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Turn Over Checklist

The document provides a checklist for onboarding a new Operations Manager named Jhoanna Borricano. It outlines key processes such as informing the team of the new appointment, ordering equipment, and assigning a buddy. It also includes providing welcome information, optional background documents, and covering health and safety, security, and introductions on the first day. The first week/month section details continuing introductions, training, setting performance standards, evaluation processes, and following probation policy.

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dyo torres
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85 views3 pages

Turn Over Checklist

The document provides a checklist for onboarding a new Operations Manager named Jhoanna Borricano. It outlines key processes such as informing the team of the new appointment, ordering equipment, and assigning a buddy. It also includes providing welcome information, optional background documents, and covering health and safety, security, and introductions on the first day. The first week/month section details continuing introductions, training, setting performance standards, evaluation processes, and following probation policy.

Uploaded by

dyo torres
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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TURN OVER CHECKLIST

Name of outgoing employee: JHOANNA BORRICANO

Name of incoming employee:

Position: Operations Manager

KEY PROCESS

Inform team of new employee’s appointment


and start date; ensure name is added to staff
lists

Identify and order equipment (desk, chair, pc,


stationery, email address, ‘phone number);
consider adjustments required in relation to a
disability (if needed)

Appoint a ‘buddy’ to support new employee


during induction; buddy should be assigned
before the new employee’s start date, and
should be briefed on their responsibilities

Send welcome letter advising the new


employee of joining instructions (venue, time,
contact, documentation); contract of
employment; map and travel information

Provide optional information that could be


useful for helping the new start prepare for
their new position (Organisation chart,
strategy documents, job description, etc,)

Actions completed

Date: Manager’s signature:


First Day:

Communication/Action
Personal Health and Safety Manager’s Notes

Nearest fire exit and evacuation


procedures; fire alarms and timing of
tests; accident reporting; location of
nearest first aider; specific hazards
Security

Working out of office hours;


Protection of personal property; how
to contact security
General

Introduction to the University and


work area
Mission, Vision, Objectives of work
area, How the work area fits in to the
wider University, Operational and
social areas to be visited (Offices,
Labs, catering facilities; car parking
facilities; etc.)
Introduction to other members of
staff
Go through organisation chart,
Discuss roles and responsibilities of
staff in general terms.
Terms and conditions
Pensions, Trade Unions, HR:
Grievance & Discipline, Equal Opps;
Occupational Health; Counselling
Culture of the work area
Hours of work; booking annual leave;
public holidays;
procedures relating to appointments
during working hours (ie dentist);
absence/sickness procedure; email
etiquette

Actions completed

Date: Manager’s signature:

Employee’s signature:
First Week/Month:

Communication/Action
General Manager’s Notes

Continue to Introduce individual to


other members of staff
Introduction to colleagues and key
contacts

Introduction to other teams (if


appropriate)
Outline University structure

Office systems
Systems and procedures including
specialist equipment

Job Specific Training and


Development
Details of role and key
responsibilities; provide handover
notes for role;
Identify training requirements(if
needed); create personal
development plan

Performance Standards
Set objectives and expectations;
review process - Performance &
Development Review, appraisal, PDR
Evaluation

Monitoring and Evaluation


Plan for ongoing regular review
meetings; make adjustments
Probation

Probation
Plan to follow policy and processes

Actions completed

Date: Manager’s signature:

Employee’s signature:

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