Employee Lifecycle Feedback is a tool for collecting invaluable team and individual insights. It allows you to track your employees’ lifecycle by capturing important feedback at every stage of their employment lifecycle. This type of survey is intended for collection of named feedback following career milestones and events, such as:

  • 30 days after start
  • 1st workaversary
  • Post-probation
  • Post-training
  • Exit survey

Lifecycle Feedback How-To 

Create

To start, create a feedback form using bob’s form editor. You’ll be able to come back here to create additional feedback forms and to edit existing ones.

To create a new Lifecycle Feedback form:

  1. From the side menu, click on Surveys followed by Employee Lifecycle Feedback 
  2. Click on the Feedback Forms tab
  3. Select Create new form

The form editor will now load.

   4. Click on the settings icon and give your feedback form a name. This is what
       employees will see when they receive an invite to provide feedback.
   5. Edit the category name (at least 1 category is mandatory)
   6. Add questions
   7. Click Save followed by Done.

Form Menu

Your Lifecycle Feedback form is now saved as a draft. You may view all of your forms and perform these actions by clicking on the three dot menu to the right of each form:

  • Edit form
  • Edit setting
  • Duplicate & Edit
  • Delete
  • Activate (see next section) 

Activate

To make your Lifecycle Feedback form available for sending, it will need to be activated.
    ** Note that once a feedback form is activated it will no longer be possible to edit it.

    ** If you need to make changes to an activated form you can duplicate and edit the
       form.

To activate a feedback form:

  1. In the Feedback Forms tab in the Employee Lifecycle Feedback of the Surveys module, find the form you would like to activate.
  2. Open the form menu by pressing on the three dots on the right, and select Activate
  3. In the message field, add a custom message to be included in the email invite.
  4. Under Send feedback to select who will receive the submitted feedback (e.g. direct manager).

Your Lifecycle Feedback form is now activated and ready for sending!

Request Feedback

You can send an Employee Lifecycle Feedback request in one of three ways:

  • From the Feedback Forms tab in the Employee Lifecycle Feedback where you created and activated your form:

        1. Select the form you want to send.
       2. Click on the three dot menu on the right, and select Request Feedback.

This will open a window allowing you to select employees, define who will be the sender of the email invite and you may customize the email body text.

  • From the People Directory:

        1. Check the box the left of the employees you want to send the feedback form
           to. You may choose one or multiple employees.
       2. From the Actions menu, select Request Feedback followed by the name of the
           feedback form you’d like to send.

  • Or directly from the Employee Card:

       1. From the Actions menu, select Request Feedback followed by the name of the
          feedback form you’d like to send.

Employees will receive an email with a link to the Lifecycle Feedback form. When they submit their feedback, a notification will be sent to the recipient you choose when creating the feedback form.

    ** There is no due date for completing Employee Lifecycle Feedback forms.

Track

Once a feedback request has been sent, it will appear along with its status in the People view (available only to admins). Here you’ll see which requests are pending and which have been completed, and perform any of these actions by clicking on the three dot menu to the right of each request:

  • ‘Nudge’ employees to submit their feedback.
  • Remove a request.
  • Search by:
  • Employee name
  • Form name
  • Filter by:
  • Form
  • Status (pending/completed)
  • Manager
  • Date range

Permissions

Permission are required in order to create, edit and view Employee Lifecycle Feedback. We get you started with default permissions, but you can control and change these according to your needs.

Default Permissions

Employees

  • View only their own feedback

Managers

  • View their own feedback
  • View direct reports’ feedback
  • Request feedback on/about their direct reports

Admins

  • View all submitted feedback
  • Request feedback from anyone
  • Create and edit feedback forms

Possible Permissions

Employees

  • View only their own feedback
  • Request feedback

Managers

  • View their own feedback
  • View direct reports’ feedback
  • Request feedback from their direct reports
  • Create and edit feedback forms

Admins

  • View all submitted feedback
  • Request feedback from anyone
  • Create and edit feedback forms

To change the default permissions follow these steps:

  1. From the side menu, click on Settings.
  2. Go to the Roles & Permissions tab.
  3. Select the group whose permissions you would like to manage and click Manage Group.
  4. In the Other Employees tab, click on Feedback under People In [chosen] Permissions Group Can…
  5. Click on Employee Lifecycle Feedback to open the drop-down list to manage permissions to view and request feedback.
  6. Press on the Company tab followed by Feedback under People In  [chosen] Group Can…
  7. Click on Employee Lifecycle Feedback to open the drop-down list to manage permissions to create and edit feedback forms.


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