Pulse Survey General Configuration

In this thorough walkthrough, we'll guide you through setting up vital Pulse Survey parameters to ensure a seamless survey experience.

Accessing Configuration:

• To get started, go to the Configuration section. 
• You can do this by following the path: Surveys > Create > Configure.

The Reporting Factors option in the General tab is a handy tool you can tailor to your needs. If you're looking for step-by-step instructions on setting up your reporting factors, check out this helpful article on Pulse Survey Reporting Factors configuration.

Invite Survey Admins

• With the Survey Admins feature, you can easily invite colleagues to join as admins. 
• Just search for the right person and add them to the team. It's a seamless process to enlist extra support!

Report Visibility Settings: Anonymity

• To safeguard respondent anonymity, set the minimum response threshold for Admins and Managers to access pulse reports. 
  
• This threshold is calculated as the higher value between a fixed number and a percentage of total responses.
  
  Customize these parameters independently for managers and survey admins:                                       --   For the Fixed Number, enter the minimum number of responses required.                                   --   For the Percentage, set the minimum percentage needed.

Setting Up Reports for Managers

• The toggle switch controls whether managers should have access to pulse survey reports.
• If managers are permitted access, you will need to set up certain additional parameters.

1. Access Levels Configuration:

Configure access levels for managers to access pulse reports from direct reportees only or across reporting lines.

• Show Reports from Direct Reportees: Managers can view reports exclusively from employees who directly report to them. 
  
• Show Reports across Reporting Line: Managers can access reports from their immediate team and from employees who report to their direct subordinates, extending potentially across the organizational hierarchy.

2. Access Details Selection:

Select the details to include in reports by checking the respective boxes:

• Distribution Score: Presents data on the distribution of survey responses among different score categories.
  
• Heatmap Insights: Provides visual insights by displaying survey results as a heatmap.
  
• Individual Responses: Grants access to view responses from individual survey participants.
  

Fantastic work! Your Pulse Survey on ThriveSparrow is all set up and ready to go. Our support team is just a call away, so don’t hesitate to reach out. Happy Thriving!