This article explains what to do after signing up for Teamso to get your company ready. The company's main administrator account (the person who signed up) does this. The main administrator account holds every permission in the purchased packages.
For the main administrator account, Teamso keeps a setup checklist of the six steps below. A step counts as done once it has been completed; when all six are done the list goes away.
Note: The setup checklist is currently not shown on the home page. You can follow the steps in the order of this article.
Before you start
Your company account must be open and you must have signed in once (How your company account is opened and your first sign-in).
Sign in with the main administrator account.
Prepare your branch, department and position structure and your employee list (name, surname, Turkish identity number, phone, email).
Have the company's tax office, tax number and address ready.
Step by step
1. Complete your own personal information
In the left menu, go to People > Employee list and find yourself in the list.
In the menu at the end of the row, choose Edit / Change.
On the Basic Information tab, fill in your surname, Turkish identity number, phone and email, and save.
This step is complete when your surname, Turkish identity number, branch, phone, email and password are all filled in.
2. Add department and position
At sign-up, one default branch, department and position are created for your company. To complete this step you must add at least one more department and at least one more position.
In the left menu, go to People > Organization management. The screen has Branches, Departments and Positions columns.
Add a branch first if needed. Then add a department in the Departments column and a position in the Positions column. A position needs an existing department.
Adding departments and positions needs the manager permission of the Organization module; the main administrator account has it.
3. Add new user
In the left menu, go to People > Employee list and click Add.
Fill in the required fields: Name, Surname, Gender, Nationality, Turkish Identity Number (an identity number for non-Turkish citizens), Branch, Telephone Number, Email and Password. Use Generate password to create a password automatically.
Optionally turn on Enter Seniority Information Now and enter the Employment Start Date and SSI Registration Number.
Click Save.
The new employee automatically gets the company's default permissions and default public holiday calendar (Manage Permissions). If you have reached the user limit of your package, clicking Add opens a step to buy extra users (seats) instead of the window.
4. Complete the staff member's information (assigning a manager)
Set each employee's position and manager so that Direct Manager can be used in approval processes and managers can see their teams.
In People > Employee list, choose Edit / Change from the employee's row menu.
On the Personal Information tab, open the Position section and click Add.
Fill in Position, Manager and Position Start Date, and click Save.
This step counts as complete when the company has at least one employee besides you; still, entering every employee's position and manager is recommended.
5. Fill in Company Information
In the left menu, go to Configuration > Company settings.
In the Company Information section, fill in the company name, short name, email, website, tax office, tax number, phone, country and address, and upload both logos.
Click Update.
For details: Updating company information.
6. Buy digital credit
Digital Credits are spent on usage-based operations such as SMS verification codes, timestamps and AI features.
In the left menu, go to Configuration > Billing, or click the Digital Credit box in the top bar.
Choose Billing Details in the section menu on the left, fill in the required fields and click Save. Credits cannot be bought without billing details.
Choose Digital Credits in the section menu, click Buy on a package and complete the payment in the Secure payment window.
For details and how many credits each operation uses: Digital Credits.
Result
After these steps your employees can sign in and create their own requests. Next steps:
Give managers and the HR team their module permissions (Manage Permissions).
Build approval chains in modules such as leave, expense and requests (Approval Process).
Send employees their login details: Send Login Information in the row menu of the Employees list.
Common problems
Symptom: Clicking Add opens a payment screen instead of the add employee window.
Cause: You have reached your package's user limit.
Solution: Buy extra users, or deactivate unused accounts with Disable.
Symptom: Adding a position shows "No existing department, to add a position you must first add a department."
Cause: The selected branch has no department.
Solution: Add a department first.
Symptom: I added a department and a position but the step is not complete.
Cause: The step needs at least one department and one position besides the defaults.
Solution: Check that you added both a department and a position.