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Getting Started For Users

6
  • Basic operation of ems Mobile
  • Basic operation ems Web
  • Using time recording
    • Time recording terminals
  • Managing your user account
    • Article favorites
    • Set up and manage user account
    • Personal layout settings

Administration & Settings

13
  • Create checklists
  • Employee and user administration
    • User overview
    • Notifications
    • Create new employee profile
    • Authorizations for employees
    • Store authentications in the ems system
  • System settings
    • Clients / Multiside
    • QR code and NFC for ems Mobile
    • Notifications
    • Text templates for notifications (e-mails)
    • Images, logos and symbols (icons)
  • Importing and exporting data
    • Exporting data
    • Importing data

News, Updates & Technology

24
  • ems licensing
  • Initialize and set up new system
  • New web layout X3
  • Time and data recording terminals
    • Protected: Technical information on terminals
    • Datafox Terminals
    • ems terminals (TT5, MT7)
  • Software installation
    • Infrastructure requirements for the system
    • ems Installation Tool
    • Configure ems Server Tool
    • ems Mobile on the smartphone
    • ems Client
    • Protected: Presentation systems
  • Integrations & interfaces
    • Protected: API for RESSIS / ARVIS
    • User parameters
    • System parameters
    • Public web services
    • Interfaces
    • Protected: API access (Rest web service)
    • Protected: API for SUGB inspection app
    • Mailjet connection (for campaigns)
    • WooCommerce connection
    • 3CX telephone system
    • Set up your own e-mail server
    • Protected: API for ems Pos App

Time Tracking

32
  • Working time recording
    • Record and edit times (ems Mobile)
    • Own hours and vacation balances (ems Web)
    • Release of your own time recording (ems Web)
    • Time recording (ems Web)
    • Break regulation
    • Time recording and time requests via quick panels (ems Web)
    • Hourly and vacation balances (ems Web)
    • Hourly and vacation balances (ems Mobile)
    • Approve time requests, times and compensation (ems Web) – Instructions for line managers
    • Release of time recording (ems Mobile)
    • Warning and error messages during release
    • Release of employee reports
    • Target hours (target timetables / public holidays)
    • Time credits (vacation, flexitime)
    • Visa revocation
    • General warning and error messages
  • Absence management
    • Own hours and vacation balances (ems Web)
    • Break regulation
    • Enter time requests (ems Web)
    • Time recording and time requests via quick panels (ems Web)
    • Hourly and vacation balances (ems Web)
    • Hourly and vacation balances (ems Mobile)
    • Enter and edit time requests (ems Mobile)
    • Approve time requests, times and compensation (ems Web) – Instructions for line managers
    • Target hours (target timetables / public holidays)
    • Error messages during the release of time requests
    • Cancellation of approved time requests
    • Time credits (vacation, flexitime)
    • Release of time requests
  • Bonuses and overtime calculation
    • Time credits (vacation, flexitime)
  • Compensation
    • Record compensation (ems Web)
    • Record and process compensation (ems Mobile)

Customer & Address Management

13
  • Customer management
    • Customer networks
    • Enter new customer address (ems Web)
    • Manage customer addresses
    • Copy customer address
    • Difference between customer groups, properties, authorization roles and relationships
    • Authorization roles for customers
    • 3CX telephone system
    • Importing customer data
    • Mailjet connection (for campaigns)
  • Supplier management
    • Manage supplier addresses
    • Enter and edit supplier address
    • Authorization roles for suppliers
    • Copy supplier address

Orders & Sales

23
  • Quotation creation
    • Create and manage offers
    • Offer settings
  • Order management
    • Shift planning for the customer order (ems Web)
    • Enter new customer order
    • Time and compensation recording for the customer order (ems Web)
    • Order status, billing, order completion
    • Payment plan (recurring invoices)
    • Record material (ems Web)
    • Checklists for the customer order (ems Mobile)
    • Record services (ems Web)
    • Record material (ems Mobile)
    • Time and compensation recording for customer orders (ems Mobile)
    • Processing a customer order (ems Mobile)
    • Authorizations for customer orders
    • Checklists for the customer order (ems Web)
    • Record services (ems Mobile)
    • Completing the customer order (ems Mobile)
    • Create checklists
    • Clearing types
  • Point of Sale (POS) System
    • Process sales orders (via tablet – ems Mobile)
  • Marketing Campaigns
    • Campaign rules
    • Create marketing campaigns
    • Manage marketing campaigns

