How Do You Prepare a Handover Note for Exiting Employees? Seeking Your Advice

Hi all, please help me in preparing a handover note for exiting employees.

Thanks,
Balaji

Do you require the exit formalities or the format of the handover process? The handover process format is necessary for employees working at a certain level but not required for common employees, I believe.

Thank you.

Regards,

Handover Protocol: A Company-Specific Exit Responsibility

Handover Protocol is not just a process or a note but an exit responsibility that is company-specific.

For example, if Mr. B joins an organization in place of Mr. A, Mr. A needs to prepare all the necessary and required tasks (documents/files/ticket booking agent details/stamps/computer files/registers/assignments and distribution of work to others) relating to his position and submit them to Mr. B.

You may use the following template for employees separating; however, it would be nice if you could modify it according to your requirements.

Template for Employee Handover

Dear All,

Greetings! I request all employees to prepare for the handover of information related to their job specifics, including protocols, laptops, cell phones, important notes, schedules, important dates, passwords, keys to lockers/cupboards and racks, along with other documents/files. Please ensure that all obligations are up to date before the handover to HR on ____ (date).

We look forward to your full support in this regard.

Thank you in anticipation.

Regards,

HR Manager's Name
HR DEPT.
(Company's Name)

I would just say this is no rocket science. Keeping it simple and straight, the exiting employee should prepare a list of their current tasks and duties and determine to whom they will be assigning or handing over these responsibilities, as per their manager's instructions.

Before leaving, they should hand over all sensitive and non-sensitive documents, files, and materials either to their manager on the scheduled date of their handover or to the designated storage location as instructed.

The handover process should be simple and should not disrupt any regular work or activities within the company.