Exit interview workflow automation

Purpose

1. Automatically initiate, manage, and document exit interviews when staff depart, ensuring compliance, capturing feedback, analyzing trends, protecting business reputation, and streamlining HR processes in an Extremaduran restaurant.

2. Automates survey dispatch, feedback collection, analytics, HR notifications, knowledge handover, and exit-related documentation.

Trigger Conditions

1. Staff member marked as "leaving" in HR or scheduling system.

2. Offboarding form submission.

3. Email notification from supervisor or HR team.

4. Scheduled periodic check on staff roster database for status changes.

Platform Variants

1. Google Workspace (Sheets, Forms, Docs)

• API: Google Forms API—automate pre-filled exit interview forms sent to leaving employees.
  
• API: Google Sheets API—automates logging and aggregating exit interview responses.
  
• API: Google Docs API—automates generating exit interview summary reports for management.
  

2. Slack

• API: Conversations API—automates sending exit interview reminders to staff and managers.
  
• API: Events API—automates notifications upon completed interview forms.
  

3. Microsoft Teams

• API: Graph API—automates Teams channel messages for HR updates and scheduling exit discussions.
  

4. Zoom

• API: Meetings API—automatedly schedules exit interview calls and generates calendar invites.
  

5. Calendly

• API: Webhooks—automates sharing scheduling links with departing staff for slot booking.
  

6. DocuSign

• API: eSignature API—automates dispatch and signature collection for confidentiality/non-compete agreements at exit.
  

7. BambooHR

• API: Webhooks—automates staff status triggers for interview workflow launch.
  
• API: Employee API—automated profile and feedback pulling for contextual interviews.
  

8. Typeform

• API: Responses API—automates personalized interviews; pushes feedback to databases.
  

9. Mailchimp

• API: Transactional API—automates customized email outreach for exit surveys and follow-ups.
  

10. Zendesk

• API: Tickets API—automates creation of exit interview support requests and follow-ups.
  

11. ServiceNow

• API: Flow Designer—automates workflow orchestration for offboarding and documentation.
  

12. Salesforce

• API: Flows—automates tracking, reporting, and analyzing exit interview outcomes within HR modules.
  

13. Twilio SMS

• API: Messaging API—automates SMS reminders and confirmations to departing employees.
  

14. Asana

• API: Tasks API—automatedly generates checklist items for managers (asset return, access revocation, etc.).
  

15. Airtable

• API: Automations—automates logging and dashboarding exit interview data for trend analytics.
  

16. Notion

• API: Database API—automates documentation and reference management for HR teams.
  

17. Trello

• API: Cards API—automates card creation for offboarding steps and manager follow-ups.
  

18. Power Automate

• Connector: Email/Forms—automates multi-platform triggers and orchestrations for interviews and analytics.
  

19. Freshdesk

• API: Ticket automation—automated requests for equipment return or benefits queries.
  

20. Zoho People

• API: Workflow automations—triggers exit interviews, document requests, and HR notifications.
  

Benefits

1. Automates timely and standardized feedback collection from departing employees.

2. Automatedly reduces manual HR efforts and operational errors.

3. Automates compliance with industry and legal exit documentation needs.

4. Enables automatable data analysis for restaurant management to address recurring issues.

5. Automates closure of accounts, scheduling of handovers, and notifies relevant stakeholders seamlessly.

6. Empowers the Extremaduran restaurant to automatedly enhance employer reputation and retention with minimal intervention.