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Free templateAnnual leave handover template

A simple Excel template that helps your team hand over properly before a holiday, so work keeps moving and the person on leave can actually switch off.

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What's inside

  • Leave details: dates, cover, out of office and the handover meeting
  • Handover tasks: what needs doing, by when and who has picked it up
  • Priority drop downs that colour code Critical, Urgent and Nice to complete
  • A capacity check, so tasks only go to people who can actually do them
  • Key contacts for each task and a full contacts list
  • Space for notes, plus a short how to guide

Works in Excel, Google Sheets and Numbers, and can be shared on SharePoint, Teams or Slack.

Read our guide on managing annual leave requests for how to use it with your team.

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