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Launch Onboard and Exit surveys
Launch Onboard and Exit surveys

How to launch, close and send reminders for Onboarding and Exit surveys

Jared Ellis avatar
Written by Jared Ellis
Updated over a week ago

What can I learn from this page?

How to launch, close and send reminders for Onboarding and Exit surveys

Who is this guide for?

Account Admin, Survey Admins, Survey Creators

Unlike attributed surveys, survey responses for onboard / exit surveys are typically sent one at a time as a person enters or leaves an organization.
Before you can invite employees to take your onboard/ exit survey, the survey needs to be launched by hitting the 'Launch Now' button on the Launch Plan page.
Launching an onboard / exit survey activates the survey so that you can now invite employees to participate via the 'Start Onboarding' / 'Start Exit' buttons on the Responses page for that survey.

Reminder emails

Reminder emails are sent automatically 7 days after the survey process has been started for a person. You can also push a reminder email manually using the Activity Report to look up a person's survey, and clicking Send a Reminder.

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

Once the survey has been launched, you can close the survey from the Launch Plan page. Once closed, any employees that have outstanding surveys to complete will no longer be able to submit their survey. Typically, exit and onboard surveys run continuously and wouldn't be closed.

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