Keeping knowledge when someone resigns
The bookkeeper resigns after twelve years. Only she knows the month-end close, the payroll runs and the quirks of the bank. Three months' notice, two weeks of it holiday.
A rushed handover in the last week, a few notes in a Word document, then questions by phone.
- Her successor writes along while she demonstrates — step by step, with screenshots.
- The bookkeeper reviews and approves while she's still there.
- The guides sit in the team folder «Finance» and can be found via search.