Handover note for a leaving employee

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all People and HR templates

• Company name

  For example: Northgate Supplies Ltd

• Person leaving

  For example: Nadia Petrova

• Job title

  For example: Account Manager

• Last working day

  For example: 30 June 2027

• Taking over

  A person or a team.

  For example: Marcus Lee

• Manager

  For example: Elena Garcia

• What the role does

  For example: Looks after 24 customer accounts, runs quarterly reviews and handles renewals.

• Current work and status

  One row for each piece of work.

  For example: Brightline renewal | Contract sent, signature due 15 July | Marcus to chase Apex Foods review | Booked 8 July | Slides ready in the shared folder Pricing update | Draft with finance | Wait for approval

• Deadlines and promises to others

  Anything due soon or promised to a customer or colleague.

  For example: 15 July: Brightline contract 22 July: price proposal to Apex

• Key contacts

  One row for each contact.

  For example: Brightline Ltd | Amira Khan | amira@brightline.example Apex Foods | Joel Park | +00 000 000 0005

• Where things are

  Folders, systems and links.

  For example: Customer folders: Shared drive > Accounts. Reports: CRM dashboard 'My accounts'. Templates: Sales > Templates.

• Access and accounts to transfer or closeoptional

  No passwords here. List the accounts only.

  For example: CRM seat, shared mailbox, two supplier portals

• Open problems and things to watchoptional

  For example: Apex pays late; call finance if it passes 45 days. Brightline wants a lower price.

• Tips for the person taking overoptional

  For example: Customers prefer a call before an email. Keep Tuesday free for the weekly sales meeting.

1. 1What the role does
2. 2Current work and status
3. 3Deadlines and promises
4. 4Key contacts
5. 5Where things are
6. 6Access and accounts
7. 7Open problems and things to watch
8. 8Tips
9. 9Sign-off

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 14 details, starting with Company name, Person leaving, Job title, Last working day, Taking over. 3 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

Are these HR templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do the HR templates follow my country's employment law?

They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it.

Can a small team use them too?

Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version.

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