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