An employee departure survey, often called an exit interview or exit questionnaire, is a crucial tool for understanding why valuable team members decide to move on.
This valuable information serves as a roadmap for improvement, revealing areas where your company can excel and areas needing attention.
🧩 Template:
Organizations use an employee offboarding form as a tool to collect important data from departing staff members. The form is a tool that ensures both the employee and the company have an efficient offboarding procedure.
This tutorial guides you through crafting an impactful survey that gathers honest feedback.
Whether you're an HR pro or a small business owner, this step-by-step guide equips you with the tools and knowledge to build a survey that delivers actionable results.
Let's get started!
Step 1: Craft your survey and choose the right questions for your employee departure survey
Open your dashboard and start creating your survey. You can select and customize one of our ready-to use templates or build your form from scratch.
To make your survey from scratch click “New Formaloo”.
There, you have options to create your survey and forms.
Choose 'Form' or 'Survey', whether you want to create a form or a survey. FormLoo offers various options for creating different types of forms.
If you choose to create a survey, FormLoo will automatically generate a default survey with a results page and charts. You can customize this survey later.
Once the form or survey is created, you can click on 'Edit base' to open the default template.
Here, you can edit the questions, add new ones, or customize the design according to your preferences.
Choose the question type that best suits the information you're seeking. Customize examples to fit your specific company and context.
Whether you start from scratch or customize a template, tailor the survey to your company's needs. Here's how to define your question types:
Long text field (Open-ended)
This field is used to collect detailed responses from employees. It is a valuable tool to gather qualitative data, such as feedback, suggestions, or open-ended questions.
Example: What could we improve about the culture or work environment?
Or, What aspects of the company culture did you appreciate most?
Scale questions
Quantify opinions on specific topics. CSAT field is a specific type of score field that is used to measure satisfaction.
Example: On a scale of 1 (never) to 5 (always), how often did you feel valued?
Single/Multi-Choice Questions
Offer pre-defined options for quicker responses.
Example: Did you feel you received adequate support and feedback from your manager?
(Consistently, Sometimes, Rarely, Never, Not applicable / I did not have a manager)
Score field
Measure overall satisfaction with this field like 'On a scale of 0 to 10, how would you rate the overall company culture at [Company Name], where 0 is 'Poor' and 10 is 'Excellent'?
Step 2: Customize the look and feel
Now that your question types are set, personalize your survey to reflect your company's unique identity.
Choose color palettes, fonts, and even add your logo to match your brand.
Select a background image or color that resonates with your company culture.
Step 3: Publish and share your survey
Now, it's time to launch it and gather valuable feedback from departing employees.
you have various sharing options, including direct links, and embedded codes. Choose the method that suits your audience and share it away.
Step 4: Stay informed and receive email notifications
Keep yourself and your team updated with valuable feedback by setting up email notifications:
Turn on email alerts in the form editor to receive automatic notifications for each new survey response.
Use the 'Forward to' option to share individual responses or compiled reports with relevant team members.
Step 5: Create a portal, share and analyze the survey results
Generate detailed reports, analyze individual responses, and visualize data through various charts and graphs.
⭐ Pro tip:
Check out these tutorials to add some specific features to your survey: