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Exit Interview Template

An Exit Interview form is a document used by organizations to gather feedback from employees who are leaving the company. It helps the business understand the reasons behind employee departures and identify areas for improvement. Employees who are moving on are encouraged to fill out this form by clicking the button below to share their insights and experiences.

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When an employee decides to leave a company, it's a moment filled with mixed emotions and significant change. However, this transition period also opens up an opportunity for both the departing employee and the employer to engage in a meaningful and constructive dialogue through the exit interview process. This particular procedure, often formalized in a document known as the Exit Interview form, serves multiple essential purposes. It allows the employer to gain insights into the workplace environment, uncover potential areas for improvement, and understand the reasons behind the employee's decision to leave. For employees, this form provides a platform to share their experiences, suggest changes, and leave on a positive note by contributing to the company's future betterment. The exit interview form, while not mandatory, is a tool widely recognized for its potential to improve organizational culture, reduce future turnover, and enhance employee satisfaction and engagement for those who remain. Understanding the major aspects of this form—the type of questions asked, how the information is used, and best practices for conducting an exit interview—can help organizations maximize the benefits of this process.

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CONFIDENTIAL

EMPLOYEE EXIT INTERVIEW FORM

Date:

 

 

 

 

 

 

 

Name:

 

 

Security Social Number:

 

Location/Department:

 

 

 

Supervisor:

 

Hire Date:

 

 

 

Termination Date:

 

Starting Position:

 

 

 

Ending Position:

 

Starting Salary:

 

 

 

Ending Salary:

 

PART l: REASONS FOR LEAVING

 

 

 

 

 

 

More than one reason may be given if appropriate; if so, circle primary reason.

 

 

RESIGNATION

 

 

 

 

Took another position

 

Dissatisfaction with salary

 

 

Pregnancy/home/family needs

 

Dissatisfaction with type of work

 

 

Poor health/physical disability

 

Dissatisfaction with supervisor

 

 

Relocation to another city

 

Dissatisfaction with co-workers

 

 

Travel difficulties

 

Dissatisfaction with working conditions

 

 

To attend school

 

Dissatisfaction with benefits

 

 

Other (specify)

 

 

 

 

 

 

 

 

 

 

LAID OFF

RETIREMENT

 

 

Lack of work

 

 

Voluntary retirement

 

 

Abolition of position

 

 

Disability retirement

 

 

Lack of funds

 

 

Regular retirement

 

 

Other (specify)

 

 

 

 

 

 

 

 

 

Plans After Leaving

Page 1 of 3

PART ll: COMMENTS/SUGGESTIONS FOR IMPROVEMENT

We are interested in what our employees have to say about their work experience with us. Please complete this form.

1.What did you like most about your job?

2.What did you like least about your job?

3.How did you feel about the pay and benefits?

Excellent Good Fair Poor

Rate of pay for your job

Paid holidays

Paid vacations

Retirement plan

Medical coverage for self

Medical coverage for dependents

Life insurance

Sick leave

4. How did you feel about the following:

Very

Slightly

Slightly

Very

Satisfied

Satisfied

Neutral Dissatisfied

Dissatisfied

Opportunity to use your abilities

Recognition for the work you did

Training you received

Your supervisor’s management methods

The opportunity to talk with your supervisor

The information you received on policies, programs, projects and problems

The information you received on departmental structure Promotion policies and practices Discipline policies and practices Job transfer policies and practices Overtime policies and practices Performance review policies and practices

Physical working conditions

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COMMENTS:

5.a) If you are taking another job, what kind of work will you be doing?

b)What has your new place of employment offered you that is more attractive than your present job?

6.Could we have made any improvements that might have influenced you to stay on the job?

Other remarks (optional):

_____________________________________________________

__________________________

 

Employee’s Signature

Date

DO NOT WRITE BELOW THIS LINE. OFFICE USE ONLY.

