{"id":21626,"date":"2020-02-13T17:37:13","date_gmt":"2020-02-13T17:37:13","guid":{"rendered":"https:\/\/www.process.st\/templates\/employee-transition-plan\/"},"modified":"2024-02-29T01:22:45","modified_gmt":"2024-02-29T01:22:45","slug":"employee-transition-plan","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/employee-transition-plan\/","title":{"rendered":"Employee Transition Plan"},"content":{"rendered":"<section id=\"introduction-to-the-employee-transition-plan\">\n<h2>Introduction to the Employee Transition Plan:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qC0iWvN66aXBgYcFv8hN_g.png\" alt=\"Introduction to the Employee Transition Plan:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qC0iWvN66aXBgYcFv8hN_g.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-blockquote\" style=\"text-align: center;\">Research shows that \"<em>1 in 5 workers are in the wrong job<\/em>\" - <a href=\"https:\/\/www.businessnewsdaily.com\/8121-employee-job-transition.html\" rel=\"nofollow noopener\" target=\"_blank\">Business News Daily<\/a><\/p>\n<p style=\"text-align: left;\">A good worker in the wrong job is disastrous for the company and the employee. Transitioning them to a new position is, without a doubt, the right thing to do.<\/p>\n<p>However, the process of helping employees let go of the old and accept the new can be <a href=\"https:\/\/www.mtdtraining.com\/blog\/3-quick-tips-smooth-employee-transition-process.htm\" rel=\"nofollow noopener\" target=\"_blank\">stressful<\/a>, not only for the manager but for the entire team.&nbsp;<\/p>\n<p>Having an <a href=\"https:\/\/bizfluent.com\/how-8642091-write-transition-plan.html\" rel=\"nofollow noopener\" target=\"_blank\">employee transition plan<\/a>&nbsp;in place during these times of change will <strong>ensure a smooth transition, preserve <a href=\"https:\/\/www.businessnewsdaily.com\/8121-employee-job-transition.html\" rel=\"nofollow noopener\" target=\"_blank\">relationships<\/a> on all sides, and support business continuity<\/strong>.<\/p>\n<p>Take a look at the <a href=\"https:\/\/www.process.st\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>&nbsp;employee transition plan. Our plan summarizes what needs to be done for a smooth&nbsp;<a href=\"https:\/\/bizfluent.com\/how-8642091-write-transition-plan.html\" rel=\"nofollow noopener\" target=\"_blank\">transition<\/a> to take place.&nbsp;It will document the <a href=\"https:\/\/www.socialpartnershipforum.org\/media\/89019\/hr-transition-framework.pdf\" rel=\"nofollow noopener\" target=\"_blank\">responsibilities <\/a>of the sender and receiver departments. It will provide a task list for involved staff members. It will enforce a <a href=\"https:\/\/bizfluent.com\/how-8642091-write-transition-plan.html\" rel=\"nofollow noopener\" target=\"_blank\">timeline<\/a> for the transition and it will list key knowledge transfer methods and contact information.&nbsp;<\/p>\n<p>You will need this employee transition plan to minimize disruption and uncertainty for employees affected by the change.<\/p>\n<p><a href=\"https:\/\/www.process.st\" rel=\"nofollow noopener\" target=\"_self\">Process Street<\/a> is <strong>super-powered<\/strong> <strong>checklists<\/strong>. It\u2019s the easiest way to manage your recurring tasks, procedures and workflows. <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-using-template-overview\/\" rel=\"nofollow noopener\" target=\"_self\">Create a template<\/a> and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_self\">run individual checklists&nbsp;<\/a>for each member of your team. You can check tasks off as you work through them, set deadlines,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_self\">add approvals<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_self\">assign tasks<\/a>, and <a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_self\">track each team member's progress<\/a>. You can also <a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_self\">connect to thousands of Apps<\/a> through <a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> and automate your workflows even more.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"complete-checklist-details\">\n<h2>Complete checklist details<\/h2>\n<div class=\"text-content\">\n<p><strong>Complete<\/strong> the checklist <strong>details<\/strong> in the fields <strong>below<\/strong>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date transition process started <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date transition process is due to finish (successors start date) <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-the-incumbent-employee-details\">\n<h2>Enter the incumbent employee details<\/h2>\n<div class=\"text-content\">\n<p><strong>Enter<\/strong> the <strong>details<\/strong> of the<strong> incumbent<\/strong> employee in the fields <strong>below<\/strong>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Incumbent employees name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Incumbent employees current role <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Incumbent employees new role <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Incumbent employees current department <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Incumbent employees new department <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Incumbent employees exit date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-the-successor-employee-details\">\n<h2>Enter the successor employee details<\/h2>\n<div class=\"text-content\">\n<p><strong>Enter<\/strong> the <strong>details<\/strong> of the <strong>successor<\/strong> employee in the fields <strong>below.