How to download the exit interviews for the users?

 If you wish to download the exit interviews in a standard format, you can do the same in a few simple steps.

Kindly check if the user's status has been updated as resigned under the staff profile.

Step 1

Go to the Settings.

Step 2

Go to the 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 out 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 Save.

Step 6

After changing the status to resigned, add the template from the user profile under the staff list.

Step 7

Your employee will receive an email requesting to fill up form.

By clicking on the View button, the employee will be directed to their own Carbonate account.  Once they are finish with filling out the Exit Interview, they should click on Submit button.


Step 8

Click on exit interviews under the analytics module.

Step 9

Select the users for whom you want to download the exit interview.

Step 10

Choose the format for download.  It will be automatically downloaded in the system.

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