Free Employee Transition Work Handover Checklist

Ensure smooth employee transitions with this Employee Transition Work Handover Checklist Template from Template.net. Fully editable and customizable, it provides a detailed format to manage task delegation and project updates effectively. Editable in our Ai Editor Tool, it’s ideal for organizing handover processes with ease and professionalism.

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

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

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

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

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

Free Employee Transition Work Handover Checklist

1. Personal Information and Administrative Details

2. Work Responsibilities

3. Knowledge Transfer

4. Technology and Tools

5. Handover to Successor or Team

6. Client and External Communications

7. Final Review and Sign-Off

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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

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