Lifecycle Surveys: Feature Overview

15Five's Lifecycle Surveys make it easier for HR leaders to capture timely, relevant employee feedback at key stages in the employee journey. From onboarding to exit, these surveys deliver continuous insights that help diagnose issues, plan initiatives, and take meaningful action—without overwhelming your team.

In this article, you will learn...

Access and availability

⛔️ Required access to Engagement.
👥 This article is relevant to account admins and employers/managers assigned as participants.
📦 This feature is available in the Total Platform, Legacy Perform, and Engage pricing packages.


What are Lifecycle Surveys? 🌟

Lifecycle Surveys are automated or manually triggered surveys sent to employees at key moments, such as onboarding, milestone check-ins, and exits. They give HR leaders consistent access to employee feedback throughout the employee experience, enabling real-time insights and action.

Lifecycle-Surveys-1659d.webp

Use Lifecycle Surveys to:

  • Collect real-time feedback at key moments like onboarding, milestones, and exits
  • Uncover patterns and trends with filterable, time-based reporting
  • Inform strategic decisions with insights tied to performance, engagement, and retention
  • Automate survey delivery to ensure consistent feedback without added admin burden
  • [COMING SOON!] Contribute valuable data to the HR Outcomes Dashboard for a fuller picture of employee experience over time

How they work 🧑🏼‍💻

  1. Create your survey: Use one of our pre-built templates or build a custom survey to gather feedback around key moments in the employee journey. You can choose to trigger it automatically by hire date or send it manually. Learn how →
  2. Employees and/or managers respond: Assigned participants are notified via email or Slack (if enabled). They have 14 days to complete the survey before it expires.
  3. Review results: Admins access results through a dashboard, where responses can be viewed by individual or group and analyzed over time. Learn how →
  4. Take action: Use the insights to create Action Plans that identify patterns, flag concerns, and make targeted improvements that support engagement, performance, and retention. Learn how →

🎥 Check out this clip from our "Goodbye Guesswork, Hello Insights: Measuring Employee Milestones in 15Five" webinar for a walkthrough of Lifecycle Surveys:

Ready to get started?

Check out our "Create a Lifecycle Survey" article to create your first survey!


Best Practices 💡

Use automated surveys to reduce manual work

Automating lifecycle surveys ensures that feedback isn't missed at these key stages of an employee journey, and frees up time for you and your team to be more strategic with these initiatives. Rather than spending hours ensuring that surveys are sent at the right time to all the right people, that process can be automated, opening more bandwidth for interpreting, analyzing, and taking action on the feedback given.

Keep the surveys concise and focused
While there's likely a lot of desired feedback on various elements during an employee's journey with the company, it's important to keep the surveys concise and focused to allow for more actionable data. Incorporating a mix of quantitative and qualitative questions yields the best results.
Analyze and act on feedback
Receiving all of this feedback is one thing, but taking action on the data to improve the experience for current (and future) employees is critical. Lifecycle surveys reporting allows you to view aggregate data, track answers over time, and take targeted action to drive improvements in performance, engagement, and retention.
Integrate lifecycle surveys into a broader feedback strategy
These lifecycle surveys should complement your other HR initiatives, like semi-annual engagement surveys and Best-Self Review cycles, to provide a comprehensive view of the employee experience. Lifecycle surveys in 15Five give HR leaders the ability to gather important employee feedback from their first day of employment to their last.

Frequently Asked Questions (FAQs) ❓

Who can create and trigger lifecycle surveys?

Only account admins have permission to create and trigger Lifecycle surveys in 15Five.

Who receives notifications when a lifecycle survey is triggered?

Notification recipients depend on the survey’s question types:

  • Employees receive notifications if the survey includes questions directed to them.
  • Managers receive notifications only if there are questions in the survey designated for them to answer about their direct reports.
What does the survey invitation look like for a participant?
The assignee will receive an email notification like the one below. Please note that they can also receive a Slack notification (if enabled in notification settings) about a survey to complete.
LifecycleSurveyEmail.png
Who has visibility into the results of a lifecycle survey?

By default, only account admins have access to Lifecycle survey results.

However, you can use the "Manager visibility into team results" setting to grant managers visibility into surveys submitted by their direct reports. This added flexibility supports a range of privacy preferences and organizational needs.

Many HR leaders prefer to keep survey responses limited to the HR team—especially for sensitive moments like onboarding or exit—to help ensure employees feel safe providing candid feedback.

Are the results from lifecycle surveys confidential like 15Five's engagement surveys?

No. Account admins can see who completed the survey, who didn’t, and view individual responses.

If the “Manager visibility into team results” setting is enabled for the survey, managers will also have access to responses from their direct reports.

Participants are informed during the survey that their responses will be visible to the HR team and, if applicable, to their manager.

How long do participants have to complete an assigned survey?
Participants have 14 days to complete an assigned Lifecycle survey before it expires.
If a survey expires, can it be re-sent to the participant?
Not at this time. To resend an expired survey, you will need to manually assign and send it again.
Can I delete a lifecycle survey?

Yes. To delete a survey, click the ellipsis (•••) next to the survey name and select "Delete."
Please note: Deleting a survey permanently removes all associated questions, triggers, and reporting. This action cannot be undone.

DeleteLifecycleSurvey.png

Can I manually send a survey that’s configured to send automatically?

Yes. You can manually trigger an automatic survey using one of the following methods:

  • Click the survey name and select "Send Manually" from the top-right button.
  • Click the ellipsis (•••) next to the survey name and select "Send manually."
How can we utilize lifecycle surveys alongside our regular cadence of engagement surveys?
Lifecycle surveys provide timely, targeted feedback at key stages in the employee journey, such as onboarding and exit. They work in tandem with your regularly scheduled engagement surveys, allowing HR leaders to capture a richer, more continuous stream of insights beyond the quarterly, semi-annual, or annual cadence.
I'm already using 15Five's Best-Self Review® feature to conduct 90-day check-ins on new hires. Why should I switch to using Lifecycle Surveys?

While Best-Self Review® can be used for new hire check-ins, it requires manual setup—creating a new cycle, assigning participants, and managing timelines for each cohort. This often leads to inconsistencies, delays, or missed reviews altogether.

They allow you to automate 30/60/90-day check-ins based on hire date, ensuring that every new employee receives the right survey at the right time, without the need for manual intervention.

In addition, Lifecycle Surveys offer centralized reporting. Unlike Best-Self Review, where results are siloed in individual cycles, Lifecycle Surveys consolidate results into a single dashboard. This makes it easy to view trends over time, compare cohorts, and take strategic action, without exporting or analyzing data outside of 15Five.


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