Free Work Handover Checklist Template

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Free Work Handover Checklist Template

Work Handover Checklist


Prepared by: [YOUR NAME]

Prepared for: Mr. Eugene, the new Senior Accountant

Company: [YOUR COMPANY NAME]


1. Finance and Accounting Tasks

List

Review and understand current accounting policies and procedures.

Obtain access to financial records and databases.

Familiarize yourself with ongoing audits or financial investigations if any.

Meet with financial department heads and team members.

Review key financial projects and their current status.


2. Administration Tasks

List

Obtain vital system login credentials.

Confirm access and privileges on necessary software and tools.

Confirm the listing in the company directory and set up the email address.

Receive office keys and access cards if any.

Acquaint with Administrative staff and procedures.


3. People Management Tasks

List

Introduce to the team and key stakeholders.

Understand team dynamics and performance levels.

Get briefed on the team's current projects and roles.

Understand HR policies and procedures related to team management.

Receive and review any ongoing employee matters if any.

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