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IZI

Shift Handover Protocol

Published: · IZI Team

Shift Handover Protocol

Section titled “Shift Handover Protocol”

A handover is the transfer of operational responsibility from one admin to another without closing the shift. The goal: the incoming admin has complete situational awareness within 5–10 minutes.

Outgoing admin: before the incoming admin arrives

Section titled “Outgoing admin: before the incoming admin arrives”
  • Run the X-report in CRM and note the current totals
  • Count the cash drawer and confirm it matches the X-report
  • Identify all active sessions, holds, and any offline PCs
  • Prepare a brief on pending items: unresolved client issues, expected deliveries, low bar stock

The handover briefing (5 minutes)

Section titled “The handover briefing (5 minutes)”

Cover these four areas in order:

1. Cash

  • Amount in the drawer
  • Any discrepancy from the X-report and the suspected reason

2. Active sessions

  • How many sessions are running
  • Any unusual sessions (very long, partially paid, client dispute)

3. Hall status

  • PCs on hold: which ones and why
  • Offline PCs: which ones, what was tried, current status

4. Pending actions

  • Client callbacks or follow-ups
  • Restocking needed
  • Any manager instructions passed from earlier in the shift

Incoming admin: verification

Section titled “Incoming admin: verification”
  • Count the cash independently — confirm it matches what the outgoing admin reported
  • Check the Hall view: verify session count and PC statuses match the briefing
  • Confirm you understand all open items and know who to contact if needed
Section titled “Logbook (recommended)”

For clubs with multiple daily shifts, a physical or digital logbook entry per handover prevents information from being lost between shifts:

Date / Time: ___________
Outgoing: ___________   Incoming: ___________
Cash handed over: ___________
X-report total: ___________
Active sessions: ___ PCs on hold: ___
Notes: ___________

If the shift closes at handover

Section titled “If the shift closes at handover”
  1. Outgoing admin closes shift → Z-report generated → cash counted and recorded
  2. Incoming admin opens new shift → enters opening balance (cash remaining in drawer)
  3. Both admins confirm the opening balance figure in writing or verbally with a witness

See also

Section titled “See also”

Frequently asked questions

Does the outgoing admin need to close the shift before leaving?

Only if the business day ends. If the club stays open, keep the shift open — the incoming admin continues on the same shift without closing and reopening.

How long should a handover take?

Under 10 minutes for a clean, well-prepared handover. Longer if there are unresolved incidents or a cash discrepancy to investigate.

What if the incoming admin is late?

The outgoing admin stays until the incoming admin arrives and receives the briefing. Never leave the club unmanned mid-shift.