Managing a Pulse Program
What's on this page
About Managing a Pulse Program
At first, the Overview tab will guide you through the creation of your pulse. But after everything’s set up, the Overview tab becomes the place where you can access all of the projects in your program, stop your program, share your program, and see response rates for your program.
Sharing the Pulse Program
You can share your pulse program with another pulse user so they can edit it, too. Sharing with another user will allow them to do the following:
- Edit the entire program
- Stop the program
- Schedule the program
- Edit schedule, content, participants, and sampling
- Access the dashboard and all surveys
A user has to have the Pulse user permission (under Employee Experience) in order to collaborate on a pulse. If users don’t have the correct permissions before you share with them, they will not be able to access everything in the pulse.
Qtip: Only the pulse’s creator (owner) can share the pulse with other users or delete the program.
Qtip: Use the dropdown next to a user’s name to remove them from the project. Select Remove this user.
Customizing Program Notification Settings
You can customize notification settings for all admins and collaborators in your pulse program. Notifications go out to anyone you shared the program with in-product and over email.
Qtip: If you’ve already started your pulse, this button will say Customize notifications for all collaborators in this program.
- Program status changes (e.g., when this program starts, stops, or resumes)
- A new pulse project ((i.e., individual survey) is created
- It’s 3 days before pulse surveys will be sent
- Org hierarchies for the upcoming pulse survey have been created
- A pulse survey was sent successfully
- A pulse survey was closed and responses can be viewed on the dashboards
- Mapping issues occur between pulse surveys and dashboards
Stop Sending Pulses
Pulses will continue to send on the schedule you chose unless you manually stop them. You may also want to stop your pulse program if you want to change the pulse schedule or sampling settings.
Attention: The Stop button will only appear if you have no surveys actively running. Otherwise you run the risk of interrupting data collection. Check your pulse schedule to see when surveys run.
Attention:Whenever you need to make an update to the program schedule or sampling settings, you will have to temporarily stop the pulse program. When you stop the program, this will delete any future scheduled surveys that do not yet have responses collected. This is why it’s important to edit program survey templates rather than individual surveys, so edits to future surveys are preserved in the event you need to stop a program.
What can be edited while the pulse is running
What cannot be edited until you stop the pulse
Response Rate by Survey
Response rates for each survey will appear on the Overview tab as data is collected. You’ll be able to see how many people were invited, how many people responded, and the resulting percentage of people who completed their responses (participation rate).
Qtip: Anonymous responses do not count towards response rates. Only non-anonymous responses are included in response rates.
Managing Surveys within a Pulse
All of your surveys can be found in the Projects list of your Overview tab. Click on a survey to edit that individual survey.
For more information on editing the survey itself, see Features Available in Pulse Surveys.
For more information on editing individual surveys’ participants and messages, or exporting data from a survey, see Managing Pulse Surveys.
Qtip: Edits to one survey will not impact any other surveys. If you want to edit the questions or appearance of all of your surveys, go to Survey Template.
Managing the Pulse Dashboard
When you’re ready to report on your results, you’ll go to the Dashboards management tab. For a comprehensive guide, see Pulse Dashboards Basic Overview.
That's great! Thank you for your feedback!
Thank you for your feedback!