Name E Code
Designation Line Manager Name
Centre/Support Office Designation
Date of Joining Date of Leaving
Important Points:
1. Detailed briefing of each action point or pending points to be done by the person leaving to the person takingthe handover must be done
2. Detailed discussion with the immediate reportees to be done in the presence of the person taking the hand-over and clear reporting structure must be set
3. Responsibility of ensuring smooth hand-over lies with the person leving
4. Person taking the hand-over must ensure that the handover is as per his/her satisfaction to ensure no gap in continuity of the business
5. Immediate Line managaer must ensure that the process is completed without any gaps
6. Leave without a clear hand-over/tak-over process will lead to NO Salary for the period of the leave for the person leaving as well as for the immediate Line Manager
Key Responsibilities and Deliverables
Details of day to day responsibilities - For e.g. execution of services, follow up with clients, leads follow-ups, sales, management point etc. as per the profile.
S.No. Responsibilty Result Expected Frequency (Daily/wkly/monthly) / Date of completion Take-over by
Process/Reports
Details of Processes to be implemented, reports to be submitted, etc. For e.g. OSR report in case of a Slimming Head, 2 pm meeting in case of a manager or a Palms updat ein case of a Wellness Counselor
S.No. Process Process by Frequency (Daily/wkly/monthly) / Date of completion Take-over by
People
Details of pending action points related to colleagues, be it people reporting to the position or any other person in the organsiation. This also needs to include the list of actions to be taken during the period of leave
S.No. Sumary of the pending action Action By Date of completion Take-over by
Customers
Details of Actions to be taken for customers. Please include complete details of actions to be taken for the service delivery, commitments made to the customers, potential sales opportunity to be approaced to the customer
etc.
S.No. Name of Customer and contact details Action Required Date of completion Take-over by
1
2
3
Machines/Material
Details of work related to Material/Machines/Products
S.No. Summary of the arrangement Arrangement by Date of completion Take-over by
Handover by Takeover by
Date: Date:
Signature Signature
Line Manager
Signature
Doc Ref no: VLCC/HR/HOTO Dt of Revision: 26/01/2023 Rev no.01