Free Employee Transition Work Handover Checklist Template

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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

Contact information for key stakeholders or clients


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

FAQs or commonly faced issues documented


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

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

Handover notes reviewed and approved by the manager

Remaining tasks assigned to the team or replacement


6. Client and External Communications

Task

Status

Notes

Clients and external contacts were notified of the transition

Open issues with clients resolved or delegated

The outgoing email signature was updated

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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