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