Survey automations (onboarding and exit surveys)

With Leapsome’s Employee Surveys, it is possible to automatically send out onboarding and exit surveys to new hires and departing employees.

You can find best practice questions for onboarding and exit survey within the platform and in this article. Next to exit surveys, it could also be valuable to do employee exit interviews.

This playbook explains how to do employee exit interviews to improve your organization and decrease turnover.

Setting up an automated survey

Setting up an automated survey is easy. When creating a new survey, you can find the onboarding and exit automations within the ‘Timing’ section of the settings. Here, you can define the number of days after the hire date that the survey is automatically sent to the employee. 

Please note: It is not possible to change an existing survey to an onboarding or exit survey. 

The surveys are dynamically triggered based on the hire date or the exit date of the employee - once you’ve set it up, the platform will take care of the rest and send it out at the right time. The notification trigger counts forward from the survey kick-off, and so a person that has been hired more than ‘N’ days before kick-off won’t be included in the survey. By using one of our HRIS integrations with Personio, BambooHR, or HiBob, employee hire dates are synchronized to Leapsome. 

We recommend setting the survey to ‘non-anonymous' so that you can see results despite having only a few answers.

As with all surveys within Leapsome, the survey can be sent to all employees or targeted to specific teams, meaning that you can even make the survey questions specific to the employee’s department.

Survey reminders in onboarding and exit surveys

Reminders for dynamically triggered surveys (onboarding or exit surveys) will be sent out every week on Monday to participants that haven’t answered yet. Similar to other surveys, you can check out the timing for the next reminder in the survey under “Survey settings”> “Timing.” You also have the option to send out an extra reminder manually.

How long will a dynamically triggered survey remain open?

Dynamically triggered surveys will remain open for one calendar month after they have been released.