Include/exclude Group Types in engagement survey results

This article walks through how to select which Group Types individuals with results access should be able to filter results by following the conclusion of an engagement campaign.

Access and availability

⛔️ Required access to Engagement feature settings.
👥 This article is relevant to Engagement Admins and Organization Admins.
📦 This feature is available in the Engage, Legacy Perform, and Total Platform pricing packages.

✏️

Note

It's only possible to view results for groups that meet confidentiality standards for engagement surveys.


Include/exclude groups in engagement survey results

  1. Click on Engagement in 15Five's main, left-hand navigation.
    Engagement.png
  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.
    Go-To-Engage.png
  3. Click on the Settings gear in the top, right-hand corner of the Engage Portal and select 'Settings' from the dropdown menu.
    Engage-Settings-Gear.png
  4. You're now on your company's Engagement feature settings page. From here, click into the 'Group Management' tab.
    Engage-Group-Mgmt-Tab.png
  5. You'll land on the Custom Group Types page. Here, you'll see: the name of the Group Type, how many groups exist within the Group Type, and whether or not the Group Type are set up to be included in engagement results.
    Custom-Group-Types-Page.png
  6. To remove a Group Type from engagement results, toggle "Include in Results" to "No." You will not be able to see engagement results for any of the groups within that Group Type.
    Toggle-Off-Group-Type-Results.png
  7. Next, click the "System" tab to open the Systems Group Types page.
    System-Groups-Table.png
  8. To remove a Group Type from engagement results, toggle "Include in Results" to "No." You will not be able to see engagement results for any of the groups within that Group Type.
    Toggle-Off-Group-Type-Results.png
    ✏️

    Note

    Check out our "Manage settings for System Groups" article to learn how to manage cohort options for Tenure, Generation, and Hire Cohort groups.


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