Employee Transition Checklist
The Employee Transition Checklist is a comprehensive list of tasks that must be completed when transitioning to a new role or leaving a role. It includes both administrative and non-administrative items and ensures that all necessary steps are taken to ensure a smooth transition. It includes tasks such as notifying the employee’s supervisor, updating contact information in the HR system, and completing exit interviews. It also covers tasks such as transferring passwords, transferring data, and returning company property. The checklist also includes tasks such as ensuring that all personal belongings are removed from the workspace and that any necessary paperwork is completed. This checklist is an essential part of the transition process and helps to ensure that all necessary details are taken care of.
- Employee Transition Checklist
- Notified
- Reviewed
- Need attention
- Not Applicable (N/A)
- Notify relevant stakeholders: Inform relevant stakeholders, such as the existing team, manager, and HR, about the employee’s transition.
NotifiedReviewedNeed attentionNot Applicable (N/A)- Prepare documents: Make sure that all appropriate documents, such as contracts and agreements, have been prepared and signed.
NotifiedReviewedNeed attentionNot Applicable (N/A)- Review job responsibilities: Review the role and responsibilities of the transitioning employee, and confirm that they understand their role.
NotifiedReviewedNeed attentionNot Applicable (N/A)- Conduct exit interview: Conduct an exit interview with the transitioning employee to gain feedback and insights.
NotifiedReviewedNeed attentionNot Applicable (N/A)- Onboard the new employee: Ensure that all onboarding activities are completed for the new employee.
NotifiedReviewedNeed attentionNot Applicable (N/A)- Assign tasks: Assign tasks and responsibilities to the transitioning employee to ensure a smooth transition.
NotifiedReviewedNeed attentionNot Applicable (N/A)- Provide feedback: Provide feedback and guidance to the transitioning employee to help them understand their new role.
NotifiedReviewedNeed attentionNot Applicable (N/A)- Follow up: Follow up with both the transitioning employee and the new employee to ensure a successful transition.
NotifiedReviewedNeed attentionNot Applicable (N/A)
Checklist Category
You may be also interested in
- Onboarding Checklist
- Offboarding Checklist
- Employee Transfer Checklist
- Employee Promotion Checklist
- Job Role Change Checklist
- Employee Relocation Checklist
Frequently Asked Questions
What is an employee transition checklist?
An employee transition checklist is a document outlining the steps to be taken when a new employee joins a company or an existing employee leaves the organization. It includes tasks related to onboarding, offboarding, and other areas of transition.
What should be included in an employee transition checklist?
An employee transition checklist should include tasks such as verifying the employee’s identity and work authorization, setting up their workstation, assigning access to the company’s systems and programs, providing training, and collecting the necessary paperwork.
What is the purpose of an employee transition checklist?
The purpose of an employee transition checklist is to ensure a smooth and efficient transition process for both new and existing employees. It helps to ensure that all necessary steps are taken and that the employee is set up for success.
