Employee Exit Handoff Checklist

Keep handoffs, access-removal requests and equipment returns organized during an approved departure.

Once a departure has been approved through your company’s process, keep the operational work in one place. Assign an owner and date to each handoff, record equipment-return status and track requests to the people responsible for account access. The checklist separates a request from a confirmed completion, so unfinished items stay visible. A knowledge-transfer sheet gives the departing team member and receiving owner a practical place to record open work and useful references.

What's inside

• Owner/date/status checklist for operational exit tasks.
• Knowledge-transfer worksheet for open work, files and receiving owners.
• Equipment-return record.
• Access-request and completion-confirmation fields, plus an escalation log.

Who it's for

Owners, operations coordinators and managers carrying out the practical steps of an already approved employee departure.

Format

XLSX checklist, DOCX handoff sheets and PDF guide.

Use your approved HR, IT and professional-review processes for employment decisions, payroll and access changes.