Employee Resignation Handover Checklist Template
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Employee Termination Checklist
Prepared by: | [your name] |
Preparation Date: | February 13, 2052 |
Employee Name: | [employee name] |
Position: | [employee position] |
This tool ensures a smooth and complete transfer of responsibilities and knowledge from a departing employee to the organization or a successor. Follow the steps in each category to secure a successful handover process. Answer this checklist by clicking on the checkbox next to each completed task.
Have you received the resignation letter from the employee?
Yes
No
Has the resignation been officially acknowledged by HR or management?
Yes
No
Has the departing employee provided notice as per company policy?
Yes
No
Have you scheduled an exit interview with the resigning employee?
Yes
No
Has the resigning employee completed necessary documentation (e.g., clearance forms, non-disclosure agreements)?
Yes
No
Have you discussed pending tasks and projects with the resigning employee?
Yes
No
Have you identified a successor or temporary replacement for the resigning employee's role?
Yes
No
Have you documented essential job responsibilities and processes for the successor?
Yes
No
Have you notified relevant stakeholders about the resignation and transition plan?
Yes
No
Have you arranged for the resigning employee to transfer knowledge and files to their successor?
Yes
No
Have you updated internal systems and records to reflect the change in personnel?
Yes
No
Have you conducted a final handover meeting with the resigning employee?
Yes
No
Have you expressed appreciation and wished the resigning employee well in their future endeavors?
Yes
No
Have you ensured that all company property (e.g., laptop, access cards) has been returned by the resigning employee?
Yes
No
Have you finalized any outstanding payments or benefits for the resigning employee?
Yes
No
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