Preview who’s scheduled to receive upcoming Lifecycle Surveys
Admins can now see exactly which employees will receive surveys—helping ensure the right feedback reaches the right people at the right time. Released on March 31st.
Release date: March 31st, 2025
Feature: HR Outcomes Dashboard
Plan availability: Total Platform and Engage
With this update to Survey Management, HR Admins gain visibility into which employees are scheduled to receive Lifecycle Surveys—both during setup and after workflows have been created. This helps you plan ahead, avoid surprises, and confidently manage your survey cadence.
What’s new:
- Preview recipients during the survey creation flow
- In the Created Surveys table, view how many employees are scheduled to receive a survey in the next 30 days
- Click into the list to see the exact send date for each upcoming recipient
This enhancement helps HR teams feel confident about targeting the right people, supports more timely and relevant feedback collection, and strengthens your Diagnose-Plan-Act workflow to improve retention, engagement, and performance.
Set manager visibility for lifecycle surveys
HR Admins can now decide whether managers can view survey responses—ensuring feedback is shared in a way that aligns with your organization’s goals. Released on March 31st.
Release date: March 31st, 2025
Feature: Lifecycle Surveys
Plan availability: Total Platform and Engage
A new setting allows HR Admins to control manager visibility of Lifecycle Survey responses during the survey setup process. This enhancement gives you more flexibility over how feedback is shared and ensures survey data is used responsibly and strategically.
What’s new:
👁️ Option to enable or disable manager visibility in the “Settings” step of the workflow
👁️ Visibility status displayed on the survey summary page and overview card
👁️ Managers can view only their direct reports’ responses
👁️ Clear disclaimer shown to employees about visibility before completing the survey
🔐 Role-based access ensures managers can view but not create, edit, or delete surveys
This update was driven by strong customer demand and supports a more intentional feedback loop—empowering managers to act on insights while protecting respondent trust and data integrity.
Help Center article 💡: Create a Lifecycle Survey
Drag & drop functionality for reordering questions in lifecycle surveys
You can now drag and drop questions during survey setup—making it easier to customize your Lifecycle Surveys and gather richer insights. Released on March 25th.
Release date: March 25th, 2025
Feature: Lifecycle Surveys
Plan availability: Total Platform and Engage
Admins now have the ability to reorder questions in Lifecycle Surveys using a new drag-and-drop interface during the "Questions" step of survey setup. This improvement gives you more flexibility to tailor surveys for clarity, flow, and effectiveness—without needing to recreate them.
What’s new:
- A drag-and-drop interface for rearranging questions
- Maintains full reporting accuracy and capabilities, even with custom order
- Saves time and avoids the need for multiple survey versions
This update was driven by customer feedback and is designed to help you boost participation, streamline survey creation, and get more actionable data.
Help Center article 💡: Create a Lifecycle Survey
Send lifecycle surveys to specific groups
Target your Lifecycle Surveys more precisely by selecting specific groups—ensuring the right people receive the right surveys. Released on March 17th.
Release date: March 17th, 2025
Feature: Lifecycle Surveys
Plan availability: Total Platform and Engage
You can now define the audience for a Lifecycle Survey by selecting specific groups of employees during setup. This enhancement helps you better align survey distribution with your organization’s structure and goals.
What’s new:
- A new "Audience" step in the survey setup flow
- Ability to send surveys to: All employees who qualify, Only specific groups who qualify, All who qualify except certain groups
By focusing survey delivery based on relevant criteria, you’ll collect higher-quality data—leading to more accurate insights and smarter decision-making across engagement, performance, and retention.
Help Center article 💡: Create a Lifecycle Survey
Access Engagement Survey Templates from Lifecycle Surveys
We’ve made it easier to kick off Engagement surveys by giving you quick access to templates directly from the Lifecycle Surveys view. Released on March 17th.
Release date: March 17th, 2025
Feature: Engagement & Lifecycle Surveys
Plan availability: Total Platform and Engage
To help you collect richer data and drive more strategic insights, you can now access Engagement survey templates directly within the Lifecycle Surveys experience. This update includes:
🚀 A new Engagement survey template card within Lifecycle Surveys
🚀 Direct access to the Engagement "survey templates" page when starting a new survey
This enhancement is part of our broader goal to unify your survey experiences across Engagement, Lifecycle, Manager Effectiveness, and Custom surveys—so you can drive targeted action with powerful, connected data.
New navigation experience for surveys
Engagement surveys & Lifecycle surveys are now nested under the "Survey" navigation item in your main navigation. Released on March 10th.
Release date: March 10th, 2025
Feature: Engagement & Lifecycle Surveys
Plan availability: Total Platform and Engage
We combined engagement surveys and lifecycle surveys in the new "Surveys" navigation item.