Pulse Check User Guide and Technical Guide. Quick Start Framework. Version Name: Winter 16 Version Number: 1.5 Date:

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1 Pulse Check User Guide and Technical Guide Version Name: Winter 16 Version Number: 1.5 Date: PulseCheck - User Guide and Technical Guide.pdf 1

2 Table of Content Introduction... 3 Disclaimer... 3 Copyright... 3 Logos... 3 User Documentation... 3 Creating new feedback... 4 Employee Feedback Work... 4 Employee Feedback Project... 4 Reports and Dashboards... 4 Technical Documentation... 4 Sample Data... 4 Data Model... 5 Workflow Rules and Templates for Sending Feedback to Managers... 5 PulseCheck - User Guide and Technical Guide.pdf 2

3 Introduction Disclaimer This software is provided by Salesforce ``as is'' and any express or implied warranties, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose are disclaimed. In no event shall Salesforce be liable for any direct, indirect, incidental, special, exemplary, or consequential damages (including, but not limited to, procurement of substitute goods or services; loss of use, data, or profits; or business interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use of this software, even if advised of the possibility of such damage. Copyright Logos The application logo (PSE_Pulse_Check_Logo) as well as the tab logo for Employee Feedback (PSE_Pulse_Check_Tab_Stetoscope) use a transformation of the work Stethoscope by Charlene Chen from the Noun Project licensed under the Creative Commons Attribution 3.0 terms available at The application logo (PSE_Pulse_Check_Logo) as well as the tab logo for Projects (PSE_Pulse_Check_Tab_Heart) use a transformation of the work heartbeat by Creative Stall from the Noun Project licensed under the Creative Commons Attribution 3.0 terms available at The tab logo for Setup Pulse Check (PSE_PulseCheckTabPlant) uses a transformation of the work Plant by Michele Zamparo from the Noun Project licensed under the Creative Commons Attribution 3.0 terms available at User Documentation The Pulse Checks Quick Start App allows companies to collect feedback from their employees on a regular basis (e.g., weekly) to get a feeling for where things stand either in general or in specific project. Employees can be asked free-text questions such as what went well this week, what could we have done better, what should we change or questions with answers on a numeric scale such as if the believe in the success of the project on a scale of 1 through 5, etc. PulseCheck - User Guide and Technical Guide.pdf 3

4 Creating new feedback The App comes with a default set of fields/feedback questions that you can customize using the force.com platform to your needs (see Technical Documentation for further information). Without any customization user can provide General feedback on their work ( Employee Feedback Work ) or Project-specific feedback ( Employee Feedback Project ) To create a new feedback, users navigate to the Employee Feedback Tab and click New. They will then be asked to choose whether the feedback is Employee Feedback Work or Employee Feedback Project. Employee Feedback Work When providing general feedback on their work, employees can elect to send a copy of the feedback to their line manager. The line manager will receive the feedback via e- mail. The line manager is determined through the Manager field on the User record in Salesforce. Employee Feedback Project When providing project-specific feedback, employees must choose the project they currently work on. Projects are maintained in the Project Tab. In filling out the project-specific feedback, employees can choose to send a copy of the feedback to their line manager and/or their project manager. The line manager is determined through the Manager field on the User record in Salesforce (as in the case of Employee Feedback Work). The project manager is determined from the Project record selected. Reports and Dashboards While you should customize reporting and dashboards to your specific needs, the app provides some pre-built reports and dashboards. Navigate to the Dashboards Tab and select the Dashboard Pulse Check Dashboard. You can navigate to the underlying reports by clicking on any of the charts. Technical Documentation Sample Data The app provides a generator for Sample Data. Navigate to the Setup Pulse Check Tab and you can generate random Employee Feedback and Project records or delete the existing records. Note that generating sample data only works as long as you did not customize the Employee Feedback or Project objects to your specific needs. Once you customize you should adapt the APEX Controller PSE_Setup_Pulse_Check accordingly. Alternatively, remove the Sample Data generator entirely by deleting: Tab Setup Pulse Check Visualforce page PSE_Setup_Pulse_Check APEX classes PSE_Setup_Pulse_Check and PSE_Setup_Pulse_CheckTest PulseCheck - User Guide and Technical Guide.pdf 4

5 Data Model The app uses two custom objects: PSE_Employee_Feedback c and PSE_PulseCheck_Project c. Customize these objects to your need by changing the questions etc. Workflow Rules and Templates for Sending Feedback to Managers The app uses the workflow rules Send ProjFeedback to LineMgr, Send ProjFeedback to ProjMgr, and Send WorkFeedback to LineMgr respectively to send the project feedback to the managers. The underlying used templates are Pulse Check: Project Feedback LineMgr, Pulse Check: Project Feedback ProjMgr, and Pulse Check: Work Feedback LineMgr. The recipients (line manager and project manager) for these rules are taken from the fields PSE_Line_Manager_ c and PSE_Project_Manager_ c. These fields are filled out as follows Line manager: the field is not visible in the forms and thus populated by the default value specified in the fields definition with the creating user s manager s Project manager: The field cannot be populated with a default value (a default value specification cannot refer to fields in the object such as the project field). Instead therefore, the workflow rule Set Project Manager updates the field upon object creation. PulseCheck - User Guide and Technical Guide.pdf 5

Watch 4 Size v1.0 User Guide By LeeLu Soft 2013

Watch 4 Size v1.0 User Guide By LeeLu Soft 2013 Introduction Installation Start using W4S Selecting a folder to monitor Setting the threshold Setting actions Starting the monitor Live Log Using monitor