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Getting Started For Users

7
  • Basic Operation of the ems Time App
  • 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

14
  • Create checklists
  • Employee and user administration
    • User overview
    • Notifications
    • Create new employee profile
    • Authorizations (General)
    • 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

25
  • 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
    • Install the ems Timekeeping app (time tracking) on your smartphone
    • 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

34
  • Working time recording
    • Time Tracking (ems Web X3.0)
    • Track and Edit Time (ems Time App)
    • Manual entry and approval of corrections
    • Record and edit times (ems Mobile)
    • Own hours and vacation balances (ems Web)
    • Approval of Your Own Time Tracking (ems Web)
    • Time recording (ems Web)
    • Time Tracking and Time Requests via Quick Panels (ems Web)
    • Hourly and vacation balances (ems Web)
    • Hourly and vacation balances (ems Mobile)
    • Release of time recording (ems Mobile)
    • General warning and error messages
  • Absence management
    • Record and Process Time Requests (ems Time App)
    • Own hours and vacation balances (ems Web)
    • Enter time requests (ems Web)
    • Time Tracking 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)
  • Bonuses and overtime calculation
    • Time Credit (Vacation, Flexible Work Hours)
  • Compensation
    • Record and Process Reimbursements (ems Time App)
    • Record Compensation (ems Web)
    • Record and process compensation (ems Mobile)
  • Share and Lock
    • Visa Revocation
    • Warning and Error Messages During Release
    • Canceling Approved Time Requests
    • Approval of time requests
    • Approval of Employee Reports
    • Error Messages When Approving Time Requests
    • Approving Time Requests, Time Entries, and Compensation (ems Web) – Instructions for Supervisors
    • Approving Time Entries (ems Time App)
  • Time Settings
    • Time Credit (Vacation, Flexible Work Hours)
    • Break Policy
    • Target hours (target timetables / public holidays)

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
  • Compensation
  • Record and process compensation (ems Mobile)
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Record and process compensation (ems Mobile)

Ungefähre Lesedauer: 1 min lesedauer

Compensations are expenses in the form of amounts as well as quantities in corresponding units. For example, KM compensation can be recorded in KM. All compensation entries have a minimum and a maximum value.

If the minimum and maximum values correspond to the same value (e.g. min. CHF 16 and max. CHF 16), this is a flat rate.

Recording compensation via the time clock #

The time clock is a simple way of recording compensation. This is currently particularly important for ems Mobile users who record times and compensation on the move.

Compensation can only be recorded via the time clock, but can no longer be edited or deleted.

Select the desired compensation type under point (1). Enter the desired quantity at point (2). Depending on the setting, this can also be set automatically (if the charge is saved with a fixed value in the settings). Please also note the corresponding unit (e.g. STK) with which the data must be recorded.

Click on“Save” to save the data irrevocably. Make sure that you do not inadvertently enter the same data more than once. You can check this in the “List” tab.

Recording compensation by manual entry #

Click on the “Plus” button to enter a manual entry.

Depending on the setting, you only have the option of recording data via the time clock (if the “punch” recording type is active). In this case, the red “plus” is not visible.

First select the desired compensation type under point (1). Enter the desired quantity at point (2). Depending on the setting, this can also be set automatically (if the charge is saved with a fixed value in the settings). Please also note the corresponding unit (e.g. STK) with which the data must be recorded.

Under point 3, you can also optionally enter a receipt or a document for the compensation entry.

Compensation can contain both a minimum and a maximum value. You must adhere to these limit values, otherwise you will receive an error message.

Processing compensation #

As long as the data has not been released, you can select and edit it in the list.

Data can no longer be processed under the following circumstances:

  • You do not have the authorizations for this type of compensation.
  • The data has already been released by you (employee).
  • The data has already been released by a project manager (control visa).
  • The data has already been released by a supervisor (final visa).
ems Mobile, Internal user
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Updated on 6. May 2025
Inhaltsübersicht
  • Recording compensation via the time clock
  • Recording compensation by manual entry
  • Processing compensation

  • Privacy Policy