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Getting to know Teamso

For first-time Teamso users: signing in, passwords and SMS codes, language and profile settings, where to find things, permissions and approval processes, and frequently asked questions.

25 articles
Downloading a list as Excel and My listsExplains how to have a list prepared as an Excel file with its current filters, the notices shown while it is prepared and when it is done, downloading the file…
Unsubscribing from emails (I don't want these emails link)Explains how to use the I don't want these emails link at the bottom of Teamso emails to turn off, without signing in, only that email, every email in its…
Editing your home pageExplains how to add, remove, order (by dragging or with the keyboard) and move cards to another group in edit mode, how to name groups and set their auto-advance time,…
My approvals - answering the items waiting for your approval in one listExplains the My approvals page in the left menu, covering the leave, request, overtime, hiring request and expense items waiting for your approval, filtering by type, searching, and approving or…
Configuration page - responsibilities, approval processes and settings in one placeExplains the tabs of the Configuration page (General and modules), the Responsibilities, Approval process and Settings links in each tab, the deep link and who sees the page.
Using the left menu - Mine, module groups, Search and CreateExplains the parts of the left menu (Mine, Pinned, module groups, Reports, the footer), the collapsed rail, the drawer on phones, the Search (Ctrl K / ⌘ K) command palette,…
The workspace setup wizardExplains how to choose your role, your company details and the modules you want in the three-step setup wizard that opens after you sign up for Teamso yourself, and the…
Following and setting up your notifications (bell, Notifications window, Notification settings)Explains how to see your latest notifications from the bell in the top bar, filter unread ones, open the related screen from a notification or its action button, mark notifications…
Using the home pageExplains the parts of the home page, namely the greeting and Quick add, the day panel with your attendance status, the inbox that gathers your approvals and tasks, the My…
Opening a company account (sign-up), email verification and your first sign-inExplains how to sign up for Teamso yourself on teamso.com, how to verify your email address, the first sign-in for an account opened by the Teamso team, the records that…
Where to find things in Teamso as an employeeShows where employees find the things they look for most: my info and my manager, leave requests and remaining leave, e-payslips, expenses, requests, overtime, PDKS QR, e-documents, assets, surveys and…
Your language, password and profile settingsExplains how to switch Teamso between Turkish, English, Arabic and Russian, choose the light or dark appearance, change your password, where to see your profile details and photo, and how…
Signing in to Teamso (with your email address or phone number)Explains how to sign in to Teamso with your email address or phone number, how to pick the right account if you are registered with more than one company, and…
Teamso mobile app - sign-in, menu differences, PDKS QR scanning, notifications and updatesExplains how to sign in to the Teamso mobile app, how it differs from the web, how to scan the QR code for PDKS, the location and camera permissions, the…
Approval Process - building an approval chain and what happens without an approverExplains how to build an approval chain of up to 3 levels in the leave, expense, request, overtime, hiring, onboarding, compensation and performance modules, how to change approvers, and how…
Manage Permissions - granting and removing module permissionsExplains how to grant and remove employee permissions from each module's Manage Permissions screen, the difference between permission types (permission management, admin, manager, base), permission groups, and how Branch Management…
First steps in Teamso - setting up your companyWalks through completing your own details, adding departments and positions, adding employees, assigning managers, filling in company information and buying Digital Credits, in the order of the setup checklist.
Teamso overview - roles, menu and permission modelExplains what Teamso is for, the difference between the main administrator, manager and employee roles, how the left menu is built, a summary of the permission model and where to…
How do I request deletion of my personal data?Explains who to contact to have your employee records deleted, the Data Subject Application Form for data Teamso holds itself, and the options a company administrator has: deactivating an employee…
User guides and help channelsExplains how to reach the Teamso guides from this help center and from the in-app Help Center, the How do I use this page? link, and how to write to…
I can't upload my onboarding documentsExplains how to upload onboarding documents as an employee from the Data Entry Request window or as a candidate from the E-Welcome form, and what to do when Send for…
I'm not receiving the verification code (SMS)Explains which Teamso actions are confirmed with a 6-digit code sent to your phone, the code window, how to request a new code, and what to check when the code…
I can't log in - what should I do?Explains how to set a new password with Forgot Password and what to do for each message on the sign-in screen (details or password incorrect, wrong password, inactive account, locked…
Welcome to Teamso - get to know the screen and pick where to startExplains what Teamso is for and introduces the left menu, the Create menu, the inbox on the home page, notifications, the help links and the account menu on the home…
Frequently asked questionsShort answers to the questions asked most when starting with Teamso: adding employees, signing in, expense approvals and reports, support, subscription renewal, demos, data security and the problems Teamso solves.