Retail Employee Exit Interview Checklist

Steps a store manager or district HR partner runs when a retail associate, key holder, or store manager separates from the company. Covers scheduling and conducting the exit interview, recovering company property and POS access, and fina...

Use this workflow
1

Pre-Interview Preparation

  1. Capture the separation type and last day
  2. Schedule the exit interview
  3. Pull the employee's personnel file
  4. Confirm interview format and reviewer
2

Conducting the Exit Interview

  1. Open with confidentiality and at-will language
  2. Record the primary reason for leaving
  3. Walk through schedule, breaks, and workload
  4. Discuss training, coaching, and advancement
  5. Screen for harassment, theft, or safety concerns
3

Property and System Access Recovery

  1. Collect store keys, alarm fob, and name badge
  2. Disable POS user and back-office logins
  3. Rotate the safe combination if a key holder
  4. Reclaim mobile device, scanner, and uniform pieces
4

Final Pay and Benefits

  1. Calculate final paycheck per state wage law
  2. Settle accrued PTO and unused vacation
  3. Send COBRA election notice and 401(k) packet
  4. Zero out employee discount and loyalty access
5

Coverage and Records

  1. Rebuild the schedule to cover open shifts
  2. Reassign opening or closing key-holder duties
  3. Update HRIS, scheduling, and POS user records
  4. Trigger an LP review for theft or refund flags