Free Professional HR Work Handover Template

Download

Share

Free Professional HR Work Handover Template

Professional HR Work Handover

Prepared By: [Your Name]

Company: [Your Company Name]

1. Introduction and Purpose

  • Objective: This document provides an overview of the HR responsibilities and ongoing tasks being handed over to Michael Taylor to ensure smooth operations during the transition. It includes details on employee onboarding, payroll, benefits administration, HR policies, and key projects.

  • Scope of Handover: A detailed summary of all tasks, processes, and systems currently under management, along with immediate actions required.

2. Key HR Responsibilities and Tasks

A. Employee Onboarding:

  • Current Status: There are three new employees in the onboarding process. John Doe (Software Engineer), Jane Smith (Marketing Coordinator), and Emily Brown (HR Assistant). All new hires are in the final stages of document verification and system setup.

  • Pending Documents/Approvals: Awaiting IT setup for Jane Smith, and final approval for Emily Brown’s benefits enrollment.

  • Key Challenges/Next Steps: Coordinate with IT to ensure all equipment for Jane Smith is ready for her first day. Ensure benefits enrollment for Emily Brown is processed by the end of this week.

B. Employee Offboarding:

  • Ongoing Cases: One offboarding process for Michael Harris (Operations Manager). The exit interview is scheduled for January 5th.

  • Pending Actions: Final pay settlement and return of company property (laptop, ID badge, etc.).

  • Action Items: Ensure the exit interview with Michael Harris is conducted and processed in the system, and prepare his final paycheck.

C. Payroll and Benefits Administration:

  • Payroll Status: Payroll for January is currently in progress, with all deductions and bonuses accurately recorded. Payroll should be finalized by January 10th.

  • Benefits Administration: The benefits enrollment for the new hires needs to be completed by January 7th. Additionally, the annual benefits review will start on January 15th.

  • Pending Tasks: Review benefits election forms for the new employees and send reminders for enrollment before the deadline.

D. HR Policy and Compliance Management

  • Policy Updates: The new parental leave policy was implemented last month. The communication to all employees is scheduled for January 5th.

  • Compliance Checks: The annual audit for workplace safety compliance is due on January 20th.

  • Action Items: Verify that all employees have acknowledged the updated parental leave policy and initiate the audit checklist for workplace safety.

E. Employee Relations and Conflict Management

  • Active Cases: There is one ongoing conflict involving two team members in the IT department. The mediation session is scheduled for January 6th.

  • Resolution Status: Both employees have agreed to attend mediation, and HR is facilitating the meeting.

  • Key Points for Successor: Keep the mediation session neutral and ensure that both parties have an opportunity to express their concerns.

3. Current HR Projects and Initiatives

  1. [Project Name 1: Recruitment Campaign for Q1 2025]

    • Overview: This project aims to fill five key positions across various departments by the end of the quarter.

    • Current Status: The job descriptions for all roles have been finalized and approved. Recruitment ads will go live on January 5th.

    • Next Steps: Coordinate with the hiring managers to review resumes and set up interviews by January 10th.

  2. [Project Name 2: HRMS Upgrade Implementation]:

    • Overview: We are transitioning to a new HR Management System (HRMS) to streamline employee data tracking and payroll processing.

    • Current Status: The system integration phase is complete, and user training is scheduled for January 7th.

    • Next Steps: Conduct HRMS training with the team and ensure all HR staff are comfortable navigating the new system by January 15th.

4. HR Software/Tools and Systems

A. HR Management System (HRMS):

  • System Overview: The new HRMS will handle employee records, performance reviews, and payroll processing. It is currently in the integration phase, and all historical data has been uploaded.

  • Current Data Status: All employee data from the past 3 years is in the system. Performance reviews for 2024 have been successfully uploaded.

  • Upcoming System Updates: An update is scheduled for January 20th to improve reporting features and mobile app functionality.

B. Payroll and Benefits Software:

  • Current Operations: Payroll is processed through PayCom, and benefits are administered via Benefits Express. Both systems are functioning without issues.

  • Pending Approvals: There are no outstanding approvals, but a reminder is needed for employees to submit their annual benefits updates by January 15th.

  • User Permissions: All HR team members have appropriate system access. Ensure Michael Taylor is granted administrator rights for the HRMS by January 5th.

C. Employee Self-Service Portal:

  • Portal Overview: The portal allows employees to access pay stubs, request time off, and update personal details.

  • Outstanding Issues: A few employees have reported issues with updating their contact information in the portal, which needs troubleshooting.

  • Scheduled Updates: A portal maintenance update is scheduled for January 12th to fix these issues and implement new features.

5. Key Contacts and Resources

  1. HR Team Contacts:

    • Lisa Carter (HR Assistant) – lisa@company.com

    • David Mills (Payroll Specialist) – david@company.com

  2. External Vendors/Consultants:

    • Benefits Express (Benefits Provider) – benefits@benefitsexpress.com

    • PayCom (Payroll Software Support) – support@paycom.com

  3. IT and Systems Support:

    • John Stevens (IT Support for HR Systems) – john@company.com

  4. Legal/Compliance Resources:

    • Helen Watts (HR Legal Advisor) – helen@company.com

6. Pending HR Events and Initiatives

A. Recruitment Drives:

  • Upcoming Campaigns: The recruitment ads for Q1 roles will be live on January 5th.

  • Next Steps: Set up interviews with the hiring managers starting on January 10th.

B. Employee Training and Development:

  • Scheduled Training: A leadership training program is scheduled for January 18th, aimed at developing high-potential employees for management roles.

  • Preparation Required: Coordinate with the training department to ensure all logistics are confirmed, including venue and materials.

C. Performance Reviews:

  • Performance Evaluation Timeline: Annual performance reviews will begin on January 15th and are to be completed by February 15th.

  • Action Items: Prepare review forms, schedule review meetings, and send out reminders to employees by January 10th.

7. Critical Action Items and Tasks

  1. Task: Finalize January payroll processing.

    • Assigned to: Michael Taylor

    • Due by: January 10th

    • Status Update: Payroll verification in progress. Needs final review by HR.

  2. Task: Complete exit interview and final pay settlement for Michael Harris.

    • Assigned to: Sarah Johnson

    • Due by: January 5th

    • Status Update: Exit interview scheduled.

8. Additional Notes

  • Urgent Matters: Ensure that the IT setup for Jane Smith is prioritized to avoid delays on her first day.

  • Upcoming Deadlines: Reminder to complete benefits enrollment for all new employees by January 7th.

  • Administrative Tips: Maintain constant communication with the IT department for any HR-related system issues or setup requirements.

9. Acknowledgment of Handover

By signing below, both parties confirm that the handover process has been completed to their satisfaction. Any questions or clarifications should be addressed promptly.

Handover from:
Signature: ___________________
Name: Sarah Johnson
Date: January 3, 2050

Handover to:
Signature: ___________________
Name: Michael Taylor
Date: January 3, 2050

Checklist Templates @ Template.net