Work Equipment Handover Protocol: Free Template for Employee Departure

Checklist

General

  • Protocol / file reference
  • Company
  • Street, no.
  • ZIP, city
  • Department / cost center
  • Date of handover

Transferring employee

  • First and last name
  • Employee / personnel ID
  • Role / title
  • Last working day
  • Work e-mail (for deprovisioning)
  • Line manager

Receiving party

  • First and last name
  • Role / title
  • Department
  • E-mail
  • Takeover date

IT hardware

  • Laptop: model & serial
  • Power adapter returned (yes/no, notes)
  • Laptop condition / defects
  • Company phone / tablet: model & serial or N/A
  • Mobile device condition
  • Monitor, dock, headset, webcam (list or N/A)

Access & software

  • E-mail account: archived / forwarded / deactivated (note)
  • VPN / remote access: revoked on (date / ticket)
  • Cloud drives (OneDrive, Google, etc.): transferred / removed
  • Chat / collaboration (Teams, Slack, …): status
  • CRM / ERP / specialist tools: handover note
  • MFA / tokens / YubiKey: returned or reset

Keys, cards, assets

  • Office / cabinet keys (IDs or N/A)
  • Access / ID card: returned (yes/no, ID)
  • Parking pass / chip: returned or N/A
  • Company credit / fuel card: returned or N/A

Company vehicle

  • Vehicle: plate or N/A
  • Keys, registration, charging cards: returned or N/A

Confirmation & liability

  • All listed items handed over as stated (yes)
  • Damage, loss, or exceptions
  • Acknowledgement: template does not replace legal advice (company-specific)

Signatures

  • Handed over by: name
  • Handed over by: date
  • Received by: name
  • Received by: date

Structured documentation, online or in Word

This template walks through parties, hardware, digital access, keys, and signatures. SkillPass can go further by capturing tacit knowledge in guided interviews, beyond any static form.

Need more than a checklist?

SkillPass captures role-specific know-how before the last day.

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