With our engagement module, you can send out continuous pulses to the whole company. But we noticed that those questions are sometimes too generalised to send to everyone within the company. That’s why we allow customers with our Premium Package to send a different set of questions to different groups at a different frequency. You can start setting this up in the Studio > Engagement.



Pulses

Here you can manage and customise your engagement pulses.


You can create a new pulse by clicking Create new pulse in the top right corner. After choosing a name for your pulse, you can edit the pulse by clicking on the options icon (three dots) next to the pulse name. First, you need to select the users who need to receive this pulse. You have 2 options to assign users:

  • Fixed users list: manually select the users you want to assign.
  • Dynamic users list: create a set of user filters that will determine which users receive the pulse. 

We have different filter options (which you can combine via AND/OR rules):

  • department
  • job title
  • joining date
  • country
  • organisation
  • teams
  • groups

Once you have defined your filters, you will see a preview of the list of users that match those criteria. Of course, this list can/will change over time, depending on the filters you chose. Click 'Save changes' and the users are assigned automatically.

Next steps are to select the drivers and questions you want to enable for this specific group of users (Note: you first need to add these to your platform to be able to select them here. You'll find more info on how to do this in the 'Drivers' section below). You can easily select them by enabling or disabling the toggle next to the drivers or questions.

In the tab Settings, you can rename the pulse and select the number of questions that will be randomly selected for this pulse. On top of that you can choose the frequency (weekly, biweekly or monthly) and the day you want to send the pulse.


Note: if you want to send out a pulse right now, you can do this by clicking on the 3 dots next to the pulse and select Push Pulse. The schedule of the other pushes of this pulse will not change if you do this (in the example mentioned the pulse will still be sent every week on a Friday).


Drivers

Here you have an overview of all the drivers that are added on your platform. From this list, you can select drivers for your pulses (as explained above) but you can also add new drivers and translate them.


Manage translations

When you want to translate an engagement driver, click on Manage translations. Select the language you want to translate top right (in this example Dutch (NL)).


Add new engagement driver

Choose a name for the driver and (optionally) a description and link it to an existing driver (optional).


Questions

Here you have an overview of all engagement questions that are added to your platform. All questions that are enabled can be used in a pulse. If they are disabled, they can’t.

The same as with the drivers you can translate the questions and you can add new questions. You can do this yourselves manually, but if you want to add multiple questions at once (via the right format in CSV), you can contact your Success Manager of UNIT4 Talent Management. They will help you to import and set up your questions. More info about how to add your own questions.

Settings

Engagement overview

Settings on how the engagement data is shown in the engagement overview.

  • team members can see the engagement results of their teams
  • admins can compare team results
  • show inactive users
  • minimum amount of participants for results to become visible

Thresholds

Thresholds are used in the engagement overview to define if a result is positive, neutral or negative. All scores below the lower threshold are negative, all scores above the upper threshold score are positive and scores in between are neutral.


Comments

Users have the possibility to write some extra feedback when filling in the engagement pulses. In the settings we can define if the team leaders should see the comments of their team(s) and/or if you allow them to reply to these anonymous comments.