Use Lifecycle Surveys to capture employee feedback at the key stages of their journey — pre-boarding, onboarding, probation, and offboarding. By gathering insights exactly when they matter most, you can understand experiences in real time, spot issues early, and act before they affect engagement or retention.
Before you start
Before you start, ensure that your setup allows you to create and trigger Lifecycle Surveys without interruptions. You will need:
Access to Surveys and Workflows — make sure your user role has permissions to manage workflows and survey.
Pulse product and Lifecycle Surveys activated — Lifecycle Surveys can only be triggered automatically from Workflows if the Pulse product is purchased. We’re rolling the Lifecycle Surveys feature gradually. If you’d like to test it, please contact us at support@peopleforce.io
Defined lifecycle stages — have clarity on when each survey should be sent (e.g., at contract signing, after the first week, before probation review, or during offboarding).
Step 1. Create the Lifecycle survey form
Step 1. Create the Lifecycle survey form
Go to Surveys > Lifecycle feedback > Forms.
Click +New.
Enter a form name.
In the Details tab, configure the email details and template that is sent to survey participants.
If necessary, provide a compelling introductory message for the survey.
Click the plus button and create different sections to group and organize your questions.
Add questions to the sections, customise answer scales, enable comments and mark them as mandatory if required. The platform provides you with 4 question types:
Rating: Answer options in a range from 1-5.
Single Select: Choose one option.
Multiple Choice: Choose several answers.
Text: Written response in a text box.
🪄 Keep it short (5–10 questions) with one open-ended question to surface specific improvement ideas.
For pre-boarding survey: Ask about expectations, clarity of next steps, and whether the employee has the tools or information they need before Day 1.For onboarding survey: Include questions on role clarity, manager support, training effectiveness, and team integration (e.g., send at end of week 1, day 30, and day 90).
For probation survey: Focus on goal alignment, performance enablement, blockers, and confidence in the role.
For offboarding survey: Capture reasons for leaving, manager/role fit, culture feedback, and whether they’d consider returning in the future.
Save the form - it will be saved in Draft status.
Open the Draft section of the Forms tab and find the form you created.
Click the 3 dots next to the form and select + Activate to enable the form for further use.
The form will be moved to the Active section.
Step 2. Configure the survey delivery
Step 2. Configure the survey delivery
You can send a Lifecycle Survey in two ways:
Automatically through a Workflow – the survey is sent within the configured process.
Manually from the Surveys tab – send the survey to particular users, outside of any workflow.
💡 Automated sending via Workflow is best for consistent, timely feedback at scale, while manual sending is useful for one-off or urgent feedback requests.
Send a form automatically through a Workflow
Create a workflow according to the article or edit the previously created one.
To add an action, click the '+' icon within the trigger field.
Choose the Request feedback action.
Select the form you created in Step 1.
Save the action. The form will be delivered when its step in the workflow is reached, to the people for whom this workflow is assigned.
Send a form manually from the Surveys tab
Go to Surveys > Lifecycle feedback > Forms.
Find the active form you want to send.
Click the 3 dots next to the form and select + Assign people.
Select to whom you want to send the form.
Click Save.
Step 3. Monitor delivery and completion
Step 3. Monitor delivery and completion
All Lifecycle Survey participants — whether a form is sent automatically via a workflow or manually from the Surveys tab — are tracked in Surveys > Lifecycle feedback > People.
You can see the delivery status for each participant (Delivered, Opened, Started, Finished) and use filters such as status, department, job level, location, team, or created date to quickly find and follow up with specific groups.
