Retail Employee Exit Interview Checklist
Start using this Workflow
Pre-Interview Preparation
Capture the separation type and last day
Schedule the exit interview
Pull the employee's personnel file
Confirm interview format and reviewer
Conducting the Exit Interview
Open with confidentiality and at-will language
Record the primary reason for leaving
Walk through schedule, breaks, and workload
Discuss training, coaching, and advancement
Screen for harassment, theft, or safety concerns
Property and System Access Recovery
Collect store keys, alarm fob, and name badge
Disable POS user and back-office logins
Rotate the safe combination if a key holder
Reclaim mobile device, scanner, and uniform pieces
Final Pay and Benefits
Calculate final paycheck per state wage law
Settle accrued PTO and unused vacation
Send COBRA election notice and 401(k) packet
Zero out employee discount and loyalty access
Coverage and Records
Rebuild the schedule to cover open shifts
Reassign opening or closing key-holder duties
Update HRIS, scheduling, and POS user records
Trigger an LP review for theft or refund flags
