HR & Training ManagementPurpose
1.2. Ensure consistent, timely, and standardized exit process for compliance, HR insights, and operational improvement.
1.3. Minimize manual HR workload, reduce delays in communication, and capture structured data on employee experiences and reasons for exit.
1.4. Improve future retention strategies by automatically collecting survey data and integrating insight reporting.
Trigger Conditions
2.2. Notification from line manager requesting exit process start.
2.3. Change of employee status to “leaving” or “terminated” in payroll or scheduling system.
2.4. Automated workflow receives API/webhook indicating final working date is set.
Platform Variants
3.1. Workday
• Feature/Setting: Business Process Framework; schedule exit meetings using “Termination” subprocess—trigger survey via Workday Survey API.
3.2. BambooHR
• Feature/Setting: Webhooks and Time Off API; initiate exit workflow and send survey through BambooHR Marketplace integrations.
3.3. ADP Workforce Now
• Feature/Setting: Employee Termination Event API; configure automation to trigger exit survey email using Marketplace connectors.
3.4. SAP SuccessFactors
• Feature/Setting: Intelligent Services API; automatic handoff to SuccessFactors Survey for exit feedback.
3.5. Greenhouse
• Feature/Setting: Webhooks on employee profile change; send exit interview invitation via Greenhouse Onboarding API.
3.6. Microsoft Outlook 365
• Feature/Setting: Microsoft Graph API for Calendar; auto-send invites for exit interviews.
3.7. Zoom
• Feature/Setting: Zoom Meeting API; schedule virtual exit meetings linked to departing employee’s email.
3.8. Google Calendar
• Feature/Setting: Calendar API; auto-create event and send invites for exit interviews.
3.9. Slack
• Feature/Setting: Bot and Workflow Builder; DM the employee exit survey form.
3.10. SurveyMonkey
• Feature/Setting: Survey API; auto-generate unique survey link and email it to exiting staff.
3.11. Typeform
• Feature/Setting: Typeform Create Form and Responses API; send exit survey links and collect structured feedback.
3.12. Microsoft Forms
• Feature/Setting: Graph API for Forms; auto-assign exit survey tied to departing user.
3.13. DocuSign
• Feature/Setting: eSignature REST API; send out exit paperwork alongside survey to departing employee.
3.14. Zendesk
• Feature/Setting: Trigger via Support API; create ticket for HR to follow up if survey not completed.
3.15. Salesforce
• Feature/Setting: Process Builder and Flow; trigger survey and follow-up case when exit process starts.
3.16. HubSpot
• Feature/Setting: Workflows and Forms API; send survey and track completions as deals or tickets.
3.17. Twilio
• Feature/Setting: Programmable SMS API; send SMS reminders for interview scheduling or pending survey.
3.18. SendGrid
• Feature/Setting: Transactional Templates and API; email survey links and calendar invites.
3.19. Asana
• Feature/Setting: Custom fields and task automation; auto-create HR tasks and reminders for incomplete surveys.
3.20. Google Sheets
• Feature/Setting: Sheets API; log all survey responses and completion status.
3.21. Notion
• Feature/Setting: API for Databases; update and track exit interviews and survey data.
3.22. Monday.com
• Feature/Setting: Automations and Forms; trigger and monitor the exit process, capturing survey completion.
3.23. Jira Service Management
• Feature/Setting: Automation Rules; generate HR ticket and link exit survey upon termination.
3.24. Freshservice
• Feature/Setting: Orchestration Center; automate sending surveys and scheduling interviews upon employee exit notice.
Benefits
4.2. Standardized and prompt exit feedback collection, improving data quality.
4.3. Real-time tracking for compliance and process transparency.
4.4. Provides actionable analytics on turnover, supporting retention strategies.
4.5. Enhances departing employee experience, preserving employer brand.