Admins and engagement custom role owners can create a pulse survey. Pulse is designed to capture employee engagement on a much shorter cadence than engagement surveys. Learn more in Optimizing Your Engagement Program with Pulse.
To create a Pulse survey, navigate to Admin > Engagement > Surveys > Create new survey > Set up your Pulse survey.
If you already started configuring a Pulse survey, navigate to Admin > Engagement > Overview > Pulse survey.
The first step of the pulse survey process is deciding which questions you're going to ask. Lattice Engagement includes a question bank you can view and add questions from. Admins can use default survey questions or create their own within the Question Bank. Learn more in Create Custom Survey Questions.
Note: Comment-type and multiple-choice questions cannot be added to Pulse.
On the Cadence page, select how employees should be pulsed.
- Frequency: Choose whether surveys are sent every week, every 2 weeks, or every month.
- Question limit: Limit the number of questions sent for each survey.
If the questions added to the Questions page exceed the limit, the algorithm will randomly select the questions asked for each survey until all questions are asked.
Note: Once launched, employees will receive questions at randomized times. Every employee should receive one Pulse throughout the frequency period. Learn more in Understand your Pulse Cadence.
Pulse admins can configure survey settings and fully access the anonymized results. You can set admins on a per-survey basis. This means that any employee can be an admin of a survey without having administrative access to other parts of Lattice (reviews, private feedback, etc.), including engagement surveys. You can return to this step even after launching your survey to add or remove any pulse admins.
Note: Admins and users assigned to the Engagement custom role can access the survey by default. Hover over Admins can access by default to view a list of users who have administrative privileges.
This threshold sets the minimum number of responders there needs to be to view the scores for a question or theme. The threshold protects all responders by providing an additional layer of anonymity. Learn more in Adjusting the Anonymity Threshold in Surveys.
Anonymous comment replies
Enabling comment replies allows pulse admins to reply to survey comments. Comments are anonymous thereby protecting the commenter's identity. Learn more in Set Up Anonymous Survey Comment Replies as an Admin.
Choose who you want to fill out your survey. Participants can be All employees in Lattice or a specific subset of employees based on field.
If you choose to only include Specific employees, use the filter to select participants based on default and custom fields.
Learn more in Pulse Participants Selector.
Fields are used to segment your survey results, which are based on employee data as it exists at the time of launch. It is important to double-check your data within the Data Check section to get the most accurate insights.
Changes to employees will be reflected in future surveys. However, past pulse responses will still lie within the previous field's results.
For deactivated users: If employees were active at the time of creation (not publishing) and then were deactivated, they will continue to appear in the data check if they originally were missing fields. However, the archived employees will not be sent a survey.
Learn more in Using The Survey Data Check.
Verify that survey settings are correct and select a launch date to begin Pulse surveys.
Note: Surveys will begin to be sent out at 9 am in the company's time zone.
You can also enable and craft an email launch notification to your employees. For an example, read Sample Survey Launch Email.
Next, learn what to expect after launching a Pulse survey.