Your monthly Pulse and Check-in

What the monthly surveys are

Monthly surveys appear only when your organization has turned them on. Until then you will not see them, and there is nothing to set up on your side.

Each person has their own schedule. Your first Check-in is due 30 days after you finish the onboarding assessment, and each later Check-in is due 30 days after the previous one was due. A Check-in stays open until the next one is due, so being late never shifts your schedule. If a Check-in ends before you answer it, it is recorded as missed, and the next one still arrives on its own date.

The Check-in is separate from the onboarding assessment you complete when you first join. The onboarding assessment gives you your archetype and a personal starting point, and the Check-in does not ask about your archetype again.

Surveys are for Evolvers. Managers take part in their own Evolver view, and Executives and Client Admins take part after they join as Evolvers.

• Check-in: 20 questions, about 5 minutes.
• Pulse: a shorter survey of 10 questions, about 2 minutes, that a Client Admin can send to the whole organization. It opens as a pop-up like a Check-in.
• You can skip any question, but at least 3 must be answered to submit.

Find your survey

A due survey opens as a pop-up when you sign in, after the privacy notice. If a survey becomes due while you are signed in, the pop-up can appear then too. If more than one survey is open, the Check-in comes first, and the next one opens when you submit or skip the first.

The pop-up stays until you either submit the survey with at least 3 answers or skip it. It cannot be closed any other way.

• Use Profile and then the Assessments tab to read your survey history.
• If you need to skip, see Skip a survey below.

Complete a survey

The whole survey is in one pop-up, and every question can be skipped on its own. Skipped questions stay unanswered, but at least 3 questions must be answered before you can submit.

1. Answer the questions you want to answer. Choose Skip question to leave one blank.
2. When you are ready, choose Review answers and look over what you entered. Changing an answer returns you to Review answers.
3. Choose Submit survey to send your answers. Submit survey stays unavailable until you have answered at least 3 questions.

Skip a survey

You can skip a whole survey instead of answering it. Skipping takes three confirmations so that it never happens by accident, and a skipped survey does not come back.

• Going back at any step returns you to the survey with your answers still there.
• A skipped survey is recorded as Skipped in your survey history, and your next Check-in still arrives on its own date.

1. In the pop-up, choose Skip survey. Stride asks Are you sure you want to skip the survey? Choose Skip to continue, or Back to the survey to return to your questions.
2. Stride then says You only have to answer 3 questions! Please don't skip it. Choose Skip to continue, or Back to the survey.
3. Stride asks one last time with I don't care about progress and want to skip the survey. Choose Skip to confirm, or Back to the survey.

After you submit

A submitted survey cannot be changed. Under Survey history on the Assessments tab, each Pulse and Check-in is listed with its date and a status.

• Completed: you submitted it. Choose View answers to read your answers in read-only form.
• Skipped: you chose to skip the whole survey. It does not come back.
• Missed: the Check-in ended before you answered it, so it can no longer be answered. Answers you saved but did not submit are not sent.
• Closed: an earlier monthly survey ended before you submitted it.
• Cancelled: the survey was cancelled before you completed it.

Who sees what

Your individual answers are private. Managers, Executives, and Client Admins do not see them.

• Managers can see whether the people they manage have completed a survey, and can record follow-up or support notes. They do not see anyone's answers.
• Executives and Client Admins see organization-level trends from the surveys. Results are withheld to protect privacy, for example when fewer than 5 people answered.
• Client Admins turn monthly surveys on. Each member's Check-ins follow their own 30-day schedule.

If no survey shows

Open Profile and then Assessments. If it says No surveys right now, nothing is open for you at the moment, which is normal between Check-ins.

• Your organization may not have turned on monthly surveys yet.
• Your next Check-in may not be due yet. It is due 30 days after you finish onboarding, and then every 30 days.
• If you skipped a survey, it does not come back, and your next Check-in arrives on its own date.
• Executive and Client Admin accounts receive surveys only after they join as Evolvers.

1. Open Profile and choose the Assessments tab.
2. If it says that surveys are unavailable, wait a few minutes and open Assessments again.
3. If you expected a survey and see none, ask your Client Admin whether monthly surveys are turned on.