Workflow Templates: Exit Interview Checklist

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

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

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

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

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

Exit Interview Checklist