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Hi

I want to create a onboarding effectiveness survey with Personio survey tool to check onboarding effectiveness with new joiners. How can I embed a link to such survey in an Onboarding email step? 

 

Is there anyway to embed a calendar or link to make sure that the manager schedules a meeting with the new joiner when required during the onboarding process?

 

Hi @Andreina Orta,

You can do this by first creating the survey with the Surveys module. You can then embed the link to your survey in an Onboarding email step in Personio, by following these steps:

  1. Go to Settings > Automations > On-/Offboarding > Onboarding Steps.
  2. Enter the name of your step where it says "New step…".
  3. Select Email action from the Type dropdown menu.
  4. Write the body of your email.
  5. Include the survey link in the Email template section.
  6. Under Item type, select Text information from the dropdown menu.
  7. Click Create.
  8. Enter the URL and accompanying instructions for the survey.
  9. Click Save changes.

For further information, see the following Help Center articles:

Thanks for your query and let me know if you have further questions. 😀

Best,

Steve


Hi Steve, 

Thanks for your answer. 
It would have been great to have the possibility to have an embedded survey directly in the onboarding module. 

This is a great workaround but does not provide a good user experience, as it’s not happening in the Personio platform. 

Thanks, 
Nathan


Hi @Nathan Jolly, @Andreina Orta,

I completely understand why an embedded option would be useful, and I would like to encourage you to post this suggestion of improvement in our Ideation Area. This way, other users will be able to vote for it, and the suggestion will be shared with our Product Team.

In order for us to fully understand your idea, I share with you a couple of questions that your description should clarify when posting in the Ideation Area:

  • What would you like to achieve with Personio? What issue do you need to solve?

  • Why? What would be the added value for you?

  • How are you solving it right now?

The more details, the better! However, remember not to share any personal or business data with the public.

Make sure to add the link to the idea in this thread, so that other users that find your question can upvote it.

Thank you in advance for sharing your ideas with us 🙌🏽.

Best,

Steve


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