In a rapidly changing reality - forced remote work, changes in the way the company operates, the need to adapt to the new market conditions - keeping an eye on the well-being and commitment of the employees is more important than ever.
The Pulse Check survey is an excellent tool that allows the HR teams and business owners to easily and quickly control the level of satisfaction and maintain constant contact with employees. Webankiet experts have prepared a ready-made Pulse Check survey model, and the following instructions will show you how to conduct a survey on our platform, step by step, in a simple and quick way.
Step 1: creating a Pulse Check survey
You can create your own employee engagement survey, but we encourage you to use the ready-made Pulse Check study template, prepared by our experts:
Instead of the Employee Net Promoter Score (eNPS) question, for an overall assessment of the level of satisfaction, commitment or well-being of the team, you can use for example,
· an assessment question with asterisks, thumbs, hearts, etc.
· the Likert scale
As for the next questions, they have to be strictly adapted to the needs and specificity of the organization's operation. In theory, however, they should apply to the following areas:
The best way to do them in a simple and accessible way is to use the matrix question, here's an example:
You can read about how to customize the Pulse Check survey template to your needs by adding or removing questions or changing their content in our guide, in the section entitled: Creating a survey.
For more information on how to interpret the results of the eNPS survey and use them for an advanced analysis, check out our Pulse Check Survey eBook which is entirely about this topic.
Step 2: Sending the Pulse Check Survey
The next stage of the research will be sending an engagement survey to the employees. Remember that this type of research is sent in the so-called waves, i.e. regular intervals, to the same group of employees.
The frequency you decide on depends on you and the specifics of your company's operations. When deciding on specific intervals, please take into account:
· the possibility of fluctuations and changes in the areas studied:
By measuring the mood of the employees using the Pulse Survey, you can even decide on a weekly sending, however, if you measure commitment, it will be justified to survey much less frequently - for example, every month.
· the time it takes to make changes based on the results:
If you ask the employees for their opinion, it is obvious that they expect specific changes to take place on the basis of them. Estimate the time it will take to implement them - including analyzing the results, distributing them throughout the organization, and talking to decision makers.
Once you've decided on a specific frequency, the best way to distribute the Pulse Check surveys is by sending the survey to the employee's work email. In Startquestion, setting up such a mailing is easy, all you have to do is:
· In an Excel program, you will prepare a list of the addresses of the employees to whom you want to send the first part of the study:
· Import this list to your Startquestion account, from the Collect tab -> Send via E-mail:
In the next steps, you will decide on the content of the sent invitation to participate in the survey. In it (or in the introduction to the survey) inform your employees about the purpose of the survey and how long it will take to complete it. Remember that you can also set a reminder to complete the survey, sent automatically to those who have not yet participated in the Pulse Check.
Step 3: The analysis of the results
The Pulse Check may be related to really different aspects of the company's operation. Therefore, there are no top-down methods or analysis tools. It is worth remembering, however, that the greatest advantage of running a regular Pulse Check is the ability to compare the results OVER TIME. Among the possibilities offered by the survey, it will be easier to observe the disturbing changes in the results in the subsequent waves of the survey, among others, by:
· trends - they allow to show the results of the NPS question, assessment type and matrix (i.e. those used in the Pulse Check Survey) in three time dimensions: weekly, monthly and quarterly,
· rankings - thanks to them you can create a list of the best or the worst rated issues, both for one wave of the survey and for many, or compare the rankings from one wave to another.
It is worth remembering:
You will find more information about the Pulse Check survey of the employees on our blog. There we explain what the purpose of the research is, where it came from and what are the good practices of its conduction by HR departments.