Exit Interview

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Overview

Exit Interview – Business Overview

Exit Interview is a business document used in Dafater to formally capture feedback, insights, and observations when an employee leaves the organization. It supports informed decision-making by helping leadership understand why employees exit and what improvements can be made to retain talent and strengthen workplace culture.

Purpose in Business Operations

The Exit Interview helps organizations: - Understand employee satisfaction and reasons for departure
- Identify recurring issues related to management, workload, compensation, or culture
- Capture suggestions for improving policies, processes, and employee experience
- Support continuous improvement in people management and retention strategies

It turns employee departures into a structured learning opportunity rather than a purely administrative event.

Prerequisites and Setup Requirements

Before using the Exit Interview, the following should typically be in place: - The employee’s exit or separation process has been initiated or approved
- Clear internal guidelines on when and how exit interviews are conducted
- Defined responsibility (for example, HR or direct manager) for conducting and recording the interview
- Agreement on confidentiality and how feedback will be used

Having these basics ensures the process is consistent and trusted by employees.

Typical Workflow and Business Process Fit

The Exit Interview fits into the broader employee offboarding process and is usually handled as follows: 1. An employee submits resignation or is notified of separation
2. HR schedules and conducts the exit interview before the last working day
3. Feedback is recorded in the Exit Interview document
4. Management reviews insights and trends across multiple exit interviews
5. Actions are planned to address common concerns or risks

This document bridges the gap between employee exit and strategic people management.

Key Business Scenarios Where It Is Essential

The Exit Interview is especially valuable when: - Employee turnover is increasing and causes are unclear
- Management wants to evaluate leadership effectiveness or workplace morale
- The organization is growing and needs structured feedback to scale responsibly
- HR is preparing reports on retention, engagement, or organizational health
- Sensitive departures require documented, professional handling

In these scenarios, structured exit feedback provides clarity and direction.

Important Considerations for Users

When used thoughtfully, the Exit Interview becomes a strategic tool for strengthening the organization, not just a formality at the end of employment.

Basic Information

Fields

Field Name Label Type Required Options Description
naming_series Naming Series Select HR-EXIT-INT- Defines Dafater auto-generated naming pattern for exit interview records
employee Employee Link ✓ Employee Employee leaving the organization, linked from Dafater employee records
employee_name Employee Name Data - Full name of the employee for reference and reporting
email Email ID Data Email Official email address used for exit interview communication
company Company Link ✓ Company Company within Dafater where the employee was employed
status Status Select ✓ Pending, Scheduled, Completed, Cancelled Current progress status of the exit interview in Dafater
date Date Date - Scheduled or actual date of the exit interview
department Department Link Department Department the employee belonged to at time of exit
designation Designation Link Designation Employee’s role or title at the time of separation
reports_to Reports To Link Employee Employee’s reporting manager recorded in Dafater
dateofjoining Date of Joining Date - Employee’s original joining date in the organization
relieving_date Relieving Date Date - Employee’s official last working day
ref_doctype Reference Document Type Link DocType Related Dafater document type linked to this exit interview
questionnaireemailsent Questionnaire Email Sent Check - Indicates whether exit questionnaire email was sent
referencedocumentname Reference Document Name Dynamic Link ref_doctype Specific Dafater document linked for exit reference
interviewers Interviewers Table MultiSelect Interviewer List of assigned interviewers conducting the exit interview
interview_summary Interview Summary Text Editor - Consolidated feedback and observations from the exit interview
employee_status Final Decision Select , Employee Retained, Exit Confirmed Final Dafater decision on retention or confirmed exit
amended_from Amended From Link Exit Interview Original exit interview record amended in Dafater

Permissions

Role Read Write Create Delete Submit Cancel
System Manager ✓ ✓ ✓ ✓
DocType Relationship Module
Company Links to Setup
Department Links to Setup
Designation Links to Setup
Employee Links to Setup
Exit Interview Links to HR