Welcome to the guide for setting up your PeopleForce Pulse module. Completing this setup will help you and your team streamline the platform usage and maximize the value of PeopleForce Pulse. This module helps you gain a deep understanding of your business and the people in it with the help of company surveys. You can understand how your employees feel about their involvement in the company and if your employees are engaged.
🪄 To get started, use the Implementation Plan created by the Customer Success team to ensure every step is completed successfully. Download the Implementation Plan at the bottom of this article.
Step 1: Initial setup
Once you log into PeopleForce, follow these steps to personalize the platform module for your organization:
Create segments that are required for survey results analysis. Segments are so-called filters to break down survey data by categories such as department, location, and division, helping you understand trends and sentiments across specific organisation groups.
Prepare the scales that may be needed for rating questions you will use in the survey.
Add drivers so-called key points or themes that connect various questions in a survey, and help structure the analysis. By categorizing responses under drivers, you get insights into how each factor contributes to overall results.
Step 2: Permissions and roles
Setting up permissions and roles: Assign roles and permissions to team members based on their responsibilities.
Step 3: Survey configuration
You can create a survey in 2 ways:
At the end of the configuration, you can save the survey as a draft for further use or schedule it for the exact date.
By following these steps, you’ll ensure your PeopleForce Pulse module is set up effectively, enabling your team to maximize survey management efficiency and drive employee development.