Employee Exit Knowledge Transfer & Offboarding Pack

When an employee leaves, critical knowledge is often lost — not because teams don’t care, but because there is no clear structure for capturing it.

This pack provides a practical knowledge transfer and handover document to use during an employee’s notice period, before their final working day.

What this pack is for

This pack is used when:

  • an employee has resigned
  • a contract is ending
  • a role is being vacated
  • responsibilities and access need to be handed over

It helps teams document:

  • responsibilities
  • ongoing work
  • process knowledge
  • system access
  • key contacts and dependencies

What this pack includes

A structured document covering:

  • Role and exit context
  • Responsibility and task inventory
  • Knowledge and process capture
  • Access and systems handover
  • Ongoing work and open items
  • Contacts and dependencies
  • Final review and sign-off

The pack supports both planned exits and short notice periods.

What this pack does not replace

  • HR offboarding checklists
  • Legal or compliance procedures
  • Exit interviews or benefits administration

This pack focuses specifically on operational continuity and knowledge transfer.

Who this is for

  • Managers
  • Operations and delivery leads
  • HR and People Ops teams
  • Small and mid-size organizations

When to use it

  • As soon as notice is given
  • During the notice period
  • Before the employee’s final working day

Format

  • PDF
  • Immediate download
  • Can be completed directly or used to draft internal documents

This pack works alongside other Chonjo continuity packs covering role transitions and team changes.

Scroll to Top