Managing your exit surveys | HR Web Platform

The Exit Interview feature allows you to create a one-off exit interview survey, choose the intended audience, and then send it on to those users. You can also use this feature to edit the question and setting information if it needs changing, publish any draft versions, and delete an entry you no longer need or made in error.

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.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Create an exit survey
  1. Click the   Engagement menu.
  2. Click the Exit Interviews submenu.
  3. Click the Templates tab.
  4. Click the Use Template button.
    Exit_1.jpg
  5. Make the required changes to the questions.
  6. Click the Next button.
    Exit_2.jpg
  7. Complete the following fields:
    • Employees.
    • Start date.
    • Start time.
  8. Click the Save a Draft button.

    Important

    If you want to send the survey out immediately to the selected users, click the Publish button, i.e., the exit interview becomes available on the selected user's dashboard.

    Exit_3.jpg

Daily activities

Filter displayed surveys
  1. Click the   Engagement menu.
  2. Click the Exit Interviews submenu
  3. Click the Exit Interview tab.
  4. Click the Filter   button.
  5. Select from the following options:
    • Show all.
    • Published.
    • Pending.
    • Draft.
    • Archived.
    Exit_4.jpg
Publish a draft exit survey

Important

You can only publish an exit interview when the status of the interview shows as a draft.

  1. Click the   Engagement menu.
  2. Click the Exit Interviews submenu
  3. Click the Exit Interview tab.
  4. Click the Actions   button.
  5. Click the   Publish Now button.
    Exit_5.jpg

Editing and changing data

Edit the settings of a draft exit survey
  1. Click the   Engagement menu.
  2. Click the Exit Interviews submenu
  3. Click the Exit Interview tab.
  4. Click the draft exit interview that needs settings edited.
    Exit_6.jpg
  5. Click the Settings tab.
  6. Make the required changes and either click the Save as a Draft or Publish buttons.
    Exit_7.jpg
Edit the questions of a draft exit interview
  1. Click the   Engagement menu.
  2. Click the Exit Interviews submenu
  3. Click the Exit Interview tab.
  4. Click the draft exit interview that needs questions edited.
    Exit_6.jpg
  5. Click the Questions tab.
  6. Make the required changes and click the Next button.
    Exit_2.jpg
  7. Make the required changes and either click the Save as a Draft or Publish buttons.
    Exit_7.jpg

Data management

Download a published exit survey answers

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; until then we will grey out the button.

  1. Click the   Engagement menu.
  2. Click the Exit Interviews submenu
  3. Click the Exit Interview tab.
  4. Click the Actions   button.
  5. Click the   Download button.
    Download 1.jpg

Removing data

Delete draft exit survey

Important

You can only delete an exit survey that has no responses.

  1. Click the   Engagement menu.
  2. Click the Exit Interviews submenu
  3. Click the Exit Interview tab.
  4. Click the Actions   button.
  5. Click the   Delete button.
    Exit_8.jpg
  6. Click the Delete button.
    Exit_9.jpg

Related Titles

So you have now created an exit interview and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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