Set up an Onboarding survey

Note: Onboarding surveys are only available for System administrators using our Pro package. Reach out to your Customer Success Manager if you'd like to know more about the Pro package.

 

We built or Onboarding survey with ease in mind. That means, pick a template, and we will automatically help you out with both ready-made questions and recommended settings. When selecting the onboarding survey, the system will autopopulate the fields with our recommended settings (see table below) and add our researched-based onboarding questions. 

 

Set up an onboarding survey

  1. In the Admin view, click Survey
  2. Go to Custom Survey and click Create survey 
  3. In the slide-out, select Employee Onboarding
  4. Click Next.

screely-1639389075287.png

 

Our recommended settings

Setting Recommendation
Survey name Onboarding-survey
Survey type Interval
Frequency  Weekly
Weekday Fridays
Start date Next workday
End date None
Only send the survey once per recipient Disabled
Our onboarding questions  All available questions

 

When you set up the survey with our recommended settings, all new users will receive an onboarding survey with five questions per week. That means that they will receive 3 surveys throughout the one-month onboarding period. 

If you want to use our recommended settings, click through the steps and launch the survey.

 

If you want to use custom settings for your onboarding survey

How do I create a custom survey?

 
 

Exclude new hires from the standard mailing 

New employees could find it difficult to answer the Standard survey, as they might not know enough about their work situation just yet. You can choose to exclude new hires from the Standard survey during a set time period. 

  1. Go to the Admin view
  2. Click Survey and then Standard survey
  3. Enable the “Delay mailing for new employees” toggle 
  4. Select a time frame for how long new employees should be excluded from the standard mailing
  5. Click Save changes.

screely-1641287417611.png

 

Where can I see the temperature?

Once you've set up the survey, remember to add it to the overview page to be able to see the results. Follow: Change content in the Overview

 

What about anonymity?

How is Winningtemp anonymous?

 

Read more

What is an Onboarding survey?

How do I create a custom survey?

 
Changelog
2021-12-13 - Article created

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