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Employee Transition Plan Template
  • Standardizing the handover process during employee exits or transitions
  • Reducing knowledge loss by documenting responsibilities and projects
  • Clarifying key contacts and stakeholders for continuity
  • Assigning interim or successor ownership for ongoing tasks
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Downloads 161 downloads Type Template Publication date October 01, 2025 Topics HR OperationsTalent Management

The Employee Transition Plan Template ensures a smooth handover when an employee leaves or changes roles, minimizing disruption and preserving critical knowledge.

Included in this resource:

  • Sections for employee details, manager, and transition date
  • Space for key responsibilities and active projects with status tracking
  • Handover instructions with links and documentation references
  • Approval and sign-off section

Related content

[FREE] Employee Transition Plan Template: 7 Steps To Build a Successful Plan

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