Checklist for Job Handover (UK)

Form Template

This handover framework has been developed based to ensure that a consistent and thorough handover process is undertaken by those who are entering a new job/area.

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By following the areas covered by the template, staff should gain rapid understanding of their new role’s key objectives as well as the people, processes and systems important to the performance of the role. They should also gain understanding of their role’s impact and influence areas internal and external to the company. The Checklist for Job Handover (UK) app features a convenient checklist template that covers the topics: people, processes, technology, results, and knowledge/activities to be handed over to someone other than the new incumbent. The app also stores personal data for the role observed.

Features
  • Signature Capture
  • Image Capture
  • Submission Editing
  • Reference Data
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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