Exit Interview Checklist
What is this form?
The Exit Interview Checklist is a legal form designed for employers to facilitate discussions with employees who are leaving the company. This checklist helps ensure that important issues, such as termination agreements and the return of company property, are addressed. It differs from other employment forms by focusing specifically on the exit process and the obligations of the departing employee regarding confidential information and company materials.
Form components explained
- Discussion of reasons for leaving, including specifics of employee discontent.
- Reviewing and documenting termination agreements with the employee.
- Identifying new employment opportunities and discussing potential risks of disclosure.
- Arranging the return of company materials such as keys, badges, and electronic devices.
- Planning for the transition of responsibilities and ongoing projects.
- Highlighting continuing obligations related to confidentiality agreements.
- Providing contact information for follow-up questions regarding obligations.
Common use cases
This form should be used during the exit interview process with an employee who is resigning or being terminated. It ensures that all necessary topics are covered, including the return of company property and the review of any legal agreements that outline ongoing obligations. This checklist is useful for employers aiming to gather feedback on employee experiences and mitigate risks associated with the departure.
Intended users of this form
- Employers conducting exit interviews with departing employees.
- HR professionals aiming to standardize the exit procedure process.
- Managers responsible for overseeing employee transitions.
- Business owners who want to document compliance with company policies during employee separations.
Instructions for completing this form
- Schedule the exit interview and prepare an agenda based on the checklist.
- Discuss reasons for leaving with the employee and document their feedback.
- Review and complete the termination agreement together with the employee.
- Arrange for the return of company materials and inventory items if needed.
- Discuss the employee's continuing obligations regarding confidentiality and ensure they understand these commitments.
Does this document require notarization?
Notarization is generally not required for this form. However, certain states or situations might demand it. You can complete notarization online through US Legal Forms, powered by Notarize, using a verified video call available anytime.
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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.
Common mistakes to avoid
- Failing to document the employee's reasons for leaving, which can provide valuable feedback.
- Not reviewing termination agreements thoroughly with the employee.
- Overlooking the return of all company property.
- Neglecting to discuss continuing obligations, leading to future legal issues.
Benefits of completing this form online
- Immediate access to a professional template ensures legal compliance.
- Edit and customize the checklist to fit your company's specific needs.
- Available for download, allowing for easy use and distribution during exit interviews.
Legal use & context
- This form helps ensure legally binding agreements are effectively communicated and documented.
- It promotes consistency in handling exit interviews across an organization.
- While itâs a helpful guideline, be aware of additional state-specific laws that may apply.
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.