 

( ) Discussed with employee

 

(

) Right to file for unemployment benefits

 

(

) Conversion of benefits

 

(

) If retiring, state option for payment of unused leave ____________________________________________

______________________________________________________

__________________________

 

Interviewer’s Signature

Date

Page 3 of 3

Form Breakdown

Fact Name Description
Purpose An Exit Interview form is used by employers to gather feedback from departing employees about their experience working for the organization.
Voluntary Participation Participation in an exit interview is typically voluntary, and employees can choose whether or not they want to provide feedback.
Content The form may include questions about the employee's reason for leaving, their experience with management, and suggestions for improvement.
Confidentiality Employers often assure confidentiality to encourage honest feedback, though specific confidentiality terms can vary.
Governing Laws While there are no specific federal laws governing exit interviews, state laws regarding employment records and confidentiality may apply.

Guidelines on Filling in Exit Interview

Completing an Exit Interview form is a crucial step in the process of transitioning out of a company. This form allows you to share your experiences, offer constructive feedback, and suggest improvements. The information you provide can help the organization understand its strengths and areas where it can improve. After you submit the form, the Human Resources department will review your feedback and may use it to implement changes that can benefit current and future employees. To ensure this process is smooth and effective, follow the steps below to fill out the Exit Interview form properly.

  1. Start by entering your full name, job title, and department in the designated fields at the top of the form.
  2. Indicate your last working day using the MM/DD/YYYY format.
  3. In the section provided, list your primary responsibilities and the projects you worked on during your tenure with the company.
  4. There will be a series of questions about your experience working for the company. Answer each question honestly, providing as much detail as possible. If a question does not apply to you, you may write N/A (not applicable).
  5. If there is a section for suggestions on how the company could improve, take this opportunity to offer constructive feedback based on your experiences.
  6. There may be optional questions about your next employment opportunity or your reasons for leaving. Answering these is up to you, but sharing this information can be helpful to the company.
  7. Review your answers to ensure they are accurate and that you have not left any sections incomplete, unless intentionally skipped.
  8. At the bottom of the form, you'll find a section for additional comments. Use this space to provide any other feedback or remarks not covered by the form's questions.
  9. Once you have completed the form, submit it to the designated person or department, usually someone in Human Resources. The instructions for submission should be clearly stated at the end of the form.

After submitting the form, you have completed your part in this process. The Human Resources department will review the information you provided and may follow up with you if they need further clarification or additional feedback. This process helps ensure that the company continues to grow and improve, making it a better place for everyone.

Learn More on Exit Interview

What is the purpose of an Exit Interview form?

The Exit Interview form is designed to gather feedback from employees who are leaving the organization. This feedback is crucial as it helps the company understand the reasons behind employees' departures, identify areas for improvement, and implement strategies to enhance overall workplace environment and employee satisfaction.

Who is required to fill out the Exit Interview form?

All departing employees are encouraged to complete the Exit Interview form. This includes those who are resigning, retiring, or ending their contract for other reasons. The organization values feedback from every employee as each perspective provides unique insights that contribute to the betterment of the workplace.

How will my information be used?

The information you provide on the Exit Interview form will be used to:

  • Identify patterns or trends related to workplace satisfaction and employee turnover.
  • Formulate strategies to improve the working environment, employee engagement, and retention.
  • Understand the circumstances surrounding employees’ decisions to leave, which can help address any organizational issues.
It's important to note that individual responses are treated with confidentiality, and feedback will be aggregated to ensure privacy is maintained.

Can I opt out of participating in the Exit Interview?

Yes, participation in the Exit Interview is voluntary. We highly encourage all departing employees to provide their feedback to help the organization grow and improve. However, if you choose not to participate, we respect your decision.

What types of questions will be asked?

The Exit Interview form consists of various question types designed to gather comprehensive feedback, including:

  1. Multiple choice questions regarding your overall experience and satisfaction.
  2. Rating scales to evaluate specific aspects of the work environment, such as supervisor support, communication, and teamwork.
  3. Open-ended questions that allow you to provide detailed feedback about your reasons for leaving and suggestions for improvement.

Is the Exit Interview confidential?

Yes, the Exit Interview is confidential. The information you provide is handled with the utmost care and is used solely for the purpose of improving organizational practices. While aggregated data may be shared with management to inform improvements, individual responses are not attributed to specific individuals without their consent.

