Exit Interview Summary Report template

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Our exit interview summary report template equips you with a structured framework for effective use.

Why this template is necessary

This Exit Interview Summary Report template aims to offer you a versatile and customisable tool, serving as a solid foundation for your needs. Utilise it to ensure consistency, enhance accuracy, and save valuable time.

Adapt it to suit your unique requirements, ensuring efficiency and effectiveness in your HR processes.

Specifications

Reading time icon
Time to read / prep / use
10 mins
Document specs icon
Word count / length
1018 words, 3 pages A4
Date last reviewed icon
Date last reviewed
28 June 2024
exit interview summary report template

Exit Interview Summary Report

Department: ______________________________________
Date: ___________________________________________

Job Description and Duties

  1. Aspects of Job Liked the Most:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  2. Aspects of Job Liked the Least:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  3. Job Description Accuracy:

    • Yes: ______%
    • No: ______%
    • Common explanations if No: ________________________________________
  4. Duties Clearly Described Initially:

    • Yes: ______%
    • No: ______%
    • Common explanations if No: ________________________________________
  5. Changes in Duties Since Starting:

    • Yes: ______%
    • No: ______%
    • Common changes described: ________________________________________
  6. Current Job Description Accuracy:

    • Yes: ______%
    • No: ______%
    • Common explanations if No: ________________________________________
  7. Suggestions for Job Improvement:

    • Common themes: ________________________________________________
    • Raised with Manager (Yes/No): /
  8. Feeling Valued in Role:

    • Yes: ______%
    • No: ______%
    • Common explanations if No: ________________________________________
  9. Workload Perception:

    • Acceptable: ______%
    • Underworked: ______%
    • Overworked: ______%
    • Common explanations: _____________________________________________
  10. Prospects for Advancement/Promotion:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________

Working Conditions

  1. Description of Physical Working Conditions:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  2. Suggestions for Improvement in Working Conditions:

    • Common themes: ________________________________________________
    • Raised with Manager (Yes/No): /

Relationships with Manager and Colleagues

  1. Department Morale:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  2. Working Relationship with Colleagues:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  3. Working Relationship with Manager:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  4. Manager Evaluation:

Aspect Always Often Seldom Never
Explained tasks properly ______% ______% ______% ______%
Gave adequate instructions ______% ______% ______% ______%
Listened to suggestions ______% ______% ______% ______%
Gave adequate help/advice where required ______% ______% ______% ______%
Showed fair/unbiased treatment ______% ______% ______% ______%
Provided constructive feedback on performance ______% ______% ______% ______%
Gave praise where due ______% ______% ______% ______%
Kept informed about progress ______% ______% ______% ______%
Knew and followed company procedures ______% ______% ______% ______%

Company Pay and Benefits

  1. Rating of Company Pay and Benefits:
Benefit Very Good Good Average Poor Very Poor
Remuneration ______% ______% ______% ______% ______%
Pension ______% ______% ______% ______% ______%
Long service award ______% ______% ______% ______% ______%
Bonus scheme ______% ______% ______% ______% ______%
Company car / car allowance ______% ______% ______% ______% ______%
Employee share scheme ______% ______% ______% ______% ______%
Occupational health scheme ______% ______% ______% ______% ______%
Sick pay ______% ______% ______% ______% ______%
Health insurance ______% ______% ______% ______% ______%
Life insurance ______% ______% ______% ______% ______%
Season ticket loan scheme ______% ______% ______% ______% ______%

Company Communication

  1. Team/Department Communication:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  2. Inter-Department Communication:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  3. Informed About Company Happenings:

    • Yes: ______%
    • No: ______%
    • Common explanations if No: ________________________________________
  4. Suggestions for Communication Improvement:

    • Common themes: ________________________________________________
    • Raised with Manager (Yes/No): /

Training and Development

  1. Effective Induction:

    • Yes: ______%
    • No: ______%
    • Common explanations if No: ________________________________________
  2. Adequate Training/Coaching:

    • Yes: ______%
    • No: ______%
    • Common explanations if No: ________________________________________
  3. Opinion on Career Development Opportunities:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  4. Availability of Right Training:

    • Yes: ______%
    • No: ______%
    • Common explanations if No: ________________________________________

Work-Life Balance

  1. Feeling About Work-Life Balance:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  2. Requests for Flexible Working Hours:

    • Yes: ______%
    • No: ______%
    • If Yes, Request and Outcome: ________________________________________
  3. Suggestions for Work-Life Balance Improvement:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  4. Rating of Work-Life Balance Benefits:

Benefit Very Good Good Average Poor Very Poor
Maternity pay and leave ______% ______% ______% ______% ______%
Paternity pay and leave ______% ______% ______% ______% ______%
Adoption pay and leave ______% ______% ______% ______% ______%
Childcare ______% ______% ______% ______% ______%
Career break scheme ______% ______% ______% ______% ______%

Overall Company Experience

  1. Rating of Various Aspects:
Aspect Very Good Good Average Poor Very Poor
Work equipment ______% ______% ______% ______% ______%
IT services ______% ______% ______% ______% ______%
HR services ______% ______% ______% ______% ______%
Parking facilities ______% ______% ______% ______% ______%
Canteen facilities ______% ______% ______% ______% ______%
Sport/social facilities ______% ______% ______% ______% ______%
First aid ______% ______% ______% ______% ______%
Security ______% ______% ______% ______% ______%
Company reputation ______% ______% ______% ______% ______%
  1. Company Reputation as an Employer:

    • Yes: ______%
    • No: ______%
    • Common explanations if No: ________________________________________
  2. Recommendation of Company as an Employer:

    • Yes: ______%
    • No: ______%
    • Common explanations if No: ________________________________________
  3. Company Perceived as Ethical:

    • Yes: ______%
    • No: ______%
    • Common explanations if No: ________________________________________

Reason for Leaving

  1. Reason for Leaving:

    • Common reasons: ________________________________________________
    • Examples: _______________________________________________________
  2. New Company (if applicable): ____________________________________

  3. New Job Role (if applicable): ____________________________________

  4. Perceived Benefits of New Job:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________
  5. Additional Comments on Decision to Leave:

    • Common themes: ________________________________________________
    • Examples: _______________________________________________________

Summary of Action Items:

  1. [First Action Item based on common themes]
  2. [Second Action Item based on common themes]
  3. [Third Action Item based on common themes]

Next Steps:

  • [Summary of immediate next steps to address key issues]

Prepared by: [Your Name]
Position: [Your Position]
Date: [Date]

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