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Employee Performance Data and Pulse

Utilizing Pulse for Employee Performance Data

Employee Profiles

After uploading the .csv file or syncing with your HRIS, you can review your Employee Profiles. At any point, if you need to clear out and reset your employee data, select Clear Database in the upper right-hand corner.

Performance Data

New Hire Analytics requires performance ratings for new employees in order to calculate a key talent acquisition metric called Quality of Hire. Performance data can either be uploaded manually via a .csv file or you can set up Crosschq to automatically collect new hire performance information using our Pulse feature.

Uploading New Hire Performance Data Manually Via a CSV File 

New Hire Performance .csv files can be uploaded using the Employees/Import Performance CSV screen in the New Hire Analytics module. Your .csv file must follow the format provided in this template. All fields in this template are required. Column names are used to identify the information -- make sure that the titles of your columns exactly match those in the .csv template. For instructions on in file formatting, click here.  

The following is a list of the performance fields required in a .csv:

  • Date
  • Employee Email Address
  • Score (which is an integer from 1-10)

The file can be a portion of your employees or contain the entire team. If multiple performance ratings are provided for an employee in the same period, only the most recent rating will be used.

To import performance data, drag the file into the indicated box or upload via the browse function and select the correct file.

Using Pulse to Automatically Collect New Hire Performance Data

Pulse is a tool that lets talent organizations efficiently collect performance information from hiring managers (and optionally from a new hire) during your organization’s new hire period (typically the first 12 months of employment).

Turning on Pulse

To enable Pulse, navigate to the Employees/Pulse screen and turn the slider in the upper right “on”. 

Use the following parameters to tune Pulse at your company:

  • New Hire Period (default is 12 months)
  • Frequency (how often the survey will be conducted)
  • Survey (the survey that will be used)
  • Survey Audience (managers (required) and new hires (optional))

Pulse Frequency

Organizations have the flexibility to request performance ratings monthly, quarterly, or every 6 months. Collecting Pulse rating more frequently will give you better insights on Quality of Hire, and on the performance of new hires that leave the company during their first year. Select the appropriate period and frequency using the show drop-down menus. Pulse configuration allows the user to customize the schedule, cadence, and reminders for the performance and employee experience surveys.

Pulse Surveys

Pulse performance reviews are collected using short, simple surveys that are sent to managers and new hires (optional). Surveys take approximately 15 seconds to complete each and consist primarily of a 1 - 10 performance rating score. Select the appropriate survey using the shown drop-down menu. 

Below is the default survey that is sent to managers:

 

Below is an overview of the surveys that are sent to employees:

Once you have selected the four parameters and turned Pulse Survey ON, your first Pulse surveys will begin emailing to employees on the following business day. Below you can see an example of an in-process Pulse event.

You can deactivate all Pulse surveys going forward by turning the Pulse Survey by selecting “Cancel Event” within a Pulse event.


Performance Insights
After a pulse event has been scheduled and completed organizations will receive performance insights summarizing pulse events providing insights into percent complete, engagement as well as performance and employee experience trends.  The employee details show users who completed their surveys and who didn't complete them. This is both for managers and new hires. Finally, we also display what the individual scores were.