Kristin
Content & Knowledge Manager, 15Five
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Articles
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Link key results to Salesforce reports
After you set up the 15Five + Salesforce integration, employees within your organization can link their key result(s) to Salesforce reports. Linking key results with Salesforce reports allows key r...
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- -3 votes
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Implementation guide
Youβve decided to roll out 15Fiveβ congratulations! We are here to guide you in your journey towards success. This article will help you think through your upcoming 15Five rollout, including what f...
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Follow an objective
If you want to receive updates on an objective you don't own, you can follow the objective. Following an objective allows you to receive notifications about updates to objective status and key resu...
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- -2 votes
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Clone an objective
There are times when we have objectives that might carry over to additional quarters, but we still want to keep the progress tracked by quarter. In cases like these, you can clone the objective so ...
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- 19 votes
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Bulk close or archive all past-due objectives
At the end of every month, quarter, or year, objectives should be assessed and closed to make way for the new objectives. Usually, objective owners close out their objectives when the end dates pas...
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Reopen a closed or archived objective
Whoopsβ you closed or archived an objective that should still be open! Or maybe you closed an objective that you thought would have no additional progress, but now you need to update the objective....
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Archive an objective
Archiving an objective removes the objective from the ownerβs Check-in and prevents any further updates. This process is typically used when an objective is no longer relevant but you want to keep ...
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- 1 vote
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Delete an objective
Whether you created a test objective that needs to be deleted or one of your objectives was created by mistake, you can delete these objectives so they no longer appear in 15Five. Deleting an objec...
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- 5 votes
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Download filtered objectives
There is a lot of information on the 'Objectives Dashboard' page, including filters for owners, types, statuses, etc. Once you apply filters to narrow down the objectives you're searching for, you ...
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- 1 vote
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Lock or unlock a review cycle
When a review cycle ends, you can lock the cycle to prevent any changes from being made to its settings, as well as prevent any additional reviews from being submitted or edited. However, if you wa...
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- 4 votes