Enterprise-grade survey platform for measuring employee engagement and collecting actionable insights

Overview

Open Pulse Survey is a comprehensive employee feedback platform designed to help organizations gather, analyze, and act on employee feedback effectively. With powerful analytics, automated campaigns, and real-time insights, it builds a data-driven feedback culture.

Step 1: Create a Supabase Project

1. Head over to Supabase and create a new project.

2. You can name the project anything you'd like, for example: Open Pulse Survey.

Step 2: Initialize the Database

1. Navigate to the SQL Editor in your Supabase dashboard.

2. Run the following script:

   👉

3. Paste the contents of that script into the editor and execute it.

Step 3: Save API Credentials

1. Go to Settings > API in your Supabase dashboard.

2. Copy the following and keep them handy:

   • Project URL

   • Anon Public Key

These will be used to configure the frontend later.

Step 4: Fork the Main Repository

1. Fork this GitHub repository:

This will create your own copy of the project to work with.

Step 5: Configure Your Project

1. Update Supabase Client

Open the file:

Replace the placeholders with your actual Supabase credentials:

2. Update Supabase CLI Config

Open the file:

Update the project_id with your Supabase project ID — this is the first part of your project URL:

3. Commit Your Changes

Step 6: Deploy Supabase Functions

Some features of Open Pulse Survey use Supabase Edge Functions, so you’ll need to deploy them.

Follow the official Supabase guide to deploy your functions:

Quick Steps (CLI)

Deploy Your Project Frontend

You can deploy your site for free using Netlify or Vercel.

1. Go to or .

2. Choose Import from Git.

3. Provide the link to your GitHub fork of the project.

4. They will automatically detect the build settings and deploy your project.

✅ Optional: You can connect a custom domain, but that is outside the scope of this guide.

That’s it! You now have your own fully functional and serverless instance of Open Pulse Survey, running with Supabase and deployed for free.

1. View Previous Surveys

• Displays a list of all previously created campaigns, including:

• Useful for referencing historical performance or reusing successful formats.

2. Quick Access to Campaign Details

• Click on any listed campaign to.

3. Instance Configuration

Manage campaign instances - you can adjust the start and end dates, and change the status.

Note: Only one instance can be active at a time.

1. Account Settings Overview

• Access this section to manage personal security preferences.

1. Create Board

• Function: Start a new issue board to categorize and manage recurring survey issues.

Step 1: Set Up Your Email Provider (Resend)

Start by creating an account with — the email service provider supported by Open Office Survey.

• Current Supervisors:

  • Shows your Primary Supervisor (e.g., Raisul Kabir).

  • Ability to Add New Supervisors as needed, ensuring accurate managerial reporting and oversight.

Save Changes

• After editing any section, click Save Changes to apply updates to your profile.

• Top Performing SBUs

• Top Performing Managers

This makes it easy to recognize who’s making an impact.

Top Performing SBUs

Top Performing Managers

Location

Gender

Employment Type

Employee Type

Employee Role

Level

Insightful for understanding how different segments are feeling and engaging.

• You can activate or deactivate any level with a single click.

• You can also rename levels and assign specific colors to them for better visual identification.

SBU Assignment

Features:

• Available SBUs – List of all SBUs in the organization.

• Assigned SBUs – SBUs currently linked to your profile.

Users can select or change assignments based on organizational structure or team alignment.

Survey Search & Filtering

• Search Bar:

1. Upload Users

You can upload employee or user data using one of the following methods:

• Individually (one by one)

Follow these steps to create a customized survey using the Survey Builder.

Step 1: Access the Survey Builder

1. Navigate to the Survey Management > Surveys> Survey Builder section in your Admin Portal

Step 1: Access Create Campaign

• From the Survey Builder menu, click on Create Campaign.

Editable Fields:

• Name – Update your full name as it appears across the platform.

• Organization ID

• Examples include Permanent, Part-Time, Trainee, or any custom type.

• You can also assign colors to each type for easier identification and differentiation across the platform.

Managers who may need support

Step 1: Add or Edit Prompts

Create new AI prompts or customize existing ones to generate the kind of insights you need from survey data.

Step 2: Activate/Deactivate as Needed

Easily toggle prompts on or off without deleting them — keep your setup flexible.

Step 3: Generate Custom Reports

Apply your chosen prompt while generating reports to get AI-powered, tailored feedback summaries.

• You can add or update each location .

• This helps in properly organizing users, surveys, and other configurations by their respective

Employment Details

Fields Include:

• Employee Level – Define your hierarchy level in the organization.

• Office Location – Select your current work location.

• Employment Type – Specify permanent, temporary, etc.

• Work Type – Indicate if you're Permanent Probation, Support Staff, Trainee, Contractual or Part Time.

