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Exit Interview Checklist
Employee Information
Collect employee's full name, job title, and department
Confirm the last working day and any remaining leave balance
Ensure contact information is up-to-date for future correspondence
Return of Company Property
Retrieve office keys, access cards, and identification badges
Collect company-issued electronic devices such as laptops and mobile phones
Ensure return of any real estate documents, files, or marketing materials
Final Payroll and Benefits
Calculate and finalize any outstanding salary, bonuses, or commissions
Discuss the status and options for any retirement plans or stock options
Provide information on the continuation of health benefits or COBRA options
Feedback and Exit Interview
Conduct an exit interview to gather feedback on the employee's experience
Discuss reasons for leaving and any suggestions for organizational improvement
Ensure confidentiality and document the feedback for future reference
Access and System Deactivation
Disable access to company email, CRM systems, and internal databases
Revoke permissions for any real estate listing platforms or software
Ensure the removal of the employee from internal communication channels
