Work Handover Checklist
Work Handover Checklist
Prepared by: [YOUR NAME]
Prepared for: Mr. Eugene, the new Senior Accountant
[YOUR COMPANY NAME]
The following checklist is a guide intended to facilitate a comprehensive and smooth transition of responsibilities from your predecessor to you as the new Senior Accountant. Please check off each task as it is completed.
Finance and Accounting Tasks
-
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.
Administration Tasks
-
Obtain vital system login credentials.
-
Confirm access and privileges on necessary software and tools.
-
Confirm listing in the company directory and email address setup.
-
Receive office keys and access cards if any.
-
Acquaint with Administrative staff and procedures.
People Management Tasks
-
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.
