How to create & manage Pulse surveys
Want to run a company-wide survey on employee happiness, individual performance reviews or just want to find out from your managers what they learned at the last seminar they attended? Follow the steps below to measure anything using Hi5 Pulses.
Important to note: Pulses creation & viewing are currently only available on Desktop.
Step 1: Create a new Pulse
Go to your Manage Pulses tab under Pulses. If you don't see it after toggling Pulses on in Settings, refresh the page.
Now, click on the Add New Pulse button on the top right-hand side corner of the screen to start creating a new Pulse.
Besides creating Pulses from scratch, you can use Pulse templates. At the top of your page you should see the Pulse templates tab - these are ready-to-use Pulse templates based on verified surveys. Learn more about Pulse Templates >
Step 2: Name Your Pulse
First give your pulse a name in the Give it a name blank.
Step 3: Pulse Type
In your pulse settings, under the Pulse type section, you have the following options:
- Rate the Company: All employees rate the company.
- Individual: Select employee(s) to be rated.
- External Feedback: Send a Pulse for feedback about anything.
- Self-rating Only
- Bottom up: Employees rate managers within your selection
- Top down: Managers rate employees within your selection
- Everyone rates everyone: All co-workers rate each other within your selection
- Full 360: Employees rate each other based on their Line Manager & team.
- *Additional: Self-rating
Select whether users should be able to rate themselves within any given pulse.
- *Additional: Allow Sharing
Share a unique link with people outside of your company.
Step 3: Set the deadline
Choose from the dropdown whether it will be a Once Off or Recurring survey.
Set the deadline date. This will let your co-workers know when they need to complete the survey.
Click Continue to Questions once you have done this.
Choose the frequency of a recurring Pulse by setting it to Weekly, Monthly, Quarterly, Bi-yearly or Yearly. Your co-workers will be reminded each time they need to complete the Pulse.
Click Continue to Questions once you have done this.
Step 4: Compose the questions
This is the fun part. Pulses allows you to create 6 types of survey questions, and to add sections:
Short Text: Allows text input for quantitative data.
Long Text: Allows long answer text with bullet points, numbered lists and bold text.
Dropdown: Allows you to create answer options to measure.
Rating: A simple slider scale which allows you to customise the key for each number.
Goal Rating: If you've set up roles and goals, this will run the same way as a normal rating against an individual's goals.
Culture Rating: If you've set up your company values, this will run the same way as a normal rating against the company's culture.
New Section: Create a question section with a heading and a 'Next' button.
Click the '+' icon at the top of your question list to add another question, or click the three vertical dots icon then delete to remove it.
You can drag and drop your questions to rearrange the order. Once you've added all your questions scroll to the bottom and click the Continue to Participants button.
Step 5: Selecting Participants/Co-workers for Your Pulse
Select your participants, then click the Continue to Publish button.
You can also select all co-workers by clicking Box button at the top of the list, or by searching and selecting certain co-workers by clicking the Name or Department button.
Step 6: Optimise Pulse
You can now optimise your Pulse by selecting the following options:
Open - Employees can see Summary and Individual Pulse responses.
Medium - Employees can see Summary Pulse responses only.
Closed - Employees cannot see Pulse responses.
Visibility - Pulse data accessible to Line Managers.
Anonymity - Pulse related data will be anonymous.
E-mail - Employees will receive reminders (10 days and 1 day before).
Microsoft Teams - Employees will receive a notification if they have the Hi5 app on Microsoft Teams installed and have subscribed to receiving notifications.
Stay Updated - You will receive email notifications about Pulse completions.
Step 7: Save or Publish Pulse
Once you've completed Step 4 above, you can now choose to Save as Draft your Pulse, or Publish Pulse immediately.
You'll see it appear on your Manage Pulses page, where you will be able to view & edit the Pulse, as well as see the results (View Pulse Stats).
Step 8: Editing a Draft Pulse
Click on the pencil icon next to the Pulse you'd like to edit. You'll be able to edit all the elements of your Pulse before publishing it.
Step 9: Editing a Published Pulse
Click on the gear icon (View Pulse) next to the Pulse you'd like to edit, then click settings.
Important note: Once your Pulse has been published, you will be able to make changes to the Pulse's deadline/frequency (See Step 2), add/remove participants, toggle self-rating and allow sharing (External Rating) ON/OFF. In addition, you can also see a preview of how your Pulse will look and feel to participants, and add the Pulse to a Pulse Group. You won't be able to edit any other settings or the Pulse questions.
You can Group your Pulses for better organisation within your All Pulses tab.
To create a new Group select the Custom option full out the name of your new group.
You can then view these Groups and open and close them.
Viewing Pulse results
To see all the results of your Pulse surveys, you can go to the View Stats section of each pulse, or check out the Individual Pulse report. Here's a step-by-step.
🎉Thanks for using Hi5 Pulses! Got any feedback for us? Please email firstname.lastname@example.org.
Want to see how to complete a Pulse Rating? Check out this article.
Updated on: 26/09/2022