Charge Transfer Checklist

Date:- 20.11.2023
Name of tGayatri Limaye Name of transferee:- Aayush Anand
Reason for
Leave on 20.11.2023 Type of transfer:- Temporary

Sr. No. Steps to be undertaken Remarks Date of completion

1 Official email to transferee (Reporting manager, HC in loop) Yes 20.11.2023

2 Acknowledgement of the transferee on email Yes 20.11.2023

Official email to client and formal introduction to the steering committee in NA

3
person

4 Explaining details in a formal meeting Yes 20.11.2023

4a Timeline Yes 20.11.2023

Manufacturing, Profitability
4b Client background 20.11.2023

4c Total deliverables and stage at which they are being transferred 2 20.11.2023

NA
4d Status of ISFs and any actions required

NA
5 Status of tasks created in the "Heyxia" - Open and Closed (as per Months)

Coordinate with Finance team regarding the Due Status of payment and NA
6
inform the transferee about it

7 Assigning tasks/ deliverable/ project to the transferee on Zoho Projects Yes 20.11.2023

In case of temporary charge transfer, specifications of any report/deliverable

8 Yes 20.11.2023
submission or data collection
In case of permanent charge transfer, assigning ownership of MS teams NA
9
channel to the transferee
In case of permanent charge transfer, adding transferee to the WhatsApp NA
10
group as admin

AAYUSH ANAND
Transferer Sign with Date
Transferee Sign with Date