Q01
Message
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Employee Termination Checklist Compliance Survey
For HR partners and managers to audit a single employee separation right after it happens: were final pay, access revocation, property return, and exit paperwork all completed on time? The AI follow-up interview probes what caused any delays or missteps so process gaps get fixed before the next termination.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
12 questions · ~7 min
Q02
Multiple ChoiceRequired
What type of separation does this review relate to?
- Voluntary resignation
- Involuntary termination for performance
- Involuntary termination for conduct
- Layoff or reduction in force
- Other
Q03
MatrixRequired
For this separation, how was each of the following steps handled?
7 rows × 4 columns
- Final paycheck processed correctly
- Company property and equipment collected
- System and building access revoked
- Benefits/COBRA information provided
- Exit interview offered
- +2 more
Columns: Completed on time · Completed but late · Not completed · Not applicable
Q04
Multiple ChoiceRequired
Was the termination meeting conducted with at least two authorized representatives present (e.g., manager and HR)?
- Yes
- No
- Unsure / don't know
Q05
Opinion ScaleRequired
Overall, how smoothly did this termination process go from notification through final sign-off?
Scale: 1 – 7
Min:Extremely difficultMax:Extremely smooth
Q06
Rating ScaleRequired
Before this termination happened, how prepared did you feel to handle it (paperwork, timing, logistics)?
Range: 1 – 5
Min:Not at all preparedMax:Extremely prepared
Q07
Multiple Choice
Which of the following created friction or delays during this specific process? Select all that apply.
- IT access revocation
- Payroll or final pay calculation
- Legal or compliance review
- Manager availability or coordination
- Employee's reaction or dispute
- Missing or incomplete documentation
- None of the above
Q08
AI Interview
Reconstruct the single most difficult moment in this termination — what step it involved, who was responsible, and what specifically went wrong or took longer than it should have. Anchor on any checklist item marked 'completed but late' or 'not completed' and ask what would have prevented that. If the respondent says everything went smoothly, ask what made this one easier than a typical separation, so that practice can be repeated elsewhere.
Q09
Long Text
Is there anything about this specific separation that HR or legal should be aware of (e.g., disputes, safety concerns, rehire eligibility, unusual circumstances)?
Q10
Multiple Choice
What is your role in this process?
- HR business partner / HR generalist
- Direct manager of the departing employee
- Senior leadership
- IT or Facilities support
- Other
- Prefer not to say
Q11
Dropdown
Which department was the departing employee part of?
- Sales
- Marketing
- Engineering / IT
- Operations
- Finance
- Human Resources
- Customer Support
- Other
- Prefer not to say
Q12
Message
That's everything — thank you for the detailed review. These answers feed into a compliance summary and a running list of process fixes so future terminations go more smoothly.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Goes beyond a static checklist by pairing structured questions (separation type, department, role, step-by-step matrix of what was completed on time) with an adaptive AI follow-up interview that reconstructs the single most difficult moment in the termination and probes what caused it.
- Captures both hard compliance facts (was the termination meeting conducted with two authorized representatives, which steps caused friction) and softer signals (how prepared the manager felt, overall smoothness) in one survey.
- Includes an open long-text prompt for anything HR or legal should be aware of, plus transparent, auto-generated reporting that feeds directly into process-improvement discussions.
- Designed for a single specific separation event rather than a generic policy checklist, so answers are grounded in what actually happened this time.
SurveySparrow
Employee Termination Checklist Template | For Employee LeavingThis is a directly comparable, fielding-ready template covering the employee termination/offboarding checklist use case. It appears built as a static checklist form for capturing completion of standard exit steps rather than probing the reasons behind any gaps. Good for basic documentation, but not designed to interview the manager about what specifically went wrong.
What it does well
- Purpose-built specifically for the termination/offboarding checklist scenario, matching audience intent closely
- Likely offers quick setup and standard checklist-style UI typical of SurveySparrow's template library
- Backed by an established survey platform with broad distribution and integration options
Where it falls short
- No indication of adaptive AI follow-up questioning to dig into why a step was delayed or mishandled — it's a fixed set of checklist items
- No mention of voice AI interviews or guided screen-share tasks for verifying access revocation or property return
- No published methodology for how responses are scored or synthesized into a report, unlike QuestionPunk's transparent prompts and automated quality scoring
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.