Handover document template
A job handover document listing ongoing work, contacts, logins to transfer and open items for your successor.
- ๐บ๐ธ US format ยท Letter size
- Free
This is a sample form. Check that the terms and pay match federal and state labor rules and your company policy.
Fill in what you need. The preview updates as you type.
What you type is not saved on our server.
No passwords in the document
A handover document is read by several people and kept for a long time. List which accounts need to move, but reset or transfer the credentials in person. If you are leaving the company, follow any handover steps in your offer letter or handbook.
1 / 1
Handover Document
| Manager | Human Resources |
| Outgoing | Jordan Lee | Title | Office Coordinator, Operations |
|---|---|---|---|
| Incoming | Casey Nguyen | Title | Operations Assistant |
| Effective date | October 30, 2026 | Reason | Transfer to another team |
1. Ongoing work
| Task | Status | Where to find it | Contact |
|---|---|---|---|
| Office supplies and inventory | Monthly order, October done | Shared drive > Operations > Supplies | Northwind Supply rep |
| Corporate card reconciliation | October in progress (80%) | Expense system, receipt binder | Sam Park, Accounting |
| Facilities and maintenance | HVAC inspection due November 12 | Shared drive > Operations > Facilities | Building management |
| Mail and deliveries | Daily | Front desk log | Courier, 3 pm pickup |
2. Accounts and access to transfer
| System or account | What to transfer |
|---|---|
| Vendor portal (Northwind Supply) | Add Casey as a user; remove Jordan on the effective date |
| Shared drive, Operations folder | Change owner to Casey |
| Corporate card program | Request a new card for Casey; cancel Jordan's |
3. Open items
- 1. Q4 corporate card limit increase (waiting on the bank, expected November 5)
- 2. Copier lease renewal (two quotes received, in the shared drive under Vendors)
4. Things to know
- 1. Batch supply orders before the 25th of each month to keep shipping free.
- 2. Card receipts are due within 7 days or month-end close slips.
- 3. Do not write passwords in this document; reset them together on the effective date.
The work listed above has been handed over and received.
October 30, 2026
Outgoing employee: Jordan Lee
Incoming employee: Casey Nguyen
Manager: Taylor Kim, Operations Manager
How to use it
The document should let the incoming person keep the work moving without calling you. For each task, write where it stands, where the files live (a path like Shared drive > Operations > Supplies saves searching) and who the outside contact is. List every account that needs a new owner, with what to do, but never the password.
Open items are the unfinished things with a next step and a date. Things to know are the deadlines and the mistakes people make in this job. Walk through the tables together before anyone signs.
Things to watch
Keep personal phone numbers and personal email addresses out of it; use work contacts. If your employer has an offboarding checklist, this document goes alongside it, not instead of it.
Calculators that go with this
Frequently asked questions
Does the manager have to sign?
No, but a manager who knows the work and signs the sheet makes it clear later what was handed over and what was not.
I have more tasks than fit on a page.
The table takes up to 30 rows and the header repeats on each page. Keep step-by-step procedures in a separate document and point to it in the Where to find it column.
How many sign-off boxes do I need?
Match your company's approval chain. A small team often uses one box for the manager. Larger companies add Reviewed by and Approved by. Pick None if approvals happen by email and you only need the body of the form.
Is what I type saved anywhere?
No. Everything stays in your browser and nothing is sent to our server. If you refresh the page it is gone, so print, save a PDF or download the DOCX when you are done.