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 |