Free Employee Transition Work Handover Checklist Template
Employee Transition Work Handover Checklist
Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
1. Personal Information and Administrative Details
Task |
Status |
Notes |
---|---|---|
Employee's last working day confirmed |
|
|
Updated contact details provided (if required) |
|
|
Resignation/termination letter filed |
|
|
HR documentation completed |
|
|
Access cards, office keys, and equipment returned |
|
2. Work Responsibilities
Task |
Status |
Notes |
---|---|---|
Detailed description of ongoing projects/tasks |
|
|
Status update for each project/task |
|
|
List of pending deadlines and critical milestones |
|
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Contact information for key stakeholders or clients |
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3. Knowledge Transfer
Task |
Status |
Notes |
---|---|---|
Instructional guides or process documents shared |
|
|
Systems and tools documented |
|
(Include login details, if permitted) |
Training sessions conducted for successor/team |
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|
FAQs or commonly faced issues documented |
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4. Technology and Tools
Task |
Status |
Notes |
---|---|---|
Company-owned hardware returned |
|
(e.g., laptops, phones) |
Access to email, software, and internal systems revoked |
|
|
Data backup or transfer completed as per IT policy |
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|
Email auto-responder set with alternative contact information |
|
5. Handover to Successor or Team
Task |
Status |
Notes |
---|---|---|
Introductions made to replacement or team |
|
|
Handover meeting scheduled and conducted |
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Handover notes reviewed and approved by the manager |
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Remaining tasks assigned to the team or replacement |
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6. Client and External Communications
Task |
Status |
Notes |
---|---|---|
Clients and external contacts were notified of the transition |
|
|
Open issues with clients resolved or delegated |
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|
The outgoing email signature was updated |
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Include the replacement’s contact details |
7. Final Review and Sign-Off
Task |
Status |
Notes |
---|---|---|
The manager reviews and approves the handover checklist |
|
|
Feedback session conducted with employee |
|
(If applicable) |
Exit interview completed with HR |
|
|
Employee’s handover document archived |
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