Issuing an Exit or Onboard survey to an individual

Launching Onboard and Exit surveys can by started by hitting the 'Launch Now' button on the 'Launch Plan' page. Unlike attributed surveys, survey responses for onboard / exit surveys are typically sent one at a time as a person enters or leaves an organization. Launching an onboard / exit survey simply activates the survey so that you can now invite employees to participate via the 'Start Onboard' / 'Start Exit' buttons on the Activity dashboard for that survey. Access the Activity dashboard by clicking on the corresponding survey on the Survey Browser page.

When you send someone an exit survey and enter a 'Last day of employment' date, the system will automatically make that person inactive after this date.

Steps to start an Exit or Onboard process for an individual employee

  1. Make sure that your survey has been activated on the Launch Plan page 
  2. Go to your Survey Browser page, and click on the Start Exit or Start Onboard button  
  3. Select the employee that you wish to exit or onboard. Only existing users can be included in onboard/exit surveys. If the employee you are looking for does not appear in the list, you can create a new user on the Manage Users page (only displayed if you are also an Account Administrator). You can then navigate back to your onboard/exit survey and select the new employee. Screen_Shot_2017-11-27_at_12.59.40_pm.png
  4. If you have an interview step configured, select the person that will be the interviewer
  5. Set the survey due date, interview due date (if interview step is configured), employee's last day (they will be made inactive after this date)
  6. Set the classification of exit (e.g. voluntary/involuntary, or regrettable/not regrettable as per your surevy setup on Design page, Classify tab)
  7. Click Send
  8. Review status of exit activity on the Activity Report  
  9. On the Activity Report, you will have the ability to view an individual's survey and:
    1. select a classification for any surveys 'Awaiting Classification'
    2. send reminders,
    3. complete the survey on the employee's behalf,
    4. skip the survey,
    5. classify the survey,
    6. reset a submitted survey,
    7. re-open a process to allow more notes to be added, for example.

Under the Launch Plan page of your selected Onboard or Exit Survey, you'll now see options to configure the time that emails send and the number of days before reminders send (you will see slightly different results depending on whether you're configuring an Onboard Survey or an Exit Survey).

To view the various configuration options that will be presented for Manual, Automatic, or Full Workflow surveys in depth, click here for Onboard surveys or here for Exit Surveys.

NOTE: Exit and onboard surveys are usually attributed surveys where the individual's responses are available for viewing by the HR team.


See also:


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request