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Step 3 Offboarding: Set up the Exit Interview Form

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Exit Interview Forms

An exit interview form is a survey given to an employee leaving a company. It is used to gather feedback on how the employee feels about their time at your company, why they're leaving, and how your company can improve the workplace for employees.

On HRplus, this form is created for each job within the organisation and a user must be identified who is responsible for completing the form. Questions may be formatted as open-ended, multiple choice or based on a rating scale.

Steps to set up the Exit Interview Form:

  1. Set up the the Exit Interview Form headers
  2. Enter the Form Questions
  3. View the completed Exit Interview Form setup
  4. Enter Duplicated Form Details (Optional)

Setup the Exit Interview Form

Company: Select the Company for which you are setting up the Exit Interview Form.

Job: Select the job for which you are setting up the form. In some scenarios, there is one standard form used throughout the company.

Who is Responsible: There are three drop down options available to identify who should complete the form. These are listed below:

  • Employee: If the employees have access to the Employee Self Service (ESS) module, then select Employee as the one who is responsible for completing the form. They will be able to access the Onboarding module via the ESS and complete the relevant tasks.
  • Manager: If there are some employees who are not computer literate or do not have access to the ESS module, then select Manager (Direct supervisor setup via reporting relationships) as the person responsible for completing the form. In this scenario, the manager is advised to sit with the employee and complete the form in real time.
  • HR: If the self service modules ( primarily the ESS and MSS) have not been purchased, then select HR as being responsible for filling the Exit Interview form. Once HR is selected, the the forms are available for HR in the next tab on this screen.

Exit Interview Form Name: Enter a user defined name for the form.

Save or Submit the record.

Enter the Question Details for the Form

Question Details: Enter the Exit Interview question here.

Question Type: There are three (3) default question types.

  • Multiple Choice: Once this question type is selected , the screen to enter the user-defined choices will be displayed. The question should be saved first BEFORE you start to enter your choices. Enter your choices and save the entries. Once saved, additional blank rows will appear where you can enter more choices.
  • Open-ended: This question type allows the respondents to answer in open text format so they can elaborate freely.
  • Rating: This question type will use the rating scale (which was previously setup) as the choices available as a response for the employee.

Order: The Order Number entered here indicates the order in which the question should be completed on the Interview Form. The order of the question on the form is automatically re-ordered based on the order number of the last saved question.

When the question is saved, additional blank rows will appear where you may enter as many questions as required for your Exit Interview Form.

Completed Questions set up for Exit Interview Form

Enter Duplicated Form details

Select the Company and Job for which the form is to be duplicated. Save the record.

View the Duplicated Records

Previous Article Step 2 Offboarding: Set up the Exit Interview Rating Scale
Next Article Step 4 Offboarding: Set up Offboarding Checklist
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