Student Pulse Onboarding Part 2: Configuring Student Pulse

This article provides detailed steps for setting up Student Pulse for the first time at your school.

1. Add students to Pulse

After uploading your spreadsheets in Part One of the onboarding process, you can start selecting which groups of students are to be enrolled in Pulse.

Select all the student groups or levels to be enrolled into Pulse, then select NEXT.

Image 2: Selecting year levels to be enrolled in Student Pulse

2. Set up your school’s structure

1. Pulse will present you with a structure of your school based on your selected groups (Image 2). Review the proposed structure to make sure it accurately reflects your school’s structure.
   
   

   

   Image 3: Setting up your school structure

2. If you need to make changes, select EDIT SCHOOL STRUCTURE. You will then be able to (a) move groups around, (b) rename groups, and (c) add more groups if needed. 
3. Save your edits.
   
   

   

   Image 4: Editing the school structure

4. Select NEXT.

3. Build your Pulse Team

3a. Add Pulse Director(s)

1. Below Whole School, type the name of the staff you’re assigning to this role.
2. Select their name from the list of suggestions.
3. Select NEXT.

Image 5: Adding Pulse Directors

3b. Add staff members to groups

If you uploaded a teaching staff spreadsheet in Part 1 of onboarding, Pulse will automatically allocate those staff to the class/es they are associated with in that spreadsheet.

If you did not upload a teacher spreadsheet or allocated additional staff to classes, or want to make changes, you can manually allocate staff to class/es.

1. Select Add missing staff at the bottom of the screen, then enter the staff member’s first name, last name, and email address.
2. Select SAVE.
3. The staff member will be included in the staff directory and you can start assigning them to the appropriate group/s. Select NEXT.
4. Search and select the names of the staff you want to assign to other groups (e.g. high school or year levels). You can assign multiple staff members to each group.
   
   

   

   Image 6: Adding staff members to groups

3c. Configure help responders

There are three options for which staff are able to receive help requests from students:

• The Wellbeing Team (e.g. the staff who were assigned to oversee groups, such as year levels)
• The Wellbeing Team, and student's teachers (e.g. Wellbeing team, plus staff who were assigned to a group in the Teaching Staff spreadsheet)
• All staff (all staff members in the school who are enrolled in Pulse)

To configure additional help responders:

1. On the Configuring help responders screen, select the option for Students to seek help.
     
   

   

   Image 7: Configuring help responders

   Note

   Staff who were assigned to the student’s year level (e.g. year 10, Senior School) will appear on the list of help responders.

2. Toggle Yes to allow students to seek help from their class teachers in addition to the staff listed.
3. Select NEXT.

3d. Confirm your Wellbeing team

Pulse will present you with the names of your wellbeing team after assigning staff to groups. You can confirm or go back to edit your configuration to be sure the correct staff members have access to relevant Pulse data.

We recommend assigning at least one staff member to every group; however, you can edit this later in the Settings section. If you’re satisfied with the group configurations, select NEXT.

4. Configure term dates

You will be invited to set up some term dates for your school by email. You can use the + Add Term button to add in new terms. Give your term a name, e.g. “Term 1”, “Trimester 1”, “Semester 1”, etc.

Image 8: Adding multiple term dates

Once you’ve set up your term dates, you’ll have the option to set Pulse to automatically pause during term breaks using the toggle at the bottom. When enabled, Pulse will automatically pause notifications until the start of the next term.

Image 9: Setting Pulse to automatically pause notifications during term breaks

5. Set up launch details

Pulse will ask you a series of questions to set up Student Pulse launch details that include (a) check-in frequency, (b) day and time, and (c) check-in reminders. Set your school’s check-in preferences from the available options for each setting.

• If you would like your reminder to be at a different time to your prompt email, select the (d) time for On what day at ... should students who haven't checked in be reminded? This will allow you to select a different time.
• If you want to send email reminders on a different schedule from your preferred check-in day and time, select an (e) option for On what day at [time] should students who haven’t checked in be reminded? Students who missed the check-in will receive the email reminder.
• If you want to send email reminders on a different schedule from your preferred check-in day and time, select an (e) option for On what day at [time] should students who haven’t checked in be reminded? Students who missed the check-in will receive the email reminder.

Image 10: Setting the launch details

Sending welcome emails to staff first

We recommend setting up Pulse to send welcome emails to staff before sending emails to students.

1. On the “On what date would you like Student Pulse to send out welcome emails to…” question, select everyone.
2. Select the date when the welcome email should be sent.
   
   

   

   Image 11: Setting welcome emails to staff first

   Note

   All enrolled staff and students will receive the welcome email on this date, and they will receive the email at the same time unless you set how much earlier staff should get theirs in the next step.

3. Select how much earlier you want staff to receive their welcome email.
4. Select DONE to confirm your launch details.

6. Finalise configuration

Pulse will configure your set up and will let you know once it's all finalised. Select OK.

Image 12: Finalised Student Pulse configuration

Troubleshooting

My school structure is missing groups. Can I still change the structure after I’ve uploaded the spreadsheets?

Yes, you can update the school structure by reuploading the spreadsheets. When you reach the school structure step of Student Pulse Onboarding Part Two: Configuring Student Pulse, you’ll be asked to confirm your school structure. If it’s incorrect, you can make adjustments by selecting resetting onboarding:

Image 13: Select "resetting onboarding" to update the school structure.

On the Reset Onboarding pop-up, select CONFIRM. 

Image 14: Confirm onboarding reset

You may need to ask the staff who prepared the spreadsheet in Part One (a) of the onboarding process to make the necessary updates and reupload it to Student Pulse. 

Staff group allocations are incorrect. Can I still update the allocations after I’ve uploaded the spreadsheets?

You can still update the staff group allocations after uploading the spreadsheets and confirming your school structure. 

To update group staff allocations:

1. On the Confirm your Wellbeing Team screen, you can select either Restart Part 2 or Reset onboarding.

Image 15: Select the link to either restart Part 2 or to reset onboarding.

1. On the Reset Onboarding pop-up, select the part of the onboarding process you want to reset. You can select Part 1: Importing School Data or Part 2: Configuring Pulse. Select Confirm.
   • If you select Part 1: Importing School Data you’ll need to reupload the staff spreadsheet. Select CONFIRM and update the spreadsheet.
   • If you select Part 2: Configuring Pulse, you’ll need to restart Part 2 of the onboarding process. Select CONFIRM.
2. Pulse will send you an email containing the Reset Pulse Set Up link. Selecting the link will take you to the step in the process you chose to restart.
   • If you selected Part 1: Importing School Data reupload the spreadsheets.
   • If you selected Part 2: Configuring Pulse, restart Student Pulse configuration.