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Running an exit survey

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

The Exit Interview feature lets you create and send a one-time survey, select recipients, and edit, publish, or delete surveys as needed. Once published, employees can access it from their dashboard, where it appears before any custom or happiness surveys. We will display any outstanding exit interviews first before we show any outstanding custom surveys or happiness surveys to your employees.

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

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