Agency Training: Initial Setup
Attendees: Core Workamajig Implementation Team.
This training session is designed to introduce you to Workamajig's interface and show you how to add new employees, clients, vendors, and contacts. We will also discuss how to use the Calendar and any other general questions that come up at this time.
Why is this Important? Defining default settings to be used in each area of the system allow your agency to create a consistent flow of information into the system. Entering project information, client, vendors, billing, purchasing, and other system items in a predetermined way allows for better tracking and reporting of your client and agency health.
Training Points
Basic Overview
To start off the call we will present to you how you navigate the Workamajig interface.
- Detail the Toolbar.
- Show the Menu Desktop.
- Explain the purpose of Today screens.
Employee Setup
From here we will cover how to Add New Employees to the system.
- Show the minimum steps to have a fully functional user in the system.
- This includes but not limited to name, email, login, password, and security group.
Enter Clients, Vendors, and Contacts
Depending on how many clients you plan on entering, we may discuss the process of importing those records. However, we will still show the way in which you enter one manually.
NOTE: Workamajig sees clients and vendors as companies.
- Show how to enter a client and vendor (we will make a Test Client and Test Vendor for training purposes).
- Show how to enter a contact who is associated with a client (we will create a Test Contact for training purposes).
- Review Client and Vendor defaults.
GL Accounts
Setup your GL Accounts.
GL Companies/Offices/Departments
Based on needs we can separate your financial into various categories.
Homework
- Ensure the entire team has logged in and viewed their desktop.
- Clean up your records so you are only importing current Clients/Vendors along with their current Contacts.
- Decide on a Client ID and Vendor ID methodology. You do not want to end up with several ID styles.
- Use the Import Data to assist with importing your records. Or begin manual entry of records.
Note: Its recommended you enter or import your Companies into Workamajig prior to your Contacts, so you can easily link the Contact to the corresponding Company. Though you can import all company info at once, a typical import workflow is Client Record > Vendor Record > Non-client/vendor Company Record > Contact Records.
- Setup Employees: UserID, password, Security group.
- Provide the Login URL, UserID, and Password to staff.
- Setup your GL Accounts.
Resources
Videos
Guides
Remember, as your training and support team, we are here to help. If you have difficulty with your homework please email support@workamajig.com. Your Account Manager or other Support Team member will assist you.