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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
  • Time Tracking
  • Working time recording
  • Release of employee reports
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Release of employee reports

Ungefähre Lesedauer: 3 min lesedauer

A supervisor visa can also be issued if the employee has not yet issued a visa. This allows the report to be completed in the event of unplanned absences. This is also used if the employee does not enter any data themselves.

Further instructions on the approval process for time requests and reports can be found here: Approve time requests, times and compensation (ems Web) – Instructions for line managers

Set release #

Approval of several time records #

Version X2 #

Time recording → Approvals → Approve time recordings

To release the report, select the green “tick”. You must release each report individually.

The hourglass symbol (yellow frame) indicates that the time recording has already been completed by your employee.

You have the following options for checking the data. In the middle column you will find a summary of the values entered. Documents relating to compensation are displayed if they have been scanned or photographed. If you would like to view further information, you have the option of printing various reports directly using the printer symbol on the employee line.

The two green ticks represent approvals by the project manager and the supervisor. They only appear for employees with the appropriate authorizations.

Version X3 #

Time recording → Approve and finalize time recording and compensation

The release list for time recording is enabled:

  1. to release the time recording as project manager;
  2. to approve time recording as a supervisor;
  3. reject the time recording, stating the reason (so that the employee can make the necessary corrections)

The reports approved by the employee contain a green tick (4).

Release of a time recording #

There are two ways to approve the time recording of an individual employee:

1st employee profile → Time recording tab → Active recording period → Three-point menu → Release time recording

2. time recording → Daily view or weekly view tab → Release

The release screen appears in both cases. The screen contains the account data as well as the information and warning message about time recording. Time recording can only be released after all errors have been rectified (e.g. time entry not completed, no target hours in the shift plan, etc.).

  • Finalize – release the time recording
  • Withdraw the contract – the release is withdrawn
  • The system administrator can revoke both their approval and the employee’s approval.

Up to 3 symbols can appear (depending on authorizations): 1 – Approval by the employee, 2 – Approval by the project manager (if active), 3 – Approval by the line manager

Release status #

Once time recording has been released, a lock (1) appears in the employee profile, indicating that time recording is blocked for the set period (2). For any changes in this recording period, the releases must first be withdrawn.

Approved reports are marked with a green tick in the employee list in time recording. The symbol appears in the column of the person who has released it (release employee, control project manager, closing supervisor).

  • The i symbol indicates that the date for the employee to set the visa is overdue.
  • The exclamation mark symbol in the yellow triangle indicates that approval by the project manager/supervisor is overdue.

All these symbols refer to the set period (in the red frame) for the respective employee.

After the report has been released by the supervisor, the system switches overnight to the next recording period (week or month).

Visa revocation #

You can find out how the visa can be revoked here: Visa revocation

Administrator, Time recording
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Updated on 6. May 2025
Warning and error messages during releaseTarget hours (target timetables / public holidays)
Inhaltsübersicht
  • Set release
    • Approval of several time records
      • Version X2
      • Version X3
    • Release of a time recording
  • Release status
  • Visa revocation

  • Privacy Policy