Templates
Offboarding handover template

Offboarding handover template

Streamline your offboarding process with our handover template. Capture essential information and ensure continuity.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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Learn more
or Download template as PDF
Offboarding handover template

Streamline your offboarding process with our handover template. Capture essential information and ensure continuity.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This offboarding handover template addresses the critical challenge of knowledge transfer when employees leave your organization. Unlike general offboarding checklists, it creates a system for documenting crucial operational details including ongoing projects, important contacts, and pending tasks. You can quickly identify knowledge gaps and make sure critical information doesn’t leave with departing employees. 

Research shows that getting insights through methods like exit interviews can prevent almost 77% of turnover-related disruptions in organizations. For instance, if an employee resigns with two weeks’ notice, this template helps capture their specialized knowledge, ensuring financial operations continue without interruption. 

Related categories

Preview of the template
Page 1
Employee Information
Employee Name
Department
Last Day of Work
Reason for Leaving
Equipment Return
Laptop
Mobile Phone
Security Badge
Other Equipment
Access Removal
Email Account
Network Access
Cloud Applications
Other Access
Knowledge Transfer
Key Projects
Important Contacts
Ongoing Tasks
Other Information
Sign Off
Employee Signature
Manager Signature
HR Representative
Date

Frequently asked questions

How can you ensure all critical knowledge is captured during the handover process?

Start the handover process early, ideally as soon as resignation notice is given. Schedule dedicated knowledge transfer sessions focusing on different areas of responsibility. Use the template to guide conversations, documenting not just what tasks are performed but how they’re done effectively. Encourage the departing employee to think about unusual scenarios they’ve handled that might not be documented elsewhere.

What are ways to make the offboarding handover process less stressful for everyone involved?

Break the process into manageable sessions rather than overwhelming the departing employee with one lengthy meeting. Create a relaxed environment where they feel valued for their contributions and knowledge. Acknowledge their expertise and frame the handover as preserving their legacy. Be organized with your questions and use the template to guide conversations rather than interrogating them. Throughout the process, express gratitude.

What should you do if the departing employee seems reluctant to share information?

Approach the situation with empathy, acknowledging their expertise while emphasizing the team’s ongoing needs. Focus on the positive impact of their knowledge rather than obligation. Consider involving their manager to reinforce the importance of knowledge transfer. Break the process into smaller, more focused sessions that feel less overwhelming. If they have specific concerns about sharing information, address these directly and find acceptable compromises.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.