End Of Year Shutdown Process

What To Do

1. VAs to advise all clients of our close down period by 1 November

2. Christmas leave to be applied for by 30 Nov

3. Client leave schedule to be filled out by 30 November

4. All out of offices on for each client inbox that we manage

5. Answer phone message put onto SS phone line and any client phone lines as per their instructions

6. Make sure you have cover if you are taking leave and that the client handbook is up to date, plus a sufficient handover for backups

7. Review all Teamwork tasks and reassign to who will be covering you

8. All computers to be shut down 

9. Screens turned off

Annual Leave

Please also see the Leave section, you will need to have your annual leave entered into your Smartly app and Harvest, don't worry about the stat holidays.