1, working paper.

Including policies and regulations, internal systems, training materials, operation manuals and various related materials.

2. Working materials.

Work records during the on-the-job period, such as electronic work logs and notebooks.

3. Work tasks.

The post covers workflow, key control points and precautions.

4. Current work.

It is very important to know the current progress, and do the work well in time to avoid disconnection and delay. Including the transfer of unfinished projects and pending projects.

5. Customer information.

Attention should be paid to the completeness and accuracy of customer files, such as basic information such as customer's name, job title, contact information and email address.

6. Physical handover of fixed assets and daily office supplies.

Big aspects such as desktop computers, notebook computers, printers, fax machines and so on. , a small key that is easily overlooked.

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.

Second, different handover contents and methods are different.

1, in kind.

Can be directly returned to the consignee or relevant departments to ensure that the quantity and quality are correct.

2. Electronic and paper documents.

Form a catalogue to ensure that the accounts are consistent, and then copy and hand it over to the designated personnel.

3. Workflow and critical control points.

In particular, workflow and business operation methods can be used to demonstrate operation, coach and correct deviation, and ensure independent operation.

4. Work email.

You can write all the contents of work handover, including completed work, unfinished work, coping strategies, etc. , together with the list of handover objects and documents, in the mail, copied to your recipients, supervisors, superiors and other parties.

In this way, once the handover work is completed, the responsibility will be clearly disclosed, avoiding problems in future work and shifting the responsibility to the predecessor.

Third, the work handover tips

1. In terms of specifications, each handover must be confirmed 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.

2. In the process of work handover, if some documents, materials, books, licenses, etc. If the fixed assets are lost or damaged, the reasons should be found out in time, the responsibilities should be clearly defined, and compensation should be made.

3. Responsibility is the key. Whether you are the handover person, receiver or supervisor, do a good job of handover for colleagues, departments and units.

You can't be too casual. Handover work is essentially a key link between work handover and the connecting link!