Engagement

Planning Exit Interviews

Tasks & Phases Included in This Workflow

PHASE 1: PREPARATION

1. Schedule the Exit Interview

Arrange a meeting before the employee’s last working day. Offer a comfortable and private setting.

2. Prepare Relevant Questions

Use a set of questions covering job satisfaction, reasons for leaving, and suggestions for improvement.


PHASE 2: INTERVIEW PROCESS

3. Conduct the Interview

Create a respectful and open conversation. Encourage honest feedback without fear of consequences.

4. Ask Key Questions:

  • Why are you leaving?
  • What did you enjoy most about your role?
  • What could have made your experience better?
  • How do you feel about management and team dynamics?

5. Listen Actively

Let the employee speak freely. Avoid interrupting or defending company practices.


PHASE 3: INSIGHTS COLLECTION AND ANALYSIS

6. Document Key Insights

Take notes or record key points (with the employee’s consent).

Focus on actionable feedback and recurring themes.

7. Analyze Feedback

Use AI Assistant to Identify patterns or areas needing improvement (e.g., workload, leadership, or team dynamics).


PHASE 4: ACTION AND FOLLOW UP

8. Share Insights

Present summarized feedback to leadership while maintaining employee anonymity. Suggest actionable improvements based on findings.

9. Take Action on Findings

Implement process changes, update policies, or provide additional training based on feedback.

10. Follow Up on Changes

Regularly review if implemented changes have improved the workplace.

Conduct employee satisfaction surveys to track progress.

Overview

Exit interviews provide valuable insights into why employees leave and how businesses can improve. They involve asking departing employees about their experiences, reasons for leaving, and suggestions for workplace improvements. This process helps identify trends, address problem areas, and reduce staff turnover. Conducting structured and thoughtful exit interviews ensures that businesses learn from past experiences and build a better working environment.

Key Workflow Features

  • Scheduled interviews with structured questions.
  • AI Assistant-generated surveys for feedback collection.
  • Centralized documentation and trend analysis.
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