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Qualtrics Email Surveys for Offboarding

You can use Intelligent Services events to send employee offboarding payload information to Qualtrics through the Integration Center, so that you can send a Qualtrics survey via email to them when the offboarding process is initiated.

This will enable customers to easily send surveys in an email when employees go through the offboarding process.

Configuration Requirements

Enabling this feature requires Onboarding, a Qualtrics license for Lifecycle projects, turning on a setting in Provisioning, configuring a business rule, and enabling Intelligent Services.

You can use your Qualtrics account to create surveys and view its results. All the settings to configure the contents and schedule email surveys can be performed at Qualtrics.

What's Changed

In the current version, Manage Qualtrics Integrations in the Admin Center includes the Initiate Offboarding option in the Event Name field's pulldown list for the Onboarding product area.

In previous versions, this option was not available.

Technical Details

Reference Number

EAS-24881

Type

New

Configuration Type

Admin Opt-in

Lifecycle

General Availability

Module

Onboarding

Feature

  • Offboarding
  • Qualtrics Surveys

Major or Minor

Major

Link to Demo

Software Version

1H 2021

Valid as Of

2021-05-21

Latest Document Revision

2021-04-09