Free Work Handover Checklist

Use Template.net's Work Handover Checklist document to make sure that the handover of tasks goes smoothly. With our AI Editor Tool, you may modify this customizable checklist to fit your needs for document transfers, important tasks, and handover processes, guaranteeing an orderly process for a project handover or a career move. Get yours.

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	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.

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	Obtain vital system login credentials.
	Confirm access and privileges on necessary software and tools.
	Confirm the listing in the company directory and set up the email address.
	Receive office keys and access cards if any.
	Acquaint with Administrative staff and procedures.

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	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.

Free Work Handover Checklist

1. Finance and Accounting Tasks

2. Administration Tasks

3. People Management Tasks

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