1, working paper
Including policies and regulations, internal systems, training materials, operation manuals, various related materials, etc.
2. Work data
Work records during the on-the-job period, such as electronic work logs and notebooks;
3. Working materials
The post involves workflow, key control points and matters needing attention;
4. Current job
It is very important to know the current progress, and do the work well in time to avoid disconnection and delay. Including the handover of unfinished items and to-do items;
5. Customer information
Higher-level units and competent business departments contacted by organs and institutions. The contact information of subordinates, grass-roots units and relevant departments should also be known. As an enterprise, it mainly includes the handover of sales customers, suppliers, external liaison departments and personnel, and pays special attention to the completeness and accuracy of customer files, such as basic information such as customer's name, position, contact information and email address. Often the more specific, the better!
6. Physical transfer of fixed assets and daily office supplies.
Big aspects such as desktop computers, notebook computers, printers, fax machines and so on. Small keys that are easy to see, etc.
7. Financial transfer
If the employee is transferred from another company, or before leaving the company, it is necessary to clean up various projects, businesses and personal loans involving funds with the financial department.
Precautions:
1. In the process of work handover, if some documents, materials, books, licenses, etc. If the fixed assets are lost or damaged, the reasons shall be found out in time, the responsibilities shall be clearly defined, and compensation shall be made;
2. In terms of specifications, each handover should be signed by the handover person, the handover person and the supervisor (usually sent by the personnel department or the employee's department). Of course, there are also units that let the two sides hand over, which is not very standardized.
However, in the end, it will be reviewed and filed by the Human Resources Department before the handover is completed; Some units only have two parties to hand over, which may leave hidden dangers. Involving confidential positions, relevant confidentiality provisions should also be implemented to prevent the occurrence of leaks.
3. Responsibility is the key. Whether it is the handover person, the receiver or the supervisor, we should do a good job of handover for our colleagues, departments and units. You can't be too casual. Handover work is essentially a key link between work handover and the connecting link!