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Add employees to the exit survey

After creating an exit survey, admins can add exiting employees to it to trigger the survey.

Navigate to Apps > Butterfly EI > Exit Survey.

  1. On an exit survey card, click View report.

Add employees to the exit survey1

     2.   Click Trigger exit survey at the top right.

     3.   Select the employees you want to add and click Next.

     4.   Review the selected employees and make any necessary changes.

     5.   Click Next.

     6.   Adjust the exit survey lifetime slider to set how many days the survey remains active.

     7.   Click Submit.

The selected employees are added to the exit survey.

Manage employees in the exit survey

Navigate to Apps > Butterfly EI > Exit Survey.

  1. On an exit survey card, click View report.
  2. On the right, use the available options to manage the employees:
  • Click Resend to resend the survey, then click Confirm.
  • Click the Overflow Overflow Menu-Aug-10-2023-03-16-41-2641-PM Menu and select one of the following:
    • View survey link: Copy the survey link to share it with employees.
    • View communications sent: View the communication channels used to send the survey and close the communication details.

Add employees to the exit survey2

After employees submit their responses, you can view their responses in the report.