Handing Over Duties 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.
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
Provide any additional instructions, tips, or background information that would help the recipient in performing the handed-over duties effectively.
____________________________________________________________________________
10. Confirmation and Sign-Off
Employee Signature: ___________________________ Date: ________________
Handover Recipient Signature: ___________________________ Date: ________________
Supervisor/Manager Signature: ___________________________ Date: ________________
I confirm that all relevant information, files, and resources have been handed over and all duties have been explained thoroughly to the recipient.
