Want to run a company-wide survey on employee happiness, get feedback from a team that worked together on a project 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 & rating are currently only available on Desktop.
Step 1: Switch Pulses on
Go to My Company > Settings. Under the Settings tab, make sure Pulses is toggled on. Scroll to the bottom of the page and click the Update Settings button.
Step 2: Create a new Pulse
Go to your Pulses tab under My Company. If you don't see it after toggling Pulses on in Settings, refresh the page.
Now, click on the Add Pulse button or the '+' button in the bottom right-hand side corner of the screen to start creating a new Pulse.
Besides creating pulses from scratch, you can use templates. At the top of your page you should see Premium Pulses - these are ready-to-use Premium Pulse templates based on verified surveys. Learn more about Premium Pulses >
Step 3: Set the deadline / Choose frequency
Give your new Pulse a name, and choose from the dropdown whether it's a Once Off or Recurring survey.
Set the deadline date. This will let your co-workers know when they need to complete the survey.
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.
Step 4: Compose the questions
This is the fun part. Pulses allows you to create 5 types of survey questions:
Allows text input for quantitative data.
Allows you to create answer options to measure.
A simple slider scale which allows you to customise the key for each number.
If you've set up roles and goals, this will run the same way as a normal rating against an individual's goals.
If you've set up your company values, this will run the same way as a normal rating against the company's culture.
Click the '+' icon underneath each question to add another, or click the trashcan icon to remove it.
Once you've added all your questions, click the Next button.
Step 5: Pulse settings
Now you will have an array of options and settings to set up your Pulse:
You can choose to have an Open, Medium or Closed transparency for the results. Learn more about rating transparency in this article.
Choose whether this Pulse's results can be seen by Admins and all Line Managers, or only the Pulse creator and Admins.
Notifications & Reminders
Choose whether to send notifications to the participants' Email and/or App, and whether they should go out 10, 5 and/or 1 days before the deadline.
Target participants by Department or individual names, as well as how they should rate each other (Bottom Up, Top Down, Everyone Rates Everyone, Full 360, Rate the Company or None of the above)*.
- 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.
- Rate the company: Co-workers only rate the company and not each other
- *Additional: Self-rating
Select whether users should be able to rate themselves.
Step 6: Save or Publish Pulse
Once you've completed Step 5 above, you can now Save a Draft of your Pulse, or Publish it immediately.
You'll see it appear on your Pulses page, where you will be able to view & edit the Pulse, as well as see the results (View Pulse Stats).
Step 8: Edit Pulse
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.
Editing a published Pulse
Click on the eye icon (View Pulse) next to the Pulse you'd like to edit.
Important note: Once your Pulse has been published, you will only be able to make changes to the Pulse's deadline/frequency (See Step 3) and get a preview of how your Pulse will look and feel to participants. You will not be able to edit any other settings or the Pulse questions.
Step 8: View Pulse Stats
To see the results of your survey, click on the graph icon (View Pulse Stats) next to the Pulse.
Here you'll be able to see the Summary results compiled in graphs, as well as the Individual results for a breakdown of the responses.
You can also filter your results to include/exclude Self-ratings and filter by Department, Role & Office.
On the right you will see how many ratings have been completed, as well as the current Pulse deadline.
Pro tip: Need to get your hands dirty with data? Download your Pulse Stats by clicking on the CSV button in the bottom right corner.
Step 9: Send reminders to participants
Now that you've seen your Pulse Stats and how many co-workers have completed your Pulse, you might want to send a reminder to the stragglers who have not done so.
Simply click on the Reminder button on the right and send a standard reminder message, or customise it before sending.
Step 10: Get co-worker reports
To get individual reports for each co-worker on all the Pulses they have completed, go to the Manage section and click on the View User Pulses icon next to their name.
Now you can see your co-worker's report on all the Pulses they've completed, as well as any notes left on their profile. Click on the CSV icon in the bottom right-hand corner to download the report.
🎉Thanks for using the early version of 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.