Who can use this feature?
Available on:
All Culture Amp subscriptions that include Engagement.
Your Launch Plan determines how Onboard Survey invites and reminders are delivered to employees. The setup depends on whether you're using the Survey Only or Survey + Interview workflow—and whether you want to automate the process.
What Is the Launch Plan?
Your Launch Plan settings determine:
When survey invitations and reminders are sent
How long employees have to complete the survey
Whether the survey process is manual or automated
You’ll choose between two workflows:
Onboard Survey Only (Basic Workflow)
Onboard Survey + Interview (Full Workflow)
We’ll walk you through each option.
Survey Only Workflow (Basic)
In the Survey Only workflow, a survey is sent to the employee. Once they complete it, their responses show up in your dashboards, and the process ends there.
You can send surveys manually—or you can set it up to send automatically based on the employee’s start date.
Manual Setup for Launch Plan Settings
If you're sending surveys manually, you can set default timing for:
Item | Description |
Survey Due | Default due date for the survey. This can be adjusted when starting the onboarding process. |
Survey Reminder | Number of days before the due date to send a reminder if the survey hasn’t been submitted. |
Send Time | Time of day you want reminder emails to be sent. |
You’ll still have the option to adjust these each time you send a survey.
Automate Your Onboard Surveys
If you have a lot of new hires and want to save time, you can set up the platform to send surveys automatically for survey. This is based on each employee’s Start Date in your employee data file.
Here’s how it works:
The platform checks your employee data daily
If it finds someone with a recent start date, it sends the survey invite
It also sends reminders if the survey hasn’t been completed
You can still send surveys manually if needed—for example, if someone joins unexpectedly.
These are the settings you’ll see on the Launch Plan page for the Survey Only workflow:
Item | Description |
Baseline | How far back the system should look for eligible employees (e.g., only new hires from the past 30 days). |
Invitation | Number of days after the employee’s start date to send the survey invite. |
Survey Due | Number of days after the invite before the survey is due. |
Reminder | Number of days before the due date to send a reminder if the survey hasn’t been submitted. |
Send Time | Time of day for invitations and reminders to be sent. |
Example: Let’s say the Invite is set to 6 days. If someone started on August 4, they’ll get the survey on August 10.
Want more control over who gets a survey? Use an Eligibility Flag
An Eligibility Flag lets you filter who should or shouldn’t receive an onboarding survey if you are using automatic launch. For example, you may want to exclude contractors, rehires, or people from an acquired company.
You can do this by adding a new column to your employee data—like Onboard Eligible—and using a value like Yes to mark who should get the survey.
Please see the Eligibility Flags for Onboard & Exit Surveys for more information on how to set this up.
Note: Only one Eligibility Flag can be used per onboarding survey.
Survey & Interview Workflow (Full)
If you want to follow up the survey with a one-on-one conversation with the onboarding employee, you can use the Survey + Interview workflow.
Here’s how it works:
You send a survey invite to the employee
After they complete it, an assigned Interviewer reviews the responses
The interviewer conducts a conversation with the employee and records notes
This approach is great for deeper insight, but it does require more time and planning.
Note: Automation is not available in this workflow. You’ll need to send each onboarding survey manually.
These are the settings you’ll see on the Launch Plan page for the Survey + Interview workflow:
Item | Description |
Survey Due | Number of days after the invite before the survey is due. |
Interview Due | Number of days after the survey due date for the interview to be completed. |
Reminder | Number of days before the survey due date to remind the employee. |
Interview Reminder | Number of days before the interview due date to remind the interviewer. |
Send Time | Time of day for all invite and reminder communications. |
Good to Know
You can always send a survey manually—even if automation is turned on
Automation only works with the Survey Only (Basic) workflow
The Eligibility Flag only works with the Survey Only (Basic) workflow
Only one Eligibility Flag can be used per onboarding survey
Reminder emails will only go out if the survey or interview hasn’t been completed
FAQs
Can I automate onboarding surveys for just some employees?
Yes! Just use an Eligibility Flag. Add a custom field like Onboard Eligible in your employee data and mark eligible employees with Yes or True.
Can I use more than one Eligibility Flag?
No, only one per onboarding survey.
Can I send a survey manually even if automation is set up?
Absolutely. Manual sending is always available.
Can I automate onboarding surveys in the Survey + Interview workflow?
No—automation only works for Survey Only (Basic) workflow. If you're using Survey + Interview (Full) workflow, surveys must be sent manually.
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