Hello!
I am building our Employee Lifecycle strategy and was curious if it was possible to dictate survey delivery based on metadata. Example: If I wanted to send an Exit Survey to team members on their day of exit as opposed to the day the data import happens or on just a pre-scheduled day of the week. If our file import contains “termination date” I’m hoping to set up an automation based on that date specifically.
Employee Lifecycle
Hi
You can automate participant creation in your lifecycle survey based on a date metadata.
I haven’t tested yet but in this case, you’ll have to import your employee information directly in the XM directory (can be automated from a HRMS) and Qualtrics will find eligible employees to add to the lifecycle based on the termination date.
Here is a few screenshot :
Please get us informed if it works
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