What it is
Running a survey is putting a question set into the field to measure how engaged the workforce is. You choose a template, define who it goes to, decide how anonymous the responses are, and set a cadence — a one-off, a recurring pulse, or one triggered by an event. Once it’s live, invites go out and responses start flowing back into the analytics.
This is how you replace guessing with evidence. Instead of assuming morale is fine, you ask — at the right cadence, of the right people, with the right privacy promise — and watch the response rate and scores build. A regular pulse turns engagement from a once-a-year survey into a signal you can actually act on.
When to use it
- You want to measure engagement, satisfaction or onboarding experience
- A regular pulse should go out every fortnight or month
- A specific event — onboarding complete, contract ending — warrants a check-in
- Leadership wants evidence, not anecdotes, about how people feel
How it works
Step by step.
- 1
Start a new survey
From the survey list, start a new run. The list also shows everything already in the field, so you avoid overlapping pulses.
- 2
Pick a template
Choose the question set — an engagement pulse, an onboarding check-in, an eNPS template. The template sets a sensible default privacy level.
- 3
Choose the audience
Filter who receives it by site, team, tenure or employment type. The count shows how many people you’re asking.
- 4
Set cadence and anonymity
Decide whether it runs once, repeats on a schedule, or fires on an event — and confirm the privacy promise you’re making to respondents.
- 5
Launch it
Put the survey into the field. Invites go out on the chosen channel and the response rate starts climbing as people answer.
Worked example
Follow it through.
The scenario
Northwind Workforce wants a monthly engagement pulse for Care Workers on the Brightwater Health account.
- 1 Start a new survey and pick the "Monthly engagement pulse" template.
- 2 Filter the audience to Care Workers at Brightwater Health — 84 people.
- 3 Set the cadence to recurring, on the first of each month.
- 4 Confirm responses are anonymous at the cohort level.
- 5 Launch; invites go out and the response rate begins to rise.
The result
A recurring monthly pulse is live for 84 care workers, responses are anonymous by cohort, and the first results start arriving within a day.
Tips & notes
Good to know.
- A short, regular pulse beats a long annual survey — people answer it, and you get a trend instead of a snapshot.
- Match the anonymity promise to the question; people answer honestly when they trust the privacy level.
- Don’t overlap two pulses on the same group — the survey list shows what’s already in the field so you can stagger them.
- Event-triggered surveys (after onboarding, before a contract ends) catch feedback at the moment it’s freshest.
When you’re done
A live survey collecting honest, privacy-respecting feedback from exactly the group you wanted to hear from.