If you write down the tasks you want to skip as soon as they come to mind, you will end up missing something. It is divided into three sections: tasks in charge, work in progress, data, and account, so you can fill them in order. The A4 preview on the right is reflected immediately.
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Don't write down your account password in the document, just leave information about who you should request to transfer permissions to.
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HANDOVER REPORT
| takeover | Affiliation/position | ||
|---|---|---|---|
| consignee | Affiliation/position | ||
| Handover period | ~ | Handover completion date |
1. Overview of duties
2. Ongoing work and progress
3. List of materials, accounts, and equipment handover
I confirm that the above work has been handed over and taken over without any problems.
Takeover:
Acquirer:
Longer content will have an A4 border and page count. One sheet of writing instructions is added to the Word file.
A handover letter is a document that records what, to what extent, and under what condition, when transferring a task to the next person. It is used not only when leaving the company, but also when changing departments, taking long-term leave, and replacing project managers.
Without this document, after the handover, people will say, “I didn’t hear that.” If the status of the ongoing case, the other party's contact information, and where the file is located are written down, your successor will not have to figure it out all over again. If it is a resignation procedure resignation letterIt is usually submitted with .
In practice, the transferor and receiver each sign and keep a copy, and the team leader keeps a copy. The signed document becomes the basis for later determining the scope of responsibility.
The table contains the handover, transferor, and handover period, and below it is an overview of the work in charge, work in progress, and a list of materials, accounts, and supplies. At the end, the transferor and consignee each sign a confirmation.
When you need to organize everything that needs to be done for the remaining period of time.
When you need to skip an ongoing case and document the status.
When you need to distribute standard forms so that work doesn't stop due to missed handovers.
You need records that can be viewed by your agent while you are away.
The safest way is to draft it immediately after notice of resignation and finalize it in the last week. If you write it all on the last day, details of ongoing cases will be missing, and your successor will have no one to ask about. If you have a set handover period, share the draft at the start of that period.
It is enough for your successor to be able to decide the next course of action just by looking at this document. For ongoing cases, write down the current status, what to do next, the person in charge and contact information on the other side, and the deadline. For simple repetitive tasks, you only need to write down data location and cycle instead of procedures.
We do not recommend writing your password directly into the document. Just write down which account you have, who is the administrator, and to whom you should request permission transfer, and deliver the password separately in a manner that complies with company regulations. PDFs created in this format are often attached to emails as is.
It is common to leave the receiver blank and write the team leader's name, then obtain the signature again later when a successor is selected. Open cases will continue to flow even while the person in charge is vacant, so don't put off writing the document.
Severance pay is compensation for providing work, so payment cannot be refused based on whether or not the employee has taken over the job. However, if actual damage occurs to the company due to failure to hand over, it may become a separate issue of compensation for damages, so it is safer for both parties to keep documents and records of delivery.
Usually three copies. The transferor, recipient, and manager (team leader or human resources team) each have one copy. If you save it as a PDF and send it by email, it will be convenient to keep a record of receipt.
This is general information for guidance purposes, and the items to be written may vary depending on company regulations and security policies.
These are stories left by those who actually filled out and submitted the handover form. It contains notes on areas where you got stuck while writing or the results after submission, so it is often more helpful than a guide for first-time users.
I organized it a week before I quit my job. It was divided by item so I could see what I was missing.
Comments 0I received this document as a recipient, and it was nice to be able to see at a glance the work in progress and the contact information in charge.
Comments 0I tried making it in Excel, but gave up and did it here. I saved a lot of time making tickets.
Comments 0The point is that there are both signature lines for the recipient and transferee. There remains evidence that it has been confirmed.
Comments 0The team leader asked if I had a form, so I showed him this and he said we should unify it using this.
Comments 0I received it in Word and rewrote it a little to fit our department's items.
Comments 0There is a separate section for unfinished tasks and special information, so I wrote everything down honestly. Don't contact me later
Comments 0I wrote it while on leave. I thought it was only used when leaving the company, but this also happens.
Comments 0It was nice to be able to include a list of business partners.
Comments 0I had to hand it over in a hurry, but thanks to you, I was able to organize it in half a day.
Comments 0I submitted it along with my resignation letter. I picked both of them here
Comments 0I'm a developer, and I used it to write down things to transfer accounts and access rights to. Anything is possible as long as you change the items.
Comments 0It comes out cleanly.
Comments 0It is important to have a space to write down the handover date. You have to know when you passed it.
Comments 0As a small business, there was no document like this, but this was my first time creating it.
Comments 0I printed it out, paid for it, and emailed a scanned copy. Well written
Comments 0it's okay. It was easy to check because the preview was still attached to the right.
Comments 0I used it twice and there were no problems both times.
Comments 0We will advise you on how to keep business records and procedures in the system.
Please let me know if there is anything wrong with the handover form or if there is anything you wish had a space like this. It will be much faster to check if you upload a screen capture as well.