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Set up and launch team pulse

Team Pulse is a powerful listening tool that uses targeted questions to gather valuable insights from employees. Learn more in Introduction to Team Pulse.

Only admins can set up and launch team pulse.

To set up team pulse, complete the following steps: Settings and Configuration. Once team pulse is launched, employees begin receiving weekly questions based on the configured cadence.

Step 1: Settings

Navigate to Apps > Team Pulse > Settings > General.

Cadence

  • Pulse period: Set the start, end date, and recurrence pattern. The end date stops sending pulse questions to employees. By default, team pulse never ends.
  • Submission and review period: Define the employee submission period and the manager review period by setting the start day, due day, and time.

Respondent settings

Enable Award points to the employees on submitting responses.

📒Note: You can award points if you have an active subscription of Engagedly’s Rewards app. Learn more in Introduction to Rewards.

Manager permissions

Allow managers to add questions for their team.

  • Select the applicable team scope: Direct Reports, Secondary Team, Entire Team, or all.
  • Enable Allow Department/BU admins to add questions for their Departments/BU.
  • Set the maximum number of questions to send in the weekly pulse.
  • Click Save at the top right to apply your settings.

Set up and launch team pulse1

💡Tip: To minimize employee time commitment, limit the total number of weekly questions to five, including both admin and manager questions.

Step 2: Configuration

Navigate to Apps > Team Pulse > Settings > Questions.

Set up and launch team pulse2

Add questions: Team pulse includes two question pools.

  • Team questions: They are suitable for general team insights. Employee responses are visible to both the admin and the manager.
  • Private questions: They are suitable for confidential or sensitive insights. Employee responses are visible only to the admin.

The system sends questions from these pools based on the maximum weekly question limit defined in settings.

If managers add questions, they appear under the “Manager Questions” tab.

You can:

  • Add questions from Engagedly’s question library, or
  • Create custom questions based on your organization’s needs.

Learn more in Add questions to team pulse.

📒Note: Questions added to team pulse are automatically saved to the “Org Library” for future use.