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Building your Friday Pulse user list
When structuring your user list in Friday Pulse, you want it to work for both you and your users.
Ask two questions
When configuring your user list, there are two questions that can help you find the best format for it
- Who will each user be discussing their results with each week or month?
- What (other) groups do you need to be able to see results by?
We recommend starting with the first and then building your list from there.
Who will users discuss their results with?
Most often the answer to this is as simple as “their direct team”.
However, occasionally organizations are set up differently from the traditional hierarchical organization, or have some departments that work in a different way, for instance technical teams that work in squads that cross teams, matrix organizational structures and Holocracy.
By working out first who your users will discuss their weekly or monthly results with, you can establish what their “Team” should be in Friday Pulse.
We recommend teams that discuss results together are made up of five to 12 people. Anything larger and the team won't be able to have a meaningful conversation where everyone's voice can be heard, anything smaller and the team will need a consistently high response rate for the team’s scores to be visible.
Establishing the group each user will discuss their results in will give you the four basic fields needed in Friday Pulse: Email, First name, Last name and Team.
What group results do you need?
Next consider what you and your senior leaders need to be able track. What groups do you need to be able to differentiate from each other in your results?
Teams in a hierarchical structure
In Friday Pulse you can add a hierarchy to your team structure so that results are brought together for departments and divisions, as well as the direct teams results are discussed in.
Other groupings
You can also add details to your user list such as Location, Gender, Date of birth and Employment start date for each user , as well as custom Tags and Attributes. Read more about filtering your results in Friday Pulse
If your users will be discussing their results in a group different to their team or department in your organizational structure, you can use Tags and Groups to allow Admin, Analyst and Senior leader users to see results for your formal team structure.
Consider your different user needs and roles
You may also want to consider who needs to additional visibility to group results in Friday Pulse. For instance:
- A user who needs to be able to see bespoke, high-level, insights from the results should have the user type Senior leader
- A user who needs to be able to see results for all teams and groups but no access to editing users should have the user type Analyst
- A user who needs to be able to see all group results and alter, add or remove other users should have the user type Admin
- A user who leads a team should be assigned as Manager of that team
- A user who needs to be able to see the results of another team or group should be assigned Access to that team or group
Learn more about the different user types in Friday
Import your first user list
If you have a large number of users, we recommend importing your user list to start with. Then you can make changes manually or via further imports, as and when required.