15Five

Overview of the different ways to create and maintain your employee list within the Engagement Product

Employee Management Overview

Brian Deyo

Leah Hahn

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

Employee Management and Leader Roles and Permissions

Including phone numbers with the 15Five integration

Employee Data template and column descriptions

Employee CSV Import Columns and Formatting

What each error means and how to correct it.

Bulk Import Errors

How to add/remove/update employee records in bulk using the Bulk Employee Import tool

Bulk Employee Updates Using CSV Export/Import

Use this setting if you are exporting employee information directly from your system and have unique employee IDs you will use every time.

Organization Employee ID bulk upload setting

Syncing Data from 15Five

Bulk Update Employee Records

How Engagement Admins and Org Admins can manage and update employee data directly inside the Emplify portal

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

Instructions on how to add an employee to the Emplify Portal

Add an Employee

Review or update details on an employee record

View or Edit an Employee

Employees Section - Active Tab

View and manage users with People Insights access

Employees Section - Access Tab

Manage data for current, on leave, and terminated employees

Employees Section - All Tab

Managing Employees In the Portal

Custom and System Groups

Including employees in multiple groups within a group type

Planning what group data to include in an engagement assessment

Best practices to update employee groupings for subsequent engagement assessments

Updating groups between engagement assessments

Frequently asked questions and answers on employee groupings

Employee Group Type and Group FAQ

Add custom attributes for filtering data and define who has access to these results

Hidden Attributes

Group Management

How to add users, assign roles, and manage access to insights

Access to Engage (Emplify System)

How to manage access for Leaders who should not see all Emplify Insights data

Assigning "Limited" Access to Users with a Leader Role

Roles and Permissions

Go to Insights

15five

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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