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Add employees to an Onboarding or Exit Survey
Add employees to an Onboarding or Exit Survey

Guidance on how to add employees to an Onboarding or Exit Survey

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

What can I learn from this page?

How to add employees to an Onboarding or Exit survey

Who is this guide for?

Account Admins, Survey Admins, Survey Creators


Launching Onboard and Exit surveys can be 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 invite employees to participate via the Start Onboarding / Start Exit buttons on the Responses page for that survey. Access the Responses page by clicking on the corresponding survey on the Surveys 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. Go to your Surveys page and click on the survey to open.

  2. Click into the Responses page of the survey.

  3. Make sure that your survey has been launched on the Launch Plan page. (You won't be able to invite survey participants until the survey has been launched!)

  4. To add a new user to Culture Amp and include them in your Onboard/Exit survey, select Add User

  5. When you are ready, click the Select Employees button

  6. Select the employee that you wish to exit or onboard. If you just created a new user, that user will appear in the list via search.

  7. If you have an interview step configured, select the person that will be the interviewer

  8. Set the survey Due Date, Interview Due Date (if interview step is configured), and the employee's last working day (they'll be marked as inactive after this date).

  9. Define the Exit Classification: voluntary/involuntary or regrettable/not regrettable, based on your survey setup in the Workflow page under the "Classify" tab.

  10. Click Send

Responses Page

On the Responses page, you will have the ability to view an individual's survey and:

  • Select a Classification for any surveys Awaiting Classification

  • Send Reminders,

  • Complete the survey on the employee's behalf,

  • Skip the survey,

  • Classify the survey,

  • Reset a submitted survey,

  • Re-open a process to allow more notes to be added as an example,

  • Cancel the process

Launch Plan Page

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.


FAQs

I accidentally added someone to the survey how can I remove them?

If you've mistakenly added someone to the survey and want to remove them, follow these steps.

  1. Check if the No Protection Checkbox is turned on in the survey's confidentiality page. This checkbox lets Administrators and Reviewers view individual responses.

  2. To cancel the Onboarding or Exit process:

    a. Navigate to the Responses page of the survey.

    b. Find the specific Onboarding or Exit process you want to cancel and click View Response.

    c. Click Cancel This Process.


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