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How do I send a survey automatically to employees who are leaving?

How do I send a survey automatically to employees who are leaving?

  • From the Teamso left-hand menu, under On/Off Boarding, click Offboarding.

Left menu: People > Leaving processes

  • On the page that opens, click the Create Evaluation button in the top right.

On the page that opens, click the Create Evaluation button in the top right.

  • Set the survey name, subtitle and questions in the window that opens, then click Next at the bottom right to move on to the settings.

Set the survey name, subtitle and questions in the window that opens, then click Next at the bottom right to move on to…

  • Configure the survey settings in the window that opens, then click Next at the bottom right.

Exit survey step 2: Settings

  • The next window lets you review the survey you built. If it looks right, click Complete and Publish at the bottom right to publish it. Employees leaving the company then see the survey when they log in to Teamso within the set period before their leaving date.

Exit survey step 3: Preview
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