Get started with pulse surveys in 5 steps

by | Mar 27, 2025

Starting with pulse surveys is an important step towards a more engaged and thriving workplace – but getting everything in place can feel like a big task. How do you ensure a smooth and efficient process? We’ve put together a simple five-step guide to help you get started!  

1. Decide who to include

The first step is to determine who will participate. Should all employees be included? How do you handle part-time employees, consultants, and temporary staff? Should employees have worked at the company for a certain period of time before they can participate in the surveys? Setting clear guidelines makes it easier to ensure the results are useful and representative.  

2. Data transfer – we’re here to help!

For pulse surveys to work, a smooth and secure transfer of employee data is essential. We understand that this can sometimes be a challenge, but we’re here to make the process as easy as possible. Whether it involves integrating with your existing systems or handling a manual data import, we ensure everything is done safely and efficiently.  

3. Determine your questions
4. Communicate internally
5. Verify data and questions

 

Curious to know more?

Download our guide Get started with pulse surveys in 5 steps for everything you need to get started. 

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