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The Exit Interviews page (/hr/engagement/exit-interviews) lists all exit interviews for the organization with filtering by type, status, and date range, and provides actions to schedule new interviews or mark existing ones complete.

Overview

The table shows employee avatar, name, employee number, interview date, interview type badge (Self-Service, HR Conducted, Manager Conducted), status badge (Pending, Completed, Declined), and conducted-by name. Filters include a search by employee name, interview type, status, and from/to date pickers. The row action menu provides View, Edit, and (for pending interviews) Mark Complete. A Schedule Interview button at the top-right navigates to the new interview form. Interview types:

Who it’s for

Access follows your organization’s role and module configuration.

Before you start

  • Exit interview records are typically created through the offboarding process or manually via the Schedule Interview button.

Steps

  1. Navigate to HR → Engagement → Exit Interviews or go to /hr/engagement/exit-interviews.
  2. Use the filters to narrow by type, status, or date range.
  3. Click an employee name to view the full exit interview detail.
  4. Use the action menu to edit or mark complete.
  5. Click Schedule Interview to create a new exit interview record.

Key concepts

Viewing an exit interview

The Exit Interview Details page (/hr/engagement/exit-interviews/:id) displays the full record for a single exit interview, including employee information, interview type, status, scheduled date, feedback, and actions to mark complete or decline. The page shows status and type badges, interview date, and an employee card with avatar, name, and employee number. An interview summary card shows the “Would Recommend” and “Rehire Eligible” determinations (Yes/No/Not determined) and the completed-at timestamp. A feedback card shows the reason for leaving, general feedback text, and HR internal notes (each in its own section). When status is pending, action buttons for Edit, Decline, and Mark Complete are shown. Marking complete navigates back to the exit interviews list. Before you start: the exit interview record must exist in your organization. Only interviews with pending status can be marked complete or declined.
  1. Navigate to HR → Engagement → Exit Interviews and click an interview row, or go directly to /hr/engagement/exit-interviews/:id.
  2. Review the status and interview type badges and the scheduled date.
  3. Check the employee info card and interview summary.
  4. Review feedback sections (reason for leaving, general feedback, HR notes).
  5. If pending, use Edit to update details, Decline to decline, or Mark Complete to finalize.
Key detail concepts:

Editing an exit interview

The Edit Exit Interview page provides a form for updating an existing exit interview record. It is available at route /hr/engagement/exit-interviews/:id/edit. The route renders ExitInterviewFormPage in edit mode (because the id param is present). The existing record is fetched via useExitInterviewDetail. On submit, update.mutate is called and the user is redirected to the detail page. The form is rendered by ExitInterviewForm. Before you start: navigate from an exit interview detail page at /hr/engagement/exit-interviews/:id.
  1. From an exit interview detail page, click the edit action. You land on /hr/engagement/exit-interviews/:id/edit.
  2. Update any fields in the exit interview form.
  3. Submit the form. On success, you are redirected to the detail page.

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr/engagement-routes.tsx
  • src/cores/hr/engagement/pages/ExitInterviewListPage.tsx
  • src/cores/hr/engagement/pages/ExitInterviewDetailPage.tsx
  • src/cores/hr/engagement/pages/ExitInterviewFormPage.tsx
  • src/cores/hr/engagement/hooks/useExitInterviewList.ts
  • src/cores/hr/engagement/hooks/useExitInterviewDetail.ts
  • src/cores/hr/engagement/hooks/useExitInterviewMutation.ts