Creating and Editing Pulses

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A Pulse can be used to reach any group of employees with a form instance at the time you choose. They can be scheduled in advance or set to be recurring using Forms from your Form Design library (See Form Section for more details). You can create a new Pulse to reach any group of employees with a form instance at the time you choose.

Recurring pulses are a type of pulse that are sent out regularly, based on the schedule you choose. They are useful for automating processes that happen regularly, such as monthly performance-related feedback, or annual policy and compliance reviews. You can set a recurring pulse to occur as frequently as you need. 

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This article covers:

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

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Note: Performance Enablement customers have limited functionality on the Pulses page. Customers on this product tier will be able to View Only. Strategic HR customers have access to all options.

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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 targeted group(s) of employees (default is All). You can also target a particular group of employees using the below filters.

• Specific Business Entities to target particular Business Entities.  Click the grey checkbox beside the desired group to add it to your pulse.

• Specific Business Units to target particular Business Units. Click the grey checkbox beside the desired group to add it to your pulse.

• Specific Locations to target particular Locations. Click the grey checkbox beside the desired group to add it to your pulse.

• Specific Pay Grades to target particular Pay Grades. Click the grey checkbox beside the desired group to add it to your pulse.

• Specific Work Types and Work Classes to target particular Work Types or Work Classes. Click the grey checkbox beside the desired group to add it to your pulse.

• Specific People to target particular individuals. Select from the drop-down menu or type in the employee's name to add them to your pulse. Select Add Another if you wish to issue a form to more than one employee.

Tip: If the Specific People filter is used, it cannot be used in conjunction with other specific filters (i.e. Specific Business Units).

6. Exclusions

• Within 'People' Click in Exclude to exclude particular individuals from the pulse.

• Select Exclude people on extended leave to prevent the form being assigned to any employee flagged as being on extended leave in the system.

• Select Exclude people within probation period if you already have workflows set up to gather feedback from new employees during their probation period.

• Select Exclude Without Enabled User Accounts to only target people with active User Accounts.

7. Select the Send Date/Time. This will need to 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.

8. Select Create Pulse.

Note: The platform can be configured to mark forms 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.

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How to Edit a Pulse

1. Navigate to Engagement >> Pulses

2. Select the Pulse you wish to edit.

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

3. Make any 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.

4. Choose a Send Date/Time.

5. Select Save.

6. 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.

Note: Edits to pulses are limited once the pulse has been sent out. See How To Edit A Recurring Pulse.

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How to Create a Recurring Pulse

1. Navigate to Engagement >> Recurring 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 Recurring Pulse

5. Select your targeted group(s) of employees (default is All). You can also target a particular group of employees using the below filters.

• Specific Business Entities to target particular Business Entities.  Click the grey checkbox beside the desired group to add it to your pulse.

• Specific Business Units to target particular Business Units. Click the grey checkbox beside the desired group to add it to your pulse.

• Specific Locations to target particular Locations. Click the grey checkbox beside the desired group to add it to your pulse.

• Specific Pay Grades to target particular Pay Grades. Click the grey checkbox beside the desired group to add it to your pulse.

• Specific Work Types and Work Classes to target particular Work Types or Work Classes. Click the grey checkbox beside the desired group to add it to your pulse.

• Specific People to target particular individuals. Select from the drop-down menu or type in the employee's name to add them to your pulse. Select Add Another if you wish to issue a form to more than one employee.

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How to Edit a Recurring Pulse

Note: The Form Design used can only be changed if the pulse has never been sent before.

1. Navigate to Engagement >> Pulses

2. Select the Recurring Pulse you wish to edit.

3. Select Edit beside the recurring pulse you wish to edit.

3. Make any changes as required:

• Name of your Recurring Pulse (used to identify the pulse in your records).
• The Frequency as well as the next Send Date
• Targeted group(s) of employees.

4. Select Save.

Tip: Recurring pulses can be used as a HR calendar to automate scheduled processes that happen regularly, such as performance related feedback, or annual policy and compliance reviews.