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Thread: Handover Report

  1. #1
    Super Grandmaster blunomore's Avatar
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    Default Handover Report

    Anyone with an idea of what ought to be included in a handover report when someone (senior management) resigns ?

    I do understand that there would be variables, but is there a general template for things like these ?

    Thanks

  2. #2
    Ghost in the Machine Sting's Avatar
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    How urgently do you need it?

    /can look for one at work tomorrow...
    There is a fine line between bravery and stupidity

  3. #3
    Super Grandmaster blunomore's Avatar
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    Quote Originally Posted by Sting View Post
    How urgently do you need it?

    /can look for one at work tomorrow...
    The sooner, the better, but that's fine

  4. #4

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    Here is a simple template :

    http://www.projects.uts.edu.au/resou...maryReport.doc

    Basically focussing on any projects/budgets that are outstanding.

  5. #5
    Super Grandmaster blunomore's Avatar
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    Quote Originally Posted by BobsLawnService View Post
    Here is a simple template :

    http://www.projects.uts.edu.au/resou...maryReport.doc

    Basically focussing on any projects/budgets that are outstanding.
    Thanks Bob

  6. #6
    Ghost in the Machine Sting's Avatar
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  7. #7
    Super Grandmaster blunomore's Avatar
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    Sorry, the requested document (/hr/policies/forms/leave/resigchecklist.pdf) could not be found.


  8. #8

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    Quote Originally Posted by blunomore View Post
    Sorry, the requested document (/hr/policies/forms/leave/resigchecklist.pdf) could not be found.

    That page is the document.

    It's basically :

    HUMAN RESOURCES
    DIVISION OF STUDENT & STAFF SERVICES
    Staff Resignation Checklist for Managers/Supervisors
    Checklist
    q Has the letter of resignation, with the last day of duty specified, been forwarded to Human Resources?
    q Where the staff member intends to take leave prior to ceasing employment, have the appropriate leave forms
    been submitted to Human Resources?
    NB. Unused recreation leave to a maximum of 40 days must be paid by the area on the departure of general staff, however unused
    flexi time is not paid out.
    q Have the security arrangements (eg. passwords, access cards) been updated if necessary?
    q Has all University equipment been returned by the staff member?
    For retiring staff:
    q In the case of distinguished professorial staff, has an application for emeritus professor status been
    submitted to the Vice-Chancellor?
    q In the case of other academic and in some instances general staff, has a nomination for a title been
    submitted to the Executive Dean?
    Departing Staff Member’s Checklist
    Please note that the departing staff member has been issued a checklist that reminds them of the following matters
    that require their attention prior to their final day at the University:
    1. To return all University property, including computers, keys, security cards, motor vehicle, mobile phone to
    the head of department.
    2. To return all University credit cards to the Procurement Office.
    3. To advise Human Resources of the correct forwarding address for their payment summary and
    superannuation benefit forms.
    4. To discuss the effect of their resignation and the possible options with respect to their superannuation with
    the University’s Superannuation Officer.
    5. To unsubscribe from all University email list servers.
    6. To cancel their voicemail message and name/extension.
    7. To make an appointment with Human Resources to have an Exit Interview.
    8. To make alternative arrangements with Custom Fleet for meeting any obligations outstanding with respect to
    a novated motor vehicle lease after they leave the University.
    To make alternative arrangements with the Procurement Office to finalise any Computer Lease and advise Payroll
    Services of the payout figure to be taken from their final payments.
    IF YOU HAVE ANY QUERIES PLEASE CONTACT HUMAN RESOURCE

  9. #9
    Super Grandmaster blunomore's Avatar
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    Quote Originally Posted by BobsLawnService View Post
    That page is the document.

    It's basically :
    Thanks.

    IMHO, that is not really a handover report, but a list of things to be done before a person vacates his job.

    A handover report in the way I intended it, is a report meant for the new incumbent of the position in order to facilitate a smooth handover from one person to another, i.e. a type of status report.

  10. #10

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    Quote Originally Posted by blunomore View Post
    Thanks.

    IMHO, that is not really a handover report, but a list of things to be done before a person vacates his job.

    A handover report in the way I intended it, is a report meant for the new incumbent of the position in order to facilitate a smooth handover from one person to another, i.e. a type of status report.
    Yeah, but Sting's is a good checklist for someone not familiar with the whole process of handling a resignation.

  11. #11
    Super Grandmaster blunomore's Avatar
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    Quote Originally Posted by Sting View Post
    How urgently do you need it?

    /can look for one at work tomorrow...
    Could you manage to find something along these lines today ?

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