PulsidoHelp Center

Onboarding surveys

Check in with new hires automatically at day 7, 30, 60, and 90.

Who can use this: Owners and admins, or anyone with the Surveys permission, to set up. Owners and executives see the results.

Onboarding surveys go out by themselves a set number of days after each person's start date.

Onboarding surveys

Set them up#

  1. Go to Manage → Surveys → Onboarding.
  2. Click Add the defaults to add four surveys: Week one (day 7), First month (day 30), Day 60, and Day 90. They start switched off.
  3. Click Questions on any of them to change the wording.
  4. Switch on the ones you want.

Under Confidentiality, choose Confidential (recommended) or Named. It applies to every onboarding survey, so new hires get the same promise each time.

Start dates#

Onboarding surveys need each person's start date. People add it themselves under Account settings, or admins add it under Manage → Recognition → Celebrations. See Adding celebration dates.

When they're sent#

Each morning, Pulsido sends the survey to anyone whose start date plus the survey's number of days fell in the last 7 days, so a weekend or a missed day doesn't skip anyone. It stays open for 14 days.

Results#

Manage → Survey results → Onboarding shows the Onboarding Effectiveness Score: the average of agree / disagree answers across all onboarding surveys, from 0 to 10, by hire month, with each month's completion rate. Owners and executives see it. Team managers see their team's answers on each onboarding survey.

Still stuck?

Email us and a person will reply, usually within one working day. hello@pulsido.com