Pulse surveys are commonly used to give an indication of some aspect of the health of a company. Typically comprising an easy to complete set of questions, repeated frequently to a defined, regular schedule, pulse surveys can generate valuable employee related data for reporting and analysis.
Sage People Pulse Surveys are set up by your administrator and displayed in WX for completion by Team Members.
Pulse survey functionality is delivered as part of Sage People HCM and forms part of the Analytics service.
You can:
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Include up to 10 open or closed questions. Responses can be constrained to selecting options from a defined list, or you can choose to enable text responses, limiting the permitted number of characters.
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Use help text to provide context for questions and assistance for respondents when completing a survey in WX.
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Define survey completion messages to display to respondents when they have completed a survey.
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Send surveys to targeted audiences.
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Anonymize responses.
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Use fields from the Team Member and Employment Record objects as Survey Dimensions.
To take advantage of the latest features, make sure your org includes Sage PeopleHCM version 30.02 or later.
HCM Forms and Pulse Surveys are two useful methods to gather information from your employees using the Sage People system. They are commonly used for processes such as exit interviews, employee engagement assessments, onboarding, and more. Each comes with its own unique features and limitations, which can help you determine which tool to use for your specific needs. To provide some clarity on when to use each, please see the comparison table below as well as the additional resources listed under the table.
| What do you want to do? | Supported by | |
|---|---|---|
| HCM Forms | Pulse Surveys | |
| Write data back to the system in designated fields | Yes | |
| Send to team members as well as people outside your organization | Yes | |
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Ask more than 10 questions |
Yes | |
| Report on the data Note: HCM Form reporting is limited. |
Yes | Yes |
| Target a specific audience Note: HCM Forms have more advanced audience targeting options. |
Yes | Yes |
| Capture change in thoughts/feelings over time | Yes | |
| Include questions with scales, free text, drop-downs | Yes | Yes |
| Send email alerts to employees to point to a new form or survey | Yes | Yes |
| Optionally anonymize results | Yes | |
| Include dimensions, for example HR department, employment status, or hire date. Dimensions can help data analysis. | Yes | |
| Make available for completion in WX | Yes | Yes |
| Trigger an HR Request or other process based on completion | Yes | |
| Include conditional logic and data validation | Yes | |
| Include attachments | Yes | |
| Use approvals or manager review | Yes | |
| Reuse automatically on a monthly/weekly basis | Yes | |
| Enable employees/managers to initiate without HR involvement | Yes | |
Additional resources
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Pulse Survey Functionality - Top Tip (Sage People Community)
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E-Learning: Pulse Surveys for Engagement Manager (Sage University)
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HCM Forms Visual Edit Mini Guide/Video (Sage People Community)
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Video: Making your HCM Form visible in WX (Sage People Community)
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E-Learning: Forms for System Administrator (Sage University)
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E-Learning: Forms for Advanced System Administrator (Sage University)
For information about HCM Forms, see Sage People forms.