The core of the company business is created by client jobs, big picture of job flow is helpfull

Internal jobs and costs are manged by Overheads

to understand this difference is important

See the quick guide and watch the video please

2.1 How to set up your own personal profile, theme and other preferences

Tune your Teamogy that fits your personal taste

See the guide and watch the video please…
Output/Practical part: Set your photo, change the theme, set your font size, send the post it to your colleague

3.1 How to create business contact.(Clients, Brands, Suppliers,..)

To have all business contacts well organised is goal of each company. With Teamogy it is easy.

See the guide and watch the video please…
Output/Practical part: Create your supplier, create address, create a person, fill in registration of company and upload some attachment

3.2 How to set registrations and bank account of contact

All documents will contain good officilal data if you will manage it well in contacts. Let’s see how it works.

See the guide and watch the video please…
Output/Practical part: Assign registrations and bank account for your newly crated supplier

Guide or description #1
Registrations details 

Guide or description #2
Bank accounts

3.3 How to add another address to company

Some companies might have different correspondence address and other branches as well. Let’s see how to manage it.

See the guide and watch the video please…
Output/Practical part: Assign another address for your newly crated supplier

3.4 How to set relation (Client/Supplier) to a business contact

To separate the general business contacts from clients and suppliers is great to use tools in system. Let’s see how to do it

See the guide and watch the video please…
Output/Practical part: Mark the newly crated contact as a supplier

Guide or description
Mark company as Client 

Guide or description
Mark company as Supplier

3.5 How to certify the company

If you want to take under control with what companies you are making business is great tool to use certification. With this action you may mark to company as certified (valid) for other members of the team to use them. 

See the guide and watch the video please…
Output/Practical part: Certify two suppliers and two clients with full data created

4.1 Internal overheads description

Internal overheads are for operating costs monitoring.. Operating costs are normal costs in every company – office rent, water purchasing, electricity, etc.

See the guide and watch the video please…
Output/Practical part: Understand for what are Internal overheads used and how to work with it to have good overview about company operating costs which are not related with jobs.

4.2 How create new internal overhead

It is important to have good internal overheads structure to know the value of operating costs for the specific type of expense like salaries, rentals, IT, etc.. Internal overheads are usually opened for 1 year to collect the operating costs.

See the guide and watch the video please…
Output/Practical part: Create your first internal overhead, set deadline, your will be the owner, select correct category, use tags to find your overhead easily in the future, check the access rights and add your colleague to the read access right

4.3 How to create a Purchase order

Sometimes is needed to order the goods or services from the supplier. To specify exactly what we need from them, what we will be the price for their services and when we need the services will be delivered, is the best to using Purchase orders.

See the guide and watch the video please…
Output/Practical part: Open your internal overhead and create new purchase order. Choose your supplier, modify the subject. Specify the price and details of services you need to be delivered by supplier. Include more description above and under the item table. Save the PO as PDF

Guide or description #1
New Purchase order

Guide or description #2
Work with item table

4.4 New purchase invoice 

You should think about who will be doing the action of entering the invoice into Teamogy. It is not necessarily this action is operated by back office or HR. In some companies finance people are in charge to do this. But to know how to do it is a must for back office people as well.

See the guides and watch the video please…
Output/Practical part: Create you first purchase invoice. Choose the supplier you have certified before and the purchase order was prepared for him. Fill in detail about supply dates and description. Don’t forget to choose category of invoice and link the costs with your correct internal overhead. After save attach the original invoice scan/pdf.

Guide or description #1
Purchase invoice

Guide or description #2
Allocate Purchase invoice

Guide or description #3
Purchase proforma

Guide or description #4
Prepayment invoice

Guide or description #5
Correction invoice

5.1 Documents – overview

We recommend to enter all important documents into Teamogy. No matter if they are client job related or internal. All belongs to be in Teamogy. You will have “digital” register of all your documents including real documents as an attachments. It is easy to setup who can see and read the document and it is available anytime. There is many types of document so it is very easy to find the document you need.

See the guide and watch the video please…
Output/Practical part: None

5.2 New document

Enter all important documents to the Teamogy to have it available everytime it is needed. Select good document type and company of the document to have easy way how to find it. Do not forget to setup access for the document to be sure that it will be available for people who need it.

See the guide and watch the video please…
Output/Practical part: Create one Contract with limited access rights (only management). Create one Meeting report and add your colleagues to have access to read it.

6.1 Attendance – Check-in/Check-out

This functionality in Teamogy allows the company to track and monitor attendance of their employees. It shows how much time each employee spends in work each day. Attendance enable you to track late arrivals, early departures and time taken on breaks. This information is important for HR.

See the guide and watch the video please…
Output/Practical part: Discover the Attendance modul. Use check-in and check-out in the system.

Guide or description #1
About Attendance

Guide or description #2
Check-in/Check-out

6.2 Absences

Users can apply for vacation, home office, and other types of absences. Absence requests may also have an approval process – the most common is when the supervisor approves the request of his employee and the final approval is made by a responsible HR person.

See the guide and watch the video please…
Output/Practical part: Discover the Absences overview and create our 1st absence and send it for approval.

Guide or description #1
About Absences

Guide or description #2
New Absence

7.1 About Cashbox module

Cashbox is a overview of company cash and card transactions. It is usually managed by finance team and back-office.

See the guide and watch the video please…
Output/Practical part: Discover Cashbox module and check two tabs there Cashbox and Card transactions. Check the actual balance of the Cashbox.

Guide or description

7.2 Cash operations

It is possible to register credit and debit operations and bill reimbursement to keep the cashbox bilance under control. It is also ready to work with different currencies and activate approval process for these operations.

See the guide and watch the video please…
Output/Practical part: Donate your cashbox with Cash receipt. Create Cash bill reimbursement (link it with your internal overhead). Create Cash payment in foreign currency. Mark your cash transactions as Approved.

Guide or description #1
Cash credit

Guide or description #2
Cash debit

Guide or description #3
Bill reimbursement

7.3 Card operations

It is possible to register debit operations and bill reimbursement to have also company card transactions under control.

See the guide and watch the video please…
Output/Practical part: Create card payment. Create card bill reimbursement and link it with your internal overhead. Mark your card transactions as Approved.

Guide or description #1
Card transactions

Guide or description #2
Card bill reimbursement

8.1 Gems

Gems are representing the knowledge, best practises and other important information of the company. It is great to keep all the company rules and recommendations there to be able to share it with someone when it is needed, for example new employee.

See the guide and watch the video please…
Output/Practical part: Discover Gems module. Create you 1st gem.

Guide or description

8.2 Configuration – New user creation

New user creation is usually managed by system configurator of HR team. New colleague should have access to the system as soon as possible to get the habits common in the company.

See the guide and watch the video please…
Output/Practical part: Create new user and fill all the important details.

8.3 Configuration – Groups

Groups in Teamogy are very important for user’s access rights and role setting. HR team should be able to setup groups for user or modify it.

See the guide and watch the video please…
Output/Practical part: Understand the group and their function. Assign your newly crated user to the group like he/she is Account manager.

Guide or description

8.4 Configuration – User deactivation

When the person is not working for the company any more it is important to deactivate the user profile in Teamogy to ban him from the system to be sure that the person has no longer access to company data.

See the guide and watch the video please…
Output/Practical part: Deactivate your newly created user.