You can create surveys targeted at employees who no longer have an active record on the platform, such as those who have been separated. This feature allows you to collect valuable information after the end of the employment relationship, helping identify opportunities to improve internal processes and the employee experience.
Create a survey
Within the Surveys module, in the Free section, click the "Create Free Survey" button. From there you can start a survey from scratch, use a Buk template, or reuse a previous survey.
When creating the survey, as with any other, you must complete the different sections with the name, start and end dates, configure the form, and set up the notifications.
To enable this survey for employees with inactive records, you must check the checkbox"Participants with inactive employment"in the first section ofGeneral. Don't forget to click "Save" to continue.
In the new view, you can verify that the survey is enabled for people with inactive employment thanks to a message visible in the upper-left box. From this screen you can add participants, both manually and in bulk. It is important to note that you can only add employees who currently have an inactive record.
When adding participants manually, a list will be displayed composedonly of employees with inactive records. Bear in mind that an employee may have more than one record, so they could appear multiple times or only with one of their inactive records.
After selecting the desired participants, click "Add Participants". They will automatically move to the "Selected Participants" tab. Then confirm the participants by clicking "Save and exit".
When returning to the previous view, the list of participants will appear in a table where the record code for each will be visible. It will also indicate if any of the employees does not have a personal email registered, with a warning symbol. In that case, the survey will be sent to the work email. If you want to add or modify the personal email, this change is made directly in the employee's record (instructions on how to do so are explained below).
Once participants are defined, click "Start Survey" so it is automatically sent to all selected participants.
For more details on how to configure a survey, you can consult this article:How to configure free surveys?
Add a personal email to an employee
If, when adding participants, an alert appears indicating that one of them does not have a personal email, you can update this information easily. To do this, click on the employee's name to access their record.
Once inside, click on the pencil icon and select the "Personal" option to edit the personal data.
A pop-up window will open where you can enter the employee's personal email. Don't forget to click "Save" to apply the changes.
Receiving the survey
Once the survey is sent, each participant will receive an email with a unique link to respond. This link will open a Buk page specifically designed for answering surveys, which does not require logging in. It is a secure space within the same platform, designed so that employees can answer easily without needing to enter a username and password.
Keywords:
Free survey, inactive employees, inactive record, surveys for separated employees, post-departure survey, ex-employee feedback, offboarding.
Remember, if you need help you can contact us through our support channels.
Chat | Phone | Email.
We're happy to help!
🤖 This article was translated using artificial intelligence. View original article.