Available for the following HR plan: Platinum
Available for the following user access level: Admin
The Exit Interview feature allows you to create a one-off exit interview survey, choose who you wish the intended audience to be, and then send it to them. You can also use this feature to edit the question and setting information if it needs to be changed, publish any draft versions, and delete an entry you no longer need or created accidentally.
Once you publish an exit interview, your employees can access it from their dashboard. We will display any outstanding exit interviews first before we show any outstanding custom surveys or happiness surveys to your employees.
Getting started
- Click the Engagement menu.
- Click the Exit Interviews submenu.
- Click the Templates tab.
- Click the Use Template button.
- Make the required changes to the questions.
- Click the Next button.
- Complete the following fields:
- Employees
- Start date
- Start time
- Click the Save a Draft button.
Important
If you want to send the survey out immediately to the selected users, click the Publish button. Doing so will mean the exit interview becomes available on the selected user's dashboard.
Daily activities
- Click the Engagement menu.
- Click the Exit Interviews submenu
- Click the Exit Interview tab.
- Click the Filter button.
- Select from the following options:
- Show all
- Published
- Pending
- Draft
- Archived
Important
You can only publish an exit interview when the status of the interview shows as a draft.
- Click the Engagement menu.
- Click the Exit Interviews submenu
- Click the Exit Interview tab.
- Click the Actions button.
- Click the Publish Now button.
Editing and changing data
- Click the Engagement menu.
- Click the Exit Interviews submenu
- Click the Exit Interview tab.
- Click the draft exit interview that you wish to edit.
- Click the Settings tab.
- Make the required changes and either click the Save as a Draft or Publish buttons.
- Click the Engagement menu.
- Click the Exit Interviews submenu
- Click the Exit Interview tab.
- Click the draft exit interview that has one or more questions you wish to edit.
- Click the Questions tab.
- Make the required changes then click the Next button.
- Make the required changes and either click the Save as a Draft or Publish button.
Data management
Important
You can only download an exit survey as a CSV file. The option to download responses will become available when the survey receives at least one response. Unless or until that occurs, the button will remain greyed out.
- Click the Engagement menu.
- Click the Exit Interviews submenu
- Click the Exit Interview tab.
- Click the Actions button.
- Click the Download button.
Removing data
Important
You can only delete an exit survey that has no responses.
- Click the Engagement menu.
- Click the Exit Interviews submenu
- Click the Exit Interview tab.
- Click the Actions button.
- Click the Delete button.
- Click the Delete button.
Explore related content
- How do I manage my organisation's custom surveys via the HR platform? This feature allows you to create a one-off custom survey, choose the intended audience, and then send it to them.
- How do I construct survey templates via the HR platform? This feature allows you to create a survey template from scratch, or by using one of our provided templates, which you can then use repeatedly within your business.