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Onboarding surveys

Collect structured feedback from new hires with the Onboarding Survey, sent automatically during their first weeks.

Workleap Officevibe's Onboarding survey helps you gather structured feedback from new hires during their first weeks on the job. It includes rating-scale questions and open-text prompts that track how new hires feel about their onboarding experience.

How onboarding surveys work

The Onboarding Survey is sent automatically to new hires during their first weeks, in place of their regular Pulse Survey. New hires get a short survey once a week for about 4 weeks. It stays available for up to 6 weeks after their first answer, then they return to the Pulse Survey. If your organization uses the quarterly Pulse Survey, the Onboarding Survey is sent in addition to the quarterly survey.

The Pulse Survey must be active for new hires to receive the Onboarding Survey. If it is turned off, they do not receive it.

New hires can:

  • Submit written feedback under their name. Written responses during the Onboarding Survey phase are non-anonymous.

  • Share their thoughts in response to open-ended questions.

  • Respond to rating-scale questions that help track trends across onboarding cohorts.

You don’t need to manually send or schedule the survey. As long as the hire date is added in Workleap Officevibe, the new hire receives the survey automatically in the next weekly send.

Who receives the onboarding survey?

Only new hires receive the Onboarding survey. This applies to any employee added to Workleap Officevibe with a hire date that places them in their first 30 days.

To trigger the survey at the correct time, ensure hire dates are accurate in your HRIS integration or user profile.

How to Update Hire Dates

Manually

  1. Navigate to Settings → Users.

  2. Open the employee’s profile.

  3. Scroll to the Work Details section.

  4. Update the hire date as necessary.

Bulk provisioning

  1. Download the Bulk Provisioning File:

    • Go to Settings (⚙️) > Bulk Provisioning.

    • Click the Download File button.

  2. Edit the File:

    • Open the Excel file and update the Hire Date column for the relevant employees.

  3. Upload the File:

    • Return to Bulk Provisioning in Workleap.

    • Upload the updated file by dragging and dropping or using the upload button.

  4. Confirm Upload:

    • Click Confirm Upload and check for errors via the 'View' link if alerted.

Note: Only Admins can access bulk provisioning.

Who can view the onboarding survey results?

Executives have access to the Onboarding dashboard in Workleap Officevibe. This dashboard shows:

  • Aggregated results for all new hires.

  • Trends across teams and time periods.

  • Written feedback responses, attributed to the new hire who submitted them.

Executives can also filter the Onboarding dashboard to focus on a specific group:

  • Direct reports — results for the employees who report directly to them.

  • Indirect reporting line — results for everyone in their reporting line, including indirect reports.

  • User properties — results for a segment built from user properties such as department, location, or job title.

Team Managers can view written feedback submitted by new hires on their team, but they do not have access to the Onboarding dashboard. They cannot see:

  • Rating-scale survey results.

  • Aggregate onboarding data.

This distinction ensures that only Executives can view full survey analytics, while Team Managers gain insights into team-specific written feedback from new hires on their team.

FAQs

How Can I Update Hire Dates?

Hire dates can be updated manually for individual employees or in bulk using bulk provisioning. Accurate hire dates are crucial for triggering the correct surveys and maintaining data integrity.

When do new hires receive the Onboarding Survey?

Adding a hire date does not send a survey right away. New hires receive their first Onboarding Survey in the next weekly send, once they have signed up and their hire date is set and no more than 30 days in the past.

They then get a short survey once a week for about 4 weeks, with 5 questions each time from a fixed set of 20. It stays available for up to 6 weeks after their first answer. They go back to the Pulse Survey after 6 weeks, once all 20 questions are answered or skipped, or if you turn the Onboarding Survey off. Links in the survey emails expire 14 days after they are sent. The Onboarding Survey is sent every week, whatever your Pulse Survey frequency, including quarterly. With the quarterly Pulse Survey, new hires also receive the quarterly survey on its own schedule.

Can I change the questions in the Onboarding Survey?

No. The Onboarding Survey uses a fixed set of questions designed to ensure consistent results and benchmarking across your organization.

Who can see the results of the Onboarding Survey?

Executives can view aggregated results in the Onboarding dashboard. Team Managers can only see written feedback left by new hires on their team and do not have access to survey results or dashboard data.

Why is my Onboarding Survey export empty?

Executives can export Onboarding Survey data from the Onboarding dashboard. The export always covers the last 12 months, whatever period you select on screen. It has one row per question for each month, with the number of answers for each rating (Skipped, Strongly unfavorable, Unfavorable, Neutral, Favorable, Strongly favorable). Written feedback is not included in the export.

A question shows results for a month only when it has at least 3 answers that month, and a month is included only when at least 5 questions meet that minimum. Other rows can be left out. The dashboard applies the same minimums to the whole period you select, so it can show results while the export holds only the column headers. The export follows the manager and user property filters you set, but not the team selection.

Can I deactivate the Onboarding Survey?

Yes. To deactivate the Onboarding Survey in Workleap Officevibe:

  1. Click the gear icon at the top right to open Workleap Settings.

  2. In the left-hand menu, go to Product settings → Officevibe.

  3. Click Surveys under the Features section.

  4. Scroll down to Onboarding Survey.

  5. Toggle the switch to turn off the feature.

Once deactivated, new employees will no longer receive the Onboarding Survey.

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