by Petr Vevera | Mar 9, 2020 | Onboarding
General Training The few things you will train new users will be common to everyone, no matter which team they belong to. Understanding the system First login & Board and Personal settings First login Every user will receive initial e-mail and sms with...
by Petr Vevera | Mar 9, 2020 | Onboarding
Training for realisators We are now approaching specific trainings according to the team in the company. One of the teams you need to train are Realisators. You only need Tasky, Sub-tasky and Time Records to work with Teamogy. Therefore, in their training we will...
by Petr Vevera | Mar 9, 2020 | Onboarding
Preparation of training environment and training room After the teams and the training have been agreed, we need to send information to the Client about what must be prepared for the training and what each user should bring: Hello, great that we agreed on...
by Petr Vevera | Mar 9, 2020 | Onboarding
Teams & Schedule Approving As a start of the training, we need to prepare an e-mail containing information about Teams and Schedule. The email should be addressed to the Onboarding Manager by the client. Here is a sample letter: Hello, we are...
by Petr Vevera | Jan 20, 2020 | Onboarding
Kick off meeting 1. Introductory from Onboarding manager to Client Here is a sample of what the official mail looks like: Dear Mr. his name/Mrs. her name/Ms. her name I am XY, your Onboarding manager. I am looking forward to cooperating with you, I believe that we...
by Petr Vevera | Jan 20, 2020 | Onboarding
Taking over from the Sales representative Anyone who starts a new implementation must complete the following steps: 1. Decide who will onboard the company and create the Job. Deadline should be determined according to the date when the client is considering launching...
