Pulse Check

The Pulse Check Accelerator enables Administrators to seamlessly track the morale or pulse of team members. This project provides a user-friendly interface for End-Users to submit a pulse and includes intuitive Designer Elements like Forms and Dashboards that record, organize, and display pulse information for Administrators to reference at any time. 

This Accelerator utilizes two main Dashboards, Pulse Check Home Page and Pulse Check Manager. These Dashboards enable Administrators to configure team member and Pulse Check information as well as allow team members to easily edit their submitted pulse information and mark out-of-office time. 

The Create Check-In Assignments Workflow creates Pulse Check-in Assignments and delivers pulse assignments to associated team members. Admins can configure this information through the Pulse Check Manager Dashboard. 

Key Features:

• Responsive Workflows 
• Dashboards for Team Members and Administrators 

Considerations

All Projects that include Scheduled Jobs have them disabled by default. Users must enable these jobs for them to work, after importing this and other projects. For Pulse Check, users must enable: Pulse Check Check-In Assignment. To enable the Scheduled Job, navigate to:

1. System > Jobs and Events > Scheduled Jobs > Pulse Check Create Check-in Assignments.
2. Right-click on the job and select Enable Job.
3. By default, this scheduled job will run every Friday. 
4. Change the Session ID if necessary.

Main Flows

Create Team Members Folder Action Flow

This Flow assists in creating new team members and includes an option to remove a team member. If the Manager field is not filled in once the form is submitted, data will be saved in the Pulse Check Manager Folder. If the Manager field is filled in, new team members will be saved in the associated Manager Folder. 

Create Check-In Assignments Flow

This Flow is a Scheduled Job that creates check-in assignments weekly. The Flow assists in fetching associated team members and sends created Pulse Check Assignments to each team member. 

Create Team Member User Action Flow 

This flow is similar to the Create Team Members Folder Action Flow but can be accessed through the Pulse Check Manager Dashboard. After selecting a team member, users in the Administrators Group have the option to create a new team member directly from the Dashboard by selecting the Create Team Member button. After this Form is submitted, new team members will be automatically added to the associated department. 

Edit Team Member Flow

This User Action Flow enables users in the Administrators Group to edit information for current team members. Users can update the First and Last Name, Email Address, Department, and Manager of any team member listed on the Pulse Check Manager Dashboard. This Flow also assists in transferring assignments to a new email address. 

Delete Team Member Flow

This is a Multi-Action Flow that allows users in the Administrators group to delete team members after selecting them from the Dashboard and refreshes the page after each action. 

Update Manager and Department Flow

This User Action Flow allows users in the Administrators group to update Manager and Department details. Users can choose an email from the drop-down list of managers and update the department field. If the Is Top-Level Manager checkbox at the top of the form is checked, this Manager will be moved to the Pulse Check Manager Folder. 

Edit Pulse Flow

This User Action Flow allows team members and Managers to edit Pulse information before the pre-determined expiration date. 

Mark Out of Office Flow

This User Action Flow assists Managers and team members mark themselves as Out of Office in response to a Pulse Assignment, before the pre-determined expiration date.

Main Dashboards

Pulse Check Home Page Dashboard

 All team members have access to the Pulse Check Home Page Dashboard which houses three Pages: My-Check-Ins, My Activity, and Folder View. The My Check-ins Page displays a Line Chart view of Pulse Check data as well as two Reports that display Open Pulse Check-In Tasks and every Pulse Check Assignment that has been created. The My Activity Page displays a Line Chart of Average Pulse Check information and a Pie Chart of Check-In Submissions organized by State. 

Pulse Check Manager Dashboard

The Pulse Check Manager Dashboard can be accessed by users in the Pulse Check Admin Group and contains three User Action Flows: Create Team Member, Edit Team Member, and Delete Team Member. These User Actions enable Users to create multiple team member Folders under each existing team member Folder.

Using the Pulse Check Accelerator in Decisions

Once a Pulse Check Assignment is created through the Pulse Check Create Check-in Assignments Scheduled Job Flow, it will be sent to users as a notification and also populate in My Task List as an Assignment. Team members can also complete an open check-in by right-clicking on the assignment through the Pulse Check Home Page Dashboard. 

Clicking on an Assignment triggers a pre-built form for team members to Create a Pulse Check. From this window, team members can choose a pulse between one to five and add any supporting comments before hitting Create, to submit the Pulse Check for review.