee import from 15Five to Engage by expanding the "Bulk Employee Import" section towards the bottom of the page. Learn more about performing a bulk import.
     
   • View previous bulk import files by expanding the "Imported Files" section at the bottom of the page.
     

   Access tab

   The Access tab shows you who has what roles and levels of access and see when users last logged in. The table in this tab only contains people who have access to the Engage Portal (i.e. Leaders, Organization Admins, and Engagement Admins).

   Available actions in this section:

   • View employee information in the table.
     
   • Search for a specific employee or export a CSV of the employee list using the icons in the upper, right-hand corner of the page. You can also reset access for Leaders or Organization Admins using the dropdown menu. Performing this action will reset results access for all Leaders/Organization Admins back to the Employee role, resulting in zero results access for those users.
     
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     Tip

     The "Reset Leaders/Organization Admins" option  is helpful if you're performing an audit of results access levels and want to start from scratch.

   • Open an employee's settings by clicking View to the right of their name. Learn more about managing employee settings in Engage.
     

   All tab

   The All tab shows you a full list of all employees, regardless of role and status (active/inactive).

   Available actions in this section:

   • View employee information in the table.
     
   • Search for a specific employee or export a CSV of the employee list using the icons in the upper, right-hand corner of the page.
     
   • Open an employee's settings by clicking View to the right of their name. Learn more about managing employee settings in Engage.