<\/strong>&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Successor employees name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Successor employees current role <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Successor employees new role <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Successor employees current department <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Successor employees new department <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Successor employees start date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-tasks-to-the-successors-new-line-manager\">\n<h2>Assign tasks to the successor\u2019s new line manager<\/h2>\n<div class=\"text-content\">\n<p><strong>Assign<\/strong>&nbsp;the below&nbsp;<strong>tasks<\/strong>&nbsp;to the successors <strong>new line manager<\/strong>&nbsp;so they can complete transition&nbsp;<strong>orientation&nbsp;tasks<\/strong>.&nbsp;&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\">Assign the following tasks to the successor's <strong>new<\/strong> line manager:&nbsp;<\/p>\n<p class=\"style-danger\">Task 8<\/p>\n<p class=\"style-danger\">Task 9<\/p>\n<p class=\"style-danger\">Task 18<\/p>\n<p class=\"style-danger\">Task 19<\/p>\n<p class=\"style-danger\">Task 20<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-tasks-to-the-successors-current-line-manager\">\n<h2>Assign tasks to the successor\u2019s current line manager<\/h2>\n<div class=\"text-content\">\n<p><strong>Assign<\/strong>&nbsp;the below&nbsp;<strong>tasks<\/strong>&nbsp;to the successors&nbsp;<strong>current line manager<\/strong>&nbsp;so they can complete transition&nbsp;<strong>handover tasks<\/strong>.&nbsp;&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\">Assign the following tasks to the successors&nbsp;<strong>current<\/strong> line manager:&nbsp;<\/p>\n<p class=\"style-danger\">Task 14<\/p>\n<p class=\"style-danger\">Task 15<\/p>\n<p class=\"style-danger\">Task 16<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"successors-new-role-details\">\n<h2>Successors New Role Details:<\/h2>\n<\/section>\n<section id=\"describe-the-expectations-for-the-successors-new-role\">\n<h2>Describe the expectations for the successor\u2019s new role<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\" style=\"text-align: center;\">THIS TASK SHOULD BE COMPLETED BY THE SUCCESSORS <strong>NEW<\/strong> LINE MANAGER<\/p>\n<p><strong>Summarize<\/strong> the key <strong>responsibilities<\/strong> and <strong>objectives<\/strong> of the successor\u2019s <strong>new role<\/strong>. This summary should <strong>highlight<\/strong>&nbsp;the specific <strong>tasks<\/strong> and<strong> initiatives<\/strong> that the successor must take on.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the job description <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Role accountabilities: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Role expectations: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Training requirements: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Direct reports: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"document-knowledgeskills-that-should-be-transferred\">\n<h2>Document knowledge\/skills that should be transferred<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\" style=\"text-align: center;\">THIS TASK SHOULD BE COMPLETED BY THE SUCCESSORS <strong>NEW<\/strong> LINE MANAGER<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Detail <strong>five <\/strong>pieces of <strong>critical knowledge\/skills<\/strong> that the <strong>incumbent<\/strong> should <strong>pass<\/strong> to the <strong>successor<\/strong> to help them in their new role.<\/p>\n<p class=\"style-info\" style=\"text-align: center;\"><span style=\"color: #333333;\">If there are <strong>more<\/strong> than <strong>five pieces of knowledge\/skills<\/strong> that need to be transferred to the successor,&nbsp;<strong>add additional<\/strong> fields.<\/p>\n<p><strong>Find out<\/strong> how to add <strong>additional fields<\/strong>\/content to your checklists <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a> or&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-building-content\/\" rel=\"nofollow noopener\" target=\"_blank\">here.<\/a><\/span><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Knowledge\/skill 1<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Knowledge\/skill 1 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\">If you have <strong>other\/different<\/strong> transfer methods, read <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">this article<\/a> to help you <strong>add<\/strong> them to the multi-select drop-down.