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Update an employee's retention status

Quick answer

  • Open the employee's record in the Employee Intention Survey Result form.
  • Click Edit and update the Retention Status dropdown.
  • Optionally add a note in the Comments field, then Save.

As your retention conversation with an employee progresses, update their status in the Intentions Inquiry to keep the record up to date.

  1. Open the intentions inquiry

    Navigate to Human Resources ▸ Workers ▸ Inquiries and Reports ▸ Employee Intention Survey Result and locate the employee.

  2. Edit the record

    Click Edit to put the record into edit mode. Most fields are read-only. Only the Retention Status and Comments fields are editable.

    The Employee Intention Survey Result record with the Edit button highlighted in the Action Pane

  3. Update the retention status

    Select the appropriate status from the Retention Status dropdown:

    StatusWhen to use
    HR DiscussionA retention conversation has been initiated
    Retained successfullyThe employee has agreed to remain
    Exit confirmedThe employee is confirmed as leaving — triggers the recruitment process

    The Retention Status dropdown open on an employee record, showing HR Discussion, Retained successfully, and Exit confirmed options

  4. Add a comment

    Enter any relevant notes in the Comments field to document the outcome of conversations or actions taken.

  5. Save

    Click Save to record the change.