Exit Interview & Knowledge Capture

HR or manager flags a departure in the system or sends a notification. The automation detects the trigger and initiates the exit interview workflow.

An automated email is sent to the departing employee with a link to a standardised exit interview form and a request to complete it within 2 business days.

The departing employee completes a standardised form covering projects, clients, system access, undocumented processes, and recommendations. Responses are captured in a structured format.

The automation parses the form responses, categorises information by type (client contacts, system access, project status, process documentation), and flags missing or unclear answers.

The automation creates a structured handover document, organised by category, with clear ownership and next steps for each item.

A notification is sent to the manager and relevant team members, highlighting missing information and requesting clarification before the employee's final day.

The completed handover document and interview responses are stored as a searchable knowledge base, tagged by department and employee name for future reference.