🔐 Who can use this feature?
Survey types: Attributed (Continuous)
Subscriptions: Any package with Engagement
Launching Onboard and Exit surveys can be started by hitting the Launch Now button on the Launch Plan page. Unlike attributed surveys, responses for these surveys are typically sent individually as people join or leave the organization.
Launching an Onboard/Exit survey activates it, allowing you to invite employees via the Start Onboarding or Start Exit buttons on the Responses page. Access this page by clicking on the corresponding survey from the Surveys page.
ℹ️ Note: By default, exit and onboarding surveys are set as non-confidential, where the individual's identifiable responses are available for viewing by administrators (and interviewers if assigned). If needed, the ability to view individual responses can be turned off before launching the survey.
For more information on sending Onboard or Exit surveys to employees individually, refer to our support guidance here.
Launch plan page
Under the Launch Plan/Schedule page of your selected Onboard or Exit Survey, you'll see options to configure the time that emails are sent, and the number of days before the due date that reminders are sent (you will see slightly different defaults 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.
Editing an active survey
Note, once the survey has been activated you will still be able to make edits, however, you should take care if some survey responses have already been submitted by employees.
Closing an Onboard / Exit Survey
If you need to close your Onboard or Exit Survey, you can do so at the overall level from the Surveys > Launch Plan page, click Close Now to action. Once closed, employees with outstanding surveys won't be able to submit them. Usually, exit and onboard surveys run continuously and don't need to be closed.
Reminder emails
For Onboard and Exit surveys, reminder emails are sent a certain number of days before the survey due date, and this number can be set by the administrator of the survey on the Launch Plan/Schedule, within the Reminder field.
You can also push a reminder email manually by heading to View Reports > Responses. You will just need to look up a participant and click Send Survey Reminder next to their name.
Please note that while it is possible to disable survey invitation and reminder email types for some surveys (such as Engagement and Effectiveness) it is not possible to disable them for Onboard/Exit surveys.
ℹ️ Note: Exit and onboarding surveys cannot have additional participant or interviewer reminders scheduled, and these reminders cannot be turned off.
Testing your Exit Survey
A common question when setting up exit surveys is whether you can send a test to yourself without triggering deactivation. Here's what you need to know.
Will receiving a test survey deactivate my account?
No, the exit survey invite itself does not deactivate your account. Deactivation is triggered by the Last Day of Employment date field in your user profile. As long as you leave that field blank when adding yourself as a test participant, your account is safe.
Testing options
Add yourself as a participant without setting a Last Day of Employment date — the survey will behave normally without deactivating your account.
Create a dummy user (e.g. 'TEST USER 01 - Do Not Use') via Settings > Users > Add User, and only set an end date on that test record.
Set an end date on your own profile, complete the test, then clear the date immediately after.
ℹ️ Note: Test responses stay in the survey and appear in your reporting. If you want to keep your live exit data clean, consider testing on a duplicate of the survey.
Testing the interviewer experience
You can't fully test the interviewer side on your own account alone. You'll need either a colleague to act as the interviewer, or to log in with the dummy user's email address to view that perspective.
💬 Need help? Open a Support Conversation to speak with our Product Support team.