Hello, valued ems user!
Welcome to ems!
We’re glad you’re here. 😊 To make sure your start with ems goes as smoothly as possible, we’d like to guide you through the first steps and help you get to know ems.
Here you’ll find an overview of the most important and most frequently used help guides. This will help you quickly find the right support for your needs and familiarize yourself step by step with the various features of ems.
Simply select the topic you’re interested in and get started right away with the corresponding instructions.
1. Our Applications #
- ems Web (Basic Operation of ems Web, New X3 Web Layout)
- ems Time App (Basic Use of the ems Time App)
- ems Mobile (Basic Operation of ems Mobile)
- ems Server Tool (ems Server Tool, Configuring the ems Server Tool)
- ems Client (ems Client)
2. Time Tracking #
2.1 at the terminal #
2.2 About the ems Time App #
- Install the ems Timekeeping app (time tracking) on your smartphone
- Track and Edit Time (ems Time App)
- Approving Time Entries (ems Time App)
- Hour and Vacation Balances (ems Time App)
- Record and Process Time Requests (ems Time App)
- Record and Process Reimbursements (ems Time App)
2.3 Via the Web #
- Time Tracking (ems Web X3.0)
- Time Tracking (ems Web)
- Time Tracking and Time Requests via Quick Panels (ems Web)
Enter and Edit #
- Enter time requests (ems Web)
- Record Compensation (ems Web)
- Correcting Time Entries and Expenses, Follow-up Approval
Check balances #
Share #
– Approve reports #
- Approval of Your Own Time Tracking (ems Web)
- Approval of Employee Reports
- Warning and Error Messages During Release
- Visa Revocation
– Approve time requests #
- Approval of time requests
- Error Messages When Approving Time Requests
- Canceling Approved Time Requests
– Approval Process – General #
2.4 About ems Mobile #
- Approval of Time Entries (ems Mobile)
- Operations Planning Overview (ems Mobile)
- Hour and Vacation Balances (ems Mobile)
- Record and Process Time Requests (ems Mobile)
- Record and Process Claims (ems Mobile)
2.5 Calendar, Scheduled Timetables, Time Settings, Error Messages #
- Time Credit (Vacation, Flexible Work Hours)
- Target hours (target timetables / public holidays)
- Set Time, Wage, and Compensation Types
- General warning and error messages
- Manual Entry and Approval of Corrections (Set Permissions)
- Break Policy
3. Human Resources (HR) – Web #
- User overview
- Create new employee profile
- Edit employee profile
- Store authentication credentials in the ems system
- Authorizations for employees
- Employee resignation
4. Customer and Address Management #
- Add a New Customer Address (ems Web)
- Manage Customer Addresses
- Copy customer address
- Enter and Edit Supplier Addresses
- Copy Supplier Address
- Manage Supplier Addresses
- Customer Networks
- Importing Customer Data
5. Order Management #
5.1 Quote Management #
5.2 a – Customer Orders – ems Web #
- Enter a New Customer Order
- Time and Compensation Tracking for Customer Orders (ems Web)
- Resource Planning for a Customer Order (ems Web)
- Enter Material (ems Web)
- Record Services (ems Web)
- Order Status, Billing, Order Completion
- Record and Edit Service Hours
- Create checklists
- Settlement Types
5.2 b – Customer Orders – ems Mobile #
- Time and Compensation Tracking for Customer Orders (ems Mobile)
- Checklists for the customer order (ems Mobile)
- Record Materials (ems Mobile)
- Record Services (ems Mobile)
5.2 c – Billing – ems Web #
5.3 Point-of-Sale System #
5.4 Campaigns #
6. Item and Product Management #
- Importing Product Master Data and Product Prices
- Create and Edit Articles
- Manage Items
- Item Types
- Product Variants
- Product Bundles
- WooCommerce Integration
- Specialized Food Labeling
7. System Administrator #
7.1 Permissions #
- Authorizations (General)
- Authorizations for employees
- Permission Roles for Customers
- Permission Roles for Suppliers
- Authorizations for customer orders
- Notifications
- Differences Between Customer Groups, Attributes, Permission Roles, and Relationships