Setting up Pulse correctly ensures you receive accurate, actionable insights from your team. Follow these steps to create your first survey, manage notifications, and maintain your employee list.
Step 1: Understand Your Organizational Structure
Before setup, determine:
How many employees will receive the survey
Who will review the results
If one person reviews all submissions, then:
Create one Pulse survey and ensure the reviewer has login access to the IdealTraits account.
If team leads or managers review their own team’s submissions, then:
Create separate Pulse surveys for each team and ensure each reviewer has login access to the IdealTraits account.
Step 2: Prepare the “Hired” Employee List
From the Candidate List:
Go to the Hired stage.
Review the individuals in your Hired stage and terminate anyone no longer employed. You can do this by selecting the stages drop-down and clicking "Terminated".
If any of your employees are not listed in the Hired stage, manually add them and update their stage to Hired.
Tip: Adding employees from the candidate list allows you easy access to send the assessment. Completed assessments help to enhance AI insights once your employee begins submitting Pulse surveys.
Step 3: Create Your First Pulse Survey
Navigate to Employees > Pulse Dashboard
Select "Set up your first pulse!"
Enter the required information on Page 1: Pulse Details
Pulse Name: Use clear, descriptive names, for example, “Customer Service Pulse” if team-specific.
Categories: Select up to five feedback categories.
Frequency: Choose between Weekly, Bi-Weekly, and Monthly. Weekly is recommended for regular, consistent insights.
Page 2: Select Employees
Select the employees you want to attend this Pulse survey by selecting the check box to the left of their name.
When selecting employees, update any incorrect or personal email addresses to work emails by selecting the pencil to the right of their name.
Once everyone you wish to send a pulse to is selected, click "Continue."
5. Page 3: Notification Settings
Type the appropriate email addresses in if you wish to receive alerts for new pulse alerts and/or negative pulse alerts.
When done, select "Submit".
Pulse Surveys are sent on Wednesdays at 2:00 PM EST, following the frequency you selected when creating your survey. When setting up a new Pulse Survey, you may see a pop-up like this:
This option lets you either send the survey immediately after setup or wait until the next scheduled send.
If the pop-up does not appear, it means your survey setup date already aligns with the next scheduled send, or that you are editing a Pulse survey that was created on an earlier date.
Step 4: Manage Your Pulse Surveys
At any time, you are able to make edits to your Pulse survey. To do so, you will just go to your Pulse settings > select the action drop-down > Edit.
Add or remove employees as your team changes
Edit survey frequency, questions, or notification recipients
Pause or delete surveys if no longer needed
It's important to keep your “Hired” list updated to ensure the right employees are included.
If you have any additional questions regarding this article please feel free to reach out, we are here to help.
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