How do I set up Employee Lifecycle surveys?
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
- Go to Surveys in the left navigation and click Create.
- On the creation screen, choose the Automate option (as opposed to starting from scratch or using a template).
- Select the lifecycle milestone that should trigger the survey.
- 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:
- Onboarding (0 to 3 months)
- Early Development (3 to 12 months)
- Career Progression (1 to 3 years)
- Long-Term Engagement (3 or more years)
- Separation
Each phase shows an engagement score and eNPS breakdown for employees in that stage of their journey.