Top management training
System administration
(2-3 hours of study time)
The most important is to give the Top guys the results and especially numbers the are looking for. Teamogy is serving many reports and Top management will definitely fall in love with Teamogy if they know how to read in it and how to see the issues in company. Let’s take a look what are the topics of training for them.
QUICK OVERVIEW OF THIS SESSION
1. Overview & Big Picture
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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 See the quick guide and watch the video please |
Guide or Descritpion |
2. Appearance
Each user in Teamogy might have different preferences. Someone likes dark theme, someone light. Font size is possible to adjust as well and to have Teamogy more usefull is great to upload your personal “avatar” and signature.
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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 |
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3. Jobs & Overheads explanation
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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… |
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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…
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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… |
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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… |
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4. Reports & Financial board
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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… |
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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…
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5. Documents management & Gems
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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… |
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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… |
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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…
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6. Access rights
Each entry in Teamogy has own access rights setting and it is predefined by the system. There is specified who can see and who can edit newly created entry in the system.
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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… |
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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…
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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… |
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7. Approval process
When the company is using approval processes for the document it is important to understand it and maintain it.
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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… |
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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… |
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8. Time Records
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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… |
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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… |
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9. Attendance & Absences
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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… |
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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… |
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10. Users & Groups maintanance
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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… |
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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…
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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… |
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RESULT OF THIS STEP: Administrator activities are well known
Finaly the most wide range Training session is over and the user who passed these session is able to maintain Teamogy system. Congratulations!
Don’t forget that our team is ready to help you in case of need. Also below you can find our latest related posts section from our Blog. Great tips and real stories mostly shared by Teamogy users are ready to give you inspiration and help you to decide how to manage your company the best.
Helpfull articles – Real stories from our Blog
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Version 4.2
What is new in Teamogy? Check the newest Release notes.
Marco BBN uses Teamogy daily for a real-time overview of the agency.
This year marks 30 years since the brothers Pavel and Petr Marek founded the Marco BBN agency, a relatively unique agency on the Czech market, as its specializations include, among other things, B2B marketing, which has many specifics.
We talked to one of the agency’s founders and its Managing Director Pavel Marek about marketing know-how for B2B clients, interesting case studies, and how membership in the BBN network or the daily use of the Teamogy system helps the agency. And we looked a bit into the near future.