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HR Matters E-Tips
July 27, 2004, Volume 6, No. 31
Published by Personnel Policy Service, Inc.
"Your Policy and Compliance Experts Since 1972"
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THIS WEEK'S TIP: Exit Interview Tips
Handled correctly, exit interviews can help you identify and resolve
workplace problems, boost future employee retention rates, and
minimize resentment or misunderstanding when employees leave. |
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HR MATTERS PRINT newsletter gives you
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THIS WEEK'S TIP: Exit
Interview Tips
Exit interviews can uncover a wealth of useful information about your
organization's real working environment. These interviews help pull
together loose ends with departing employees and, in some cases, may
even identify smoldering problems. The exit interview also serves as a
final opportunity to address misunderstandings and defuse potential
legal
actions.
The proper exit interview formula is actually pretty straightforward,
and
includes a shorter list of do's and don'ts than many other HR practices.
The simple guidelines outlined below will help you conduct effective
exit
interviews.
* Interview Overview *
First, it's important to understand exactly what an exit interview is --
and
what it isn't. An exit interview should not be confused with the meeting
at
which notice of termination is given. Rather, it is a meeting conducted
after the termination decision, whether voluntary or involuntary, has
been
made and communicated.
Exit interviews are intended to help management determine the actual
reason behind a voluntary termination, explain any conversion or
continuation of benefits, minimize misunderstandings and resentment
caused by involuntary terminations, and complete administrative details.
The interview also helps you evaluate overall policies and procedures by
providing feedback about the organization and its practices. Ideally, it
is
conducted a day or two before the employee's final separation.
* Questions to Ask the Employee *
Effective exit interviews should be structured to ensure that all the
important issues are covered and, typically, include both specific and
open-ended questions. This format enables the interviewer to collect
job-related details along with more general feedback and opinions. The
questions you include will vary depending on the type of information you
want. However, exit interviews usually include certain standard lines of
questioning (with appropriate follow-up questions based on the
employee's responses).
As a general rule, a neutral party, such as a member of your HR
department or another member of management, should conduct the
interview. In any case, the interviewer should be trained to elicit and
analyze responses and also should be familiar with the employee's
personnel history and the responsibilities of the position.
In addition, many experts believe that the employee's supervisor should
not be present during an exit interview, so as not to inhibit the
conversation. The goal is to create an atmosphere that encourages the
expression of forthright opinions about the organization, its management
practices, and the job itself.
Questions commonly asked include:
1. Why are you leaving? (If the termination is voluntary.)
2. Are there any changes or improvements that would have prevented
you from leaving? (Again, if the termination is voluntary.)
3. What did you like most about working for this organization?
4. What did you like least?
5. How would you evaluate the performance of your supervisor?
6. Did you feel the organization provided sufficient training,
opportunities
for advancement, benefits, etc.?
7. Do you have any suggestions for ways to make the work more
pleasant and productive?
Finally, if any ill feelings or misunderstandings are uncovered, the
interviewer should attempt to defuse them. |
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* Administrative Issues to Cover *
To address the exit process, the interviewer should:
1. Explain any group insurance conversion or continuation benefits
(COBRA rights, if applicable) and any other vested benefits
available to
the employee.
2. Obtain the employee's correct address for mailing the IRS Form
W-2
and the correct mailing addresses of the employee's spouse, or
former
spouse, and any dependents who are eligible to continue health care
benefits.
3. Determine the employee's availability for future employment, if
still eligible.
4. Explain the organization's policy on providing employment
references.
5. Provide a list of employer property to be returned and a process
to
record its return.
6. Remind the employee to remove all personal belongings.
7. Review with the employee the terms of any agreements covering
competitive activities or disclosure of confidential information.
* Make Use of Exit Information *
To benefit fully from the exit information generated, you need to
make
sure you take several basic steps:
1. Keep track of the information so you can analyze trends, such as
high
turnover in certain departments, recurring references to a lack of
advancement opportunities, or repeated problems with a specific
individual.
2. Communicate employee feedback to those who can use it to analyze
and correct any problems.
3. Follow up on any information that points to inappropriate or
unacceptable behavior, such as allegations of harassment,
discrimination, or poor management.
Good exit interviews not only take care of necessary administrative
details but also facilitate proper closure to the formal employment
relationship and generate valuable feedback. This feedback, both
positive and negative, gives you the input you need to reinforce
successes and correct problems before they get out of control.
Subscribers to the Personnel Policy Manual or HR Policy Answers on
CD can find additional information on exit interviews in Termination
of
Employment, Chapter 211, note 8. |
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Subscribers to the Personnel Policy Manual and HR Policy Answers on
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