The data that is included in the engagement assessment is important as it will determine how you can filter results. You'll want to think about segments to include that align with the structure of your organization and will help you understand engagement for key employee groups.
What types of groups to include
1. Keep in mind the rule of five
To protect the confidentiality of results, data will only be shown if at least five employees in a group respond to the assessment. As you create groups to use in assessment results, make sure to group employees in larger groups with at least five members so that results will be visible. We recommend groups with eight or more employees in case some employees don't respond to the assessment.
2. Include groups that reflect the structure of your organization
Think about the groups that will help you understand how employees are doing in different areas of your organization. Here are some examples of the types of groups you may want to include:
3. Add groups that align with your engagement goals
Reflect on the goals you want to accomplish as you focus on employee engagement and make sure to include groups that will help you understand how employees are doing in these areas. Here are some examples:
Role Type - If you are wanting to understand engagement across different types of roles, including groups that reflect role types (i.e. individual contributor, manager, executive) may be helpful.
Compensation - Including groups that reflect compensation (i.e. salary/hourly or compensation bands) may help identify some important insights.
Tenure - Viewing results by tenure bands can help identify how engagement changes across the employee experience.
4. Consider including demographic data
Demographic data can also provide valuable insights about the state of engagement for different employee groups. Here are some examples to consider:
How to add group data
With the 15Five integration
If you are using 15Five to access the engagement dashboard and manage data, follow these instructions:
1. Add the group data to 15Five.
Group data will be synced from a few different sources in 15Five. Here is an overview of how to set it up:
Location in 15Five
This data is listed on the employee profile and can be populated from there.
Groups are also used in Check-ins and Performance Reviews in 15Five. Assignments to groups are visible to the employee, their hierarchy, and admin users. Groups work best if you want to use this data in other parts of the 15Five platform.
Attributes allow you to store additional data about an employee and control who can view this data. Attributes can be visible to only admin users. Use a custom attribute if you are using the data for engagement only or the data should not be visible to the employee or their hierarchy.
Demographic attributes are only visible to HR Admins and are used to store demographic data about an employee.
2. Populate data for employees one by one or with a bulk import.
3. Go to Engagement and sync data
Click on Engagement from the navigation in 15Five. Go to Settings > Bulk Employee Import and click to Sync with 15Five.
Without the 15Five integration
If you are accessing the engagement dashboard and managing data separate from 15Five, follow these instructions:
1. Add group types to Group Management.
2. Populate data for employees