How do I submit my Exit Interview form?

Upon deciding to leave the organization, you will be provided with a link to the online Exit Interview form. Complete the form electronically and submit it directly through the link. If you prefer, a paper version can be requested from Human Resources, which you can fill out and return to them in person or via mail.

What happens after I submit the form?

After submission, your Exit Interview form will be reviewed by the Human Resources team. The team compiles and analyzes the feedback to identify areas of improvement. Your constructive feedback plays a significant role in shaping the future of the organization, helping create a better working environment for current and future employees. While you may not receive direct feedback on your submission, rest assured it is valued and considered in organizational decision-making.

Common mistakes

When it comes to filling out an Exit Interview form, it's essential to approach the task with attention and honesty. However, people often encounter pitfalls in the process, impacting the value and accuracy of their feedback. Here are seven common mistakes that can detract from the effectiveness of Exit Interviews:

  1. Rushing through the form: A thorough and thoughtful approach ensures that your feedback is considered and meaningful. Speeding through the questionnaire may lead to missed opportunities to share valuable insights.

  2. Being too vague: Specific examples provide clarity and help your employer understand exactly what went well and what didn't. Without details, it's hard for them to take precise actions.

  3. Omitting positive feedback: It's just as important to highlight what the company is doing right as it is to point out areas for improvement. This balance gives a more accurate picture of your experience.

  4. Focusing solely on individuals: While it's important to address issues with specific colleagues if necessary, focusing solely on person-to-person conflicts misses the broader picture of the company culture and structural issues.

  5. Using inappropriate language: Keeping feedback professional and constructive is crucial. Inflammatory or disrespectful language can undermine the credibility of your assessments.

  6. Forgetting about confidentiality: Remember, the feedback might be shared within the organization. Avoid mentioning anything you wouldn't want disclosed or that could be traced back to individuals in a harmful way.

  7. Not considering the future: Reflect on how your feedback could help improve the workplace for future employees. It's an opportunity to contribute to positive changes even after you've moved on.

Approaching your Exit Interview with these pitfalls in mind can help you provide constructive, valuable feedback that benefits both you and your soon-to-be former employer. It's about leaving a legacy of honesty and help, paving the way for positive changes in the wake of your departure.

Documents used along the form

When an employee decides to leave a company, the Exit Interview form is just one part of the paperwork involved in the process. This form helps employers understand why employees are leaving and what improvements could be made. However, several other documents are commonly used alongside the Exit Interview form to ensure a smooth and compliant transition for both the employer and employee. Here's a rundown of these additional documents.

  • Employee's Resignation Letter: This document officially records the employee's intention to resign from their position, including the date of resignation and sometimes the reason for leaving.
  • Non-Disclosure Agreement (NDA): If not already signed at the initiation of employment, this agreement might be presented again to remind employees of their obligations not to disclose any confidential information they learned while on the job.
  • Non-Compete Agreement: Depending on the terms of the initial employment contract, a review of the non-compete agreement might be necessary to remind the employee of any restrictions on working with competing firms.
  • Return of Property Acknowledgement: This form confirms that the employee has returned all company property, such as keys, equipment, and documents, before leaving.
  • Benefits Status Form: This document outlines the status of the employee's benefits upon leaving the company, including details about health insurance, retirement accounts, and unused vacation or sick time.
  • Final Paycheck Acknowledgement: This form includes details about the final paycheck, including any deductions and when and how it will be delivered or deposited.
  • Performance Evaluation Forms: These are reviews of the employee's performance during their tenure, which might be discussed during the exit interview to provide a complete view of the employee's time with the company.
  • Exit Survey: While similar to the Exit Interview form, an exit survey may gather more quantitative data about the employee's experience, offering broader insights into the company's environment and culture.

Together, these documents form a comprehensive exit package, aiding both the employer in reducing future turnover and the employee in transitioning out of the company smoothly. Proper documentation is crucial in these situations to protect the interests of both parties and ensure a professional separation process.

