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Pulse Check

Several enhancements to Pulse Checks were made. 

• We've updated Pulse Results so that if a Pulse Check was launched from a multi- or enterprise team level, when visiting an individual team's Growth Journey, you will only see results in the Pulse Analysis Chart for that individual team.
  • Previously results were visible for all teams included in the multi-team or enterprise team.
• When editing a Pulse Check, on the Edit Recipients tab, updates have been made to allow newly created or deleted teams and newly added or deleted team members to be reflected or removed from the list of teams/team members. 
  • Please review this article to understand the logic used in these scenarios.
• When editing a Pulse Check, on the Edit Recipients tab, an email icon has been added to allow reminder emails to be sent to all team members on every team listed who have not yet completed an open Pulse Check. 
  • Previously, your options were limited to sending email reminders team by team or team member by team member. Those options are still available.

Mark Retrospective and Leadership Readout as Completed

After a retrospective, facilitators often edit that assessment and go to the Assessment Notes section to add their thoughts about the session. Two new checkboxes have been added for facilitators to update an assessment's status. 

Below the Assessment Notes section, a checkbox has been added to enable the retrospective to be marked as complete. This will ensure that no further assessments can be submitted even if the assessment's end date has not yet been reached, keeping the current results intact.

This status can also be displayed on the Assessment List in the Assessment Dashboard by adding the Retro Complete column to your view. 

A checkbox has also been added to allow the leadership readout to be marked as complete and leaders are aware of the organizational growth items generated from the team's retrospective.

If a date was not already populated in the Leadership Readout field in the assessment details section, today's date will be added automatically when the checkbox is checked. 

Learn more about adding assessment notes and updating an assessment's status.