We are so excited that you have just purchased Pulse for your organization. It is time to get everyone logged in and using the tool. Our three-step guide will help you get started.
You will want to log in people in sequence to help make this a smooth process. We will break down this section in two parts so that you can show everyone in your organization the appropriate instructional video.
We recommend you start your onboarding process by logging in your administrators and survey creators. Once these individuals are logged in, they will be responsible for setting up your organizational environment. Our team is ready to help them get started if they need any help.
You want to wait to add mentors into the system until you have added the core reflections into your system. This way, when they log in, they will have all the tools set up and be ready to implement the processes.
As people join your organizational set up, they will begin adding reflections that will roll up to show you key trendlines and insights. When you begin to see this, it will naturally cause a few things to happen. You will begin to ask yourself “are we reflecting on the right things” and “what do we need to adjust in our work to support what we are seeing in these reflections?”