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How do I set up Employee Lifecycle surveys?
Sahil Khan
Sahil Khan
Updated On 2026-05-19

Lifecycle surveys are automated surveys that send to employees when they reach specific milestones, like a new joiner at day 30, someone hitting their one-year anniversary, or an employee who is about to leave. You set them up once and they run on their own after that.

How to set one up

  1. Go to Surveys in the left navigation and click Create.
  2. On the creation screen, choose the Automate option (as opposed to starting from scratch or using a template).
  3. Select the lifecycle milestone that should trigger the survey.
  4. Choose your questions, configure the schedule, and launch.

Lifecycle trigger points

Surveys can be triggered at the following milestones:

  • By days since joining (onboarding): Day 7, Day 15, Day 30, Day 45, Day 60, Day 90
  • By years of tenure: 1 year, 2 years, 3 years, 5 years, 7 years, 10 years

Viewing the results

Results from lifecycle surveys appear in Insights under Employee Lifecycle, broken down across five phases:

  1. Onboarding (0 to 3 months)
  2. Early Development (3 to 12 months)
  3. Career Progression (1 to 3 years)
  4. Long-Term Engagement (3 or more years)
  5. Separation

Each phase shows an engagement score and eNPS breakdown for employees in that stage of their journey.

Still have questions?

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