| Email template | Pulse round summary | The round summary someone asks for from the Pulse results page. |
| Email template | Thanks for your pulse answers | Sent to the employee after they answer (named answers only). |
| Email template | Your pulse follow-up plan | Sent to the employee after their manager records the agreed action plan. |
| Data table | Pulse responses | One row per pulse survey answer: the survey round (month), department, the four section averages (1-5), the engagement score (0-100), eNPS answer and points, mood, risk band and follow-up status. Anonymous answers have no name. |
| Decision table | Engagement risk band | 5 rules — Turns the engagement score (0-100), the mood rating and the eNPS answer into a risk band and decides whether the manager follows up, how fast and with what priority. Change the thresholds here; the workflow reads the outputs. |
| Retention policy | Pulse responses: 18 months | Pulse answers are personal when not anonymous: purge response rows 18 months after they were created. Apply it to the Pulse responses table after install. |
| Report | Engagement by department | Average engagement score (0-100) and eNPS points per department from the pulse survey runs (workflow variables). |
| Report | eNPS by month | Average eNPS points per survey round (+100 for 9-10, 0 for 7-8, -100 for 0-6: the average is the eNPS), from the pulse survey runs. |
| Report | Open pulse follow-ups | Manager follow-ups for at-risk answers that are not closed yet, with their due dates and engagement scores. |
| Report | Section averages by round | The four section averages (1-5: wellbeing, manager & team, growth, workload) per survey round, from the pulse survey runs (workflow variables). |
| Form control | Chart | Bar, line, area, pie or doughnut chart of static data, another field's rows, lookup results or a saved report. Keyboard-navigable points, a data table view, and optional point selection. |
| Form control | Info card | A callout or key / value card: an info, success, warning, error or neutral message that can show up to six other form values ({{field1}} … {{field6}}), formatted for the reader. |
| Form control | Likert scale | Survey matrix: rate several statements on one scale (agree / disagree, satisfaction, frequency or your own labels), with optional N/A. A matrix on wide screens, one card per statement on phones. |
| Form control | Progress | Progress as a bar, a ring or named steps, from two mapped fields (current and total) or fixed values, with optional warning / good thresholds. |
| Form control | Rating | Star, heart or circle rating from 1 to 10 with optional labels (Poor … Excellent). Mouse, touch and keyboard. |
| Form control | Rich text | A rich-text editor with bold, italic, underline, headings, lists, quotes and links, a character counter and strict sanitising of everything typed, pasted or dropped. |
| Form control | Saved report | Shows a saved report as a sortable, paginated table or a chart, run with the permissions of the person filling in the form. Optionally pick a row as the field's value. |
| Form control | Slider | A range slider for numbers (0 to 100, $0 to $5,000, 1 to 10) with a value bubble, mark labels such as Low / Medium / High and an optional box for exact entry. |
| Form control | Table | An editable table (line items, attendees, measurements) with typed columns: text, number, currency, date, choice and tick box. Per-cell validation, totals, and spreadsheet-style keyboard editing. |
| Form | Employee pulse survey | The monthly pulse survey page: four short Likert sections (wellbeing, manager & team, growth, workload), an eNPS slider, a mood rating, the department, an anonymous option and one thing to change. Each answer starts the Pulse response workflow. |
| Form | Pulse results | The internal results page: engagement by department, eNPS by round and the risk-band split from the Pulse responses table, section averages and open follow-ups as saved reports, and a button that emails a round summary. |
| Workflow | Pulse response | 27 steps — An employee answers the pulse survey: section scores and an engagement score are worked out, a decision table sets the risk band, the answer is saved (without a name when anonymous), and named at-risk answers get a manager follow-up with an SLA and an action plan. |
| Workflow | Pulse round summary | 14 steps — From the Pulse results page: averages engagement, eNPS and the four sections for a survey round in the Pulse responses table, counts the risk bands and emails the summary to whoever asked. |