Exit Interview Process Template

If you want to process the Exit Interview on Carbonate for your resigned employee, kindly follow these steps.

So before processing for the exit interview, please do change the status to resigned from the staff profile.

Step 1

Please go to carbonateapp.com with your credentials and then click on settings from the left side of the menu.

Step 2

Go to More section and click on Exit interview from the drop-down list.

Step 3

Click on Add a new template.

Step 4

Add questionnaire and fill up all the necessary information. You can choose whether to provide the answers in ratings or in text or in both ways.

Step 5

Click on the checkbox and ‘Mark as default.’

Step 6

Click on ‘Save’ button on the right side.

Step 7

Click on Staff List on the right side menu.

Step 8

Click on the employee profile. Under the General Tab, click on the ‘Status’ and Select ‘Resigned’ on the drop-down list.

Step 9

Click on the Employment Tab and fill out the form. Input the resigned date, last working date and put your exit interview template.

Step 10

After filling up the form, scroll down and click on the ‘Save’ button.

Step 11

Your employee will receive an email requesting to fill up form. Click on the View button.

It will redirect your employee to their own Carbonate account to fill up the Exit Interview.

Step 12

After filling up the form, Click on Save, and Submit.

Step 13

To be able to view the answer on the Exit interview, go to Analytics Module on the left side menu.

Step 14

On the upper right corner, click on the analytics and select on the EXIT INTERVIEW.

Step 15

Once done, the admin can view all the exit interviews done by resigned employees.

Step 16

After clicking on the ‘View Interview’, the admin can now see the answers as shown in the sample image.

Exit Interview Process

You can watch the video here:

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