Similar forms

  • Employee Satisfaction Surveys: Like the Exit Interview form, Employee Satisfaction Surveys are designed to gather feedback from employees. However, while Exit Interviews are targeted at departing employees to understand their reasons for leaving and their experience at the company, Employee Satisfaction Surveys are used with current employees to measure their job satisfaction, engagement, and workplace culture.

  • Performance Appraisal Forms: These forms share similarities with Exit Interview forms in that they both evaluate an individual's performance and contributions to the company. Performance Appraisal Forms are used for ongoing employees to assess their achievements, strengths, and areas for improvement, often influencing decisions on promotions, pay raises, and development plans. Exit Interview forms might also touch on the employee’s performance but focus more on the reasons for termination and overall experience.

  • Termination Checklists: Termination Checklists and Exit Interview forms are used at the end of an employee's tenure. While the Exit Interview form collects feedback about the employee's experience, a Termination Checklist ensures all procedural steps are followed during the termination process. This includes the return of company property, final pay processing, and the completion of necessary paperwork.

  • Employee Onboarding Documents: On the surface, Employee Onboarding Documents might seem quite different from an Exit Interview form since they are used at the beginning of the employment relationship. However, both types of documents are crucial for bookending the employment experience, gathering critical information from employees at key transition points, and ensuring a smooth process either upon entry or exit from the company.

  • Non-Disclosure Agreements (NDAs): Both Non-Disclosure Agreements and Exit Interview forms involve confidentiality to some extent. In an Exit Interview, employees may be reminded of the confidentiality clauses they agreed to upon their hiring, especially about sensitive company information they are privy to. NDAs, signed at the start of employment or during, legally bind employees from disclosing proprietary information.

  • Conflict of Interest Declarations: Similar to Exit Interviews, Conflict of Interest Declarations aim to protect the company’s interests by identifying potential risks. While Conflict of Interest Declarations are typically filled out at the beginning of employment or when a potential conflict arises, Exit Interviews may touch on any conflicts that influenced the employee’s decision to leave, offering insights into possible organizational issues.

  • Employee Exit Clearance Forms: Similar to Termination Checklists, Employee Exit Clearance Forms are procedural documents used during the termination process. They focus on ensuring that the departing employee has completed all obligations and returned all company properties. While they serve a more practical purpose compared to the feedback-focused Exit Interview, both are key in the offboarding process.

Dos and Don'ts

When filling out an Exit Interview form, individuals are presented with a valuable opportunity to provide feedback on their experience with an organization. This feedback can be crucial for the organization's development and can also allow for a professional closure to their tenure. Below are guidelines on what to do and what not to do during this process.

  • Do be honest: Offer genuine feedback about your experiences. Constructive criticism can help the organization improve and grow.
  • Do remain professional: Regardless of the circumstances leading to your departure, maintaining a professional tone is vital. This reflects well on you and ensures your feedback is taken seriously.
  • Do provide specific examples: When offering feedback, whether it is positive or negative, providing specific instances can be incredibly helpful. This makes your feedback more actionable for the organization.
  • Do focus on your job and department: Limit your feedback to your direct experiences and observations within your position and department. This maintains the relevance and utility of your insights.
  • Do offer suggestions for improvement: If you see areas that could benefit from change, suggest practical ways to address these. Thoughtful suggestions can be invaluable.
  • Don’t make personal attacks: Ensure your feedback is focused on processes, systems, and professional conduct rather than personal criticisms of individuals.
  • Don’t breach confidentiality: It’s important to avoid discussing sensitive, confidential, or proprietary information about the company, its clients, or its employees.
  • Don’t be vague: Try to avoid generic statements that do not offer clear feedback. Specificity allows for better understanding and action.
  • Don’t use it as a venting session: While it might be tempting to use the exit interview as an opportunity to vent frustrations, focusing on providing constructive feedback is more beneficial in the long term.

The process of completing an Exit Interview form can contribute significantly to the continuous improvement of an organization. By adhering to the guidelines outlined above, individuals can offer valuable, constructive, and impactful feedback. This not only aids in the betterment of the organization but also assists in closing out one’s tenure on a note of professional growth and contribution.

