Exit Interview templates toolkit

Exit Interview templates toolkit

£34.90

UK-specific • Editable • Instant download • 12 months' updates

Manage employee exit interviews with a complete, practical set of HR templates covering preparation, questions, feedback, recording and follow-up — helping you capture useful employee insight and improve retention and employee experience.

Use this toolkit to:

  • Plan and conduct structured exit interviews
  • Understand why employees leave the organisation
  • Capture constructive feedback about the employee experience
  • Identify recurring themes, risks and improvement opportunities
  • Record and review exit information consistently

Toolkit contains:

  • Templates – exit interview forms, questionnaires, meeting documents, feedback records and related HR resources.
  • Knowledge Hub – guidance about exit interviews, a step-by-step process, common mistakes, employment law, ACAS guidance, best practice and FAQs.
Specifications
Templates 7 ( 1 Guides, 1 Letters, 2 Forms, 1 Scripts, 2 Plans, )
Access 12 months, includes updates
Jurisdiction England, Wales and Scotland
Based on UK employment law, ACAS guidance
Delivery Instant download
Formats .doc · .xls · .pdf · .txt · email
When purchased
All templates Download all templates in this collection as a ZIP file Available after purchase
Contents
SUPPORT

Exit Interview Knowledge Hub

More than just templates, the Exit Interview Knowledge Hub brings together practical HR guidance, real-world experience and tried-and-tested resources to help you understand the subject, manage it effectively and make informed decisions.

Explore the knowledge below

What are Exit Interviews?

An exit interview is a discussion between the employer and an employee who has decided to leave the business. It’s helpful to imagine them as the opposite of a job interview - instead of asking why they want to join your company, you’re asking them why they’ve decided to leave.

The objective is to better understand why that employee has decided to resign, in the hope that the company can improve how it works and prevent other employees from following suit.

By performing an exit interview with an employee before they go, you’ll have an opportunity to get honest feedback about positive and negative experiences. This will help you determine whether there is the potential to increase employee retention, improve engagement, and get valuable insight to help hire their replacement.

Exit Interview templates are essential for managing a low-risk, compliant Exit Interview process.

What Are the Key Stages of an Effective Exit Interview?

An exit interview provides a structured opportunity to gather feedback from an employee who is leaving. It will typically follow these key stages:

1
Arrange The interview is scheduled and its purpose is explained.
2
Ask Open questions explore the employee's experience and reasons for leaving.
3
Listen Feedback is considered without becoming defensive or dismissive.
4
Record Relevant feedback and themes are documented appropriately.
5
Learn Feedback is considered alongside wider employee retention information.

The purpose is learning. Exit interviews are most useful when feedback is considered for wider organisational improvement.

Common mistakes

Understand the common mistakes employers can make when managing this area of HR, helping you reduce risk, prevent unnecessary costs and ensure the process is handled fairly, consistently and correctly.

What is a typical exit interview process workflow?

Here we show you which resources to use to effectively hold an exit interview, taking into account the different decisions and directions that are likely / possible.

Following this flowchart will ensure that you factor in all eventualities, follow legal / code of conduct or best practice processes, communicate effectively, and reduce the risk of things going wrong.

Exit interview meeting invitation letter template
Exit interview meeting script
Exit interview questions form
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Compliance

UK employment law and best practice

This toolkit is designed to support Exit Interview, but its resources should be used alongside the relevant HR policies and procedures and applied to the circumstances of each individual case. Always consider the specific facts, your organisation's processes and the applicable employment law before taking action.

Exit interviews can provide useful insight into employee experience and organisational issues, but they should be handled sensitively. The documents in this toolkit are designed to support structured exit discussions.

Purpose and confidentiality

Employees should understand why exit information is being collected and how it may be used. Employers should not promise absolute confidentiality where information may need to be acted upon.

Data protection

Exit interview information is personal data and should be handled appropriately. Employers should avoid collecting unnecessary information and should apply suitable retention arrangements. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/employment/

Concerns raised

If an employee raises allegations of discrimination, harassment, safeguarding concerns or other serious issues during an exit interview, employers should consider whether a formal procedure or investigation is required.

FAQs

What is an exit interview?

An exit interview is a discussion with an employee who is leaving an organisation, usually to understand their reasons for leaving and gather feedback about their experience.

Are exit interviews legally required?

No. There is generally no legal requirement for an employer to conduct an exit interview. They are a voluntary HR practice that can provide useful insight into employee experience.

What questions should be asked during an exit interview?

Questions should explore the employee's role, management, working environment, reasons for leaving and what the organisation could improve.

Who should conduct an exit interview?

An exit interview may be conducted by HR, a manager or another appropriate person who can have an objective and constructive conversation with the departing employee.

What should employers do with exit interview feedback?

Feedback should be recorded appropriately, considered alongside other employee information and used to identify themes or potential improvements.

Why use HRDocBox to support exit interviews?

HRDocBox combines real-world HR experience, subject-matter expertise and commercial understanding to support effective exit interviews with practical, tried-and-tested resources. With instant access, editable documents, ongoing updates and 12 months' access, you get practical HR support when you need it.

How this content is developed and reviewed

The Exit Interview templates toolkit is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates and supporting information are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.

About the author

Darryl Horn, Chartered HR Director

Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.

He has extensive practical experience of managing exit interview HR processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

HRDocBox has been creating practical UK HR documents since 2009.

Executive recommendation

"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."

"He is someone I trust; consistent, dependable, and committed to doing things properly."

RB
Ruth Brock Chief Executive Officer The Hygiene Bank
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