Free Extended Leave Work Handover Checklist Template
Extended Leave Work Handover Checklist
Employee Name: ___________________
Position: ___________________
Leave Start Date: ___________________
Leave End Date: ___________________
Handover Date: ___________________
Handover Prepared By: ___________________
1. General Information
|
Task |
Completed |
|---|---|
|
Inform supervisor/manager of leave dates and provide official documentation. |
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Provide contact information for emergencies during leave (optional). |
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Discuss return date and any transitional arrangements. |
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Review the priority level of ongoing tasks and deadlines. |
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2. Ongoing Projects and Tasks
|
Task |
Completed |
|---|---|
|
List all ongoing projects and their current status. |
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|
Identify key milestones and deadlines during the leave period. |
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Assign responsible colleagues for each project/task. |
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Provide detailed instructions on any pending tasks, including tools and resources. |
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Attach any project files or reference documents. |
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3. Daily, Weekly, and Monthly Tasks
|
Task |
Completed |
|---|---|
|
Outline routine daily tasks (e.g., reporting, client communication). |
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Provide a schedule for weekly or monthly tasks. |
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Detail any cyclical duties (e.g., inventory, financial reporting) during the absence. |
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4. Key Contacts and Communication
|
Task |
Completed |
|---|---|
|
List important clients, stakeholders, and team members to contact. |
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|
Specify the preferred method and urgency of communication for each contact. |
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Outline any meetings, presentations, or calls scheduled during the leave period. |
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5. Critical Systems and Tools Access
|
Task |
Completed |
|---|---|
|
Provide login credentials or access details for critical systems/tools (ensure these are secured). |
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|
Highlight key software or tools necessary to complete daily/weekly tasks. |
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|
Identify any system maintenance or updates scheduled during the leave. |
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6. Emergency Procedures
|
Task |
Completed |
|---|---|
|
Detail emergency protocols for urgent issues (e.g., system crashes, and critical client requests). |
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|
Identify which team member is responsible for handling emergencies. |
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|
Share any relevant escalation procedures. |
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7. Additional Notes and Information
|
Task |
Completed |
|---|---|
|
Include any relevant background information or notes on specific tasks. |
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Provide additional instructions or context that will assist colleagues. |
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Mention any personal or administrative matters that need attention during the leave period (e.g., approvals, permissions). |
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8. Handover Confirmation
|
Task |
Completed |
|---|---|
|
A handover meeting with the team/manager was scheduled and attended. |
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|
All tasks reviewed and confirmed by the designated colleague(s). |
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|
Supervisor/manager has confirmed understanding of the handover. |
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Employee Signature: ___________________
Date: ___________________
Supervisor Signature: ___________________
Date: ___________________
