EMPLOYEE EXIT INTERVIEW CHECKLIST (HR)

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--- PRE-INTERVIEW PREPARATION ---
[ ] Schedule Exit Interview Date
[ ] Confirm Exit Interview Time
[ ] Interview Location (In-Person/Virtual) (In-Person, Virtual)
[ ] Interviewer Assigned (HR Representative, Manager, Other)
[ ] Interviewer Name
[ ] Prepare Interview Questions (Based on Role/Reason)

--- INTERVIEW INTRODUCTION & LOGISTICS ---
[ ] Employee Name
[ ] Interview Date
[ ] Interview Time
[ ] Interviewer Name
[ ] Interview Format (In-person/Virtual) (In-person, Virtual)
[ ] Interview Location (if applicable)
[ ] Briefly explain the purpose of the interview

--- REASONS FOR LEAVING ---
[ ] Please describe your primary reason(s) for leaving the company.
[ ] Which of the following factors contributed to your decision? (Career Advancement Opportunities, Compensation/Benefits, Work-Life Balance, Management/Leadership, Company Culture, Job Responsibilities, Location/Commute, Relocation, Other)
[ ] 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? (Yes, No)
[ ] If yes, can you briefly describe the new opportunity?

--- FEEDBACK ON COMPANY & MANAGEMENT ---
[ ] 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? (Excellent, Good, Average, Poor, Very Poor)
[ ] 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? (Yes, No, Somewhat)
[ ] If no, please explain why.

--- CAREER GOALS & FUTURE PLANS ---
[ ] Briefly describe your career goals.
[ ] What industries or roles are you considering for your next position?
[ ] How would you rate your overall job satisfaction? (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)
[ ] 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 ---
[ ] Last Day of Employment
[ ] Accrued Vacation Time (Hours)
[ ] Unused Sick Leave (Hours)
[ ] COBRA Election Status (Elected, Declined, Not Applicable)
[ ] 401k/Retirement Plan Status (Rollover, Leave with Employer, Cash Out)
[ ] Notes regarding final pay and benefits
[ ] Expected Final Pay Date

--- CONFIDENTIALITY & AGREEMENTS ---
[ ] Acknowledgement of Non-Disclosure Agreement (NDA) (Acknowledged and Understood, Not Signed)
[ ] Return of Company Property (All Property Returned, Partial Return, Not Returned)
[ ] 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 ---
[ ] Date of Interview
[ ] Summary of Key Findings
[ ] Action Required? (Yes, No)
[ ] Specific Actions/Recommendations (if applicable)
[ ] Follow-up Assigned? (Yes, No)
[ ] Assigned To (if follow-up)
[ ] Follow-up Due Date

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