Streamlining Employee Exit: How Do You Ensure a Smooth Handover of Responsibilities?

Dear Friends from the HR fraternity, I am working towards streamlining the exit process of employees. We have a standard format in place for the handover of assets, no dues form, etc. However, what we are finding hard to incorporate is a formal flow and handover of responsibilities.

Handover of Responsibilities

For example, if Mr. A resigns, his successor to the role, Mr. B, should know what is to be done, what is already done, what is pending, and where the related files and folders are located.

Please help me with this. This handover would be from the relieving employee to the next employee who takes charge.

I do agree that it is quite difficult to handle the issue, as it happens in most places. The best suggestion would be to hand over the formal flow and responsibilities to the Department Head or Team Lead. The reason is that they may have a fair idea about the product/project, possess fair knowledge, and can gather all the necessary details. They can even create a document on that.

Another option is if all the employees maintain all the documentation properly, then at any moment, anybody can easily access all the documents. The only thing the employee who is leaving has to do is brief the new employee.

I have shared my opinions and am awaiting more input. 

Handover of Responsibilities: Ensuring a Smooth Transition

Along with the handover of assets, the handover of responsibilities is of absolute importance. We need to ensure that the person will not leave without imparting complete job knowledge to the successor. The person taking over should understand all tasks, even the small and rare ones.

In our company, I have prepared a handover document for the reception profile. I believe it may be helpful to you. You just need to list the activities/tasks based on the position of the departing individual.

Thanks,

Regards,
Sharvari Oak
Manager HR
DEPL

Thank you, HR buddies, for the feedback. Right now, I am working on a complete Employee Exit Process, from the time of resignation to the last working day of the employee. Any SOP or guidance relevant is most welcome!

Handover Form for Employee Exit Process

Attached is the handover form for your information. I have also been using it in my office.

Regards,
Silambarasan.S
[Phone Number Removed For Privacy Reasons]