Out Going Manager Audit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Select date

  Date

Management Details

• Enter the names of the out going managers

• Enter the forwarding address of the out going managers

• Reason for leaving

  New Employment

  Health

  Retirement

  Dismissal

  Redundancy

• Has a company reference been supplied?

  Yes

  No

  N/A

• Name(s) of incoming manager

Cash on Site

• How much should the house float be?

• How much is the counted on site house float?

• Do the on site takings and/or banking match the till reads? If NO give details

  Yes

  No

  N/A

• Enter date of last banking from deposit receipt

  Date

• Enter amount of last banking

Stock

• Has an independent stocktake been carried out?

  Yes

  No

  N/A

• Date and time of stocktake

  Date

• Was the wet stock result acceptable?

  Yes

  No

  N/A

• What was the GP% and cash surplus / deficit?

• Was the dry stock result acceptable?

  Yes

  No

  N/A

• What was the GP% and cash surplus / deficit?

• Do deductions need to be made from the final salary?

  Yes

  No

  N/A

Living Quarters

• Date when living accommodation was vacated

  Date

• Has the accommodation been left clean and tidy

  Yes

  No

  N/A

• Is the accommodation in a good state of repair? Add photos of any damage

  Yes

  No

  N/A

• Are there any contracts or services supplied to the accommodation which the managers are liable for?

  Yes

  No

  N/A

• Have the contracts been cancelled?

  Yes

  No

  N/A

• Do any deductions need to be made from final salary for damage?

  Yes

  No

  N/A

Security

• Have all keys been returned or handed over?

  Yes

  No

  N/A

• Intruder alarm code

• Has the safe key been returned?

  Yes

  No

  N/A

• Give details of any other access codes? I.e Key pad door locks etc

IT & Social Media

• Computer password

• Email password

• Is there a Facebook account for the site? If YES add log on and password

  Yes

  No

  N/A

• Is there a Twitter account for the site? If Yes add log on and password

  Yes

  No

  N/A

HR / Payroll

• Risk of Employment Claim? If At Risk give details.

  Safe

  At Risk

  N/A

• Total deductions to be made from final salary - £'s

  Yes

  No

  N/A

• Out standing Holiday, number of days

  Select None 0.5 1 1.5 2 2.5 3 3.5 4 4.5 5 5.5 6 6.5 7 7.5 8 8.5 9 9.5 10 10.5 11 11.5 12 12.5 13 13.5 14 14.5 15 15.5 16 16.5 17 17.5 18 18.5 19 19.5 20 20.5 21 21.5 22 22.5 23 23.5 24 24.5 25 25.5 26 26.5 27 27.5 28

  • None
  • 0.5
  • 1
  • 1.5
  • 2
  • 2.5
  • 3
  • 3.5
  • 4
  • 4.5
  • 5
  • 5.5
  • 6
  • 6.5
  • 7
  • 7.5
  • 8
  • 8.5
  • 9
  • 9.5
  • 10
  • 10.5
  • 11
  • 11.5
  • 12
  • 12.5
  • 13
  • 13.5
  • 14
  • 14.5
  • 15
  • 15.5
  • 16
  • 16.5
  • 17
  • 17.5
  • 18
  • 18.5
  • 19
  • 19.5
  • 20
  • 20.5
  • 21
  • 21.5
  • 22
  • 22.5
  • 23
  • 23.5
  • 24
  • 24.5
  • 25
  • 25.5
  • 26
  • 26.5
  • 27
  • 27.5
  • 28

• Pay up to and include

  Date

Sign Off

• I agree the details contained in the audit are correct - Manager

  Sign

• Date and Time Signed

  Date

• I agree the details of this audit are correct - Auditor

  Sign

• Date & Time Signed

  Date