Group Types are umbrella categories or folders that are used to store individual groups. Following the conclusion of an engagement campaign, leaders can filter engagement survey results by Group Types. In this article, we'll walk through the various Group Types available in Engagement, what data is used to form these Group Types, and resources you can use to create and populate members for each Group Type mentioned.
In this article, you will learn...
- What Group Types exist in Engagement (and how to create and populate them!)
- Frequently Asked Questions (FAQs)
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
Confidentiality standards in Engagement require at least 3-5 responses (depending on your selected settings) from a group for their results to be available post-survey. Keep this in mind as you decide which groups to include in engagement surveys.
Group Types in Engagement
Group Types are made up of groups— segments of employees— that you can filter results by following the completion of an engagement campaign. There are two types of Group Types in Engagement: Custom Groups and System Groups. Use the sections below to learn more about what data is used to form each Group Type, as well as resources you can use to create and populate them.
Note
Once you've synced Group Types from 15Five to Engage, you can determine whether or not you want to be able to filter results by each individual Group Type.
Custom Group types are created, managed, and populated in 15Five. Upon syncing data from 15Five to Engage, the Custom Groups tab will contain all group types and attributes in 15Five. Some Custom Group types are also auto-created based on employee data in 15Five.
Custom Group Types are sourced from the following places in 15Five:
A group type is an umbrella category or folder that's used to store individual groups (e.g. departments, locations, divisions, teams, Employee Resource Groups/ERGs).
Use these resources to create and populate groups and group types:
Help Center article 💡: Create a group and/or group type
Help Center article 💡: Add people to a group
Once you create and populate group types, you can perform a sync from 15Five to Engage and they will appear as Group Types in the Custom Groups tab.
Upon syncing data from 15Five to Engage, Group Types will be automatically created for Managers and Hierarchies. No additional steps are needed on your part.
- Manager groups will be created for each active Manager in 15Five and the direct reports for that manager will be added as members of that group.
- Hierarchy groups will be created for each active Manager in 15Five that has direct and indirect (downstream) reports, and the direct and indirect reports for that manager will be added as members in that group.
Default attributes are basic employee information— things like first name, hire date, and location. Once you populate these attributes for employees, you can perform a sync from 15Five to Engage and Group Types will be created and populated based on attribute assignment.
The following default attributes are available in 15Five:
- Employee ID
- First name
- Last name
- Start date
- Hire date
- Termination date
- Job title
- Job description
- Location
- Strengths
- Timezone
Use these resources to populate default attributes for employees:
- Help Center article 💡: Add new people (contains steps on adding new employees to 15Five either one-off, in bulk, or using an integration)
- Help Center article 💡: Bulk import or update people (contains steps on how to add new employees or make changes to employee data using a bulk import CSV)
- Help Center article 💡: Update a person's account settings (contains steps on editing an employee's data one-off)
Demographic Attributes in 15Five allow HR admins to report on key employee trends through the lens of their workforce’s demographics. Breakdowns by demographics and key defining characteristics of an employee are critical to helping people leaders uncover and address problems within their company before they become too big to solve.
Once you enable and populate demographic attributes, you can perform a sync from 15Five to Engage and Group Types will be created based on attribute assignment.
The following Demographic Attributes can be synced from 15Five to Engage:
- Birth date
- Ethnicity
- Gender
- Race
Note
The "Salary" Demographic Attribute is not pulled into Engagement due to its variability.
System Group types are automatically populated based on employee data in 15Five and appear in the System Groups tab. There are three types of system group types: Tenure, Generation, and Hire Cohort.
Tenure groups are populated based on employees' hire dates. As employees stay with the organization, they will move into different tenure bands. Including this group type in results allows you to view engagement results based on how long employees have been at your organization.
Generation groups are populated based on employees' birthdates and contain employees from different generations. Including this group type in results allows you to view engagement results based on generation.
Hire Cohort groups are populated based on employees' hire/start date with your organization. Unlike tenure groups, employees will stay in the same hire cohort group from assessment to assessment. Including this group type in results allows you to view engagement results based on when employees were hired/onboarded at your organization.
Note
Check out our "Manage settings for System Groups" article for information on how to customize bands for Tenure and Hire Cohort groups.
Frequently Asked Questions (FAQs)
No. Group engagement survey results remain static, meaning they reflect responses from group members who were members of the group at the time of the survey, even if their group membership has changed.
Yes. Within a Group Type (i.e. Location), an employee can have more than one group assignment (i.e. Chicago, Remote). Learn more about adding employees to groups.