• Employee Role – Specify your functional role.

• Employee Type – Choose between full-time, part-time, contract, etc.

• Job Title/Position – Write your current role/title.

1. View Achievements

• Displays a list of available achievements that users can earn.

• Each achievement includes the following details:

1. Create New Surveys

Create Campaign button:

• Opens the survey editor to draft new survey content (questions, formats, logic, etc.).

• Surveys can be saved as drafts or published when ready.

2. Survey Search and Filters

• Search Bar:

  • Quickly find existing surveys by name or keyword.

• Tags:

  • Use tags to categorize and organize surveys by theme, department, or use case.

3. Manage Existing Surveys

• Each entry typically includes:

  • Survey name

  • Status indicator (e.g., draft, live, closed)

  • Created date

• Add new roles based on your organizational needs.

• Assign specific colors to each role to visually distinguish them across the platform.

Permission Rule 1 Configuration

1. Organization

Strategic Business Units (SBUs)

• Action: Select one or more SBUs.

• Purpose: Apply this rule only to employees within specific business units.

Locations

• Action: Select one or more geographic office locations.

• Purpose: Filter access by physical or remote work locations.

2. Position

You can apply one or more filters to specify which users the rule will apply to. These filters include:

• Levels

  • Action: Choose from defined organizational levels (e.g., Executive, Mid-level, Entry-level).

  • Purpose: Apply permissions based on employee seniority or grade.

• Employee Roles

3. Employment

• Employment Types

  • Action: Choose from options like Permanent, Contractual, Freelance, etc.

  • Purpose: Restrict rule application to specific types of employment agreements.

• Employee Types

4. Permissions

Specify what actions the selected group(s) can perform:

5. Rule Impact

• The system will show a live status like:

  "Rule 1 Impact: This rule applies to no one since no groups are selected."

• This helps admins understand the reach and relevance of the rule instantly.

6. Actions

• Add Permission Rule: Create a new rule with different filters or permissions.

• Save Permissions: Finalize and apply changes made to rules.

Step 1: Access Create Campaign

• From the Survey Builder menu, click on Create Campaign.

Step 2: Enter Campaign Information

Fill in the required fields:

• Campaign Name: Enter a title for your campaign.

• Description: Provide a short description of the campaign.

• Survey: Select a previously built survey template.

Step 3: Choose Survey Type

• Select Monthly Pulse Survey as the survey type.

• Optionally, enable anonymous responses if desired.

Step 4: Schedule Configuration

You will be directed to the Schedule Configuration page. Choose between:

• Recurring Campaign: Repeats the campaign on a defined schedule.

• Regular Campaign: Runs the campaign once.

Step 5: Set Campaign Timing

• Choose the start date and time.

• Choose the end date and time.

Step 6: Review & Launch

• Review all campaign settings.

• Click Launch Campaign to activate it.

You're Done!

Your campaign has been successfully created and scheduled.

1. Automatic Status Management

• The system performs daily checks to determine if any survey instance needs a status update.

• Two status changes are automated:

  • Activation: Changes instance status from ‘Upcoming’ to ‘Active’ when the start date is reached.

  • Completion: Changes instance status from ‘Active’ to ‘Completed’ when the end date is reached.

2. Daily Check Time

• Set a specific Daily Check Time in your local timezone.

• The system performs its check once per day at this configured time.

• This process is optimized for efficiency — reducing unnecessary checks while ensuring timely updates.

3. Automatic Activation

• If an instance's start date matches the current date, and the system time matches your Daily Check Time, it will automatically be activated.

• Helps maintain a hands-off, reliable survey launch process.

4. Run Now (Manual Trigger)

• Use the Run Now button to manually trigger the automation process.

• This immediately checks for any instances that qualify for activation or completion, regardless of the scheduled Daily Check Time.

Team Hierarchy by Level

• Teams are organized by hierarchical levels (e.g., CEO at the top, Managers, and then Team Leads).

• This view helps you understand:

  • Who your direct supervisor is.

  • Who your peers are (team members reporting to the same supervisor).

  • Titles and roles of your colleagues for better context.

Team Members List

A detailed list of team members along with their roles and designations:

Your Supervisor

Clearly indicates your direct reporting line.

You can add new SBUs by providing the following information:

• SBU Name

• Website (optional)

• SBU Head (person responsible for the unit)

This feature helps you organize your company structure clearly and assign responsibilities accordingly.

• Pending surveys

• Active campaigns

• Completed campaigns

• Average Completion Rate

All displayed with clean, easy-to-read graphs to help you understand the flow at a glance.

Response trends in graphical view

Department completion rates - Chart view

Department completion rates - Table view