Creating a Lifecycle Survey - Onboarding

This guide will show you how to create and edit the Onboarding survey.

1. On the main dashboard navigate to "Employee Lifecycle Surveys"

   

2. Select "Onboard" or "Exit" depending on which survey you are building

   

3. Here you will see our template. Much like our regular Pulse surveys, you will be free to edit the questions as you see fit. Please check the bottom of the page for links to the full guide If you wish to add a question, click "+ Question"

   

4. Choose the type of question you would like to add

   

5. Input the question text

   

6. Click "Save & close"

   

7. Once you are happy with your questions, you can then invite your employees:

The next step is to add employees to your onboarding survey: Adding Employees to the Onboarding Survey

Please also see our best practice communication templates to help you launch Lifecycle surveys internally: Lifecycle Survey Communications

For more information on Line Manager emails and the consent question: Line Manager Emails

Related to

• onboarding
• exit
• lifecycle