A pulse can be used to deliver a form or task to specific groups of employees directly from the platform. They can be scheduled in advance and use forms from your form design library (See Form Section for more details). You can create a new pulse to reach any group(s) of employees with a form instance at the time you choose.
When creating a pulse you will always identify the subject of the pulse - this is the employee that the form is issued about, and may not always be the same person as the respondent. For a clear example please navigate to the bottom of this page.
To create a new Pulse:
1. Navigate to Automation >> Pulses.
2. Select Create New 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 targeted group(s) of employees (default is All).
If the group you wish to target can be grouped based on common characteristics the filters below can be used.
If the group you wish to target cannot be grouped by any common characteristics using the Specific People filter allows you to target a group of individuals with no obvious common characteristics.
If you wish to send a pulse to several employees who can be grouped by the filters and several that cannot be grouped by the filters the best practice is to create two pulses; one using the filters and one using the Specific People option.
7. Select the Send Date/Time.
8. Select Create Pulse.
Tip: 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. This is to allow time for checking and corrections if an error is made.
Rob the CEO wishes to request some specific feedback from one of his employees, Joshua. He would also like to request feedback about Joshua from his supervisor Lyanna. As the forms he has created are specific to the situation Rob will create two pulses to issue a task to Joshua and Lyanna.
The first form design Rob wishes to use is a modified check in form - Rob checks in Automation >> Form Designs and can see in the form settings the respondent is set as 'Employee'. Given this Rob navigates to Pulses >> Create a Pulse >> Specific People, and from the drop down list selects Joshua. The form design that is being issued is about Joshua and the form is issued to him.
The second form design Rob wishes to use is a modified feedback form about an employee completed by their supervisor - checking in Automation >> Form Designs, Rob can see in the form settings the respondent is set as 'Supervisor'. Given this Rob navigates to Pulses >> Create a Pulse >> Specific People, and from the drop down list selects Joshua -as the form is about him. The respondent of this form is set to 'Supervisor' though and therefore the form is sent to Joshua's supervisor, Lyanna for completion.
Note: The platform can be configured to mark tasks issued and completed as private in outlook. If this is something that your organisation requires contact the CS team and they will be able to set this up for you.