Preparing for August Holiday Cover in Finance

August often brings challenges for finance teams as staff members take well-deserved holidays. One common issue is the lack of understanding of processes or the absence of necessary user permissions for daily, yet crucial, business activities such as payment runs. When team members cover for their colleagues, these gaps can cause significant disruptions.

To prevent such issues, it's essential to have a thorough handover of all critical tasks. The person normally responsible should provide a detailed, step-by-step guide to their duties. It's also crucial that the person covering the role runs these tasks from their own machine and login before their colleague goes on holiday.

This practice ensures they are familiar with the process and can handle any issues that might arise. Recording these sessions on Teams and taking comprehensive notes can be invaluable for reference.

If problems occur, the first step is to ask your systems administrator to assign the same security role to the covering person as the one they are replacing. However, if this grants too much access, it might be necessary to create a new role with specific security tasks tailored to the required activities.

Should you need assistance with setting up these roles or permissions, please contact your Account Manager.

We can arrange for one of our consultants to help ensure a smooth transition and uninterrupted business operations during the holiday period.