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To create a Pulse Check, click on a multi-team or enterprise team from the Teams Dashboard to go to their assessment dashboard. View full team assessments vs. Pulse Checks using the toggle in the upper right corner. Use the "Add a Pulse Check" button in the upper right corner to begin.

You can also create a Pulse Check from a single team's assessment dashboard, using the "Add an Assessment" button. Pulse will display as an assessment type in the pop-up.

Watch the below video for a quick summary, or continue reading for step-by-step details.

Create Pulse Check and Set Schedule

The first step is to name the Pulse Check (remember to make it unique!) and pick the assessment type. You will also set the schedule for when the Pulse Check email will be sent to team members (start date), how long team members will have to answer the questions (assessment period), and if the Pulse Check will repeat and on what frequency.

If you choose for the Pulse Check to be repeated, you can choose an end date or a number of occurrences.

Once you have set the schedule for your Pulse Check, click Next.

Select Questions

Based on the assessment type chosen in step one, the Select Questions page will list the related dimensions, sub-dimensions, and competencies. Use the carets to expand and collapse the sections. Check the box for each section of questions you wish to include in your Pulse Check. Questions are selected by competency so if there are multiple questions in a competency, all the questions will be included for that competency.

Once you have checked a box, the questions that pertain to that dimension, sub-dimension, or competency will appear on the right side of the screen. 

After checking the boxes for the dimensions, sub-dimensions, and competencies you wish to include, click Next.

Select Recipients

On the Select Recipients page, you will be able to select the teams you wish to receive this Pulse Check. Depending on if you were on the team, multi-team, or enterprise team level when you began this process, you will see one or more teams on this step.

• If you start to create the Pulse Check on the assessment dashboard of a multi-team, the teams listed will be the sub-teams or teams that roll up to that multi-team.
• If you start to create the Pulse Check on the assessment dashboard of an enterprise team, the teams listed will be the teams that roll up to all the multi-teams that roll up to that enterprise team.

Use the checkboxes to select the teams you wish to include and use the carets to see team members on each team. Use the search field to search for teams by name.

You cannot select which team members receive a Pulse Check individually, but you can limit the Pulse Check to select roles by adding roles to the "Limit to these roles" box. Stakeholders do not receive Pulse Checks.

Once you have selected your teams, click Next.

Review & Publish

On this page, you can review your previous choices and click the pencil icon to edit a section. When you're ready, click Publish. Emails will be sent to the team members with a link to take the Pulse Check on the date and at the time you selected in step one. If your Pulse Check is set to launch immediately, please note there is a 2-5 minute lag between publishing a Pulse Check and the recipient receiving their email. 

Save as Draft

If you are not ready to publish the Pulse Check, use the "Save as Draft" button.

When you're ready to finalize and launch the Pulse Check, find the Pulse Check icon on the team, multi-team, or enterprise team's assessment dashboard and hover over the icon to see the edit pencil. Pulse Checks in draft mode will have a gray dot next to the scheduled start date in the area underneath the Pulse Check icon.

Click the pencil to open the draft Pulse Check. You can then make any changes and use the Publish button to launch the Pulse Check on the date and time selected in step one. 

Learn what email is sent to team members for Pulse Checks and how to review Pulse Check results.