Employee Handing Over Forms
Employee Handover Duties Form
This form is intended to ensure a seamless transition and continuity in operations. It provides a comprehensive record of responsibilities, projects, and relevant details that will be transferred to another individual. The employee and their supervisor should complete this form together to confirm all areas have been reviewed.
1. Employee Information:
Employee Name: _______________________
Job Title: _______________________
Department: _______________________
Manager/Supervisor Name: _______________________
Last Working Day: _______________________
2. Handover Recipient Information:
Recipient Name: _______________________
Job Title: _______________________
Department: _______________________
Contact Details: _______________________
3. Key Responsibilities and Ongoing Tasks:
| Duty/Project/Task | Current Status | Details of Work Done | Remaining Actions/Steps | Recipient of Responsibility |
|---|---|---|---|---|
| ____________________ | ____________________ | ____________________ | ____________________ | ____________________ |
4. Outstanding Deadlines and Projects:
| Project Name/Task | Deadline | Current Status | Actions Needed by Recipient | Relevant Documents (Location) |
|---|---|---|---|---|
| ____________________ | ____________________ | ____________________ | ____________________ | ____________________ |
5. Pending Approvals or Decisions:
| Item/Issue | Details | Next Steps | Approver/Decision Maker | Deadline |
|---|---|---|---|---|
| ____________________ | ____________________ | ____________________ | ____________________ | ____________________ |
6. Key Contacts and Relationships:
| Contact Name | Position/Role | Company/Department | Relationship (e.g., Client, Vendor) | Contact Details |
|---|---|---|---|---|
| ____________________ | ____________________ | ____________________ | ____________________ | ____________________ |
7. System and Account Accesses:
| System/Application | Purpose | Access Needed | Current Status | Notes (e.g., Passwords, Training Required) |
|---|---|---|---|---|
| ____________________ | ____________________ | ____________________ | ____________________ | ____________________ |
8. Important Documents and Files:
| Document/File Name | Description | Location (Drive, System, Folder) | Notes (Access Details, Passwords) |
|---|---|---|---|
| ____________________ | ____________________ | ____________________ | ____________________ |
9. Additional Notes:
____________________
10. Confirmation and Sign-Off:
Employee Signature: ___________________________ Date: ________________
Handover Recipient Signature: ___________________________ Date: ________________
Supervisor/Manager Signature: ___________________________ Date: ________________
Acknowledgment:
I confirm that all relevant information, files, and resources have been handed over and all duties have been explained thoroughly to the recipient. The recipient acknowledges the transfer of responsibilities and will ensure continuity of the work outlined above.
