When someone leaves, let nothing fall through the cracks
Request, approve, automatically transfer, and formally sign off on an employee's leads, orders, tasks and accounts — one auditable workflow from first request to archived handover document.
The problem
When an employee leaves, resigns, or goes on leave, their open CRM leads, active sales orders, in-flight project tasks and customer accounts stay digitally assigned to someone who is no longer available. Teams fall back to spreadsheets, emailed checklists and one-by-one manual reassignment — with no consolidated audit trail and no safety net if the reassignment goes wrong.
The solution
Employee Work Handover takes a departing or reassigned employee through one guided flow: request and manager approval, an automatic scan and preview of every owned record, a rules-scoped bulk transfer with per-line resilience and one-click rollback, and a signed, archived handover document — all tracked on a single dashboard with a complete audit trail.
Everything a handover needs, in one app
Every capability below is implemented in the module.
Guided Handover Request
Capture the departing employee, the receiving colleague, the reason — leave, resignation or temporary replacement — and an automatic expiry date for temporary cover that reverts ownership on its own.
Approval Routing & Status Tracking
Every request moves through draft, pending approval, approved and rejected states before anything is transferred, with a manager sign-off step and status visible to requester and approver alike.
Automated Scan & Scoped Transfer
Scan CRM leads, sales orders, project tasks, customers and scheduled activities owned by the departing employee, then scope the move with open-only, revenue-threshold and priority-based rules before a single record changes hands.
Preview With Revenue Impact
Review the exact list of records before committing, with open vs. closed status and total revenue impact shown up front, so nothing moves by surprise.
Resilient Transfer With Rollback
Each record transfers independently, so one failure never blocks the rest. Failed lines are reported individually with a retry action, and the full transfer can be rolled back to restore original ownership.
Checklist & Template Library
Track knowledge, credentials, physical assets and key contacts with a per-item responsible and deadline, and launch repeat handovers from a reusable template of rules, checklist items and sign-off areas.
In-System Digital Sign-off
Each business area — CRM pipeline, active sales, projects, customer accounts — gets its own enforced sign-off step with a captured signature, signer and timestamp, not a checkbox on a printed page.
Formal Document With Version History
Generate a professional PDF handover document with recipient and provider details, mark it signed, email it to every party, and keep every version archived for later reference.
Dashboard, History & Audit Trail
A kanban dashboard grouped by state shows every handover's progress at a glance, while each employee keeps a full handover history and every transfer logs its old owner, new owner, actor and timestamp.
How it works
Request & approve
Submit a leave, resignation or temporary handover request and route it to the manager for approval.
Scan & preview
Scan every owned record, scope it with transfer rules, and preview exactly what will move and its revenue impact.
Transfer with a safety net
Execute the transfer record by record, retry any that fail, and roll back the whole handover if needed.
Sign off & archive
Complete per-area digital sign-off, generate the formal document, and keep every signed version archived.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
CRM leads and opportunities, sales orders, project tasks, customer records and scheduled activities — each can be included or excluded per handover, and scoped further with open-only and revenue-threshold rules.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Employee Work Handover
Scan a departing employee's open leads, orders, tasks and accounts, preview the revenue impact and transfer them with rollback — closed out with a signed, versioned handover document.
Buy on Odoo App Store