There are two ways to send lifecycle surveys:
1. Manually
2. Scheduled
Sending Lifecycle surveys manually
- Navigate to Employees> Send Lifecycle
- Select the employee, email/phone, and survey you wish to send
- Select send
Scheduling lifecycle surveys
- Navigate to Configure> Lifecycle
- Select the + button to schedule a new survey
- Select the appropriate survey for the schedule
- Select Company code filter if applicable
- Set the survey schedule. You can set up these by days before/after employee hired/terminated
- Select communication methods for the survey
- Select "save" the configuration will save and surveys will be sent based on the criteria listed.
