Acceptance/Handover
A Handover process is established to manage the transition between incoming and outgoing Senior Managers, or to acknowledge when an assignment will transition between individuals.
When a Function held by a Senior Manager is current and responsibility for the Function is to be transferred or handed over to another Individual, formal acknowledgment of the Handover is required.
Acknowledgment is initiated by the Individual handing over the Function. The individual accepting the Function then provides a confirmation. After both validations have taken place, the role assignment will be adjusted.
While Acceptance of Handover is pending, a status of Proposed will display against the Function.
Note
In the event that an individual has not yet been Onboarded, the Onboarding process will be initiated and run concurrently with the Handover and Acceptance process.
Acceptance/Handover Process
A Mapping Tool, located within an Entity record, is used to facilitate the Handover process. SMCR Administrators will be delegated responsibility to perform this task.
Inside the Mapping Tool, the Functions assigned to the Senior Manager display.
- Drag the Senior Manager accepting the Function's responsibilities into the current SMF.
The Assign Individual options will display. An Event Date is required to replace an Individual. This date signifies when the Responsibility will be handed over.
- Select the Proposed checkbox to trigger the Handover Process.
- Select the Save button.
The action is saved and the change is reflected as a Proposed Change within the Senior Managers Function.
The Senior Manager handing over the function will continue to display as holding the Function until the entire acceptance process is complete.
Handover of Function Acknowledgment
The Senior Manager currently holding a Function is responsible for acknowledging that they are handing their associated responsibilities over to another Senior Manager.
- A request for acknowledgement will be sent to the holder.
The holder can then select the Confirm button to indicate completion of the Handover portion of the process.
- Select Cancel to end the process.
Acceptance of Function Acknowledgment
The Senior Manager accepting the Function is responsible for acknowledging that they are accepting the duties.
- A request for acknowledgement will be sent to the holder.
The holder can select the Confirm button to indicate completion of the Acceptance portion of the process.
- Select Cancel to end the process.