Misconceptions

When it comes to the exit interview process, several misconceptions often cloud the understanding of its purpose and value. Clearing up these misconceptions can help both employers and employees see exit interviews as a constructive step in the employment cycle.

  • Exit Interviews Are Only Beneficial for Employers: Many believe that exit interviews only serve the interest of the employer, to gather feedback for improving workplace practices. While this is a significant aspect, employees also gain by voicing their experiences, which can lead to positive changes for current and future employees.

  • Feedback Given Is Used Against Employees: There's a common worry that any criticism provided during an exit interview might be used adversely against the departing employee. However, these interviews are meant to be confidential, aiming to use feedback constructively. Most companies are earnestly seeking to understand how they can improve.

  • Participation in an Exit Interview Is Mandatory: Many employees are under the impression that they are obligated to participate in exit interviews. While highly encouraged, these interviews are voluntary. Employers see value in them but cannot enforce participation.

  • Negative Feedback Will Burn Bridges: The concern that honest feedback will damage future references or professional relationships is common. If presented professionally, constructive criticism can actually demonstrate a level of care and commitment to the organization's growth, leaving on a note of professionalism.

  • Companies Don’t Take Action on Exit Interview Feedback: It's a misconception that feedback provided during exit interviews goes unnoticed. Many companies take this feedback seriously, using it as a tool to improve company culture, processes, and employee satisfaction.

  • Exit Interviews Are a Time for Venting: While it's important to be honest during these interviews, it's equally important to remain professional. The purpose of the exit interview is not to air grievances in a harmful way but to provide constructive feedback.

  • Only Negative Feedback Is Valuable: Some employees feel that if they don’t have anything negative to say, their feedback isn't useful. On the contrary, understanding what keeps employees happy and engaged is incredibly valuable to employers. Positive feedback is as useful as constructive criticism.

  • Exit Interviews Will Influence Severance or References: Worries that the content of an exit interview might influence severance terms or reference checks are unfounded. These processes are separate from the exit interview feedback, which is geared toward organizational learning and development.

Understanding the true nature and purpose of exit interviews can help demystify the process, encouraging openness and honesty that can lead to beneficial changes for both employees and employers.

Key takeaways

The process of completing and utilizing the Exit Interview form is an integral part of transitioning out of an organization. It serves a dual purpose: providing valuable feedback to the organization and facilitating a smooth transition for the departing employee. Below are key takeaways to ensure that both the employee and the organization benefit fully from this process.

  • Prepare thoughtfully: Before filling out the Exit Interview form, take time to reflect on your experiences with the organization. Consider both the positives and the areas where you believe improvements could be made. This preparation allows for more meaningful and constructive feedback.
  • Be honest and constructive: The Exit Interview is a chance to provide genuine feedback. Honesty helps the organization improve, but it's equally important to be constructive with criticism. Offer suggestions for how issues could be addressed or improved.
  • Focus on professional growth: Use the form to reflect on your professional development during your tenure. Identifying the skills you've acquired and the areas where you've grown can provide valuable insights for both you and your employer.
  • Address the work environment and culture: The form is a good place to share your views on the organization's culture and work environment. This feedback can be crucial for the organization's efforts to create a better workplace.
  • Be specific: When providing feedback, try to be as specific as possible. Concrete examples are more helpful than general statements and can lead to actionable insights for the organization.
  • Maintain professionalism: Regardless of the circumstances surrounding your departure, it's crucial to remain professional and courteous in your responses. This approach maintains a positive relationship and leaves the door open for future opportunities.
  • Consider your career trajectory: Reflect on how your experiences at the organization have prepared you for your next steps. This can be a helpful exercise for your professional development and can also provide the organization with feedback on their role in your career path.
  • Understand the confidentiality policy: Finally, ensure you comprehend how your feedback will be used and who will have access to it. If there are confidentiality safeguards in place, this can make you feel more secure in sharing open and honest feedback.

Completing the Exit Interview form with care and intention is beneficial for both the departing employee and the organization. It facilitates a respectful and constructive way to share insights and feedback that can lead to positive changes.

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