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Exit Interview

The Exit Interview process is a critical stage in the employee lifecycle that takes place after an employee has resigned, retired, or been terminated. It involves reassigning tasks, collecting company assets, facilitating knowledge transfer, deactivating corporate accounts, among other activities.

Workflow template includes the following steps

Step 1 — Notification of Departure

The employee informs their supervisor or HR representative of their decision to leave the company.

Due Date

Output Field Conditions

Step 2 — Reassignment of Tasks

The supervisor or HR representative identifies the tasks that the departing employee was responsible for and reassigns them to other team members.

Output Field

Step 3 — Collection of Company Assets

The departing employee returns all company assets such as laptops, ID cards, keys, etc.

Due Date

Output Field Conditions

Step 4 — Knowledge Transfer

The departing employee provides a handover to the replaced employee, sharing critical information and insights to ensure a smooth transition.



Step 5 — Deactivation of Corporate Accounts

The IT department deactivates all corporate accounts associated with the departing employee to maintain security.

Output Field

Step 6 — Conducting the Exit Interview

The HR representative conducts the exit interview, where the departing employee can share their experiences, suggestions, and potential concerns.

Due Date

Output Field Conditions

Step 7 — Final Payroll and Benefits

The HR department processes the final payroll for the departing employee and discusses any remaining benefits or compensation.

Output Field

This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Exit Interview

The Exit Interview process is an invaluable tool for any organization. It provides a unique opportunity to gain honest feedback from employees who are leaving, which can be used to improve the working conditions, culture, and overall satisfaction of current and future employees. This process also ensures that all company assets are returned, tasks are appropriately reassigned, and corporate accounts are deactivated to maintain security. Additionally, it allows for a smooth transition of knowledge to the replaced employee, preventing any loss of critical information or disruption in operations. Implementing a thorough and effective Exit Interview process can significantly reduce turnover rates, improve employee retention, and enhance the overall productivity and efficiency of the organization. This process is not only beneficial for the organization but also provides closure for the departing employee, allowing them to share their experiences, suggestions, and potential concerns. It is a crucial step in maintaining a positive relationship with former employees, which can contribute to a positive brand image and foster future networking opportunities.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

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With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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