This article provides guidance for Global Admins on managing and requiring the Pulse Check feature across your entire organization.
Understanding Pulse Checks
Instead of waiting for annual surveys, pulse checks allow employees to quickly check in with their manager, directly in the flow of work. Employees share how they’re doing in seconds, managers get immediate context on team sentiment, and HR can dive into company-wide themes or explore results by team, department, or location.
All of this makes it a lot easier to build trust, spot trends early, and act before small issues grow into big ones.
Pulse Checks allow managers to regularly gather employee sentiment on a scale of 1.0–5.0 with optional comments.
Managers can choose a Weekly, Bi-weekly, or Monthly frequency for their team.
As an Admin, you can choose to override individual manager settings by mandating a Monthly check-in frequency for the entire company.
How to Require Monthly Pulse Checks
Navigate to the Admin Experience.
From the Growth menu, select Pulse Check Settings.
3. For the question "Do you want to require all users check in at least once a month", select Yes. You must select a future month when the requirement will officially take effect.
4. Optional: Create an Announcement.
By default, the Announcement checkbox is selected.
Click Edit announcement to review and modify the pre-filled announcement. It automatically targets
@everyoneand is set to send via email and, if integrated, Slack or MS Teams.
The announcement will be sent between today and the 1st of the effective date month.
Once you save the settings, this checkbox will be disabled, and you'll manage the announcement in the Announcements admin section.
5. Click Save changes.
Note: The required pulse checks will begin on the 1st day of the effective month you selected. You can modify these settings up until the 1st of that month.
Impact of Requirement on Managers
Manager Status | Impact |
No Pulse Checks Set Up | These managers will receive an in-product notification directing them to their Pulse Check Settings. Their team's frequency will be automatically set to Monthly starting on the effective date. They must save or allow the default settings to take effect. |
Pulse Checks Already Set Up | Their existing team pulse check frequency (Weekly, Bi-weekly, or Monthly) will not be changed. However, they will lose the ability to "Stop pulse checks" for their team while the requirement is active. |
Removing the Monthly Pulse Check Requirement
You can choose to stop requiring monthly check-ins for the organization at any time.
Navigate to Admin Experience → Growth → Check-in Settings.
Select the No button for the requirement setting.
3. Click Save changes.
4. You will be prompted to confirm your decision.
Note: The requirement will be removed on the 1st day of the next month. Any existing team pulse checks will continue as configured by their manager unless the manager actively chooses to "Stop pulse checks." Only managers whose teams were on the monthly frequency will receive an in-product notification about the change.
Reminder Configuration
When pulse checks are active, employees who have not yet submitted a pulse check for the current period receive reminders based on the frequency. Reminders are sent via Email, Slack, and/or MS Teams based on your company's integrations.
Frequency | Reminder Day & Time |
Weekly | Wednesday at 11:00 AM local time |
Bi-weekly | Second Monday at 11:00 AM local time |
Monthly | Third Monday of the month at 11:00 AM local time |
Using the Pulse Results Report
The Pulse Results Report provides an at-a-glance view of your company’s mood, participation, and feedback trends over time. Use it to spot patterns, monitor engagement, and inform follow-up actions across teams, departments, and locations.
Pulse Report Overview
The Pulse Results Report helps you understand company sentiment and participation in check-ins through:
1. Company mood over time
Month-by-month “average pulse” trend line shows how scores change across months.
2. Trends for your selected period
Average score – and whether it’s trending up or down compared to the previous period.
Participation – how many people were eligible versus how many actually checked in.
Top themes – the most common topics mentioned in check-in comments, with counts to highlight what’s driving sentiment.
3. Breakdowns by group
A sortable, paginated table summarizes results by Team, Department, Location, or
Company overall:
Group name
Users in group (average size for the selected period)
Average pulse score
Average pulse participation
Top themes (hidden for small groups with three or fewer participants to protect anonymity)
How to Use It
Follow these steps to access and analyze the Pulse Results Report:
Open the report in your Admin settings Reports → Pulse Results.
Pick your date range
Use the month range selector to choose the window you want to analyze (e.g., last 3 or 6 months).
Trend cards and the breakdown table update automatically.
Choose how to group results
Use the Group by control to view results by Team, Department, Location, or Company.
Sort and page through the table
Click a column header (e.g., Avg rating, Avg pulse participation) to sort high → low or low → high.
Use pagination to review all groups.
Read the trends section
Compare averages to the previous period.
Review Top themes to understand common topics (positive, neutral, or negative).
Note: Themes for groups with ≤3 participants are hidden to maintain anonymity.
Set up or adjust check-ins
If your company hasn’t scheduled pulse check-ins or you need to adjust settings, click Pulse check settings in your Growth tools to configure whether check-ins are mandatory and when they take effect.
Practical Use Cases
Executive and HR dashboards – Track company sentiment and participation month over month.
Department health reviews – Group by Department to identify teams with falling scores or low participation.
Follow-up actions – Share top themes with leaders, encourage manager 1:1s, or adjust check-in cadence/settings if participation is low.
Notes
Anonymity – Top themes are hidden for small groups (≤3 participants) to protect privacy.
Current vs. historical windows – When viewing the current month, some trend cards (e.g., “needing attention”) focus on who hasn’t checked in yet, rather than month-over-month trends.
Was this information helpful? Send us your feedback, here! Thanks for helping us improve!