DEX / Onboarding

Onboarding Surveys

Catch friction in week one, not month three, by automatically sending short pulses when new hires join Bluewave Labs.

Real-world scenario

Priya Mehta · People Ops Lead at Bluewave Labs

Three engineers started June 2. Priya wants a week-1 pulse on June 9 asking "Do you know who to ask for help?" and "Is your dev environment ready?", before their manager 1:1 on June 12.

Before you begin

  • Published onboarding or week-1 pulse survey
  • Employees marked as onboarding in org records
  • Onboarding settings configured

Overview

DEX onboarding orchestrates survey touchpoints across a new hire's first weeks. Pair it with org employee onboarding in My Organization so HR, IT, and People Ops share one timeline, not three Slack threads.

Week-1 pulse for June engineers

Survey: Week 1. How's it going?
Send: Day 7 after start date · Reminder: Day 9 if incomplete
Notify: Hiring manager when score ≤ 3 on "I know who to ask for help"

Setup flow

  1. 1

    Open DEX → Onboarding

    Review active new hires and which survey touchpoints they've completed.

  2. 2

    Link your week-1 pulse survey

    Choose a published survey from Surveys, or build one focused on clarity, tools, and manager support.

  3. 3

    Configure timing in Settings

    Set when the pulse fires, typically day 5 or end of week 1, so people have context before they answer.

  4. 4

    Connect to org onboarding

    When HR marks someone as onboarding in My Organization, DEX picks up the start date and queues surveys.

  5. 5

    Monitor completion

    Watch the onboarding dashboard and nudge managers when a direct report hasn't submitted by day 8.

Settings and timing

Fine-tune triggers, default surveys, and manager notifications in Onboarding Settings. Priya sets day-1 welcome (optional), week-1 pulse (required), and 30-day checkpoint (required for engineering roles).

Don't survey on day 1

Employees on day 1 are still finding the bathroom. Week 1 gives enough context for honest, useful answers.

Monitor and act

The onboarding dashboard shows who completed each checkpoint. Low scores on environment setup? Loop in Carlos Reyes (IT Admin) on access issues. Vague manager support? Flag the hiring manager, not in the survey thread, in a private follow-up.

For automation beyond defaults, e.g. create an ITSM ticket when someone rates tooling 1/5, see DEX Automations.

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