Capture the knowledge before it walks out the door
Every team member has processes only they know how to run. Account workflows that require eight specific portal clicks. Reports that have never been documented. Client processes that exist in muscle memory. When they leave, those processes leave with them. UIHike captures each workflow before the handoff: every step, every screenshot, every URL, organized as one shareable link.
Ideal for: managers, team leads, and employees responsible for a clean handoff before a role change or departure.
Handoff meetings transfer information, not knowledge
A two-hour handoff meeting produces notes and good intentions. It doesn't produce documentation the incoming person can follow independently at 9am on their first day alone. The processes that were explained verbally are already fuzzy by the time they're needed. And the ones nobody thought to mention are completely gone.
Tribal knowledge
The processes that only one person knows how to run. Never written down. Discovered only when they fail after the person leaves.
Meeting-dependent transfer
The incoming person takes notes during the handoff. Two weeks later they need to run the process and the notes don't cover step 4.
No time to document
The departing person has a two-week notice window. Writing proper documentation feels like it takes too long. So it doesn't happen.
Build a handoff package in the time you would have spent in meetings
Record each process as you run it. The documentation builds itself.
List every process the incoming person will need to run
Start with recurring tasks, then system setup procedures, then edge cases and one-off workflows. This list becomes the table of contents for the handoff package.
Open UIHike before running each process
For each item on the list, open a new UIHike project and title it clearly. Start the recording session, then run the process the way you actually run it. Every click is captured with a screenshot and URL.
Add context that screenshots can't show
After the recording, add notes for the things a screenshot doesn't capture: why this approval matters, who else gets notified, what to do when the normal path fails, which contacts to escalate to.
Redact any sensitive data before sharing
Draw over passwords, client names, or account numbers in any screenshot using the redaction tool. The shared version shows only what you intend. The original is preserved on your device.
Share the full package as links
Publish each walkthrough and share the links with the incoming person. They open each one in a browser, no account required, and follow along independently. The handoff meeting becomes questions about what they've already read.
Walkthroughs the incoming person can follow independently
Captured, not written
Walkthroughs are recorded from the real interface while the process runs, not written from memory afterward. The screenshots match exactly what the incoming person will see.
URL at every step
Each step records which page the person was on and what they clicked. The incoming person gets real context: where to go and what to look at before acting.
Opens in a browser
Share the link and the incoming person opens it in any browser immediately. No app install, no account required. The documentation is accessible the moment they need it.
Exports to any format
Export to PDF, Word, Markdown, or PowerPoint. If the team stores documentation in a wiki or shared drive, the walkthrough format adapts.
Start building the handoff package before you need it
Download UIHike free and record your first process walkthrough today. The best time to start is before a handoff is on the horizon.
Download Windows appor download the Chrome Extension →Common questions
What is knowledge transfer software?
Knowledge transfer software helps teams capture, organize, and share the processes and expertise a person holds before they change roles or leave. The most effective tools for software workflows capture the process while it is performed, producing a walkthrough with screenshots at every step rather than requiring the person to write from memory after the fact.
How do you do a knowledge transfer when an employee is leaving?
List every recurring process, system, and workflow the departing person owns. For each one, have them open UIHike and record the process while running it at normal speed. Every click is captured as a numbered step with a screenshot and URL. Group the walkthroughs by category, share the links with the incoming person, and let them follow each walkthrough independently before the handoff meeting. The meeting becomes Q&A, not the primary knowledge transfer.
What should a knowledge transfer document include?
A complete knowledge transfer covers: recurring processes with step-by-step walkthroughs and screenshots, system access and credentials handoff procedures, one-off or edge-case workflows that aren't obvious from the role description, key contacts and escalation paths, and any context that isn't written down anywhere. The critical piece is that processes are captured while being performed, not described from memory.
How do you do a knowledge transfer without scheduling meetings?
The departing person records walkthroughs asynchronously using UIHike: open a project, run the process, stop the recording. Share the link with the incoming person. They follow the walkthroughs at their own pace, in their own time, with real screenshots and URLs at each step. Meetings become follow-ups for questions, not the main vehicle for transferring knowledge.
How long does a knowledge transfer take with UIHike?
The recording for each process takes as long as running the process once. A 10-minute workflow produces a 10-minute recording session, plus a few minutes to review steps and add notes. A complete handoff package covering 15 to 20 workflows can typically be built in a day of focused work, compared to days of back-and-forth meetings.
Every process you run is knowledge worth capturing
Open UIHike before your next workflow. Record as you go. The handoff package builds itself, one walkthrough at a time.