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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
  • Planning & Resource Management
  • Personnel deployment planning
  • Operations planning overview (ems Mobile)
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Operations planning overview (ems Mobile)

Ungefähre Lesedauer: < 1 min lesedauer

The ems Mobile deployment planning shows all assignments for the employee or helper.

You will find the inserts as follows:

The display is made for both the employee and the helper and can be differentiated as follows. #

Entry with a helper who does this job with me (I am responsible for this job):

Entry for which I am the helper:

The person responsible and the helper have the same rights in the system and are not differentiated.

Different entries #

Entry that only serves as a reference and is not linked to an order or a resource. The entry cannot be edited any further.

Entry linked to a sales order.

Click on the map symbol to start navigating directly to the order. The object location (construction site location) is always displayed. Click on the arrow on the right to open the order for further processing.

Entries can be color-coded. The colors are freely selectable. Contact the person responsible in your company to find out the color codes.

ems Mobile, Internal user
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Updated on 6. May 2025
Inhaltsübersicht
  • The display is made for both the employee and the helper and can be differentiated as follows.
  • Different entries

  • Privacy Policy