Qualtrics and SAP SuccessFactors: A Customer Use Case For Exit Surveys

Qualtrics and SAP SuccessFactors: A Customer Use Case For Exit Surveys featured image

Qualtrics brings Employee Experience data to SAP SuccessFactorsa combination called Human Experience Management (HXM). Companies need to have a listening strategy throughout the employee lifecycle. The ability to quickly and easily track employee sentiment—how they view their work and their company, has many possible benefits. For example, one such benefit comes with using an employee exit survey to help identify why people are leaving and how they viewed their time at the company. Your company likely does this, but how does it collect, analyze, and use the information, if at all?  

With Qualtrics, companies can best listen to employees through a platform that collects and tracks employee sentiment while also offering pre-packaged survey content tested and proven to be effective through real-world application. Partners like Rizing bring the business transformation experience that helps customers effectively use employee sentiment data.  

One SAP SuccessFactors customer, a wholesaler, has looked to capitalize on integrating its core HR system and Qualtrics to improve its exit survey process. Previously, they used a manual process to administer an exit survey. The administrator would then need to manually populate email details for the exiting employee and send them a survey link and a checklist of tasks to accomplish before leaving the company.  

There were no reminders involved in ensuring the survey and the tasks get done, and the data was collected but not easy to share. 

Read More: SAP Successfactors HXM Puts the Employee In The Driver Seat 

Transforming the Exit Survey Process with Qualtrics and SAP SuccessFactors

To improve the exit listening process, the wholesaler is working to integrate Qualtrics with their SAP SuccessFactors system. A key improvement is setting up a trigger that automatically sends an exit survey to a departing employee when their termination data is entered into SAP SuccessFactors. This will require no middle person to administer or manually populate and send an email, just an automated and straightforward process. Even reminders to complete the survey can be automated. 

This way, the data is collected in a single engine, allowing for an easier breakdown of the information through analytics tools. Making the analysis more accessible and more visible means it is more likely to happen. The company is more likely to take the information gathered from the exit feedback and apply it to the business.   

Utilizing Qualtrics Lifecycle Templates

Beyond the convenience of a single survey engine, Qualtrics also provides feedback templates based on its breadth of research and client experiences. For the wholesaler, this was another significant benefit  

The company used the Qualtrics iQ Score feature to evaluate their existing survey and compared the Expert Review feedback to the available Qualtrics Lifecycle Exit Feedback Template. With that information, leadership decided to use the Qualtrics template. This immediately gave them an improved listening tool and allowed them to utilize their Qualtrics investment more fully 

Sound, well-researched questions mean better data. Better data means more effective analytics enabling targeted action planning 

Being a Better Listener

Employees departing your company often have vital information on how your company works and helpful suggestions on improvement—fine-tuning the exit feedback process by asking effective questions and collecting data in a way that allows it to be more easily shared and analyzed makes a company a better listener. 

One wholesaler is now improving the way it listens to employees with Qualtrics and SAP SuccessFactors, and they will be able to advance their employee experience in the process.  

If your company is looking to better listen to employees, for exit surveys or throughout the entire employee lifecycle, contact Rizing. We are part of the Qualtrics Partner Network and have launched an Employee Experience Insights Practice, combining Qualtrics and SAP SuccessFactors.