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Transfer methods for knowledge\/skill 1 <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Mentoring\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Work shadowing\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Paired work\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Documentation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Knowledge capture sessions\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Formal training\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Successor responsibilities for transfer of knowledge\/skill 1 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Incumbent responsibilities for transfer of knowledge\/skill 1 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Deadline for knowledge\/skill transfer 1 <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Knowledge\/skill 2<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Knowledge\/skill 2 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Transfer methods for knowledge\/skill 2 <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Mentoring\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Work shadowing\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Paired work\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Documentation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Knowledge capture sessions\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Formal training\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Successor responsibilities for transfer of knowledge\/skill 2 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Incumbent responsibilities for transfer of knowledge\/skill 2 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Knowledge\/skill 3<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Knowledge\/skill 3 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Transfer methods for knowledge\/skill 3 <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Mentoring\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Work shadowing\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Paired work\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Documentation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Knowledge capture sessions\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Formal training\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Successor responsibilities for transfer of knowledge\/skill 3 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Incumbent responsibilities for transfer of knowledge\/skill 3 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Knowledge\/skill 4<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Knowledge\/skill 4 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Transfer methods for knowledge\/skill 4 <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Mentoring\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Work shadowing\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Paired work\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Documentation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Knowledge capture sessions\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Formal training\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Successor responsibilities for transfer of knowledge\/skill 4 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Incumbent responsibilities for transfer of knowledge\/skill 4 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Knowledge\/skill 5<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Knowledge\/skill 5 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Transfer methods for knowledge\/skill 5 <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Mentoring\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Work shadowing\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Paired work\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Documentation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Knowledge capture sessions\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Formal training\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Successor responsibilities for transfer of knowledge\/skill 5 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Incumbent responsibilities for transfer of knowledge\/skill 5 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"transition-admin\">\n<h2>Transition Admin:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">These are key transition activities that must be completed by the HR department to facilitate the transition.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"notify-all-areas-of-the-business-about-the-role-change\">\n<h2>Notify all areas of the business about the role change<\/h2>\n<div class=\"text-content\">\n<p><strong>Send <\/strong>this <strong>email<\/strong> to notify <strong>IT\/Facilities<\/strong> about the pending<strong> new location<\/strong> and <strong>relevant system IDs, password<\/strong> and <strong>access<\/strong> changes.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Notify all staff of pending position changes<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"set-deadlines-for-all-handover-and-orientation-tasks\">\n<h2>Set deadlines for all handover and orientation tasks<\/h2>\n<div class=\"text-content\">\n<p>Set <strong>deadline dates<\/strong> for the <strong>successor's current line manager<\/strong> to <strong>complete<\/strong> all <strong>handover tasks<\/strong> by and the <strong>successors new line manager<\/strong> to complete all <strong>orientation tasks<\/strong> by.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Select a date for all \u2018Handover tasks\u2019 to be completed by (tasks 14-16): <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Select a date for all \u2018Orientation tasks\u2019 to be completed by (tasks 18-20) <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"handover-tasks\">\n<h2>Handover Tasks:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">These handover tasks must be completed by the successor\u2019s <strong>current<\/strong> line manager, by a certain date, to facilitate a smooth transition.