Employee Exit Interview Checklist (HR)
Ensure a smooth and insightful departure with our Employee Exit Interview Checklist. Capture valuable feedback, identify areas for improvement, and protect your company from potential legal risks - all in one organized process.
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Pre-Interview Preparation
Tasks to complete before the exit interview takes place.
Schedule Exit Interview Date
Confirm Exit Interview Time
Interview Location (In-Person/Virtual)
Interviewer Assigned
Interviewer Name
Prepare Interview Questions (Based on Role/Reason)
Interview Introduction & Logistics
Setting the tone and confirming details at the start of the interview.
Employee Name
Interview Date
Interview Time
Interviewer Name
Interview Format (In-person/Virtual)
Interview Location (if applicable)
Briefly explain the purpose of the interview
Reasons for Leaving
Exploring the employee's motivations and reasons for departure.
Please describe your primary reason(s) for leaving the company.
Which of the following factors contributed to your decision?
On a scale of 1 to 10 (1 being not at all, 10 being extremely), how satisfied were you with your career growth opportunities at this company?
Did you receive any external job offers?
If yes, can you briefly describe the new opportunity?
Feedback on Company & Management
Gathering insights on company culture, leadership, and work environment.
What aspects of the company culture did you find most positive?
What aspects of the company culture could be improved?
How would you rate your direct manager's support and guidance?
Please provide specific examples of what your manager did well.
Please provide specific examples of areas where your manager could improve.
Did you feel your contributions were recognized and valued?
If no, please explain why.
Career Goals & Future Plans
Understanding the employee's aspirations and next steps.
Briefly describe your career goals.
What industries or roles are you considering for your next position?
How would you rate your overall job satisfaction?
On a scale of 1-10 (1 being not likely, 10 being very likely), how likely are you to recommend our company to others?
Is there anything else you'd like to share regarding your future plans or career aspirations?
Benefits & Final Pay
Reviewing outstanding benefits, final paycheck details, and paperwork.
Last Day of Employment
Accrued Vacation Time (Hours)
Unused Sick Leave (Hours)
COBRA Election Status
401k/Retirement Plan Status
Notes regarding final pay and benefits
Expected Final Pay Date
Confidentiality & Agreements
Ensuring compliance with agreements and protecting confidential information.
Acknowledgement of Non-Disclosure Agreement (NDA)
Return of Company Property
Copy of Signed Non-Compete Agreement (if applicable)
Any questions or clarifications regarding confidentiality agreements?
Employee Signature acknowledging agreements
Date of Signature
Post-Interview Follow-Up
Actions to be taken after the interview is concluded.
Date of Interview
Summary of Key Findings
Action Required?
Specific Actions/Recommendations (if applicable)
Follow-up Assigned?
Assigned To (if follow-up)
Follow-up Due Date
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