Creating and Editing Pulses

A Pulse can be used to send Forms to groups of employees. They can be scheduled in advance or set to recurring to send at a cadence of your choice. 

Recurring pulses are a type of pulse that are sent regularly, based on the schedule you choose. They are useful for automating processes that happen regularly, such as monthly performance related feedback, annual policy and compliance reviews or engagement surveys. 

This article covers:

• How to Create a New Pulse
• How to Create a Recurring Pulse
• How to Edit a Pulse

How to Create a New Pulse

1. Navigate to Engagement >> Pulses

2. Select Schedule Pulse

3. Type the Name of your Pulse (will be used to identify the pulse in your records)

4. Select the Form Design to be used in your Pulse

5. Select your filters to target the subject of your chosen form design (default is All). You can target a particular group of employees by selecting the Change button next to the filter types below. 

Note: You are targeting the subject of the form design which may not always be the form respondent. This is defined in your form design settings. 

• Business Entities - Click the grey checkbox beside the desired business entity to add it to your pulse.
• Business Units - Click the grey checkbox beside the desired business unit to add it to your pulse.
• Locations - Click the grey checkbox beside the desired location to add it to your pulse.
• Pay Grades - Click the grey checkbox beside the desired pay grade to add it to your pulse.
• Work Classes - Click the grey checkbox beside the desired work types and work classes to add it to your pulse.
• People
  • Include People - To target particular individuals, search for the employee's name to add them to your pulse. You can enter multiple people in this field. 
    • NOTE: The Include People filter shouldn't be used in conjunction with other pulse filters. Use this option only when the recipients can't be easily grouped by the above filters.
• People Custom Fields - Your Single Select People Custom Fields will appear for you to target groups of employees. 

Note: The filters (except Specific People) work as an and function - e.g. The employee must have an active job in both the entity and the business unit and the pay grade that you select.  

6. Exclusions

• Within 'People' you can exclude particular individuals from the pulse.
  • Exclude People - To exclude particular individuals, search for the employee's name to remove them from your pulse. You can enter multiple people in this field. 
  • Exclude People on Extended Leave - Click the grey box to exclude employees who are on extended leave. 
  • Exclude People within Probation Period - Click the grey box to exclude employees who are within their probation period. 
  • Exclude Respondents without Enabled Users - Click the grey box to exclude employees who do not have enabled user accounts. 

7. Select the Send Date/Time. This will need to be entered in a 24-hour time format (i.e. 2pm = 14:00). You will not be able to create a pulse for a past time/date. We recommend giving at least an hour window between creating a pulse and the time it is due to be sent so you are able to review the configuration. 

8. Select Save Pulse. 

9. A preview of your Scheduled Pulse will now appear. It is important to ensure your form respondents and subjects are correct. 

How to Create a Recurring Pulse

1. Navigate to Engagement >> Pulses

2. Select Schedule Pulse

3. Type the Name of your Pulse (will be used to identify the pulse in your records)

4. Select the Form Design to be used in your Pulse

5. Select your fllters to target a group of employees (default is All). You can target a particular group of employees by selecting the Change button next to the filter types below. 

• Business Entities - Click the grey checkbox beside the desired business entity to add it to your pulse.
• Business Units - Click the grey checkbox beside the desired business unit to add it to your pulse.
• Locations - Click the grey checkbox beside the desired location to add it to your pulse.
• Pay Grades - Click the grey checkbox beside the desired pay grade to add it to your pulse.
• Work Classes - Click the grey checkbox beside the desired work types and work classes to add it to your pulse.
• People
  • Include People - To target particular individuals, search for the employee's name to add them to your pulse. You can enter multiple people in this field. 
    • NOTE: The Include People filter shouldn't be used in conjunction with other pulse filters. Use this option only when the recipients can't be easily grouped by the above filters.
• People Custom Fields - Your Single Select People Custom Fields will appear for you to target groups of employees. 

Note: The filters (except Specific People) work as an and function - e.g. The employee must have an active job in both the entity and the business unit and the pay grade that you select.  

6. Exclusions

• Within 'People' you can exclude particular individuals from the pulse.
  • Exclude People - To exclude particular individuals, search for the employee's name to remove them from your pulse. You can enter multiple people in this field. 
  • Exclude People on Extended Leave - Click the grey box to exclude employees who are on extended leave. 
  • Exclude People within Probation Period - Click the grey box to exclude employees who are within their probation period. 
  • Exclude Respondents without Enabled Users - Click the grey box to exclude employees who do not have enabled user accounts. 

7. Select the Send Date/Time. This will need to be entered in a 24-hour time format (i.e. 2pm = 14:00). You will not be able to create a pulse for a past time/date. We recommend giving at least an hour window between creating a pulse and the time it is due to be sent so you are able to review the configuration. 

8. Toggle on Recurring 

9. Enter the frequency of Days, Weeks, Months or Years you would like the pulse to send. (eg. 7 days, 1 month, 2 weeks or 1 year). 

10. Select Save Pulse. 

How to Edit a Pulse

1. Navigate to Engagement >> Pulses

2. Select the Upcoming Pulse you wish to edit.

3. Once on the pulse page select Edit in the top right corner. 

3. Make changes as required:

• Name of your Pulse (used to identify the pulse in your records).
• Form Design to be used.
• Targeted group(s) of employees.
• Send Date/Time 
• Frequency 

4. Select Save Pulse

5. This will take you to a new page where you can view details of your pulse, including the Form Design that will be used, the Send Date and any Filters used to target employee groups. 

7. If any of these details are incorrect, click Edit at the top of the page to go back to the previous page.