What Is a Sample Employee Transition Plan?

A sample employee transition plan is a template that outlines the kind of information that is included in an employee transition plan. This document is used to outline the actions an employee needs to take when transitioning out of a job. Although most employee transition plans are used when an employee gives notice that he is quitting, some plans are used when an employee is promoted.

Employee transition plans typically include directions for the last two weeks of employment. Plans include details regarding transferring customer accounts and work to other employees, and explain whether or not the employee must train a replacement. In addition, plans include information about turning over company identification and canceling company credit card accounts. Some employee transition plans also provide information regarding life insurance policies, medical benefits and retirement accounts that the employee is eligible to keep once the position has ended.

Although it is not absolutely necessary to follow an employee transition plan, doing so is the best way to receive a positive reference from the employer. Always request a copy of the employee transition plan. The information in this document serves as proof that proper notice was given and shows compliance with the company’s job termination procedures.