Counteroffer Evaluation Worksheet

A structured HR worksheet to evaluate whether to extend a counteroffer to a resigning employee using consistent criteria, approval checkpoints, and an audit trail.

Submission Notice

• Purpose of this review
• Employee name
  Enter the employee's name for HR tracking. Collect only if needed for the retention decision.
• Employee ID
  Optional internal identifier if your organization uses one.
• Review date
  Date the counteroffer evaluation is completed.

Resignation and Role Context

• Current role / title
• Department
• Resignation date
• Last working day
• Stated reason for leaving
  Summarize the employee's stated reason without unnecessary personal details.
• Estimated replacement timeline

Role Criticality and Business Impact

• How critical is this role to current operations?
• Does the employee hold unique knowledge or relationships that are difficult to replace?
• Business impact if the employee leaves
• Critical projects or deliverables at risk

Counteroffer Options and Equity Review

• Is a counteroffer being considered?
• Proposed compensation change
• Package details
  Provide the proposed terms, including amount or percentage if applicable. Do not include unnecessary sensitive data.
• Does the proposed package align with internal equity and pay policy?
• Could this set an undesirable precedent for other employees?

Decision Criteria and Recommendation

• Likelihood the employee will stay if a counteroffer is made
• Manager recommendation
• HR recommendation
• Decision rationale

Approval, Audit Trail, and Attestation

• Final decision
• Approver name
• Approval date
• Audit trail notes
  Document any exceptions, policy references, or follow-up actions.
• I confirm this review was completed using the minimum necessary information and in accordance with company policy.