Lumiform
Features Solutions Resources Templates Enterprise Pricing
Select a language
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
en
Log in
Book a demo
Book a demo
Back
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
Features Solutions Resources Templates Enterprise Pricing
Free demo
Log in
en
Book a personal demoView video demoContact sales
Explore
Resource hubCentral repository for all Lumiform resourcesCustomer storiesReal-world successes and experiences with Lumiform.
Learn
Template collectionsComprehensive collections of best practice templates.Topic guidesComprehensive safety, quality, and excellence insights.LexiconDefinitions key to quality, safety, and compliance.
Support
Developer's guideTechnical documentation for developers.Help centerAssistance with onboarding and platform mastery.
Featured reads
Explore our collection of 38 free preventive maintenance checklists

Template collection

Explore our collection of 38 free preventive maintenance checklists

Start reading
Your guide to performing and documenting efficient child care observation

Topic guide

Your guide to performing and documenting efficient child care observation

Start reading
Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

Start reading
Book a personal demoView video demoContact sales
By industry
Food and hospitalityManufacturingConstructionRetailTransport and logisticsFacility managementView all industries
By business needs
Health and safetyQualityOperational excellenceRisk management and complianceView all business needs
By use case
Safety management softwareEnergy audit appForklift inspection appBuilding management softwareVehicle inspection appQMS appKaizen method appProperty inspection appRestaurant inspection appElevator management appProject management softwareFire inspection app
View all app uses
Book a personal demoView video demoContact sales
Overview
Template libraryDiscover over 12,000 free, ready-made and expert proofed templates.
Use cases
CleaningMaintenanceRisk assessmentSupply chainIncident management
Business needs
Health and safety managementQuality managementOperational excellenceRisk management and compliance
Industries
Food and hospitalityManufacturingRetailTransport and logisticsConstructionFacility management
Book a personal demoView video demoContact sales
Overview
Product overviewAll features
Capabilities
Digitize
Form builderMobile AppActions
Automate
Workflow automationApprovalsIntegrations
Transparency and accountability
ReportsAnalytics
Orchestrate
Administration
Book a personal demoView video demoContact sales
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
Prices start from ░░░ per month
Book a demo
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

  • Operational excellence templates
  • General templates
  • Professional services templates
  • Templates for business processes
  • Workforce management and HR templates
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

More templates like this

Offboarding knowledge transfer template
Offboarding knowledge transfer template
Document essential expertise from departing employees with targeted questions for smooth transitions, preserving institutional knowledge.
Leadership and management templates
Employee offboarding checklist template
Employee offboarding checklist template
This checklist provides the steps the supervisor/manager and the employee need to complete in order to allow the employee to officially exit from the department.
Workforce management and HR templates
IT offboarding checklist template
IT offboarding checklist template
This checklist empowers you to manage employee departures securely. Protect assets, deactivate accounts, and ensure data protection.
Templates for business processes
HR offboarding checklist template
HR offboarding checklist template
Conduct secure employee transitions with a checklist that prevents unauthorized access and encourages smooth knowledge transfer.
Templates for business processes
Contractor offboarding checklist template
Contractor offboarding checklist template
Manage contractor departures with this checklist. Secure systems, recover assets, and document critical knowledge transfer.
Templates for business processes
Offboarding SOP template
Offboarding SOP template
This checklist guides IT, HR, and managers through coordinated employee departure procedures for security and knowledge transfer.
ISO templates

Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Onboarding & offboarding: A guide to employee successHuman resource management : A comprehensive guide and strategiesA beginner's guide to knowledge transfer
See all topic guides

Template collections

See comprehensive collections of best practice templates related to this topic.

Best 13 free offboarding checklist templates4 free knowledge transfer templates for organizations5 powerful employee onboarding checklist templates
See all template collections

Use cases

Check out how the Lumiform software can be utilized for related use cases.

Onboarding and offboarding softwareWorkplace AppHuman resource management softwareBusiness continuity plan software
See all use cases

Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

10 principles of operational excellenceHow to implement operational excellenceHow to measure operational excellence4 ways process improvement increases profits

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.
Lumiform logo
Platform
HomeProductAll featuresPricingEnterpriseTrust and securityCustomer success offeringsDownload the appDemo videos
Solutions
IndustriesFood and hospitalityManufacturingConstructionRetailTransport and logisticsFacility management
Business needsHealth and safetyQualityOperational excellenceRisk management and compliance
Uses cases
Learn
Template collectionsTopic guidesLexiconHelp centerJournalInfographicsVideos
Resources
Lumiform templatesby industryby use caseby business needAll categories
Customer storiesDeveloper APIResource hubIntegrations
Company
AboutJobsLegalBook a demoContact sales
© 2025 LumiformTerms and conditionsPrivacyData processingSitemap
App StoreGoogle play