Exit Surveys

Updated by Victoria

When enabled, Exit Surveys are sent to employees who, on your organization's recurring import, are listed as having a termination date. Exit Surveys typically include questions that help you as a leader understand what factors drove the employee to turnover, and/or about the employee's overall experience while they were a part of your organization.

Timing

Employees who have a termination date pre-dating the receipt of the data upload that informs WorkStep of their termination will receive their Exit Survey within 24 hours. If the data upload informs WorkStep of an employee who has a termination date in the future, their Exit Survey will be sent within 24 hours of the termination date. Exit Surveys are sent by SMS and Email.

Exit Survey Data

WorkStep consolidates data collected through Exit Surveys in its own space. You can find exit feedback collected by opening the Exit Survey page from beneath the Surveys section of the main navigation.

Questions, answers, feedback, and eNPS data can be found on the QUESTIONS tab of the Exit Surveys page.

Qualitative Exit Survey data (open-text feedback) can also be viewed through the Communication Page. Use the Survey type filter and select Exit to view comments only from your Exit Surveys.

Enabling Exit Surveys

To begin sending Exit Surveys to terminated employees, open the Exit Surveys page, then the the Settings tab. Click the pencil icon to the far right to enable/disable this survey type.


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