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Run: Counteroffer Evaluation Worksheet

A Counteroffer Evaluation Worksheet for HR to review a resignation, compare retention risk, and document a clear approve-or-decline decision. Use it to captu...

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Submission Notice

Purpose of this review

Employee name (required)

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 (required)

Date the counteroffer evaluation is completed.

Resignation and Role Context

Current role / title (required)

Department (required)

Resignation date (required)

Last working day (required)

Stated reason for leaving (required)

Summarize the employee's stated reason without unnecessary personal details.

Estimated replacement timeline (required)

Role Criticality and Business Impact

How critical is this role to current operations? (required)

Does the employee hold unique knowledge or relationships that are difficult to replace? (required)

Business impact if the employee leaves (required)

Critical projects or deliverables at risk

Counteroffer Options and Equity Review

Is a counteroffer being considered? (required)

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? (required)

Could this set an undesirable precedent for other employees? (required)

Decision Criteria and Recommendation

Likelihood the employee will stay if a counteroffer is made (required)

Manager recommendation (required)

HR recommendation (required)

Decision rationale (required)

Approval, Audit Trail, and Attestation

Final decision (required)

Approver name (required)

Approval date (required)

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. (required)

Yes No N/A

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Email (required)

Your name (optional)

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