Information

  • Name

  • Tech Code

  • Payroll Number

  • Previous Manager

  • ID Picture

  • Current Team Number

  • New Team Number

  • Start Date

  • Rota Pattern

  • Pattern Number / Fixed Days off

  • Stock Pick Up Location

  • Please use the boxes below to include all current performance data (RFT, NPS, MFT, ERL etc...)

  • RFT

  • NPS

  • MFT / ERL

  • Telematics including contextual speeding

  • Overview of current PDP performance and if there is any performance or behaviour related PIP Plans

  • Please use the below boxes to include all Attendance or ER related issues.

  • Attendance

  • Other

  • Please use the below boxes to include Holidays currently booked or remaining. (Note this should only be relevant to those not transferring to the people portal immediately)

  • Holidays - Remaining / Booked

  • Please use the boxes below to include any discussions during current Homesafe and One visit's

  • Homesafe

  • One Visit / Customer visit

  • Please use the below box to include any other information you feel that is relevant to the new manager. (Damages, Consumables, Recharges for example)

  • Summary

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.