How to Initiate a Pulse survey in

Category: Performance

Pulse Survey helps you to conduct employee satisfaction surveys by giving them an opportunity to give their feedback on their satisfaction level as an employee on the product, strategy, or amenities that they are provided with by the organization.

Note: The pulse survey can be initiated only by the superuser, HR manager, and the employees who are authorized Initiators under Employee Performance Review of ( Settings→ Performance→ Reviews)

Also, before you initiate a survey make sure to enable the Pulse Survey toggle. To enable it, navigate to Settings→ Engagement→ Pulse Survey from the left navigation panel.

Step 1

To initiate a review navigate to Engagement→ HR Administration→ Pulse surveys from the left navigation menu.

Step 2

In the Pulse Surveys page, click on the New Survey button.

Step 3

In the New Survey page, Select the template from the list and provide a Headline for the survey that you wish to conduct, and click Create.

Step 4

Once you click Create, you will be navigated to the Survey Builder page, where you can cross check your survey questionnaire and edit if necessary using the Palette and the Inspector tab on the right side.

Step 5

Once you confirm the survey questionnaire you can go back to the survey page. Click on the name of the Survey that you Initiated.

Step 6

You will be directed to the Pulse Survey page, here click on the Email Survey button.

Step 7

In the Email Survey page, select the respondents and click Send. Here All Employees are selected.

Step 8

If you want to send the survey to selective employees click on the Custom list and select from the list and click Send.

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