Shift Handover Checklist

Ensuring Smooth Shift Transitions & Operational Continuity

Shift handovers are critical moments in store operations. Incomplete or unclear handovers can lead to missed tasks, cash discrepancies, stock issues, and poor customer experience.

The Shift Handover Checklist helps ensure responsibilities, updates, and pending issues are clearly communicated between outgoing and incoming shifts for uninterrupted store operations.

Shift Handover Checklist

Operational Status Impact

1. Is the current shift status communicated clearly?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
2. Are pending operational tasks highlighted?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
3. Are unresolved issues explained to the next shift?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
4. Is store cleanliness and readiness confirmed?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
5. Are any operational deviations reported?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________

‍

Cash & Billing Impact

1. Is cash drawer counted and reconciled?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
2. Are cash discrepancies reported and documented?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
3. Is POS functioning properly at handover time?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
4. Are pending refunds or billing issues communicated?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
5. Is billing responsibility formally handed over?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________

‍

Inventory & Stock Impact

1. Are stock replenishment needs communicated?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
2. Are stockouts or low-stock items highlighted?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
3. Are pending inward or stock movements shared?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
4. Are damaged or returned items documented?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
5. Is backroom stock condition confirmed?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________

‍

Customer & Service Impact

1. Are unresolved customer complaints communicated?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
2. Are special customer requests or follow-ups noted?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
3. Are queue or service challenges highlighted?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
4. Are ongoing offers or campaigns briefed?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
5. Is service continuity ensured across shifts?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________

‍

Staff & Security Impact

1. Is staff attendance and deployment updated?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
2. Are security or theft-related concerns shared?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
3. Are access keys or devices handed over securely?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
4. Are safety or maintenance issues reported?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________
5. Is the shift handover acknowledged by incoming staff?
   ☐ Yes
   ☐ No
   If No, Reason: ____________________________________________________________

Benefits of Shift Handover Checklist

1. Ensures smooth transition between shifts
2. Reduces errors, miscommunication, and task misses
3. Improves accountability across store teams
4. Maintains continuity in customer service and operations

How Pazo Helps with Shift Handover Checklist

1. Digitises shift handovers with real-time updates
2. Tracks pending tasks and unresolved issues across shifts
3. Creates clear accountability for outgoing and incoming staff
4. Ensures consistent handover processes across all stores