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

3.1 Jobs description

The job is the central point of the system. It is very important to understand how jobs are working and how to read the information about the jobs.

See the guide and watch the video please…
Output/Practical part: Discover jobs and check the functionality with important information about the job like client, brand and check also the tabs there like financial documents, tasks, access, etc..

3.2 Values in job

It is very important for management to understand the values in the job to know if the job and it’s profitability is fine or not.

See the guide and watch the video please…
Output/Practical part: Discover the financial documents and check the values in the job table to understand how the values came and what does it represent

3.3 Client overheads description

Client overheads are important part of the system when you would like to have complete overview about client’s profitability. It is used for additional client costs like gifts, etc..

See the guide and watch the video please…
Output/Practical part: Discover Client overhead and check the details

3.4 Internal overheads description

Internal overheads are important part of the system because it is important to know also cost related with your company company overheads to get get the complete information about your financial situation.

See the guide and watch the video please…
Output/Practical part: Discover Internal overhead and check the details

4.1 Reports description

New user creation is usually managed by system system Administrator. 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: Discover report in Teamogy and study it to understand the values and available filters and sorting

Guide or description #1
About Reports

Guide or description #2
Business Report

Guide or description #3
Operation Report

Guide or description #4
P&L Report

Guide or description #5
VAT Report

4.2 Financial board description

Interesting charts about your business like Cash basic performance, VAT balance or Clients by recorded hours

See the guide and watch the video please…
Output/Practical part: Discover Financial board and study it to understand the charts

Guide or description #1
About Financial Board

Guide or description #2
Accruals Basic Performance

Guide or description #3
Cash Basic Performance

Guide or description #4
Clients by Gross Margin

Guide or description #5
Clients by EHP

Guide or description #6
Clients by Recorded Hours

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 Handover protocol and add your colleagues to have access to read it.

5.3 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.

6.1 Access rights in general

Each entry has Access tab where you can see the setting. There are 4 parts and it is important to understand it.

See the guide and watch the video please…
Output/Practical part: Discover access tab and change Rights granted by owner to allow 1 of your colleagues to see the document, 1 to allow to edit your document and group Users to see your document.

6.2 Default access rights by type of the entry

Each entry has Access tab where you can see the setting. There are 4 parts and it is important to understand it to be able to maintain you company.

See the guide and watch the video please…
Output/Practical part: Study the access right by type of the entry to understand it and be able to help your colleagues with this setting.

6.3 Rights granted by owner

There is Rights granted by owner part in Access tab where is possible to add/remove permissions to read or edit the entry for users and groups.

See the guide and watch the video please…
Output/Practical part: Open access tab and change Rights granted by owner to allow 1 of your colleagues to see the document, 1 to allow to edit your document and group Users to see your document.

7.1 Approval process description

When the company is using approval processes it is important to understand how it is working.

See the guide and watch the video please…
Output/Practical part: Discover approval process and study the flow to understand how it works.

Guide or description

7.2 In process view

There is In process view where you can find all the document which are processing meantime with information who is currently responsible for the approval step and what step it is.

See the guide and watch the video please…
Output/Practical part: Discover In process view and check the functionality.

8.1 Time Records description

Time is the key asset of every company. Efficient time management of agency employees and co-workers is crucial for the delivery of promised jobs and campaigns on time and also has a direct impact on agency profit.

See the guide and watch the video please…
Output/Practical part: Discover Time records in Teamogy to know how to work with this data.

Guide or description
About Time Records

8.2 Labor costs

Each user should have specified Internal work rate to allow the system and management see their work in value of money through the Recorded time. It is important for job evaluation.

See the guide and watch the video please…
Output/Practical part: Check Labor costs in job and reports to understand what does it represent

Guide or description
About Labor costs

9.1 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.

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

9.2 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

10.1 Configuration – New user creation

New user creation is usually managed by system system Administrator. 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.

10.2 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.

Guide or description

10.3 Configuration – Groups

Groups in Teamogy are very important for user’s access rights and role setting. System Administrator 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.