Lifecycle Survey settings allow you to manage how onboarding and exit surveys are structured, displayed, and analyzed. These settings help ensure surveys are relevant, clear, and aligned with your organization's goals for employee feedback.
Minimum segment size
Define the minimum number of answers in a segment that is required for a report to generate.
The default minimum segment size is 3 answers. This limit can be changed to other levels by following this instruction.
- Navigate to Settings in the upper right corner
- Changing the "Minimum segment size" parameter to the desired level
- Press Save Changes
Survey Status Tabs
Each Lifecycle Survey can be found under one of three tabs:
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Active – Surveys currently running.
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Inactive – Previously used or paused surveys.
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Drafts – Surveys in progress, not yet sent out.
You can easily track the survey title, survey type (onboarding or exit), date created, latest send-out date, creator, and which segments the survey is targeting.
Manage Questions
From the "Manage questions" section, you can control the structure and content of your surveys.
You can:
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Add drivers and questions using the buttons at the top.
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Reorder questions by dragging and dropping them.
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Assign a driver to each question (optional).
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Enable or disable questions using toggles.
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Edit or delete questions
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Standard questions can be edited but not deleted.
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Custom questions can be fully edited and removed.
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Add a New Question
When creating a new question, you can:
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Choose between these formats:
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1–5 scale
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Text (open-ended)
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NPS
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Write your question and optionally assign a driver.
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Add translations.
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Enable options like:
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Include in score calculation
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Allow skip
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Comments View
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You can see all comments collected per survey, or choose to see comments per question.
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You can view, use filters (such as date range, question type etc.), and respond to comments in the Comments view, just like with engagement surveys.
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Administrators can choose to allow or restrict comments for 1–5 and NPS questions.
Reports and Insights
The report page provides:
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A summary score (per each survey category, onboarding/exit).
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Distribution and trend graphs.
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Participation rate over time.
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Top and bottom scoring segments (only visible in the Organization view).
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Sorting tools to view questions by:
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Lowest to highest score
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Highest to lowest score
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Most or fewest comments
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Manager access
By using the attribute specific settings, you can grant your managers permission to review and send out Lifecycle surveys. You can read more about Attribute Specific settings here: Attribute Specific settings
