Follow this guide to create a check-in form, automate its delivery, and review employee responses in Humanforce HR.
Check In forms help you capture employee sentiment, achievements and potential concerns in a consistent and structured way. By automating check-ins, you can ensure regular touchpoints that strengthen engagement and support early intervention where needed.
You may not be able to schedule or edit Pulses if your product plan or permissions are limited. Contact your Humanforce HR System Administrator to confirm your access level.
Part 1: Create a check-in form
Go to Engagement > Form Designs.
Use the search field to find the Check In form.
Click the Edit icon and select Edit Form Fields.
Add, remove or modify questions as required using the available field types.
Click Settings if you need to update the form behaviour.
Click Preview Form to review the final version of your form.
When saved, your updated Check In form will appear in the Form Designs list and be available for use in a Pulse or on a Dashboard Action tile.
Review the form design
Library item fields
These are standardised fields that can be reused across multiple forms to capture consistent qualitative or quantitative data. The Check In form typically includes rating and text-based library items.
Edit form fields
To further customise fields, refer to: Adding Fields to a Form Design
Part 2: Automate a check In form using Pulses
Go to Engagement > Pulses.
Click Schedule Pulse.
Enter a Name for the Pulse (this will help you identify it).
Select the relevant Form Design (your Check In form).
Choose your target employee group (default is All) or apply filters to target a specific cohort.
Toggle Recurring on if you want the check In to repeat at your chosen cadence.
Review the filters and start date/time.
Click Save Pulse.
Your Pulse will now be scheduled. Employees in the selected group will receive the Check In form according to your defined schedule.
For more information on configuring Pulses, refer to: Creating and Editing Pulses
Part 3: Review check-in results
You can analyse Check In form responses across several Analytics pages, depending on the insight you need.
Review completion rates (Task Compliance)
Go to Analytics > Task Compliance.
Select the Check In form from the Form Design Name chart.
Apply filters (for example, business unit, gender, location or category) to refine your view.
Click the Row Data Table icon in the bottom-right corner to access detailed response data.
You will see completion rates and can identify employees who have not submitted their check ins.
For more details on exporting row data: Accessing Data Points in the Row Data
Review sentiment trends (Employee Satisfaction)
If your Check-in form includes happiness rating and text response library items, this data will populate the Employee Satisfaction page.
Go to Analytics > Employee Satisfaction.
Select the Check-in form from the Form Design Name chart.
Apply filters as needed.
Click the Row Data Table icon to review detailed data.
You can track happiness trends over time and quickly identify lower satisfaction scores that may require follow-up.
Analyse ratings and text responses (Form Data Analysis)
Go to Analytics > Form Data Analysis.
Select the Check-in form from the Form Design dropdown.
Apply filters to refine your dataset.
Click the Row Data Table icon to review detailed entries.
Click Export (top-right) to download response data as a CSV file.
Rating fields are displayed as graphs, and text responses may appear as word clouds to highlight common themes.
Review overall sentiment (Feedback and Task Form Data Sentiment)
Go to Analytics > Feedback and Task Form Data Sentiment.
Select the Check-in form from the Form Design dropdown.
Apply filters to narrow results by category, business unit, location or other dimensions.
Click the Row Data Table icon to review detailed sentiment scores.
This page provides a sentiment score between -1 and +1 based on text responses across forms.
Additional information
You can save commonly used filter combinations in Analytics to quickly revisit specific datasets.
Recurring Pulses help establish consistent engagement rhythms without manual intervention.
Word clouds are designed to surface themes quickly, but always review raw responses for full context.
Sentiment scores are algorithmically generated and should be interpreted alongside qualitative feedback.