Check-ins: Pulse dashboard & reports

The Pulse question in Check-ins asks employees, "How did you feel at work since your last Check-in?" This question can be enabled in Check-ins feature settings and is incredibly powerful, giving managers and executives an at-a-glance view of company morale— and the Pulse dashboard allows you to easily track and report on how it's being answered.

From the main Pulse dashboard, there are four different tables that display Pulse data: Average Pulse, Pulse Answers, Individual metrics, and Group metrics. This article discusses all of these tables in detail, as well as how to open the Pulse dashboard, select filters, and download data.

In this article, you will learn...

• How to open the Pulse dashboard and select filters
• What information is contained in each Pulse report
• How to download report data
• How to manage who can see the Pulse dashboard in 15Five

Open the Pulse dashboard and select filters

1. Click on Reporting from the left navigation, then select on 'Check-ins' from the expanded options.
   
2. Open the Pulse Dashboard by clicking 'Pulse' in the top navigation.
   
3. Use the filters at the top of the Pulse dashboard to select what you would like to see a report on: specific people/groups, Check-in frequency, or time frame.
   
   
   
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   Tip

   To view pulse data company-wide, leave the people filter blank. You can still adjust the time frame filter to your desired date range.

4. Below the filters, you'll see a box labeled "Include active Check-in data". Check this box if you want to include submitted Check-ins for the current Check-in period in your report.

Information contained in Pulse reports

Table #1: the 'Average Pulse' report

The first section you'll see on the dashboard is the 'Average Pulse' report. This report helps you understand the trend of your company’s Pulse over time.

Table #2: the 'Pulse Answers' report

The next section is the 'Pulse Answers' report. This section shows the distribution of Pulse scores given by employees during the selected period of time.

If you want to see the both Pulse scores AND any optional comments given in addition to the qualitative scores, click See Pulse answers under the graph. Reminder: you can only see comments for folks whose Check-ins you have permission to view.

Upon clicking See Pulse answers you will see two tabs at the top of the page: 'Answers' and 'Metrics'.

The 'Answers' tab allows you to view all given Pulse scores and optional comments that you have permission to view. You can filter by Pulse score, specific people/groups, Check-in frequency, and/or time frame.
The 'Metrics' tab shows you Pulse answers given by individuals, in addition to various other data points including: the person's direct manager, average Pulse score, last Pulse score, submitted Check-ins %, Reviewed Check-ins %, Check-in due day, Check-in frequency, and the last time they were active in 15Five. You can filter this dashboard by specific people/groups, Check-in frequency, and/or time frame.

Table #3: Individual metrics

At the bottom of the Pulse dashboard you will see the 'Individual Metrics' table, which displays average Pulse scores by person. Click between the 'Highest' and 'Lowest' tabs to see which individuals in your organization have the highest and lowest Pulse scores, respectively.

If you click See individual metrics at the bottom of the 'Individual metrics' report, you'll be taken to the 'Pulse answers: Metrics' report, which was discussed in the previous section of this article.

Table #4: Group metrics

Next to the 'Individual metrics' report at the bottom of the page, you'll see the 'Group metrics' report. This report displays average Pulse scores by group. Click between the 'Highest' and 'Lowest' tabs to see which groups in your organization have the highest and lowest Pulse scores, respectively.

If you click See group metrics at the bottom of the 'Individual metrics' report, you'll be taken to the 'Pulse answers: Metrics' report, which was discussed in the previous section of this article. However, instead of the report being filtered by individuals, it will be filtered by group.

Download report data

You can download the 'Pulse Answers' reports (either 'Metrics' or 'Answers') by clicking the Download button at the top right-hand side of the page. Both CSV and XLSX formats are available.

The optional download fields will appear in a pop-up window like the one shown below. Choose the fields you want to include in your download, then click Download.

Manage Pulse dashboard visibility

You can control who has the ability to see the Pulse dashboard in 15Five: either account admins only, or everyone in your organization, following 15Five permissions (meaning that a person can only see Pulse data for those whose Check-ins they can view). Continue reading for steps on how to manage this visibility.

1. Click on the settings gear in the top righthand corner of 15Five.
   
2. Select 'Features' from the dropdown menu.
   
3. Scroll down to the 'Pulse' section and click to open.
   

4. To enable the Pulse Dashboard for everyone with standard 15Five viewing permissions, leave the ‘enable’ option selected. If you’d prefer that only account administrators can access the Pulse Dashboard, select the ‘enable and limit to admins only’ option.