Survey Not triggering and How to Hide response from the survey to manager
Summary:
We have configured an offboarding checklist journey for exit surveys with the following logic:
There are two checklist templates:
Employee Exit Survey – Initiation: 14 days before termination (triggered when employee resigns).
Manager Exit Survey – Initiation: 15 days after termination (Termination Date + 1 day).
Process:
When an employee resigns, the exit survey is triggered to the employee.
If the employee does not complete the survey by Termination Dated, a Manager Survey should trigger to the manager on termination date + 1 (asking them to complete the survey).
Issue 1:
Manager Survey Not Triggering
Currently, the Manager Survey initiation is set for 15 days after termination (Termination Date + 1), but on the employee’s last working day, the manager details are wiped out from the assignment record.