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Run an exit survey

Updated

Available for the following plan: Employment Unlimited
Available for the following HR plan: Platinum
Available for the following User Access levels: Admin

The Exit Interview feature allows your organization to create and distribute one-time surveys to departing employees. These surveys provide critical insights into employee retention and workplace culture across your different provincial hubs. Once published, an exit interview appears on the employee's dashboard before any other surveys (such as custom or happiness surveys), ensuring it remains a priority during their offboarding process.

Getting started

You can build a survey quickly by using a pre-existing template and tailoring it to your needs.

Create an exit survey
  1. Navigate to the Engagement menu on the left-hand primary sidebar.
  2. Click the Exit Interviews submenu.
  3. Click the Templates tab at the top of the page.
  4. Locate the desired survey structure and click the Use Template button.
  5. Edit Questions: Review the pre-populated questions and make any required changes or additions to suit your specific requirements.
  6. Click the Next button.
  7. Set Recipient & Schedule: Complete the following fields:
    • Employees: Select the specific departing employee(s).
    • Start Date: Choose when the survey should appear on their dashboard.
    • Start Time: Select the specific time for the survey release.
  8. Finalize:
    • Click Save a Draft to keep working later.
    • Click Publish to send the survey immediately to the selected users.

Daily activities

Track the status of your surveys and move drafts into production.

Managing and Publishing Surveys

Filtering Survey Lists:

  1. Go to Engagement > Exit Interviews and select the Exit Interview tab.
  2. Click the Filter button (downward arrow).
  3. Choose from Published, Pending, Draft, or Archived to narrow your view.

Publishing a Draft:

Important

You can only publish a survey if its current status is listed as a Draft.

  1. Navigate to Engagement > Exit Interviews > Exit Interview tab.
  2. Locate the draft survey and click the Actions button.
  3. Click the Publish Now button (share icon) to make it visible on the employee's dashboard.
Editing and Updating Data

Edit Survey Settings:

  1. Navigate to Engagement > Exit Interviews > Exit Interview tab.
  2. Click on the specific draft exit interview you wish to update.
  3. Click the Settings tab.
  4. Update the fields and click either Save as a Draft or Publish.

Edit Survey Questions:

  1. Open the draft survey via Engagement > Exit Interviews > Exit Interview tab.
  2. Click the Questions tab.
  3. Make your required changes and click Next.
  4. Confirm your updates by clicking Save as a Draft or Publish.

Removing and Exporting data

Data and Removal Management

Downloading Responses:

Important

Responses are only available to download as a CSV file. The button will remain greyed out until at least one employee has submitted their response.

  1. Navigate to Engagement > Exit Interviews > Exit Interview tab.
  2. Locate a published survey with responses and click the Actions button.
  3. Click the Download button.

Deleting a Survey:

Note: You can only delete a survey if it has no responses recorded.

  1. In the Exit Interview tab, locate the survey and click Actions.
  2. Click the Delete button (trash can icon).
  3. Confirm the action by clicking Delete again.

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