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Send an Exit Survey to an Employee

Learn how to add participants to an exit survey.

Written by Adam

Once an exit survey has been created, admins will need to manually add a new participant whenever an employee gives notice of resignation.

Before you start

  • Only survey admins can view and add new participants to exit surveys.

  • Exit surveys can only be completed by active employees. Once the employee has been deactivated, they will be unable to complete.

  • You cannot resend or assign a new Exit Survey to an employee after one has already been sent.

Add a new exit survey participant

  1. Navigate to Admin > Engagement > Exit survey.

  2. Enter the survey Settings.

  3. Under Participants > Add participants, search and select employee names.

  4. Select Send [number] survey...

  5. A confirmation will appear — Confirm by selecting Send [number] survey.

Next, learn how to view exit survey analytics.

Note: Surveys will be immediately sent to active employees once confirmed. This cannot be undone once sent.

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