How do I send lifecycle surveys?

There are two ways to send lifecycle surveys:

1. Manually
2. Scheduled

Sending Lifecycle surveys manually

  1. Navigate to Employees> Send Lifecycle
  1. Select the employee, email/phone, and survey you wish to send
  1. Select send 

Scheduling lifecycle surveys

  1. Navigate to Configure> Lifecycle
  1. Select the + button to schedule a new survey
  1. Select the appropriate survey for the schedule
  1. Select Company code filter if applicable
  1. Set the survey schedule. You can set up these by days before/after employee hired/terminated
  1. Select communication methods for the survey
  1. Select "save" the configuration will save and surveys will be sent based on the criteria listed.

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