Exit Interview Checklist - Paperless Exit Interviews Using Automation

Benefits of Paperless & Customizable Exit Interview Checklists


December 23rd, 2018 Employee Offboarding  

Some classics become better with the passage of time. Other things, however, don’t age particularly well. This is true for traditional business processes. The standard employee exit interview checklist template is no exception.

Exit interviews provide employers an opportunity to learn about the biggest issues that make people quit. When exit interview checklists aren’t tailored to the specific needs of the organization, they fail to live up to their purpose.

What is an exit interview checklist?

An exit interview checklist is the handout document used by HR professionals to ensure that all repetitive employee offboarding steps are accomplished in the right order. These checklists display the list of items that need to be verified and approved before sending off an employee, so to speak. Exit interview checklists allow HR teams to control and systematize offboarding activities.

Here’s how to create a great exit interview checklist template

Your organization’s exit interview checklist gives you a chance to analyze the reasons behind employees’ exodus. But often times, exit interviews can turn into heated arguments because the HR people use this session to grill deserting employees with all kind of interrogative questions, while the latter groups see it as an opportunity to vent out their pent up emotions.

When such situations become a concern, you can conduct exit interviews en masse and give people the mask of anonymity.

Here are a few more tips for you to create an effective exit interview checklist template:

  • Include only relevant questions that double down on finding out why people are leaving the company
  • Include industry-specific questions, but tailor them to fit your organization’s goals and requirements.
  • Assure participants that their identities will be kept confidential and responses will be taken objectively, and not against them.
  • Create a customizable form in the automated app to make sure you can change the interview checklist if and when needed.

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Benefits of automating exit interview checklists

Here are some of the benefits you get when automating your exit interview checklists.

1. Comprehensive

Using automated exit interview checklists, templates and forms, you can create a comprehensive exit interview process with real-time analytics.

2. Cost-Effective

Automating exit interviews is more cost effective and scalable than paper-based exit-interview process.

3. Consistent

Using automation, you can standardize the exit interviews that are executed through an exit interview app with perfect accuracy.

4. Time-Saving

Without searching for paper checklists or following up on missed tasks, exit interviews can be quick and complete.

5. Insightful

You can create reports that are insightful and helpful in scaling up your exit interview process.

Paper-based exit interviews checklists often run into trouble

There are few common reasons why the standard exit interview checklist fails. The first problem area is the lack of customization.

Many HR departments carry out exit interviews for the sake of protocol. This attitude reflects clearly if you look at the exit interview checklists at most companies. Many of the questions included in the exit interview are clichés, or they aren’t really thought out well to understand the core reasons behind employees’ motive to quit. As a result, the data collected doesn’t hold a meaningful value to it.

Paper-based employee exit interview checklists are also very inefficient and they take forever to complete. Many employees, especially when they are at the brink of leaving a company, are not willing to put in the efforts to answer questions thoughtfully and with an aim to help the HR department understand the gravity of the situation.

This reduces your chances of getting valuable information that you can use to improve the employee retention rate. Additionally, manually sifting through the paper forms demand long hours and daunting labor from the HR professionals which lead to human errors.

Don’t settle for mediocrity

When you digitize a process as crucial as creating a customizable exit interview checklist, you lay a strong foundation of automation and pave way for intelligence to the process. A cloud-based app can do wonders to design a flawless exit interview checklist and allows extra room for the HR department to adjust the process as per the changes in your organization’s priorities.

Automating the process ensures consistency and ease of processing. An automated exit interview app can backup data on a digital platform, make it easily accessible for the stakeholders to fetch information in the future, and give important insights on how to further improve the process.

If interpersonal exit interviews are problematic for your HR to carry out, you can use an automated exit interview template to overcome the awkwardness that arise during the face-to-face sessions.

Also, employees are more likely to articulate their thoughts honestly when they are given the power to remain anonymous, a feature that you can configure with an automated exit interview app. These features can be invaluable to create a comfortable and trustworthy environment around your company’s exit interviews and leave a lasting impression on the minds of departing employees.

An employee exit interview checklist is a simple formality to record employees’ opinions and experiences about their tenure. Paper-based employee exit interview templates are archaic in this approach and complicate the process rather than simplifying this goal.

On the other hand, an automated exit interview app tackles the obstacles associated with an paper-based exit interview checklist templates and allows you additional benefits like analyzing the data and getting into the bottom of the problem, i.e., why people leave.

Automate your exit interview checklists using Kissflow HR Cloud

When looking for a solution that can automate your exit interview process, choose something that offers effortless integration. The tool shouldn’t be something that will require your business departments to rely heavily on IT. Contemplate an automated employee offboarding app platform like Kissflow HR Cloud that offers ready-to-use exit interview checklist that comes with an easy-to-use interface, pre-integration with major platforms, and no-nonsense pricing.

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