Vacation season checklist

Summer vacations are approaching, and to ensure your company can enjoy well-deserved rest without unnecessary worries, it is important to make sure that everything is under control before clearing the desk. With careful preparation, you ensure that your company can transition to summer vacations with peace of mind and return refreshed to new challenges. We have compiled a few important things that the company should go through before the summer break.

Overview of open projects

Before the holiday season begins, it can be critical to complete as many open projects as possible. This not only reduces stress when returning from vacation but also ensures smooth transitions in customer relationships.

Complete open projects

Review all ongoing projects and strive to finish those that are in the final stages.

• Make clear plans for unfinished projects – who is responsible for what and when the work will continue after the vacation. If necessary, record things by creating, for example, project tasks for the time after the summer vacation.
• Read detailed instructions on completing a project and project task view.

Project billing

Ensure that all completed cases are invoiced on time.

• Check for unfinished projects whether there is a need to distribute billing for the rest of the year, for example, by creating payment installments for the future. This improves the company's cash flow during the holiday season.
• Read detailed instructions on project billing and financials and creating invoices.

General situation check using reporting

Utilize your company's reporting tools.

• Check sales reports, project status, and financial status. Understand where you are and where you are heading. This helps make informed decisions and possibly anticipate challenges.
• Read detailed instructions on creating reports and report values and filters.
• Share the report you created with your colleagues if they could benefit from the report's content in their own work. Read more about sharing reports.

Work contracts & subscription management

Personnel-related matters, such as vacation absences and possible summer work contracts, should be handled in advance to ensure smooth working even during vacations.

Recording vacation absences

Ensure that all employees' vacation absences are correctly recorded in the system. This helps keep payroll and resource management up to date.

• Use absence types intended for vacation absences for recording. The company's main user can manage absence types in the settings if necessary. Settings can be found through the gear icon Settings > Working time, travel expense, and product registry > Absence types.
• Read more about absence types.

New work contracts for the summer period

If you are hiring summer workers or need temporary reinforcements, ensure that all work contracts are signed and in order well in advance.

• Create a client credential for the user in Severa well in advance and add the work contract details to the system. Note that in Severa, user licenses are always invoiced in billing period intervals. User management is done from the gear icon under User management.
• Read more about user management, adding a new user, and managing work contracts.

Subscription management & user licenses

While adding new summer workers to Severa, consider whether there is a need to inactivate other users from user management.

• If someone no longer needs Severa, they can be inactivated. The user license freed from inactivated users can be utilized when adding a new user. User management is done from the gear icon under User management.
• See detailed instructions on user inactivation.
• Also check the company's billing details and update them if necessary to ensure that the billing period invoices are sent to the correct address. Updating the company's billing details can be done through the gear icon under the Subscription page. Read more about the Subscription page.

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