The following recommendations are a compiled list from our People Element experts of overall best practices when designing your onboarding surveys.
Read this article for standard tips we recommend for all surveys.
Survey Design
People Element provides two onboarding survey templates, one for the 2-week mark and another for the 5-week mark of your onboarding process. These templates consist of questions that your employees can respond to based on their specific tenure with your organization.
At the 5-week mark, employees typically have enough experience with your organization to provide valuable feedback on whether they would recommend it to others. This question is included in the 5-week onboarding survey and is used to calculate the eNPS (Employee Net Promoter Score). The eNPS is a simple and effective way to gauge employee satisfaction and determine if they view the organization as a desirable place to work. Adding this key metric to your overall assessment of the employee experience can provide valuable insights.
Survey Settings
Set up
Always On - this will keep your survey open forever to allow for continuous feedback as new hires enter the organization and hit their 2 and 5 weeks anniversaries.
Assign Participants
Trigger Events - our platform can automatically assign your onboarding survey/s to your list of participants who meet the criteria of the trigger event. For example, to assign your 2-week onboarding survey to employees on their 2-week (14-day) anniversary and allow them to respond to the survey until their 4-week (28-day) anniversary, use the trigger set up shown below. The example below also excludes anyone that terms so that those employees are not asked to complete the survey.
Using trigger events does not mean survey invited will automatically send to employees once assigned to the survey. Set up your survey invitations in the Email/SMS/Kiosk section.
Onboarding surveys can be sent at anytime during the onboarding process. We recommend utilizing our 2-week and 5-week onboarding survey templates. When running both surveys, make sure your 2-week trigger events do not run into the 5-week trigger events so that employees are assigned to both surveys at the same time.
Email/Text/Kiosk
Email & SMS - With always on surveys you wants to use "select day of week" to send your survey invitations via email and/or SMS. This allows the notifications to automatically send on the selected day of the week to assigned participants that have not yet completed the survey (up to 4 emails)
Kiosk - We recommend using kiosk mode to reach out to audiences who might not have access to email or SMS. Provide a kiosk weblink to your participants in onboarding and training. You could also create a QR code for participants to use to easily access their survey via a mobile device.
Phone Collection
Effectively capture feedback from your hard-to-reach population or provide your survey participants more opportunities to debrief their experiences and feel heard. Reach out to your People Element contact about incorporating phone interviews into your data collection methodology.
Complete a full survey quality check prior to launching your survey. Utilize our survey pre-launch checklist here.