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
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Review and understand current accounting policies and procedures. |
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Obtain access to financial records and databases. |
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Familiarize yourself with ongoing audits or financial investigations if any. |
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Meet with financial department heads and team members. |
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Review key financial projects and their current status. |
2. Administration Tasks
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Obtain vital system login credentials. |
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Confirm access and privileges on necessary software and tools. |
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Confirm the listing in the company directory and set up the email address. |
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Receive office keys and access cards if any. |
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Acquaint with Administrative staff and procedures. |
3. People Management Tasks
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Introduce to the team and key stakeholders. |
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Understand team dynamics and performance levels. |
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Get briefed on the team's current projects and roles. |
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Understand HR policies and procedures related to team management. |
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Receive and review any ongoing employee matters if any. |