This article explains how to set up an exit survey on People > Leaving processes to collect feedback from leaving employees. The screen works like Onboarding evaluations; the difference is that the survey is triggered by the leaving date. There is no buddy tab.
Before you start
Automatic sending is based on the Dismissal Date entered with Disable > Yes on the Employees screen (Deactivating an employee). Employees deactivated with No (deactivation only) have no leaving date, so no automatic survey is sent to them.
Step by step
Go to People > Leaving processes in the left menu. The screen has two sections at the top: Surveys (your exit surveys with their sending rule and response status) and Responses.
Click Create Evaluation; in the Create Survey step enter the Survey name, then add sections and questions with Add the first section. Moving, duplicating and deleting questions and the live preview work as in the onboarding survey.
In the Settings step, under Offboarding delivery, choose the Delivery mode:
Automatic Send: optionally choose an SSI exit reason in Exit reason (you can search the list); if left empty (All resignation reasons), it is sent for all reasons. To remove the reason you chose, click the cross on the right of the field. In When to send, enter how many days before the employee leaves it goes out. Under Recipients, tick Employee and/or Manager.
Manual Send: select the people in Employees and enter the Send date.
Set Closing period, Reminders, Notification email, Allow comments on survey and Anonymous survey as for the onboarding survey.
In the Preview step, click Complete and Publish (or Save as Draft).
Creating with AI
In the Create Survey step, Create with AI (Generate questions with AI when the survey already has sections) prepares the sections and questions as a draft. The flow is the same as in the onboarding survey (Onboarding evaluations); for an exit survey the suggestions are Reason for leaving, Relationship with the manager, Pay and benefits, Company culture and Recommending the company.
Each successful draft uses 1 credit of digital credit; you confirm with Confirm and create for 1 credit. If the draft cannot be prepared, nothing is charged and Try again appears.
In the result, click Use the draft if the survey is empty, or choose Replace or Add at the end if it has sections. The draft is not saved on its own; it is saved when you edit it and click Next.
Result
Automatic Send: every morning at 08:00 the survey goes to employees whose leaving date falls between today and the number of days you entered. A check also runs the moment an employee is deactivated with a date in that window, and the survey is sent right away. The same survey goes to the same employee only once.
If selected, the survey also goes to the employee's manager, i.e. the manager on their active position record.
The survey is added to the Surveys list. For an automatic survey the Sending column shows the rule, for example "3 days before the leaving date", with an "Only: ..." line under it if you picked an exit reason; the Recipients column shows Employee and/or Manager. Click the survey's name to open the Responses section narrowed to it.
The survey list (tabs, search, the Sending chip, row menu), the response list (status tabs, search, the Survey, Branch and Department chips, Sort), the View Survey Response window, reminders, Download Excel, Resend, Add Comment and Delete work the same as for the onboarding survey (Onboarding evaluations).
Common problems
Symptom: Editing an answered survey shows "This survey already has answers, so questions, options and sections cannot be added or removed and question types cannot be changed."
Cause: Once a survey has answers its structure is locked so the answers keep matching their questions.
Fix: You can still edit the title, question and option texts. If you need new questions, create a new survey.
Symptom: A leaving employee did not receive the survey.
Cause: They were deactivated with No (deactivation only), their leaving date is in the past, or it did not match the exit reason you chose.
Fix: Send the survey with Manual Send.