Procurement & Logistics

8
  • Product & Article Management
    • Special food labeling
    • Article bundles
    • Article variants
    • WooCommerce connection
    • Importing article master data and article prices
    • Manage articles
    • Article types
    • Create and edit articles

Finance & Accounting

6
  • Accounts payable management
    • Receive creditors via e-mail
    • Scan vendor invoices
  • Accounts receivable management
    • External recording (other software)
    • Delete or cancel invoices
    • Take over positions
    • Enter invoices

HR & Payroll

6
  • Employee administration
    • User overview
    • Employee resignation
    • Edit employee profile
    • Create new employee profile
    • Authorizations for employees
  • Payroll
    • Set up and adjust payroll accounting

Planning & Resource Management

5
  • Personnel deployment planning
    • Creating a mission entry
    • Views of resource planning (ems Web)
    • Operations planning overview (ems Mobile)
    • Planning groups
    • Authorizations for resource planning

Document Management & Administration

2
  • Outlook signature
  • Add documents via DragDrop
  • Dokumente
  • Administration & Settings
  • Employee and user administration
  • Notifications
View Categories

Notifications

Ungefähre Lesedauer: 1 min lesedauer

Notifications can be set for each authorization role. Additional information on authorizations can be found here: Authorizations (General) and Authorizations for employees

Personal and general notifications #

A distinction is made between 2 types of notifications:

  • Personal notifications – the notification is only sent to the affected employee/participant in the role
  • Notifications to all employees of the role – all administrators of the role receive the message

Personal notifications #

  • the time recording of the role administrator (must be released / has been rejected / information about the created time request). These notifications can be found under Personnel Management → Time Recording → Notifications from my own time recording.

If you move the cursor to the question mark symbol, the description of the respective notification is displayed.

  • Notifications about my own assignments– feedback on an assignment is overdue. Personnel management → Personnel deployment planning→ Notifications about my own assignments

Notifications to all employees in the role #

General notifications affect all employees in the role and are divided according to the role’s tabs:

  • Basic data:
    • Errors in data exchange with external systems
    • Error in data transmission from terminals
  • document management:
    • Document processed from the file storage or a scanner
  • Personnel management – time recording / notifications about employees assigned to me:
    • The time recording has been approved by the employee
    • Today, an employee’s time recording must be checked
    • An employee’s time recording must be completed today
    • Time recording entry was not completed
    • Missing time entry on a working day
    • The daily overtime exceeds 0.1 hours
    • A time request requires a control release
    • A time application must be completed
  • Accounting – Accounts payable:
    • Receive new vendor invoice by e-mail

Notification by e-mail and internally #

Notifications can be sent internally or by e-mail. To do this, activate the corresponding button in the notification:

The internal messages appear on the start page.

Management of notification texts #

The notification templates can be found in the respective menu area: Advanced menu → Master data → Text and email templates. Here you can view and change existing text templates and create new ones.

To edit text templates, you need system administrator rights. All settings are valid for the entire system and are loaded when you log in to the system.

You can read more about this here: Text templates for notifications (e-mails)

Notification types #

IDDesignationProcessing
0001Personal visa is due todayBatch processing
0002Time request has been processedBatch processing
1001Time recording entry was not completedBatch processing
1002Time request requires a control (project manager)Batch processing
1003Time request must be approved (supervisor)Batch processing
1004Time recording must be checked today (project manager)Batch processing
1005Time recording must be completed today (supervisor)Batch processing
1006Errors in data transmission from data collection terminalsAt the event
1007No time recording entry despite target hoursBatch processing
*** from version 2.9200.0002
1008The time recording has been approved by the employeeBatch processing
*** from version 2.9602.0002
1009The daily overtime exceeds 0.1 hoursBatch processing
1010Errors in data exchange with external systemsAt the event
1011A new document has been read inAt the event
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Updated on 6. May 2025
User overviewCreate new employee profile
Inhaltsübersicht
  • Personal and general notifications
    • Personal notifications
    • Notifications to all employees in the role
  • Notification by e-mail and internally
  • Management of notification texts
  • Notification types

  • Privacy Policy