# Employee Handover Note Template, Free to Fill In

Source: https://nerix.ai/templates/handover-note-for-leaving-employee

Pass on current work, contacts, deadlines, files and open issues when someone leaves or changes role.

## Fill it in and preview

You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/handover-note-for-leaving-employee)

### Handover note

**Company:** Northgate Supplies Ltd **From:** Nadia Petrova , Account Manager **Last working day:** 30 June 2027 **To:** Marcus Lee **Manager:** Elena Garcia

## What the role does

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

## Current work and status

| Item | Status | Next step |

| 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

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

## Key contacts

| Organisation | Name | Contact |

| Brightline Ltd | Amira Khan | [amira@brightline.example](mailto:amira@brightline.example) |

| Apex Foods | Joel Park | +00 000 000 0005 |

## Where things are

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

## Access and accounts

CRM seat, shared mailbox, two supplier portals

Passwords are never written in this note. Elena Garcia arranges access and closes the accounts that are no longer needed.

## Open problems and things to watch

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

## Tips

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

## Sign-off

Handed over by Nadia Petrova . Received by Marcus Lee . Reviewed by Elena Garcia .

Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are.

People and HR

## What this template is for

A handover note for someone leaving a job: current work, deadlines, contacts, access, files and open issues, so a colleague can take over without gaps.

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](https://nerix.ai/templates/people-hr)

People and HR

## What you fill in

The form asks for 14 details. The document fills itself in as you type.

- ### 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 close optional No passwords here. List the accounts only. For example: CRM seat, shared mailbox, two supplier portals
- ### Open problems and things to watch optional For example: Apex pays late; call finance if it passes 45 days. Brightline wants a lower price.
- ### Tips for the person taking over optional For example: Customers prefer a call before an email. Keep Tuesday free for the weekly sales meeting.

People and HR

## What is inside

The parts of this document, in order.

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

Templates

## How it works

- 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.
- 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done.
- 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print.

### Make it yours with AI

Open it in the chat and ask for changes: shorter, firmer, another situation, another language.

[Adapt it with nerix](https://nerix.ai/try?template=handover-note-for-leaving-employee)

### Was this template helpful?

People and HR

## Questions people ask

### 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.

Templates

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- [Disciplinary procedure A fair written process for conduct and performance problems, from first talk to appeal. People and HR Premium, €4.99](https://nerix.ai/templates/disciplinary-procedure)
- [Employee exit checklist Make sure nothing is missed when someone leaves: handover, access, equipment, final pay and sign-off. People and HR](https://nerix.ai/templates/employee-exit-checklist)

[See all People and HR templates](https://nerix.ai/templates/people-hr)

Templates

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- [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template)
- [People and HR](https://nerix.ai/templates/people-hr)