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Resignation Handover Checklist Template

Copy a free handover checklist for projects, files, access, recurring tasks, contacts and open issues. No registration; edit it immediately.

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General estimates only. Not legal advice. Always verify with HR, your contract, and official guidance.

When to use this template

Copy and edit this free job handover checklist for projects, files, access, recurring tasks, contacts, and open issues. No registration is required.

  • You want to reduce disputes about unfinished work before leaving.
  • Your manager asked for handover notes.
  • You need one place to track files, access, and recurring tasks.

Resignation handover checklist format

Use a clear resignation handover checklist format so projects, files, access, recurring tasks, contacts, and open issues are recorded before you leave the role. Keep owners, deadlines, and supporting locations visible so HR or your manager can confirm what still needs attention.

The copyable checklist below is a starting structure. Edit the placeholders to match your projects and workplace process, and keep final pay questions separate from the handover notes. For payroll, property, documents and departure communication, use the employee offboarding checklist.

Handover sections

Handover checklist

Projects
- [Project]: current status, next action, owner, deadline

Files
- [Folder/document]: location, purpose, access notes

Access
- Systems to transfer, deactivate, or confirm

Recurring tasks
- Task, frequency, next due date, replacement owner

Contacts
- Internal and external contacts, context, open commitments

Open issues
- Issue, risk, recommended next step

Final notes
- Decisions made, unresolved items, and where to find supporting records

What to attach or check

  • Projects
  • Files
  • Access
  • Recurring tasks
  • Contacts
  • Open issues
  • Final notes

Start the calculator

Enter only the details needed for a worksheet estimate. Calculator state uses sessionStorage for the current browser session. Salary, dates, leave days and results are not added to the URL, and Reset / Clear removes the relevant session state.

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FAQ

Can I send these templates as-is?
You can use them as a starting point, but edit dates, names, role details, and final pay questions so the message matches your employment contract and workplace process.
Should I mention a calculated amount in an email?
Usually it is safer to ask HR for a breakdown first. If you include an estimate, describe it as your own worksheet estimate and ask HR to confirm the official payroll calculation.

General estimates only. This calculator provides a general estimate based on public information and the details you enter. It is not legal advice and does not replace your employment contract, award, enterprise agreement, collective agreement, company policy, HR advice, or official government guidance. Rules can change and special circumstances may apply. Always verify your final pay with your employer, HR, a qualified advisor, or the relevant government authority.