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> turnover checklist
turnover checklist
1. Pre-Turnover Preparation
Gather necessary documents (leases, contracts, manuals)
Notify relevant parties (HR, management, IT)
Schedule turnover date and time
Conduct initial meeting with outgoing employee
2. Knowledge Transfer
Arrange knowledge transfer sessions
Document key processes and procedures
Identify and transfer key contacts
Review ongoing projects and their status
3. IT and Equipment Management
Collect company equipment (laptops, phones, access cards)
Revocation of access to systems (email, software, databases)
Backup important files and data
Ensure data transfer is complete
4. Finalizing Administrative Tasks
Complete exit interview with outgoing employee
Update organizational charts and contact lists
Process final payroll and benefits
Ensure compliance with company policies and legal requirements
5. Post-Turnover Follow-Up
Schedule follow-up meeting with incoming employee
Review transition feedback and address any concerns
Monitor progress of new employee integration
Conduct a final review of turnover process for improvements.
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