Note: Offboarding surveys are only available for System administrators using our Expand package. If you'd like to know more about the Expand package, contact your Customer Success Manager.
We built an Offboarding survey with ease in mind. Pick the template, and we will automatically help you with ready-made questions and recommended settings. When selecting the Offboarding survey, the system will auto-populate the fields with settings (see table below) and add our researched-based offboarding questions.
Set up an Offboarding survey
- Click Surveys
- Go to Custom Survey and click Create survey
- In the slide-out, select Employee Offboarding
- Click Next.
Our recommended settings
| Setting | Recommendation |
| Survey name | Offboarding-survey |
| Survey type | Interval |
| Frequency | Weekly |
| Weekday | Fridays |
| Start date | Next workday |
| End date | None |
| Only send once per recipient | On |
| Our onboarding questions | All available questions |
When you set up the survey with our recommended settings, all resigned users with less than one month left will receive the offboarding survey. The user in question receives all the offboarding questions at the same time, and the system ensures that each user only takes the survey once.
If you want to use our recommended settings, click through the steps and launch the survey.
If you want to modify the survey settings
How do I create a custom survey?
It says 0 users currently matching the selected recipients
No need to worry; the system is smart and will check weekly before sending out the survey if anyone has less than a month left at the company. If you don't have any resigned users right now, it will display 0 users, which is entirely normal.
Where can I see the temperature?
Once you've set up the survey, remember to add it to the overview page to see the results. Follow: Change content in the Overview