Team Pulse, a powerful listening tool, utilizes a series of thought-provoking questions to help managers and leaders to gather real-time feedback and gain a better understanding of their employees. Team Pulse provides continuous real-time engagement data, actionable insights, and early warning indicators of disengagement. It helps prevent attrition, drives a culture of feedback, and enhances employee engagement.

1.1. How does it work

You have to set up, launch, and add questions to Team Pulse.
Managers receive notifications about the Team Pulse launch, and they can add questions, if you permit them.
Employees receive notification to submit their responses.
Managers review their teams’ responses.
Employees can initiate a conversation, if they want to discuss the manager's review.
You can add comments to the conversation, if required.

1.2. User actions

You can perform the following actions in Team Pulse:

Set up and launch Team Pulse
Add questions to Team Pulse
Create private questions
Collect anonymous questions
Add question category
Pin questions
Award points to employees on submitting responses
Initiate conversation
Add participants to the conversation
View and download Team Pulse responses and reviews
Generate reports
Nudge managers and employees
Access audit log

2. Set up and launch

You can set up and launch Team Pulse for their organization in two steps: Settings and Configuration. Once Team Pulse is launched, employees receive a set of questions every week.

2.1. Settings

Navigate to Settings > Team Pulse > Settings.

You can define the pulse period, submission and review window, and manager permissions to add questions. You can award the points to the employees for submitting their responses.

Learn more in Set up and launch team pulse.

2.2. Configuration

Navigate to Team Pulse.

Create Questions: There are two question pools. The questions are sent to the employees based on the maximum limit set for each pool.

1. Team Questions: Employees’ responses are visible to you and the manager.
2. Private Questions: Employees’ responses are confidential and visible only to you. You can also collect the responses anonymously.

You can create the questions or add the questions from Engagedly Library as per your organization's requirement. Learn more in Add questions in team pulse.

Modify Questions: You can modify the settings even after launching Team Pulse. The changes will reflect from the upcoming pulse cycles. Learn more in Manage questions in team pulse.

3. Add and manage category

The question category refers to grouping the related questions based on specific topics. You can add, edit, and delete the category. Learn more in Add and manage category in team pulse.

3.1. Add category

You can add the category, making it easy to locate and select relevant questions for Team Pulse. You can also add a new category while creating a question.

3.2. Edit category

You can edit the category, ensuring it is accurately labeled and aligned with the intended purpose of the questions.

3.3. Delete category

You can delete the category, if it is irrelevant to your organization. After deleting a category, the questions will remain available in the Uncategorized section.

4. Weekly pulse

Once Team Pulse is launched, the employees can submit their responses.

In the Weekly Pulse tab, you can access the audience list, view and download employees’ responses, and add comments to their responses.

Navigate to Team Pulse > Weekly Pulse.

You can select the period to view the responses. You can filter the responses based on the group and respondents/questions.

4.1. Audience list

On the left pane of the Weekly Pulse tab, you can view the number of respondents. You can click the Filter Icon to filter the audience list based on their team pulse submission status. After you review the employees’ responses, you can click Mark as Reviewed to mark the reviewed responses.

Admin guide - Audience List

4.2. View and download employees responses

The responses enable you to gain valuable insights and help in identifying trends in the employees’ responses and areas of improvement within the organization. You can view and download the employees' responses in PDF and Excel formats.

In the Weekly Pulse tab:

Individual employee responses to a weekly pulse
All employees’ responses to a question
All responses of an employee to each question from the Response History
All the employees' responses for a weekly pulse (only in Excel format)

In the Manage Questions tab:

All the employees' responses to a question

Learn more in View and download team pulse responses.

4.3. Initiate conversation

After the employees submit their responses and/or the managers submit their reviews, you can initiate a conversation by adding comment(s) to any question, if you want to discuss on their responses.

Navigate to Team Pulse > Weekly Pulse.

Learn more in Initiate a conversation in team pulse.

5. Inbox

The inbox includes all the conversations that you are a part of, which helps streamline communication and makes it easier for you to stay informed and collaborate effectively. You receive inbox notifications when the employees and managers initiate a conversation on your comments.

You can view all the comments that employees and managers add to the questions, add comments and add other employees as participants in the conversation. Learn more in Inbox in team pulse.

6. Reports

The reports visually represent the statistical summary of the employees’ submission responses and managers' reviews. You can view the reports of:

Employees response rate
Managers review rate

Note: You can view the employees' responses for the private questions only in the Manage Questions tab.

You can filter the reports based on the period and the group.

Navigate to Team Pulse > Reports.

Click the Filter Icon, select the group in the View by drop-down, and select the specific group, as required.

6.1. View response and review rate

The Response and Review Rate provides insights into how frequently employees respond to Team Pulse and how promptly managers review their responses.

You can view the response and review rate based on the period and the group.

Navigate to Team Pulse > Reports.

Click View Details to view the Response & Review Rate.

Set the Period and group from the drop-down, as required.

Learn more in View team pulse reports.

6.2. Nudge

You can nudge the

Employees for low submission rates
Managers for low review rates

Learn more in Nudge employees and managers in team pulse.

6.3. Question-level reports

The reports will be generated based on the question type. You can generate reports based on the period and the group. Learn more in View team pulse reports.

You can remove the generated report.

Click the Overflow Menu at the top right of the generated report of a question and click Remove Report.

6.4. Summarize responses using Marissa AI

Team Pulse module uses artificial intelligence, Marissa AI, to summarize employees’ responses. Once the employees submit their responses, you can use Marissa, which compiles the information and produces summarized responses, making it easier to understand the overall employees’ responses.

After generating a report, click Summarize at the top right of the generated report to get the summarized responses.

Note: Marissa AI can summarize responses only for the open-ended question type.

Learn more in the glossary to better understand the key terms of Team Pulse.

Team Pulse user guide for admins

Table of contents

1. Introduction