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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Employee Handover Checklist


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Employee Handover Checklist This Employee Handover Checklist is a step-by-step guide for managing your replacement. It contains key steps that can help you competently hand over your duties and responsibilities to a new employee. Use the checklist to take these steps and create a report.

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  1. Make a list of necessary information. You should list all the information regarding your daily duties, things you do weekly, contacts, protocols, passwords, important dates and events, keys etc. This information will be helpful for the incoming employee. Don’t try to make this in one hour or day. You should make a thorough list of your duties and responsibilities, so take your time and do your job in several days before the new employee come ups.
  2. Prioritize your list. Your list of duties and responsibilities won’t be helpful for the upcoming employee if its content is in disorder and not prioritized. You should prioritize your list and break it down into major items and sub-items. Prioritized duties and roles will simplify the process and allow your new employee to avoid time wasting and misunderstanding. You can use task management software (e.g. VIP Organizer) to prioritize your list of duties and divide it into categories and sub-categories.
  3. Sequence the list. Once priorities are set you need to sequence duties and responsibilities added to your list. This means that the list should start with tasks you do each morning, then continue with daily tasks, and finish with duties you carry out at your workday’s end. Also you need to list completed and pending tasks.
  4. Add links to documents. In your list of duties and responsibilities you need to add a detailed map of location of specific documents and items necessary for your job. Make sure you have added information regarding location of any forms, files, supplies and keys necessary for your job.
  5. Write a job description...

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