Free checklists

Plain-English checklists for when someone joins or leaves a small business. Print them, or let Handover run them for you.

A practical offboarding checklist for small businesses: accounts, shared passwords, devices, keys, payroll and the record to keep. Free to print.

Employee onboarding checklist for small businesses

What to set up before a new hire’s first day: accounts, devices, keys and the record that makes their offboarding easy later. Free to print.

A step-by-step IT offboarding checklist for small businesses without an IT department: accounts, sessions, devices, shared passwords and the record.

How to offboard someone from Google Workspace without losing their email or files: suspend, sign out, transfer Drive data, then delete or archive.

Offboard a former employee from Microsoft 365: block sign-in, sign out sessions, keep their mailbox and OneDrive, then free up the license.

Remove a former employee from Slack: deactivate the account, hand over channels and apps, and check guests and connected tools.

Remove a former employee or bookkeeper from QuickBooks, and the bank and card access that usually comes with it.

Remove a staff member from your Shopify store and point of sale, and check collaborators and apps.

For restaurants and cafes: POS PINs, scheduling apps, keys, alarm codes and the delivery-app logins staff share.

For dental and small medical practices: practice management software, patient data access, shared logins, keys and the record to keep.

Offboarding someone who works remotely: timing access removal, getting equipment shipped back, and handing over work.