Employee Offboarding Management

Resignation, Exit Interview & Final Settlement Scorecard

Q3 2023

Updated: August 20, 2023

Resignation Rate

8.2%

Target: ≤7% +1.2%

Exit Interview Rate

94%

Target: 95% 94%

Settlement Time

4.3d

Target: ≤3d +1.3d

Settlement Accuracy

98.5%

Target: 99% 98.5%

Offboarding Process Scorecard

Key metrics tracked weekly as per EOS Traction methodology

ID Measurable Weekly Target Current Week Last Week 2 Weeks Ago 3 Weeks Ago Status
R01 Resignation Rate ≤7% 8.2% 7.8% 7.5% 6.9% Off Track
R02 Resignation Notice Compliance 95% 94% 93% 96% 95% Needs Attention
R03 Critical Role Resignations ≤1 3 2 0 1 Off Track
E01 Exit Interview Completion 95% 94% 92% 96% 95% Needs Attention
E02 Interview to Report Time ≤3d 2.5d 3.2d 2.8d 3.5d On Track
E03 Actionable Feedback Items ≥80% 85% 78% 82% 80% On Track
S01 Settlement Processing Time ≤3d 4.3d 4.1d 3.8d 3.5d Off Track
S02 Settlement Accuracy 99% 98.5% 99.2% 98.8% 99.1% Needs Attention
S03 Compliance Rate 100% 100% 100% 100% 100% On Track

Resignation Analysis

Voluntary Resignations 87%
Top Departments Leaving Sales (32%)
Average Tenure 2.3 years
Regretted Losses 42%

Process Performance

Exit Interviews Pending

4

2 overdue

Settlements Completed

23

94% of target

Compliance Issues

2

Under investigation

Knowledge Transfer

78%

Effectiveness rate

EOS Traction Action Plan

Critical Issues

  • High resignation rate in Sales department
  • Delayed final settlements impacting compliance
  • Critical role attrition at 3 this month

Immediate Actions

  • Review Sales compensation and retention packages
  • Streamline settlement process with Finance team
  • Implement critical role succession planning

Accountabilities

  • John D. - Sales retention plan by 8/30
  • Sarah M. - Settlement process redesign
  • Michael T. - Exit interview analysis