Pulse surveys

Want to run a company-wide survey on employee happiness, individual performance reviews 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 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.



Premium Pulses

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.



Once Off
Set the deadline date. This will let your co-workers know when they need to complete the survey.



Recurring
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 6 types of survey questions, and to add sections:

Short answer: Allows text input for quantitative data.
Paragraph: Allows long answer text with bullet points, numbered lists and bold text.
Dropdown list: Allows you to create answer options to measure.
Rating 1-5: A simple slider scale which allows you to customise the key for each number.
Goal rating: If you've set up roles and goals, this will run the same way as a normal rating against an individual's goals.
Culture rating: If you've set up your company values, this will run the same way as a normal rating against the company's culture.
Section: Create a question section with a heading and a 'Next' button.



Click the '+' icon underneath each question to add another, or click the trashcan icon to remove it.



You can drag and drop your questions to rearrange the order. Once you've added all your sections and questions, scroll to the bottom and click the Next button.



Step 5: Pulse settings

Now you will have an array of options and settings to set up your Pulse:

Transparency
You can choose to have an Open, Medium or Closed transparency for the results. Learn more about rating transparency in this article.
Visibility
Choose whether this Pulse's results can be seen by Admins and all Line Managers, or only the Pulse creator and Admins.
Anonymity
Choose whether this Pulse's participants can be seen in the Pulse stats, or whether results should remain anonymous.
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.
Rating options
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, Individual, External Feedback 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.
- Individual: Select co-worker(s) and a specific group to rate them.
- External Feedback: Build your own survey and send it to anyone outside of your company.
- None of the above: Self-rating only.

- *Additional: Self-rating
Select whether users should be able to rate themselves within any given pulse.
- *Additional: External rating
Select whether a Company or Individual pulse needs a shareable link for external participants.



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 gear 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), add/remove participants 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.



Viewing Pulse results

To see all the results of your pulse surveys, you can go to the View Stats section of each pulse, or check out the Individual Pulse report. Here's a step-by-step.

🎉Thanks for using the early version of Hi5 Pulses! Got any feedback for us? Please email [email protected].

Want to see how to complete a Pulse Rating? Check out this article.
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