Articles on: Admin & Manager

How to back up and downgrade your Hi5 account

Please note that only those with Admin permission can back up data and downgrade your Hi5 account.

Back up employee data (download a full PDF archive)

You can download Individual reports for each co-worker on all the Pulses they have participated in, their Role & Goals, as well as all the Hi5's they've been given.

Individual reports

Step 1

Go to Pulses > Reports > Individual Reports.

Step 2

Click on the dropdown arrow on the left next to the name of the co-worker then click View All to go to their Individual Report.

Step 3

Click on the PDF icon to Download a PDF of the user's Individual Pulse report.

Step 4

Choose Full archive to back up all the employee's data, including profile details, Hi5's, Role & Goals and all Pulses. Then click Download.

Follow these steps for all the co-workers on your account to create a full backup.

Pulse reports

If you want to keep your Pulses' results, you can back up these as well.

Step 1

Go to Pulses > Manage Pulses and open the relevant Pulse Group.

Step 2

Click on the View Pulse Statistics icon on the far right next to the Pulse you want to back up.

Step 3

Click on the PDF or CSV button at the top right of the Pulse to download a report of all the responses.

You can follow these steps for all the Pulse reports you'd like to backup onto your computer.

Hi5 Wall of Fame Recognition data

To back up all the Hi5's Given, Received, and Backed on your account, follow these steps:

Step 1

Go to Recognition > Overview.

Step 2

Scroll down to the Hi5 Performance section. You can toggle the Hi5's Given and Hi5's Received tabs to view different reports.

Step 3

Click on the CSV button at the bottom of either report to download.

Step 4

You can also access the Hi5's Backed, Crowned and External tabs by clicking on the View More button on the far right.

Click on the PDF or CSV download options (where applicable) to export these reports to your computer.

Manage dashboard

If you'd like to export your Manage dashboard for future use (perhaps for uploading user data to another People Data platform), you can follow these steps:

Step 1

Go to My Company > Manage.

Step 2

Scroll to the bottom of your Manage section and click on the PDF or CSV button to download and backup employee information.

Downgrade your Hi5 account

If you signed up with a credit card, you can choose to downgrade your subscription. Here's how:

Step 1

Go to My Company > Settings. You'll land on the Subscription page that holds all your Billing information.

Step 2

On the Subscription page, click on the Downgrade button beneath your Current Subscription Plan.

You also have the option to Delete your company account. Hi5 is fully GDPR-compliant, which means we won't retain, manipulate, or share any of your company data after you remove your account. PLEASE NOTE that this also means we won't be able to provide any company data retrospectively.

So, please back up your data following the steps above 😊

Updated on: 22/01/2024

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