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
- 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, i.e., the exit interview becomes available on the selected user's dashboard.
Daily activities
Editing and changing data
- Click the Engagement menu.
- Click the Exit Interviews submenu
- Click the Exit Interview tab.
- Click the draft exit interview that needs questions edited.
- Click the Questions tab.
- Make the required changes and click the Next button.
- Make the required changes and either click the Save as a Draft or Publish buttons.
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; until then we will grey out the button.
Removing data
Explore related content
- How do I manage my organisation's custom surveys? 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? 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.