Handover
Handing over knowledge when someone leaves
Turn a leaving colleague's notes into short lessons for whoever takes over, who can keep asking questions after they've gone.
The situation
Your operations lead has two weeks left. They know which supplier needs a call before the end of each month, where the real process differs from the documented one, and who to ask when the system breaks. Most of it isn't written down, and a two-hour handover meeting won't cover it.
How it works in Ervy
01
The leaving colleague uploads what they know
Handover notes, process documents, checklists and contact lists. Rough notes are enough to start.
02
Ervy builds a short course
Lessons, quizzes and a podcast version, in under 10 minutes.
03
Lessons at the pace you set
In Microsoft Teams chat. A few a day during the overlap, while the colleague is still there to fill gaps.
04
Questions answered after the last day
The person taking over asks the AI teacher about the handover material and gets answers from it.
Documents you'd upload
Handover notes
System how-tos
Open issues list
Recurring deadlines
Process documents and checklists
Supplier and client contacts
What the lessons look like
The result
The knowledge stays in the company
The person taking over is up to speed in days, not months
The manager sees what has been covered, and what is still open
Related
Related solution
Handover
Every kind of handover: leaving, role changes, long-term leave.
Related use case
Onboarding new hires
When the person taking over is also new to the company.
See what Ervy builds from your documents
Upload one document and get a full course in under 10 minutes.
