Skip to main content
Table Of Contents

Pulse Surveys

  • Updated

Pulse Surveys help agencies consistently gather feedback from caregivers with minimal setup. Admins can enable recurring surveys, track results over time in the admin dashboard, and reward caregivers for sharing their thoughts.

What are Pulse Surveys?

Pulse Surveys are automated check-ins sent to caregivers every three months. They include a standardized set of questions that provide insights into caregiver experience and satisfaction.

Once enabled, admins no longer need to create surveys manually - it’s all handled in the admin dashboard.

Who can use this?

Any agency can enable Surveys.

How it works for admins

Admins with survey permissions can configure surveys directly in the admin dashboard.

To enable or edit a survey:

  1. Login to the Admin Dashboard
  2. Go to Survey > Edit Settings
  3. Activate the survey toggle
  4. Select the survey start date, duration, and reward type (more details on these below).
  5. Choose which questions to include (toggle each one on/off).
  6. If editing an active survey, choose whether to apply changes now or at the start of the next quarter.

Survey scheduling & settings

  • Start date: Surveys start on the 15th of the month before the next quarter, unless a custom date is selected
  • Duration: Default is 14 days
  • Frequency & duration cannot be edited once surveys are live. To change these, admins must deactivate and re-enable surveys.
  • Avoid survey overlap: Custom start dates must not conflict with the next quarter’s survey period.

What caregivers see

  • A “Quick Survey” goal appears in the app on the survey start date
  • Survey is delivered via a Typeform link
  • Caregivers are rewarded upon completion.
  • A reminder is sent 48 hours before the survey closes
  • Survey responses are anonymous
  • Surveys stay open for the set duration

Survey results for admins

Survey results are visible in the new Surveys tab in the admin dashboard. Admins can:

  • View overall response rates and scores
  • Compare survey results quarter over quarter
  • Export responses via CSV
  • See which caregivers responded (unless anonymous mode is enabled)

Permissions for viewing surveys are controlled in the Admin/Permissions tab.

Improvements coming soon:

  • Questions with no responses in a given quarter will be hidden from insights
  • Historical responses remain even if a question is later disabled
  • Anonymous responses will be labeled clearly in the UI and CSV export

Default survey questions

Each caregiver is asked:

  1. I receive meaningful recognition for the work I do. (1–5)

    → What moment in the last month made you feel proud to work here?

  2. I feel I am assigned a manageable workload each week. (1–5)

    → What would make your workload better?

  3. I have reliable transportation to reach my clients' locations. (1–5)

    → What would make your transportation experience better?

  4. I'm satisfied with the support I receive from my supervisors. (1–5)

    → What specific actions or behaviours from your supervisor would make you feel more supported?

  5. I have access to the resources I need to succeed in my job. (1–5)

    → Is there anything else you need to do your job better?

  6. I would recommend working here to my friends. (1–10)

Caregiver communications

Caregivers will receive:

  • Goal activation email + SMS when the survey becomes available
  • Reminder email + SMS 48 hours before the survey closes

Admin communications

Coming soon: Admins will receive an email when survey results are available.