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"gather-information-about-the-employees-current-role\">\n<h2>Gather information about the employee\u2019s current role<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\" style=\"text-align: center;\">THIS TASK SHOULD BE COMPLETED BY THE SUCCESSORS <strong>CURRENT<\/strong> LINE MANAGER<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Gather the following <strong>critical information<\/strong> about the successor's <strong>existing role.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>This task need to be completed by: {{form.Select_a_date_for_all_\u2018Handover_tasks\u2019_to_be_completed_by_(tasks_14-16):}}<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List the key projects, initiatives, and tasks that need to be handed over by the successor: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List the successors direct reports: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Record the locations of all key documents and records: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List all key contact information: <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"notify-customers-of-the-role-change\">\n<h2>Notify customers of the role change<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\" style=\"text-align: center;\">THIS TASK SHOULD BE COMPLETED BY THE SUCCESSORS <strong>CURRENT<\/strong> LINE MANAGER<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Send an <strong>email<\/strong> notification to all <strong>customers<\/strong> likely to be <strong>affected<\/strong> by the role change.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>This task needs to be completed by:{{form.Select_a_date_for_all_\u2018Handover_tasks\u2019_to_be_completed_by_(tasks_14-16):}}<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"conduct-a-final-performance-review\">\n<h2>Conduct a final performance review<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\" style=\"text-align: center;\">THIS TASK SHOULD BE COMPLETED BY THE SUCCESSORS <strong>CURRENT<\/strong> LINE MANAGER<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Conduct a <strong>final<\/strong> performance <strong>review<\/strong> by completing this <a href=\"https:\/\/app.process.st\/templates\/Employee-Evaluation-Form-jWA_hg_h5gPKD8ek3EBBew\/view\/tasks\/m6bJm3RgOvoc4r09A0FOtQ\" rel=\"nofollow noopener\" target=\"_blank\" title=\"Employee Evaluation Checklist\">employee evaluation form&nbsp;<\/a>or this <a href=\"https:\/\/airtable.com\/tbl2vTO4OONs36sH3\/viw8UwVxeQC34grTT\/recBQXJcD5cWPAYu5\" rel=\"nofollow noopener\" target=\"_blank\">performance review template.<\/a><\/p>\n<p class=\"style-info\" style=\"text-align: center;\"><span style=\"color: #e15951;\"><span style=\"color: #333333;\">Or, you can create your <strong>own<\/strong> performance review <strong>template<\/strong> and <strong>add<\/strong> it to this checklist as a '<strong>checklist run link<\/strong>', by following these<\/span> <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\" rel=\"nofollow noopener\" target=\"_blank\">instructions<\/a>. &nbsp;<\/span><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>This task needs to be completed by: {{form.Select_a_date_for_all_\u2018Handover_tasks\u2019_to_be_completed_by_(tasks_14-16):}}<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"orientation-tasks\">\n<h2>Orientation Tasks:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">These orientation tasks must be completed by the successor\u2019s<strong> new<\/strong> line manager, by a certain date, to facilitate a smooth transition.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"discuss-new-role-with-the-successor\">\n<h2>Discuss new role with the successor<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\" style=\"text-align: center;\">THIS TASK SHOULD BE COMPLETED BY THE SUCCESSORS <strong>NEW<\/strong> LINE MANAGER<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Discuss<\/strong> the following <strong>new role<\/strong> details with the <strong>successor.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>This task needs to be completed by: {{form.Select_a_date_for_all_\u2018Orientation_tasks\u2019_to_be_completed_by_(tasks_18-20)}}<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Job title: {{form.Successor_employees_new_role}}<\/strong><\/p>\n<p>Start date: {{form.Successor_employees_start_date}}<\/p>\n<p><strong>Accountabilities:<\/strong><br \/>{{form.Role_accountabilities:}}<\/p>\n<p><strong>Direct reports:<\/strong><br \/>{{form.Direct_reports:}}<\/p>\n<p><strong>Role expectations:<\/strong><br \/>{{form.Role_expectations:}}<\/p>\n<p><strong>Training requirements:<\/strong><br \/>{{form.Training_requirements:}}<\/p>\n<p><strong>Key contact information:&nbsp;<\/strong><br \/>{{form.List_all_key_contact_information:}}<\/p>\n<p><strong>Location of key documents:<\/strong> <br \/>{{form.Record_the_locations_of_all_key_documents_and_records:}}<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"notify-customers-of-the-role-change-2\">\n<h2>Notify customers of the role change<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\" style=\"text-align: