How to Initiate a Pulse survey in

Category: Performance provides an option to initiate a new pulse survey for the employees to conduct a survey.

Why this Feature?

Pulse Survey helps you conduct surveys with employees to allow them to give their feedback.

Step 1:

Before initiating a survey enables the Pulse Survey toggle. Navigate to Settings→ CFR→ Pulse Survey from the left navigation panel and add the initiators who can initiate the survey & name the survey. For Instance, we have created a survey for Employee Satisfaction.

Pulse Survey toggle

Step 2:

Navigate to CFR→ HR Administration→ Pulse Survey from the left navigation menu to initiate a review.

Pulse Survey Navigation

Step 3:

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

New Survey

Step 4:

On 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 5:

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 6:

Once you confirm the survey questionnaire you can go back to the survey page. Click on the name of the Survey that you Initiated. You will be directed to the Pulse Survey page, here click on the Email Survey button.

Email Survey

Step 7:

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

Send Email Survey

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.

Custom List

Related Answer Post

To learn more about the process of completing a Pulse Survey click here.

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