Matter Onboarding Surveys check in with each new hire automatically at set points after their start date (day 7, day 30, day 90, whatever you choose), inside Slack or Microsoft Teams, and roll the answers up into an Onboarding Effectiveness Score so you can see how well people are settling in.
Who can use this: Onboarding Surveys are part of the Surveys add on, available on any paid Matter plan and included in the free trial. Workspace Owners and Admins build the surveys and read the results; new hires answer. Each member needs a hire date in Matter for the surveys to send.
Onboarding Survey video guides
A short walkthrough of building the surveys, the settings, and the results. Pick your platform.
Slack
Microsoft Teams
What are Onboarding Surveys?
The first weeks decide whether a new hire becomes productive and stays. An onboarding survey is a short survey tied to the hire date rather than the calendar: you build it once, set it to go out a number of days after someone starts, and Matter sends it to every new hire at that point in their journey. Several surveys at different points give you a timeline of how each cohort is integrating, aligning with the culture, and gaining confidence.
Why Onboarding Surveys with Matter
Automatic: set the timing once and every new hire gets the right survey on the right day, with no one remembering to send it.
One score to watch: the Onboarding Effectiveness Score combines every agree or disagree answer into a single metric you can track by cohort.
Templates by experts: start from prebuilt onboarding surveys and change the questions or timing to fit your process.
Delivered where new hires are: in Slack or Teams, with optional email delivery and automatic reminders, and coins for completing.
How Onboarding Surveys work
1. Make sure hire dates are in Matter
Hire date is a member property. Add it by hand, by spreadsheet, or through your HRIS integration. No hire date, no survey.
➡️ Learn more: Member Properties, How to bulk update member properties, Overview of Matter's HRIS integration
2. Check the settings
Under Settings, then Onboarding Surveys, choose anonymous or attributed responses, whether to add email delivery and reminders, which Admins are notified of new responses and the weekly digest, and the coin reward for completion.
➡️ Learn more: Onboarding survey settings
3. Build the surveys
Under Surveys Manager, then Onboarding Surveys, edit one of the four default templates or start a new survey. Give it a title and description and set when it sends, as days after the hire date. Add questions, using agree or disagree questions wherever you can so they count toward the Effectiveness Score. Review and turn it on.
➡️ Learn more: Creating an onboarding survey
4. New hires answer in Slack or Teams
Surveys go out Monday to Friday during business hours (9 am to 5 pm local time); anything that would land outside those hours waits for the next business day. The message shows the title, whether it is anonymous, and any coin reward, and the survey is answered right there.
➡️ Learn more: Onboarding survey member experience
5. Read the results
Results are live in the web app and downloadable to Excel, filtered by group, segment, or date range, alongside the two onboarding metrics.
➡️ Learn more: Viewing and downloading onboarding survey results, Onboarding Effectiveness Score, Onboarding Survey Completion Rate
Terms to know
Hire date: the member property every onboarding survey counts from.
Days after hire: when a survey sends, measured from each person's own hire date.
Onboarding Effectiveness Score: one number built from all agree or disagree answers across your onboarding surveys.
Completion rate: the share of onboarding surveys sent that were completed.
FAQs
Can the surveys be anonymous?
Yes. Anonymous hides names to encourage candour; attributed keeps them so a manager can follow up. It is one setting for all onboarding surveys. Onboarding survey settings
Can new hires who are not in Slack or Teams yet still get the survey?
Turn on email delivery in the settings and the survey also goes to their email address.
Why do only agree or disagree questions count toward the score?
Because they share one scale, so answers from different surveys and cohorts can be combined. Other question types still appear in the results. Onboarding Effectiveness Score
Which plans include Onboarding Surveys?
Onboarding Surveys are included on any paid plan with the Surveys add on, and in every workspace during the free trial.
Still stuck? Email support@matterapp.com.