# Exit Interview Form Template, Free Source: https://nerix.ai/templates/exit-interview Learn honestly why people leave: questions, notes and actions for the company. Before you send it Tell the person that taking part is voluntary and say who will read the answers. Keep them private to the people who need them, and do not use them against anyone. Follow your local rules on employee records. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/exit-interview) ### Exit interview **Company:** Brightwater Analytics **Employee:** Maria Santos **Job title:** Customer Success Manager **Team:** Customer Success **Started:** 9 June 2023 **Last working day:** 31 March 2027 **Kind of leaving:** Kind of leaving **Interviewer:** Lucia Moreau, People Partner **Date of interview:** 24 March 2027 Taking part is voluntary. What you say is shared only with the people who need it to improve the company, and it will not affect your reference. ## 1. Why are you leaving? A role with more responsibility, and a shorter journey to work. ## 2. The job What did you like most about working here? The team, and the freedom to run my own accounts. What would have made your work easier or better? Few chances to move up, and tools that are slow. ## 3. Your manager and team Supportive and clear, but too busy for regular one-to-ones. ## 4. Questions to ask in the interview - Did you have the tools, training and information you needed? - Did you feel your work was recognised and your pay fair? - Did you see a path to grow here? - Did you ever see anything at work that worried you, such as unfair treatment, safety or breaking the rules? - What one thing should we change first? ## 5. Coming back Yes, I would come back for the right role. ## 6. Practical points at leaving - Company equipment, keys and cards returned - Accounts closed and access removed - Final pay, leave and benefits explained - Forwarding address for tax papers and post ## 7. Actions for the company Review the promotion path in Customer Success Hold monthly one-to-ones for every team Interviewer: Lucia Moreau, People Partner Date: 24 March 2027 Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. People and HR ## What this template is for An exit interview form with questions on why someone is leaving, their manager, the job and the company, and a summary of what to act on. Fill it in online. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all People and HR templates](https://nerix.ai/templates/people-hr) People and HR ## What you fill in The form asks for 15 details. The document fills itself in as you type. - ### Company name For example: Brightwater Analytics - ### Employee leaving For example: Maria Santos - ### Job title For example: Customer Success Manager - ### Team (optional) optional For example: Customer Success - ### Started on For example: 9 June 2023 - ### Last working day For example: 31 March 2027 - ### Kind of leaving - ### Interviewer (name and role) Ideally not the person's own manager. For example: Lucia Moreau, People Partner - ### Date of the interview For example: 24 March 2027 - ### Main reason for leaving (their words) optional For example: A role with more responsibility, and a shorter journey to work. - ### What they liked most optional For example: The team, and the freedom to run my own accounts. - ### What could be better optional For example: Few chances to move up, and tools that are slow. - ### Feedback on their manager optional For example: Supportive and clear, but too busy for regular one-to-ones. - ### Would they work here again, or recommend it? optional For example: Yes, I would come back for the right role. - ### Actions for the company optional One action per line, with a name next to it if you can. For example: Review the promotion path in Customer Success Hold monthly one-to-ones for every team People and HR ## What is inside The parts of this document, in order. - 1 1. Why are you leaving? - 2 2. The job - 3 3. Your manager and team - 4 4. Questions to ask in the interview - 5 5. Coming back - 6 6. Practical points at leaving - 7 7. Actions for the company Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=exit-interview) ### Was this template helpful? People and HR ## Questions people ask ### What details does this template ask for? The form asks for 15 details, starting with Company name, Employee leaving, Job title, Started on, Last working day. 7 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### What should I check before I use this template? Tell the person that taking part is voluntary and say who will read the answers. Keep them private to the people who need them, and do not use them against anyone. Follow your local rules on employee records. ### Are these HR templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do the HR templates follow my country's employment law? They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it. ### Can a small team use them too? Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version. Templates ## More in People and HR - [30 60 90 day plan Turn the first three months of a new role into clear goals, people to meet and check-ins. People and HR](https://nerix.ai/templates/thirty-sixty-ninety-day-plan) - [360 degree feedback form Gather ratings and comments about one person from the people who work with them, then use them to grow. People and HR](https://nerix.ai/templates/360-degree-feedback-form) - [Business travel policy Set clear rules for work trips: who approves, how to book, what is covered and how to claim. People and HR](https://nerix.ai/templates/travel-policy) - [Code of conduct Set out how everyone at your company is expected to behave, and how to raise a concern. People and HR Premium, €4.99](https://nerix.ai/templates/code-of-conduct) - [Disciplinary procedure A fair written process for conduct and performance problems, from first talk to appeal. People and HR Premium, €4.99](https://nerix.ai/templates/disciplinary-procedure) - [Employee exit checklist Make sure nothing is missed when someone leaves: handover, access, equipment, final pay and sign-off. People and HR](https://nerix.ai/templates/employee-exit-checklist) [See all People and HR templates](https://nerix.ai/templates/people-hr) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [People and HR](https://nerix.ai/product/people) - [E-signatures](https://nerix.ai/product/e-signatures) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [People and HR](https://nerix.ai/templates/people-hr)