Employee Transition Checklist ( HR )

This checklist is designed to ensure a smooth transition for employees who are moving to a different role within the organization. It guides managers and HR in facilitating necessary arrangements and communications during this transition.

• Notify HR of Transition

  Ensure that the HR department is informed of the employee's transition to initiate necessary processes and documentation.

• Update Employee Records

  Update the employee's records in the HR system to reflect their new role, department, and any changes in salary or benefits.

• Communicate with the Employee

  Schedule a meeting with the employee to discuss the transition process, expectations in the new role, and any support they may need.

• Meet with the New Team

  Arrange for the employee to meet their new team members to help them integrate into the new department and understand team dynamics.

• Provide Role-Specific Training

  Identify and provide any necessary training or resources that will help the employee succeed in their new role.

• Set Goals and Expectations

  Work with the employee to set clear goals and expectations for their performance in the new role during their initial months.

• Schedule Follow-Up Meetings

  Plan regular follow-up meetings to assess the employee's adjustment to the new role and address any issues that may arise.