Workflow Templates: Exit Interview Checklist

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Exit Interview Checklist

Preparation

Schedule the exit interview in advance to ensure the employee has enough notice

Prepare the interview questions and format (in-person, questionnaire, etc.)

Review the employee's history with the company including performance reviews, commendations, and disciplinary actions

Conducting the Interview

Begin with explaining the purpose and confidentiality of the exit interview

Ask the employee for their reasons for leaving and any suggestions for improvement

Discuss the employee's experience with the company, including culture, workload, and team dynamics

Post-Interview Process

Document the responses and any important points from the exit interview

Share relevant feedback with appropriate departments while maintaining confidentiality

Analyze the data to identify trends or issues that need to be addressed by management

Final Employment Matters

Ensure all company property is returned, including ID badges, keys, and equipment

Finalize any outstanding payroll issues, such as unpaid wages or vacation time

Discuss the continuation of benefits, if applicable, and provide information on COBRA or retirement accounts

Communication and Transition

Inform the team and relevant departments of the employee's departure

Plan for the transition of the employee's responsibilities to other team members

Update company records and systems to reflect the employee's change in employment status

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