1. Administering and Using Oracle Me Applications
  2. Configure the Touchpoints Questionnaire and Pulse Survey

Configure the Touchpoints Questionnaire and Pulse Survey

Touchpoints pulse surveys are created using Questionnaires, configured using the Checklist Templates task, and assigned to your team using the Journeys application.

When employees respond to surveys, they can view their pulse score trends in Touchpoints. Their managers can also view them.

Create the Pulse Survey Questionnaire

A few points about creating pulse surveys:

  • Before creating a questionnaire, you need to select the subscriber as Touchpoints and create a questionnaire template.
  • By default, a predefined questionnaire template, Touchpoints Pulse Survey Template, and a questionnaire, Touchpoints Pulse Survey Questionnaire, are available for use, with a sample question that you can edit.
  • When creating a pulse survey questionnaire or question, always ensure that you select the scoring option. Define question scoring according to your business needs.
    Note: If you don’t score the questionnaire, scores won’t be calculated and the pulse survey graph can’t be plotted.

To create a pulse survey questionnaire, follow these steps:

  1. Go to the Setup and Maintenance work area, and select these options:

    • Setup: Workforce Development

    • Functional Area: Questionnaires

    • Task: Questionnaires

  2. Select the Touchpoints subscriber. You will see the predefined questionnaire, Touchpoints Pulse Survey Questionnaire, in Draft status, with a sample question. You can either make a copy of this questionnaire, or create a new one.

  3. If you want to create a new questionnaire, search for the questionnaire template, Touchpoints Pulse Survey Template, and create it based on this template.

  4. On the Create Questionnaire page or Edit Questionnaire page, specify the details as required in the respective fields. A few points to note:

    • It’s recommended that you select the overall score calculation rule as Sum.

    • Set the status of the questionnaire to Active.

    • The Score Questionnaire check box is selected by default, because this is based on the Touchpoints template. Leave this check box selected.

    • Select a pagination option from the Display Format list. If you choose to display one section per page, section instructions, if any, appear below the section title. When you display all questions on a single page, questionnaire instructions and section instructions appear below the respective titles.

  5. Click Next.

  6. In the Questions section, you will see a default question that’s available as part of the template. You can edit this question and create additional questions that you need. Ensure that each question that you create is scored.

  7. After you’ve added the questions that you need, click Next.

  8. Click Preview to view the questionnaire.

    Note: If you’ve chosen to display the answer options for single-choice and multiple-choice questions as a set of horizontal buttons, these answer options appear in a drop-down list when you preview the questionnaire in an application that's not based on VBCS. However, when you view the survey in the Journeys application, you can see the horizontal buttons and the question display format that you’ve chosen.

  9. Click Save and Close.

Configure the Pulse Survey

After creating the pulse survey questionnaire, configure it using the Checklist Templates task in Setup and Maintenance. While configuring, specify these key values:

  • Analysis Period – This decides the period for which pulse scores are calculated and displayed as graphs on the employee’s Touchpoints page. For example, if you specify 4 weeks as the analysis period, pulse scores are calculated and displayed for a four-week period in the Pulse score comparison chart on the employee's Touchpoints page.
    Note: The analysis period doesn’t control the number of periods displayed on the pulse score comparison chart in the manager’s Touchpoints Summary page.
  • Threshold Score – Pulse scores that fall below the threshold value are considered as low scores.
Note: When measuring employee sentiment by surveys, it’s recommended that you create a weekly pulse survey with one to three questions, with an analysis period of 4 weeks, and an appropriate threshold score.

Let’s say you want to send out a daily pulse survey to the direct reports of a manager, Jennifer Smith. The survey starts from 1/15/2023. This example shows how to configure the survey using the Checklist Templates task and a sample questionnaire called Daily Pulse Survey Questionnaire.

  1. Go to My Client Groups > Quick Actions > Show More > Checklist Templates.
  2. Click Create.
  3. Complete the fields as shown in this table.
    Field Value
    Name Daily Pulse Survey
    Status Active
    Country All Countries
    Category Survey
    Survey Subtype Touchpoints
    Archive After Months Use the default value, or change as required.
    Purge After Months Use the default value, or change as required.
  4. On the General tab, specify the start date of the survey as 1/15/2023. The end date is optional.
  5. On the Tasks tab, click the Create Task icon, and complete the fields as shown in this table.
    Field Value
    Name Daily Pulse Survey
    Status Active
    Description Optional
    Task Type The default is Survey. Leave as is.
    Questionnaire Daily Pulse Survey Questionnaire
  6. Click Save and Close.
  7. On the Message tab, you can enter optional details as shown in this table.
    Field Value
    Title Pulse Survey
    Subtitle Take a few moments to share your thoughts with us.
    Completion Message Thanks for sharing how you felt today.
  8. Click Save.
  9. Click the Schedule Allocation tab. In the Scheduled Allocation section, complete the fields as shown in this table.
    Field Value
    Start On Defaults to 01/15/23. Leave as is.
    Repeat Day
    End Recurrence Specific date
    End Date 12/31/23
    Number of Runs Per Period Every day of the period
    Note: To extend the survey for a longer period in the same recurrence frequency, you can edit this checklist template task and change the end date. To change the recurrence frequency, say for example from daily to weekly, it’s recommended that you end the daily frequency or make it inactive and create a new checklist template task for the weekly frequency. If you select Specific in the Repeat field, set the End Recurrence field to Number of occurrences. In the Period Summary section, add each period of occurrence and specify the start and end dates.
  10. In the Reporting Attributes section, enter these values:
    Field Value
    Analysis Period 2 weeks
    Threshold Score 3
  11. Click Generate to generate the survey.
  12. Click Save and Close.

Assign the Pulse Survey

After configuring the pulse survey, the next step is to assign it to the target audience using the Journeys application.

This example uses the daily pulse survey generated in the previous example and shows how to assign it to Jennifer Smith’s direct reports.

  1. Open the Journeys application.
  2. On the Explore tab, click Survey. The list of surveys appears.
  3. Click Daily Pulse Survey.
  4. Click Assign Journey.
  5. Enter these values on the Assign Journey page.
    Field Value
    When to assign journey? 01/15/23
    Repeat As per schedule
    Comments Daily pulse survey assigned to Jennifer Smith’s reports.
    Selection Type Direct Reports
    Select a Person Jennifer Smith’s directs
  6. Click Assign. The Activity page appears, displaying the status of the assignment as Pending.
  7. Click the Refresh button to see when the survey gets assigned to the target audience.

Employees can access the survey from their My Journeys page in the Journeys application and respond to it.

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