Set up an Onboarding survey

Unsure if this feature is available to you? Click here to contact your Customer Success Manager, and we’ll gladly assist you. 

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

Set up an onboarding survey

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

Recommended settings

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 three surveys throughout the one-month onboarding period. 

If you'd like to use our recommended settings, you can follow the steps to 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 pulse survey 

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

1. Click Employee Surveys and then Pulse survey
2. If you use more than one pulse survey, start by clicking on the survey you want to delay
3. Enable the “Delay mailing for new employees” toggle 
4. Select a time frame for how long new employees should be excluded from the pulse mailing
5. Click Save Changes.