center;\">THIS TASK SHOULD BE COMPLETED BY THE SUCCESSORS <strong>NEW<\/strong> LINE MANAGER<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Send an <strong>email<\/strong> notification to all <strong>customers<\/strong> likely to be <strong>affected<\/strong> by the <strong>role change<\/strong>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>This task needs to be completed by: {{form.Select_a_date_for_all_\u2018Orientation_tasks\u2019_to_be_completed_by_(tasks_18-20)}}<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"take-the-successor-round-to-meet-the-team\">\n<h2>Take the successor round to meet the team<\/h2>\n<div class=\"text-content\">\n<p class=\"style-danger\" style=\"text-align: center;\">THIS TASK SHOULD BE COMPLETED BY THE SUCCESSORS <strong>NEW<\/strong> LINE MANAGER<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Take the <strong>successor<\/strong> round to <strong>meet the team<\/strong> to make sure they feel <strong>welcome.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>This task needs to be completed by: {{form.Select_a_date_for_all_\u2018Orientation_tasks\u2019_to_be_completed_by_(tasks_18-20)}}<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"transition-plan-agreement\">\n<h2>Transition Plan Agreement:<\/h2>\n<\/section>\n<section id=\"draft-and-send-transition-proposal\">\n<h2>Draft and send transition proposal<\/h2>\n<div class=\"text-content\">\n<p>Create and<strong> upload<\/strong> the transition <strong>proposal<\/strong>.&nbsp; This will need <strong>approval<\/strong> from the following people:<\/p>\n<ul>\n<li>Incumbent employee<\/li>\n<li>Successor employee<\/li>\n<li>Successors new line manager<\/li>\n<li>Successors current line manager&nbsp;<\/li>\n<\/ul><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the transition proposal here: <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-employee-transition-plan\">\n<h2>Approval: Employee transition plan<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Draft and send transition proposal<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Sources<\/h4>\n<ul>\n<li><a href=\"https:\/\/www.businessnewsdaily.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Business News Daily<\/a>&nbsp;- <a href=\"https:\/\/www.businessnewsdaily.com\/8121-employee-job-transition.html\" rel=\"nofollow noopener\" target=\"_blank\">Strategies for Successful Employee Transition<\/a><\/li>\n<li><a href=\"https:\/\/www.mtdtraining.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Management Training Specialists<\/a> - <a href=\"https:\/\/www.mtdtraining.com\/blog\/3-quick-tips-smooth-employee-transition-process.htm\" rel=\"nofollow noopener\" target=\"_blank\">3 Quick Tips On A Smooth Employee Transition Process<\/a><\/li>\n<li><a href=\"https:\/\/bizfluent.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Bizfluent<\/a>&nbsp;- <a href=\"https:\/\/bizfluent.com\/how-8642091-write-transition-plan.html\" rel=\"nofollow noopener\" target=\"_blank\">How to Write a Transition Plan<\/a><\/li>\n<li><a href=\"https:\/\/www.gov.uk\/government\/organisations\/department-of-health-and-social-care\" rel=\"nofollow noopener\" target=\"_blank\">Department of Health<\/a> - <a href=\"https:\/\/www.socialpartnershipforum.org\/media\/89019\/hr-transition-framework.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Human Resources (HR) Transition Framework<\/a>&nbsp;<\/li>\n<li><a href=\"https:\/\/www.inc.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Inc<\/a> - <a href=\"https:\/\/www.inc.com\/young-entrepreneur-council\/7-ways-to-help-your-star-employee-transfer-to-a-new-department.html\" rel=\"nofollow noopener\" target=\"_blank\">Facilitate a Smooth Internal Transition for Your Employee With These 7 Tips<\/a><\/li>\n<li><a href=\"https:\/\/www2.ucsc.edu\/\" rel=\"nofollow noopener\" target=\"_blank\">The University of California<\/a> - <a href=\"http:\/\/www2.ucsc.edu%20\u203a its2 \u203a transformation \u203a pdf \u203a staff_transition_template\" rel=\"nofollow noopener\" target=\"_blank\">ITS Staff Transition Plan<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Related Checklists<\/h4>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-background-check\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Background Check<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-relations\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Relations<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Management<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-review-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Review Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/recruitment-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Recruitment Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/how-to-streamline-the-hiring-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Ari Meisel's How to Streamline the Hiring Process Guide<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/diversity-hiring\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Checklist Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/diversity-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Management Monthly Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/diversity-questions\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Questions