How do I send lifecycle surveys?

There are two ways to send lifecycle surveys:

1. Manually
2. Scheduled

Sending Lifcycle surveys manually

Step 1: Navigate to Employees> Send Lifecycle

Step 2: Select the employee, email/phone, and survey you wish to send

Step 3: Select send 

Scheduling lifecycle surveys

Step 1: Navigate to Configure> Lifecycle

Step 2: Select the + button to schedule a new survey

Step 3: Select the appropriate survey for the schedule

Step 4: Select Company code filter if applicable

Step 5: Set the survey schedule. You can set up these by days before/after employee hired/terminated

Step 6: Select communication methods for the survey

Step 7: Select "save" the configuration will save and surveys will be sent based on the criteria listed.

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