Note: Offboarding surveys are only available for System administrators.
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 research-based offboarding questions.
Set up an Offboarding survey
- Click Employee surveys and Surveys
- Click Create survey and select or create a custom pulse 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 offboarding questions simultaneously, and the system ensures each user takes the survey only 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 zero 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 zero 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.