Exit Interview Form

EMPLOYEE EXIT INTERVIEW PURPOSE: The intent of this Exit Interview is to ensure that any employee is informed of his/her rights, benefits, and the records are collected and maintained regarding the termination of employment. POLICY: It is the policy of XXXX to ensure that any employee whose employment is being terminated, whether voluntary or involuntarily, receives an exit interview. The exit interview shall be conducted by ABC and/ or XYZ. The objectives of the exit interview are as follows: · To determine and discuss the employee’s reason for resignation, if applicable. · To discover and discuss any misunderstandings the employee may have had about his/her job or with his/her manager. · To maintain good will and teamwork amongst current and future employees. · To review administrative details with the employee such as benefit continuation rights and conversion privileges, if any, final pay, re-employment policy, and employment compensation. · To arrange for the return of any company property to the operations team. PROCEDURE: Upon an employee’s announcement of his/her intent to resign, the project director or manager shall schedule an exit interview for the employee with ABC or XYZ as soon as possible. In the event that a decision has been made to terminate an employee, the employee shall meet with ABC or XYZ for an exit interview as soon as possible, or as deemed appropriate. Throughout the duration of the exit interview, ABC or XYZ shall seek to meet all objectives listed within the exit interview policy. The departing employee shall complete the following exit interview form as thoroughly as possible. Any information obtained during the exit interview may be disclosed to and/or discussed with the employee manager, the project Director and Partners, as deemed necessary, in order to investigate any allegations made or to inform them of any emerging problems. Reminders: Please remember that your work with XXXX was completed under a non-disclousure agreement. We highly value client confidentiality and all terms of the agreement. Feel free to request a copy for your reference if you do not already have one. All XXXX equipment must be returned to the main office in order to receive final payment.

6 steps

Process steps

1

Schedule the exit interview

1 day from previous step
task
Book a private 30-45 minute meeting before the employees last day. Make it clear this is a confidential conversation to gather honest feedback. Pick a neutral location - not their managers office. Send a calendar invite with a brief agenda so they can prepare their thoughts.
2

Gather reason for leaving

1 day from previous step
task
Start with the big question: why are they leaving? Listen without getting defensive. Ask follow-up questions to understand the real reasons - the first answer is rarely the whole story. Career growth? Compensation? Management? Culture? Document their actual words, not your interpretation.
3

Discuss job and management experience

1 day from previous step
task
Dig into their day-to-day experience. Did they have what they needed to do their job? How was their relationship with their manager? Were expectations clear? People leave managers more than companies - this feedback is gold for improving retention. Create a safe space for honest answers.
4

Review company feedback

1 day from previous step
task
Ask what they liked and what frustrated them about working here. Culture, benefits, growth opportunities, communication - get specific. What would they change if they could? This is your chance to hear things people are too polite to say while employed. Take notes - patterns across exit interviews reveal systemic issues.
5

Cover administrative details

1 day from previous step
task
Walk through the practical stuff: final paycheck timing, benefits continuation (COBRA), unused PTO payout, 401k rollover options, reference policy. Collect company property - laptop, badge, keys, parking pass. Remind them about any non-compete or confidentiality agreements still in effect. Get their personal contact info for any follow-up questions.
6

Document and share findings

1 day from previous step
task
Write up the key themes while they are fresh. What did you learn about retention risks? Manager effectiveness? Culture issues? Share relevant feedback (anonymized if needed) with HR leadership and the employees manager. The exit interview is only valuable if the insights lead to action. Track trends across departures to spot patterns.

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