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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
  • Getting Started For Users
  • Basic operation of ems Mobile
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Basic operation of ems Mobile

Ungefähre Lesedauer: 3 min lesedauer

ems Mobile vs. ems Web #

ems Mobile is the web application of the ems system that is optimized for use on smartphones and tablets. It contains the most important functions and has been developed for use on the move.

If you work on desktop computers, use ems Web: Basic operation ems Web

Installation ems Mobile #

To install ems Mobile on your smartphone / tablet, enter the URL of your ems system in the browser.

Each system has its own URL, which you will receive with your login details. Or if you have access to ems Web, you can find this via User menu → My account → ems Mobile (app). Here you will also find the QR code – if you scan it, you will be redirected to your ems system.

You can find detailed video instructions in the following help report: ems Mobile on the smartphone

Please note that all systems operated by us are always accessible viahttps://(not http://)!

Registration #

After installing ems Mobile on your smartphone, log in with your user name and password (1+2) or with a Microsoft or Google account (3).

There are basically two ways to log in to the ems mobile app:

  • ems Login (classic login)
  • Login with Google or Microsoft

Registration with ems Login #

This is the classic access with a user name (e-mail address) and a password of your choice. This access is independent of external providers and is managed entirely via the ems platform.

When the system administrator creates the login, you will receive an info e-mail with a link. When you click on this link, you will be redirected to the login screen. If the login was created with the option “Change password on first login”, you will be asked to register the new password when you log in for the first time.

Now enter your ems user name and password in the login screen. Then click on ems Login. You will be logged in with your user name.

Sign in with Microsoft / Google Login #

With this option, you can log in directly via your existing Google or Microsoft account – without having to manage a separate password for ems. This simplifies the login process and increases security by using the existing authentication mechanisms of these providers.

When should I use Google or Microsoft Login?

  • If you already use a Google or Microsoft account for work
  • If you have centralized user management across your company
  • If you do not want to remember several passwords
  • If you would like to benefit from the enhanced security of these providers (e.g. two-factor authentication)

You can find out whether you have a Microsoft / Google account from your system administrator.

Please note: Logging in via Google / Microsoft is only possible if your ems user address matches the corresponding account.

To log in, click on Microsoft Account / Google Account and enter your Microsoft / Google access data in the next screen. Once you have successfully logged in to Microsoft / Google, you must give your consent once for the ems system to access your profile data. At the end, you will be automatically redirected back to the ems system.

Reset password #

If you have forgotten your password, click on Forgot password? (4), enter your user name in the mask that appears, then click on the Reset password button. An e-mail will be sent to your e-mail address. Click on the link in the e-mail. You will be redirected to the password reset screen. Enter your new password twice here and confirm with Save. Then log in with the user name and your new password.

Important! This option only applies to the ems login. If you have forgotten your Microsoft or Google password, you must request a reset via Microsoft or Google.

Navigation #

Click on the navigation menu:

Select the desired menu area:

The view may differ depending on the menu area. You can then open the navigation menu again (1) and switch between individual tabs (2).

Depending on the menu area and the user authorizations, extended functions are displayed in the top right-hand corner (e.g. recording and editing times, time requests and assignments of other employees).

To view a data record, click on the arrow (1). The locked data records are marked with a lock (2).

Completed / released data records have a green tick.

Functions #

Individual functions in the tab are displayed via the button below:

You can read about individual functions in further instructions:

Time recording: recording and editing times (ems Mobile), recording and editing time requests (ems Mobile), time and vacation balances (ems Mobile), approving time records (ems Mobile)

Compensation recording: recording and processing compensation (ems Mobile)

Order management: time and compensation recording for customer orders (ems Mobile), material recording (ems Mobile), service recording (ems Mobile), checklists for customer orders (ems Mobile)

Staff scheduling: Staff scheduling overview (ems Mobile)

ems Web and settings #

You can switch to ems Web via ems Web application (1).(Basic operation of ems Web)

The language, POS system, warehouse account and printers can be stored under Settings (2).

ems Mobile, Internal user
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Updated on 6. May 2025
Inhaltsübersicht
  • ems Mobile vs. ems Web
  • Installation ems Mobile
  • Registration
    • Registration with ems Login
    • Sign in with Microsoft / Google Login
    • Reset password
  • Navigation
  • Functions
  • ems Web and settings

  • Privacy Policy