Exit Interview Checklist
About this form
The Exit Interview Checklist is a document utilized by employers to guide discussions with employees who are leaving the organization. This form helps ensure that all critical exit topics, such as termination agreements, company property returns, and confidentiality obligations, are addressed. It serves a unique purpose in the exit process by providing structure to these conversations, differing from typical resignation letters or termination notices.
Key components of this form
- Discussion of reasons for leaving the company
- Review of termination agreements with employee signatures
- Analysis of new employment and its implications
- Return of company materials
- Transition planning for pending projects
- Confirmation of ongoing obligations related to confidentiality
When this form is needed
This form is essential in situations where an employee is exiting the company, whether through resignation, retirement, or termination. It is particularly useful when aiming to gather feedback on the employee's experiences, understand reasons for departure, and ensure a smooth transition. Employers should use this checklist to facilitate comprehensive discussions that cover all necessary topics of the exit process.
Intended users of this form
- HR professionals managing employee separations
- Managers conducting exit interviews
- Business owners implementing exit procedures
- Any organization seeking to improve retention and gather insights from departing employees
How to prepare this document
- Schedule a meeting with the exiting employee to conduct the interview.
- Discuss and document reasons for the employeeâs departure.
- Review and fill out the termination agreement, ensuring the employeeâs signature is obtained.
- Confirm the return of all company materials, such as keys and devices.
- Outline any ongoing obligations and provide copies of relevant agreements.
Notarization guidance
In most cases, this form does not require notarization. However, some jurisdictions or signing circumstances might. US Legal Forms offers online notarization powered by Notarize, accessible 24/7 for a quick, remote process.
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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.
Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.
If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
We protect your documents and personal data by following strict security and privacy standards.
Avoid these common issues
- Failing to cover all key topics during the exit interview.
- Not obtaining the employee's signature on the termination agreement.
- Skipping the return of company property process.
- Neglecting to clarify confidentiality obligations with the departing employee.
Benefits of using this form online
- Convenience of accessing the checklist anytime for customized interviews.
- Editability allows employers to add company-specific details.
- Reliability of using a form drafted by licensed attorneys.
Legal use & context
- This checklist serves as a clear guideline for employers during exit interviews.
- It helps ensure compliance with legal obligations regarding employee departures.
- Offers protection for both the employer and employee by clarifying expectations.
Main things to remember
- The Exit Interview Checklist facilitates effective communication during employee exits.
- Key components include termination agreements, company property return, and ongoing obligations.
- Employers of all sizes can benefit from using this form to ensure compliance and mitigate risks.
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FAQ
Why are you leaving? What were the best and worst parts of your job? How happy were you with things like salary, benefits, perks, time off, the office environment, etc? How do you feel about your managers or supervisors? How do you feel about the support/training/feedback you received?
Why are you leaving? What were the best and worst parts of your job? How happy were you with things like salary, benefits, perks, time off, the office environment, etc? How do you feel about your managers or supervisors? How do you feel about the support/training/feedback you received?
Do take the interview seriously. When attending this interview, you are still part of that organization. Do give constructive feedback. Do write notes before. Do remain professional at all times. Do say thank you.
Understand why people leave your organization. Increase managers' accountability for employee retention. Collect actionable data for increasing retention and organizational effectiveness. Identify and monitor any illegal or unethical practices. Promote goodwill in the workforce.
Why did you begin looking for a new job? What ultimately led you to accept the new position? Did you feel that you were equipped to do your job well? How would you describe the culture of our company? Can you provide more information, such as specific examples? What could have been done for you to remain employed here?
Choose your interview format. Giving your departing employees a questionnaire to fill out could be less time-consuming and help avoid some uncomfortable discussions. Choose your interviewer. The person who's most familiar with your employee's work is their direct supervisor. Decide what to ask. Decide what not to ask.
Why are you leaving? What were the best and worst parts of your job? How happy were you with things like salary, benefits, perks, time off, the office environment, etc? How do you feel about your managers or supervisors? How do you feel about the support/training/feedback you received?
This place is 'going downhill/a sinking ship/lost without me So-and-so was mean to me/did something bad/hates it here, too SHOW ME THE MONEY! @%! Never, ever again. You could have made me stay, you know. Nobody likes working here.
