EXIT INTERVIEW & OFFBOARDING CHECKLIST (HR-F024) Contact EXIT INTERVIEW & OFFBOARDING CHECKLIST Formal Exit Interview & Asset Offboarding Checklist (HR-F024)SECTION 1: EMPLOYEE BASELINE & DEPARTURE CONTEXTTitle- Select -MrMrsMissMsMxOtherStaff Member NameStaff_IDOperating Local Authority- Select -HaringeyIslingtonBarnetWaltham ForestCamdenHackneyBrentHarrowRedbridgeNewhamCity of LondonWestminsterTower HamletsBarking and DagenhamHaveringKensington and ChelseaHammersmith and FulhamEalingHillingdonHounslowSouthwarkLambethLewishamGreenwichWandsworthRichmond upon ThamesMertonKingston upon ThamesSuttonBexleyBromleyCroydonOtherOfficial Termination DateDate of Final ShiftUKVI Visa Status: Is the employee currently sponsored by Mutima Care on a Health and Care Worker Visa?- Select -YesNoN/AHR to notify the Home Office- Select -An alert sent to HR to notify the Home Office via the SMS portal in 10 days of the final shiftOffboarding Classification & Routing- Select -Cooperative Departure (Proceed to Section 2 for Exit Interview).Hostile / AWOL / Summary Dismissal (Bypass Section 2 & 3; Proceed directly to Section 4 for immediate lockdown).Primary Reason for Leaving- Select -Resignation - Better Pay / Benefits elsewhereResignation - Career Change / Leaving the Care SectorResignation - RelocationResignation - Dissatisfaction with Management / RotaEnd of Fixed-Term ContractDismissal (Capability or Conduct)AWOL (Absence Without Leave)SECTION 2: THE EXIT INTERVIEW (CONTINUOUS IMPROVEMENT) & THE 'FINAL OPPORTUNITY' SAFEGUARDING CHECKCulture & Values: Did the daily realities of working here reflect our core values of Kindness, Empowerment, and Dignity?- Select -AlwaysUsuallyRarelyNeverDetailed Culture Feedback- Select -Values are actively lived and demonstrated daily by the entire team.Values are generally upheld, but sometimes compromised when the rota is busy.Values are rarely demonstrated; experienced a poor team culture.Values are completely absent; highly negative or toxic environment.Management Support (Well-led QS2): Did you feel adequately supported by the Care Coordinators and Management, particularly during clinical emergencies?- Select -Highly supportedAdequatePoor supportDetailed Management Feedback- Select -Excellent communication; always felt safe and backed up by the office.Adequate support, but response times to queries could be slow.Poor support; felt isolated in the field with unapproachable management.Severe lack of support; management was dismissive or unavailable during crises.Training & Competency: Did the training provided equip you to safely handle the clinical complexities of your designated service users?- Select -YesNoN/ARota & Fatigue Management: Was your shift pattern safe, and were travel times and rest breaks respected by the coordination team?- Select -YesNoN/AThe 'Magic Wand' Question: If you could change one thing about Mutima Care to make it a better place to work, what would it be?- Select -Improve baseline pay, mileage rates, and financial benefits.Improve rota scheduling (e.g., reduce call-clipping, ensure realistic travel time).Enhance communication between the office coordinators and field staff.Provide more practical, hands-on clinical training rather than e-learning.Provide more consistent hours or guaranteed minimum hour contracts.No changes needed; it is an excellent place to work.Final Whistleblowing Declaration: Are there any unresolved safeguarding concerns, poor practices, or medication errors you have witnessed during your employment that you have not yet reported?YesNoN/AOffboarding Pause- Select -Pause offboarding. The Registered Manager immediately alerted to log a formal Safeguarding Investigation before the employee's departure was finalizedAsset Checklist (Manager to physically verify return)- Select -ID Badge (Must be physically destroyed upon return to prevent impersonation).Uniforms / Tunics.Company Mobile Phone / Tablet.CRITICALLone Worker Panic Alarm.N/A - No physical assets issued.Declaration of Missing Assets- Select -All issued physical assets successfully returned and accounted for.Uniform missing/unreturned (Standard payroll deduction applies).ID Badge missing (Security risk flagged and logged).Company Device missing (Remote wipe triggered; payroll deduction applies).Service User Keys missing (CRITICAL - Immediate lock change required; incident report generated).SECTION 3: DIGITAL OFFBOARDING, BYOD SANITISATION (Safe QS1 / UK GDPR) & COMMERCIAL BOUNDARIESSystem Access Revocation (HR/IT to action immediately)Nourish / Birdie / eMAR app login deactivated.Rostering / Scheduling app access revoked.Microsoft 365 / Company Email disabled.Removed from all internal WhatsApp/Teams communication groups.I confirm I have deleted all Mutima Care apps, cached data, and any inadvertent photos of service users/documents from my personal mobile phone." (Employee to check).Post-Employment Restrictive Covenants- Select -I explicitly acknowledge my contractual obligations regarding confidentiality and non-solicitation, and understand I am legally prohibited from poaching service users or staff.Final Payroll Settlement & Clawbacks- Select -Standard Final Pay (Adjusted for outstanding/overtaken statutory leave).Training Clawback AppliedFinal Pay DateP45 Processing- Select -I confirm that a P45 will be generated and sent to the personal email address/home address on file following my final pay run.Employee Declaration- Select -I confirm I have returned all company property and service user keys. I have sanitized my personal devices of all company data. I understand my ongoing confidentiality and non-solicitation obligations. I agree to the final payroll deductions/additions as stipulated in my contract.Employee Status (AWOL/Hostile departures)- Select -Employee signed digitally and completed offboarding cooperatively.Employee refused to sign, but assets were retrieved.Employee is AWOL / Unavailable to sign; form executed unilaterally by Management.Manager / HR Authorization- Select -I confirm the offboarding protocols have been executed. All physical assets are retrieved/accounted for, digital access is successfully terminated, and UKVI/Payroll notifications have been triggered.DateNext Review Date:SUBMIT FORM
