Recruitment handover kit

A blank working template for recruitment agencies. Use it for leave cover, a desk transfer or a live assignment. This resource supports the agency’s existing process and approved systems.

How to use this kit

  1. Duplicate the whole kit into the agency’s workspace before entering actual information.
  2. Complete the transfer details and current position below.
  3. Open Actions and give each next action one owner and a due date.
  4. Use Approvals to record human review decisions and their scope.
  5. Use Open questions to assign unresolved information to an owner.
  6. Review the transfer together and record receiving owner acceptance.

The kit includes Actions, Approvals, Open questions and an AI workflow evaluation checklist. Each register starts blank. Add a new blank row for each real item, or duplicate a blank row. Never duplicate a completed record as though it were new work. Keep completed copies within the agency’s approved access controls.

Transfer details

Field Your entry
Handover reference
Assignment or work scope
Source system and record reference
Outgoing owner
Receiving owner
Effective date and time zone
Escalation contact
Items excluded from this transfer

Current position

Field Your entry
Last confirmed event
Evidence reference or authorised link
What the evidence establishes
Evidence last checked by and date
Known commitments and dates
Dependencies or blockers
Relevant handling restrictions

Keep candidate and client records in approved systems. Use stable references to evidence, and check that the receiving owner can access them. Do not copy author-only private notes, credentials, identity documents or unnecessary personal information into this kit.

Actions

Write a concrete next action, such as confirm, review, schedule or request. Record its owner, due date, evidence and any dependency. Use the separate time zone field where timing matters.

Suggested status choices: Not started, Waiting for information, Waiting for approval, Ready, In progress, Awaiting confirmation, Complete, Cancelled.

A queued acknowledgement records receipt. Keep the action Awaiting confirmation until someone verifies delivery or the final record change in the approved system. Complete requires an actual outcome and confirmed evidence.

Human review and approvals