Team Pulse aims to help managers and leaders better understand their employees using thoughtful questions. A recurring set of questions is sent out to employees on a set frequency to uncover insights and the root causes of issues, allowing them to guide better and make informed decisions.
The process to launch the Team Pulse:
- Manage Team Questions
- Manage Private Questions
- Audience settings
- Launch Notification
- Preview & Launch
To set up and launch Team Pulse:
- Navigate to Settings > Team Pulse > Settings.
- Set the Team Pulse “Start Date” and “End Date” under the “Pulse Period.”
Note: By default, Team Pulse never ends. You can set the customized end date by clicking the drop-down menu from the “Ends” section. Employees will receive Team Pulse questions weekly until the Team Pulse End Date. - Set “Submission Start Day & Time” and “Submission Due Day & Time” for Employee and Manager.
- Enable award points and set the points to be awarded upon Team Pulse submission.
Note: The award points option is visible only when Rewards module is enabled.
- Click Continue to manage team questions for Team Pulse.
Step 1: Manage Team Questions
The Manage Team Questions tab is the first step in the Team Pulse setup. All the questions added in the team questions are sent to the employees to complete their responses, followed by the manager review. The responses given by the employees are visible to both managers and admins.
Note: Questions will be selected randomly from the set of questions.
- Click View to add the questions from the library (Engagedly Library and Org Library).
Note: Newly created questions will be available in the Org Library. - Click Create to create a new question.
- Click Continue to manage the private questions.
Step 2: Manage Private Questions
- Click View to add private questions from the library (Engagedly Library and Org Library).
Note: Newly created questions will be available in the Org Library. - Click Create to create a private question.
- Click Continue to manage the audience settings.
Step 3: Audience Settings
After adding the questions, the next step in the configuration is the audience settings, where admins can send the team pulse questions to everyone in the organization or selected departments, business units, or locations.
- Select the respondents (Everyone or Custom) and click Continue.
Note: Admins can exclude CXOs, site admins, and employees without managers from receiving the team pulse questions.
Step 4: Launch Notification
This is to inform all employees that a Pulse will be launched soon by sending a mail to them.
- Type the Email Subject and select the Launch Mail Date.
- Click Continue to preview the Team Pulse questions.
Step 5: Preview & Launch
From the preview, admins can view the total list of questions added to the Team Pulse.
- Preview the Team Pulse questions and click Launch Pulse to view the summary.
- The summary consists of the overall configurations made for launching the pulse. Click Launch to launch the pulse.