Record an exit interview

An exit interview tells you why people leave and what to improve. Record it on the exit so it stays with the employee's history.

Before you start

• You need the hr.manage permission.
• The exit must be approved (the employee is serving notice) or already completed.

Steps

1. Go to Core HR → Exits ( open Exits) and open the employee's exit.
2. Find the Exit interview section.
3. Enter the date it was Conducted on and the Interviewer.
4. Choose the Primary reason for leaving.
5. Under RATINGS (1 = poor, 5 = excellent), rate Role & work, Manager, Culture & team, Pay & benefits and Growth & learning.
6. Answer Would rejoin? and Would recommend us? with Yes, No or Maybe.
7. Fill in What they liked, What we should improve and Other comments.
8. Click Save interview.

What happens next

If the employee has an offboarding checklist, its exit interview task is ticked off automatically. You can open the exit again later to update the answers.