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ems Support Portal
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Getting Started For Users

6 Docs

Administration & Settings

13 Docs

News, Updates & Technology

24 Docs

Time Tracking

  • 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)
  • 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
  • Bonuses and overtime calculation
    • Time credits (vacation, flexitime)
  • Compensation
    • Record compensation (ems Web)
    • Record and process compensation (ems Mobile)
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Customer & Address Management

  • 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
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Orders & Sales

  • 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)
  • Point of Sale (POS) System
    • Process sales orders (via tablet – ems Mobile)
  • Marketing Campaigns
    • Campaign rules
    • Create marketing campaigns
    • Manage marketing campaigns
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Procurement & Logistics

  • 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
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Finance & Accounting

  • 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
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HR & Payroll

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

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

  • Outlook signature
  • Add documents via DragDrop
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  • Privacy Policy