Go to 15Five
All Collections
Employee Management and Leader Roles and Permissions

Employee Management and Leader Roles and Permissions

How to add, remove, and update employees so you have accurate assessment delivery and results

Brian Deyo avatar Leah Hahn avatar
21 articles in this collection
Written by Brian Deyo and Leah Hahn

Employee Management Overview

Overview of the different ways to create and maintain your employee list within the Engagement Product
Brian Deyo avatar
Written by Brian Deyo
Updated over a week ago
Bulk Update Employee Records

Including phone numbers with the 15Five integration

Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago

Employee CSV Import Columns and Formatting

Employee Data template and column descriptions
Brian Deyo avatar
Written by Brian Deyo
Updated over a week ago

Bulk Import Errors

What each error means and how to correct it.
Brian Deyo avatar
Written by Brian Deyo
Updated over a week ago

Bulk Employee Updates Using CSV Export/Import

How to add/remove/update employee records in bulk using the Bulk Employee Import tool
Brian Deyo avatar
Written by Brian Deyo
Updated over a week ago

Organization Employee ID bulk upload setting

Use this setting if you are exporting employee information directly from your system and have unique employee IDs you will use every time.
Brian Deyo avatar
Written by Brian Deyo
Updated over a week ago

Syncing Data from 15Five

Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago
Managing Employees In the Portal

Overview - Adding/updating/removing employees from within the Employee List

How Engagement Admins and Org Admins can manage and update employee data directly inside the Emplify portal
Brian Deyo avatar
Written by Brian Deyo
Updated over a week ago

Add an Employee

Instructions on how to add an employee to the Emplify Portal
Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago

View or Edit an Employee

Review or update details on an employee record
Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago

Employees Section - Active Tab

Manage data for current employees
Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago

Employees Section - Access Tab

View and manage users with People Insights access
Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago

Employees Section - All Tab

Manage data for current, on leave, and terminated employees
Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago
Group Management

Custom and System Groups

Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago

Including employees in multiple groups within a group type

Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago

Planning what group data to include in an engagement assessment

Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago

Updating groups between engagement assessments

Best practices to update employee groupings for subsequent engagement assessments
Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago

Employee Group Type and Group FAQ

Frequently asked questions and answers on employee groupings
Brian Deyo avatar
Written by Brian Deyo
Updated over a week ago

Hidden Attributes

Add custom attributes for filtering data and define who has access to these results
Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago
Roles and Permissions

Access to Engage (Emplify System)

How to add users, assign roles, and manage access to insights
Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago

Assigning "Limited" Access to Users with a Leader Role

How to manage access for Leaders who should not see all Emplify Insights data
Leah Hahn avatar
Written by Leah Hahn
Updated over a week ago