Lifecycle surveys for onboarding and exit

Software that sends a structured set of questions to people who are leaving and keeps their answers in one place. In PeopleForce, an exit form is a lifecycle survey: a workflow sends it a set number of days before each employee's last day, and the answers can go to HR or the manager.

Teams often ask at day 30 whether the role matches what was described, whether the employee has the tools and access they need, and how clear their goals are. You write the questions or copy an existing form, so each check-in can ask something different.

Each form can be set as an anonymous survey. The list of people then shows "Anonymous user", and exports leave name, email and manager blank but keep department and tenure. With small teams, those columns can still point to one person.

No. One form serves everyone who reaches the same moment. The workflow checks employee dates every day and sends the form to each person when their date comes up.

Before the last day of employment. Employees lose access the night after their last day, and the link stops working. Most teams send it two to seven days before, so enter the last day in PeopleForce a little earlier than that.

People with the Manage surveys permission see all forms and answers. A role with See lifecycle survey responses gives read-only access to answers from the people that role covers, for example a manager's team. Anyone set in Send feedback answers to gets a link to each completed form.

Lifecycle surveys are part of Pulse. Core HR workflows send them automatically. On the Standard plan, a workflow can start from the first day, end of probation or last day. Work anniversaries, for example for a stay interview, birthdays and custom date fields need the Professional plan.

Yes. Export a form as an XLSX file with one row per person. On the Professional plan, the public API also returns lifecycle forms and responses, so they can feed your BI tool.