HR exit interview workflow for Tallyfy

Learn from every departure before they walk out

Departing employees will tell you things they'd never say while employed - but only if you ask the right questions and create a safe space. This template structures exit interviews to capture honest feedback about management, culture, and retention risks.

6 steps
25 fields

Run this workflow in Tallyfy with people, AI, and conditions

Exit Interview Form Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Schedule the exit interview

TM
Team member
Status: Active

2. Gather reason for leaving

Claude
AI agent
Status: Waiting

3. Discuss job and management experience

TM
Team member
Status: Conditional

4. Review company feedback

Claude
AI agent
+ 2 more steps below

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

1

Schedule the exit interview

1 day from previous step
task
Book a private 30-45 minute meeting before the employee's last day. Make it clear this is a confidential conversation to gather straight feedback. Pick a neutral location - not their manager's office. Send a calendar invite with a brief agenda so they can prepare their thoughts.
2

Gather reason for leaving

1 day from previous step
task
Start with the big question: why are they leaving? Listen without getting defensive. Ask follow-up questions to understand the real reasons - the first answer is rarely the whole story. Career growth? Compensation? Management? Culture? Document their actual words, not your interpretation.
3

Discuss job and management experience

1 day from previous step
task
Dig into their day-to-day experience. Did they have what they needed to do their job? How was their relationship with their manager? Were expectations clear? People leave managers more than companies - this feedback is gold for improving retention. Create a safe space for real answers.
4

Review company feedback

1 day from previous step
task
Ask what they liked and what frustrated them about working here. Culture, benefits, growth opportunities, communication - get specific. What would they change if they could? This is your chance to hear things people are too polite to say while employed. Take notes - patterns across exit interviews reveal systemic issues.
5

Cover administrative details

1 day from previous step
task
Walk through the practical stuff: final paycheck timing, benefits continuation (COBRA), unused PTO payout, 401k rollover options, reference policy. Collect company property - laptop, badge, keys, parking pass. Remind them about any non-compete or confidentiality agreements still in effect. Get their personal contact info for any follow-up questions.
6

Document and share findings

1 day from previous step
task
Write up the key themes while they're fresh. What did you learn about retention risks? Manager effectiveness? Culture issues? Share relevant feedback (anonymized if needed) with HR leadership and the employee's manager. The exit interview is only worth doing if the insights lead to action. Track trends across departures to spot patterns.

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe
1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2

Run

People + AI working together
4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3

Track and improve

Audit and learn
7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.

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