An onboarding survey is a useful way to measure your company's onboarding process and ensure that new hires are having a great and smooth start. 

A new hire check-in allows a new team member and their direct manager to align on expectations, developmental goals, and performance over a period of time.

Learn how to launch both reviews below.

How to run an onboarding survey

To set up an onboarding survey you will have to include a generic or HR account.

If you're unsure whether such an account exists in your Impraise environment, please contact Support@imprasie.com  or consult your CSM.

Start by:

  • Clicking the Reviews page on the left side navigation bar.
  • Select Create a review on the upper right.
  • Chose the last option Custom review. (Do not add a self-assessment)

On the next step, you will be sent to the Participants page - here's where the generic / HR account will come in handy.

  • Add your generic account as the Feedback Recipient.
  • Then select Suggest reviewers and manually add the new hire that will be completing the onboarding survey.

Now you can easily finish creating your survey using the standard review flow.

Note, in this review only the new hire will be completing a review task. The generic account will not take any action.

Tip: In a onboarding survey, we recommend sharing reports with an observer. As reports cannot be set to share to Feedback Reviewers, the survey results can be shared with the new hire from the observer account manually.

How to run a new hire check-in

Start by:

  1. Selecting Reviews on the navigation menu.
  2. Clicking Create a review on the upper right side.
  3. Choose "Performance review". (Add a self-assessment for the feedback recipient.)

On the Participants page, add in the new hire as the feedback recipient. Their direct manager in the system will automatically be matched to them.

Now you can easily finish creating your check-in using the standard review flow.

Tip: When a self-assessment is included, you can set an alternative version of the topics which will be seen only by the feedback recipients. It allows the feedback recipient to answer questions from an inward perspective. 

Good luck surveying!

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