In the web version of HR-ON Staff, you have the option to create a pulse survey, which allows you to daily check in on how your employees are doing. Employees can easily respond to the pulse survey via the app (read more guides about the app here).

With a pulse survey, employees can quickly and easily share their feedback on how their day went—for example, using a scale where you define the response options.

Below, we’ll take you through how to create a pulse survey. Please note that this is only possible in the web version of HR-ON Staff.

How to create a pulse survey

To create a pulse survey, the necessary permissions must be set up. You can adjust these settings under Settings > Permissions. Go to the company level at the top, then choose the role to which you want to assign the permission. Go to Pulse Surveys and grant access to pulse types and pulse surveys, and optionally to specific types if you want to differentiate who can access which types of pulse surveys.

Create a pulse survey

1. Go to the menu: Pulse

2. Click on New pulse survey to create a new pulse survey

3. Give the new pulse survey a title (e.g., "Daily Pulse") and select a type. You can create more types under the menu Types:

4. You now see a split-screen window: on the left, you can design the pulse survey, while on the right, you’ll see a preview of how it will appear to employees in the app.

5. Start by choosing the type of response option, the employees will use to answer. You can read more about the different options below

You can choose from the following response options:

• Emoji mood scale: Select from different emoji styles for employees to indicate their daily pulse. (You can change individual emojis by clicking on them in the preview after selecting the style.)
• Multiple choice: This option allows employees to select multiple answers. Once you choose Multiple choice, you can add more options and customize the existing ones.
• Continuous Rating Scale: Here, you can define what the endpoints of the scale should be, and employees can use the slider to indicate their answer.
• Yes/No: Choose this option when the question only requires a yes or no response from employees.
• Numeric scale: This lets employees provide their answer based on a range of numbers you define, such as 1 to 10. You can choose either a horizontal or vertical display, depending on what you find most suitable.
• Rating: Employees can respond with a rating visually represented by hearts or stars. In the preview on the right, you can choose between 5 or 10 hearts/stars.

Note: When switching from one response option to another, you must click the button that appears when you hover over it, labeled Replace element.

💡If you need to translate the pulse survey into another language, use the button at the bottom of the window: Manage translations.

1. Click in the field Type your question here to write your question:

2. Once you are finished with the question and response options, click Continue in the top right corner.

3. Next, select the recipients for the pulse survey (either the entire company or specific employees). Click Continue.

4. Under Settings, you have the following options:

• Pulse type: Choose the type the pulse survey.
• Anonymous answers: If you want responses to be anonymous, check the box next to Anonymous responses. If the box is left unchecked, it will be possible to see who submitted which response.
• Frequency: Under Frequency, you can specify how often the pulse survey should be sent and when. Choose between specific days each week or specific dates each month, as well as the time.
• Scheduled start: Choose when the pulse survey should begin.
• Survey end date: Set an end date for the pulse survey. If the field is left blank, the survey will continue indefinitely.
• Reminders: Here, you can ensure your employees are reminded to respond to the pulse survey. Click Add reminder, enter a number (e.g., 1), and then choose between: hour before deadline, minute before deadline, or day before deadline.

Click Save and publish.

Once your new pulse survey is created, you can access it via the pulse survey overview. This is where you will always be able to view the pulse surveys you create.

💡If you want the employee to receive the pulse survey by email instead of through the app, you can do this by going to the Employee Overview. Check the box next to the employee, then go to the menu at the bottom labeled "With selected (1)" and choose Prevent loggin in (app).

From then on, the employee will receive the pulse survey by email.

How to Edit a Pulse Survey

To edit a pulse survey, go to the Pulse menu. Click on the relevant pulse survey, and use the little pencil symbol to edit.

How to access Pulse Survey Results

To view the results of a specific pulse survey, go to the Pulse menu. Click on the relevant pulse survey, and a click on View results. This will give you access to data such as the number of recipients, average ratings, and more.

How to add a New Pulse Type

A pulse type helps you keep track of the different kinds of pulse surveys you create. It also allows you to manage permissions for pulse surveys, as you can define who has access to each type.

To add a new pulse type:

1. Go to the Pulse menu.
2. Navigate to the submenu and select Types.
3. Click Add pulse type to create a new one.
4. Click Save and close.
   

Remember to update the permissions for the type under Settings > Permissions.

For more information, read this guide on how employees can respond to a pulse survey.

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