Employee Handover Protocol

EMPLOYEE HANDOVER PROTOCOL

Employee Personal Information

Employee Name:

Position and Employment Details

Job Title:     Department:

Reporting Manager:

Employment Start Date:     Last Working Day (planned):

Reason for Handover

Resignation    Termination    Internal Transfer    Other (describe below)

Employment History (Most Recent)

Education

Professional References

Reference 1:    Phone:

Email:    Relationship:

Reference 2:    Phone:

Email:    Relationship:

Reference 3:    Phone:

Email:    Relationship:

Handover Summary and Outstanding Work

Handover Checklist

The employee confirms completion or provides status for each item below. Any incomplete item must include an explanation in Outstanding tasks above.

Project documentation transferred and stored in agreed location

Client contacts briefed and contact ownership assigned

Credentials and access keys transferred securely (note below)

Email forwarding/auto-response configured as required

Key meetings and recurring events reassigned or covered

Equipment and Company Property

List all company property in your possession and indicate returned, retained with permission, or to be collected.

Confidentiality, Compliance and Legal Notices

The employee acknowledges continued obligations under any confidentiality, non-disclosure, non-solicitation, and proprietary information agreements executed with the employer. All intellectual property, confidential data, customer lists, and trade secrets must remain secure and must not be retained or disclosed following termination or transfer. The employee certifies they will not remove, retain, or disclose company data except as expressly authorized in writing.

The employee further acknowledges that deliberate failure to return company property or to transfer access as required may result in administrative or disciplinary action in accordance with company policy, and the employer reserves all rights to seek recovery for losses resulting from breach of obligations.

Legal Disclosures

At-Will Employment: Where applicable, nothing in this handover protocol alters the at-will nature of employment unless expressly stated in a separate written agreement signed by authorized representatives of the employer.

Equal Opportunity: The employer maintains a policy of equal employment opportunity without regard to protected characteristics. This handover protocol is administered in a manner consistent with that policy.

Authorizations and Applicant Certification

I certify that the information provided in this Employee Handover Protocol is true, complete, and accurate to the best of my knowledge. I authorize the employer to verify the information provided, to contact references and prior employers for employment verification, and to conduct such background or security checks as the employer reasonably requires in connection with this handover or any continuing employment matters.

By signing below, the employee confirms that all reasonable steps have been taken to transfer responsibilities, that all company property has been disclosed, and that any outstanding obligations are identified above. The receiving manager or HR representative confirms acceptance of the items and responsibilities as noted.

Acknowledgement of Background/Reference Contact

I authorize the employer to contact the references and prior employers listed above for verification purposes.

Sign Now