Survey<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/diversity-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Training Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#copywriter\" rel=\"nofollow noopener\" target=\"_blank\">Copywriter Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#customermanager\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Manager Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#customerrep\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Representative Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#editor\" rel=\"nofollow noopener\" target=\"_blank\">Editor Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#graphic\" rel=\"nofollow noopener\" target=\"_blank\">Graphic Designer Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#HR\" rel=\"nofollow noopener\" target=\"_blank\">HR Manager Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#IT\" rel=\"nofollow noopener\" target=\"_blank\">IT Manager Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#marketing\" rel=\"nofollow noopener\" target=\"_blank\">Marketing Manager Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#receptionist\" rel=\"nofollow noopener\" target=\"_blank\">Receptionist Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#sales\" rel=\"nofollow noopener\" target=\"_blank\">Sales Manager Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#software\" rel=\"nofollow noopener\" target=\"_blank\">Software Developer Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#web\" rel=\"nofollow noopener\" target=\"_blank\">Web Designer Job Description Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/accountant-job-description-template\/#webdev\" rel=\"nofollow noopener\" target=\"_blank\">Web Developer Job Description Template<\/a><\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/training-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Training Plan Template<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/training-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"https:\/\/www.process.st\/templates\/employee-evaluation-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Evaluation Form<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-evaluation-form\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"Gap%20Analysis%20Template\" rel=\"nofollow\">Gap Analysis Template<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"HR%20Strategic%20Plan\" rel=\"nofollow\">HR Strategic Plan<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"Employee%20Satisfaction%20Survey\" rel=\"nofollow\">Employee Satisfaction Survey<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"Workforce%20Planning%20Template\" rel=\"nofollow\">Workforce Planning Template<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"Employee%20Development%20Plan%20Template\" rel=\"nofollow\">Employee Development Plan Template<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"HIPAA%20Compliance%20Checklist\" rel=\"nofollow\">HIPAA Compliance Checklist<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"Holiday%20Leave%20Application%20Checklist\" rel=\"nofollow\">Holiday Leave Application Checklist<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"Vacation%20Request%20Form\" rel=\"nofollow\">Vacation Request Form<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"Business%20Needs%20Assessment\" rel=\"nofollow\">Business Needs Assessment<\/a><\/p>\n<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to the Employee Transition Plan: Research shows that \"1 in 5 workers are in the wrong job\" - Business News Daily A good worker in the wrong job is disastrous for the company and the employee. Transitioning them to a new position is, without a doubt, the right thing to do. However, the process [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":21627,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"25","template_description":"Use this checklist to minimize disruption and uncertainty when an employee is transitioning into a new role.","template_id":"ngZBtarxFu0UlMSr7lxKBQ","task_0":"Introduction to the Employee Transition Plan:","task_slug_0":"introduction-to-the-employee-transition-plan","task_1":"Complete checklist details","task_slug_1":"complete-checklist-details","task_2":"Enter the incumbent employee details","task_slug_2":"enter-the-incumbent-employee-details","task_3":"Enter the successor employee details","task_slug_3":"enter-the-successor-employee-details","task_4":"Assign tasks to the successor\u2019s new line 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the employee\u2019s current role","task_slug_13":"gather-information-about-the-employees-current-role","task_14":"Notify customers of the role change","task_slug_14":"notify-customers-of-the-role-change","task_15":"Conduct a final performance review","task_slug_15":"conduct-a-final-performance-review","task_16":"Orientation Tasks:","task_slug_16":"orientation-tasks","task_17":"Discuss new role with the successor","task_slug_17":"discuss-new-role-with-the-successor","task_18":"Notify customers of the role change","task_slug_18":"notify-customers-of-the-role-change-2","task_19":"Take the successor round to meet the team","task_slug_19":"take-the-successor-round-to-meet-the-team","task_20":"Transition Plan Agreement:","task_slug_20":"transition-plan-agreement","task_21":"Draft and send transition proposal","task_slug_21":"draft-and-send-transition-proposal","task_22":"Approval: Employee transition 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