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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
  • Administration & Settings
  • Employee and user administration
  • Store authentications in the ems system
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Store authentications in the ems system

Ungefähre Lesedauer: 3 min lesedauer

In order for the person to be able to record their time and compensation, they must be given access to the system.

You can find out how the authentications are stored on the terminal here: Datafox terminals and ems terminals (TT5, MT7)

All created and entered user logins are displayed in the user overview (Employee list / Customer addresses / Supplier addresses → Three-dot menu top right → Users & authorizations → User overview.

Read more about it here: User overview

The allocation and creation of access data in the ems system takes place via the employee profiles: Employee administration → Employee list → Person → Authorizations tab → User names

The screen that opens contains all possible logins that are accessible to the customer:

ems integrated login with user name and password (ems Web / ems Mobile) #

During the ems integrated login with user name and password, the login data for online access to the system (ems Web / ems Mobile) is created.

The user name is generated as firstname.surname. If an e-mail address exists in the employee profile, this is suggested as the user name. You can change the user name and password as you wish.

The option A password change is required will prompt the user to change the password when logging in for the first time.

The Send username and password information by email option generates an email that is sent to the user’s email address. If the e-mail address is not available in the profile, it must be entered here in the field.

A user name created in this way has the logon type DATABASE.

If the password change has been activated, the password is visible until it is reset.

Sign in with Microsoft Account #

The login data from the Microsoft account (private, school or Office 365 login name) can be used as access data – the e-mail address of the Microsoft account must be entered.

When authenticating via Microsoft, both company accounts (Azure AD), school accounts and Microsoft (formerly Live Account) can be used.
After successfully logging in from Microsoft, the user must give their consent once for the ems system to access their profile data. At the end, the user is automatically redirected back to the ems system.
(The use of Microsoft Login enables single sign-on with your company account).

The user name of this type has the logon type “MICROSOFT” in the list of user names.

Sign in with Google Account #

When signing in with a Google Account, the e-mail address of the Google Account must be entered.

This enables authentication via Google. After successfully logging in to Google, the user is automatically redirected back to the ems system.

The user name of this type has the logon type “GOOGLE” in the list of user names.

Login with ID and PIN #

Login with ID and PIN is used in checkout systems and registration terminals without readers.

The password must correspond to the input keyboard: contain only numbers or numbers and letters.

A user name created in this way has the logon type ID_PIN.

Login with fingerprint #

Fingerprint login is intended for registration terminals with fingerprint scanners.

A user name created in this way has the logon type FINGER (stored in the sensor) / FINGER_BIO (stored centrally).

Registration with transponder card #

The registration with transponder card is stored for the registration terminals and checkout systems.

Enter the transponder number in the User name field (usually located on the back of the badge. If not available, hold the badge up to the terminal and read the error message containing the transponder number).

A user name created in this way has the logon type LEGIC.

Registration for Exchange Server #

Contacts and calendar synchronization

Network login #

User name in the local network (IIS authentication to local AD) – is only possible for OnPremise installations. Logontype – DOMAIN (Logon name AS IN NETWORK! Domain name – as stored)

ems Client #

Automatic stamping on the PC is carried out using ems Client, which must be installed on the employee’s PC.

Installation

You can find the “ems Installer” download here: https://www.ems-help.online/downloads/

Download the file and run this installer. Depending on your settings, you will be asked whether you want to run the application, select “Yes” or “Run anyway”.

When asked for the license key, copy your license key into the field (The license key can be found as follows: User menu → System settings → “ems ServerTool” / License key on the right).

In the selection of applications to be installed, simply select “ems Client” and carry out the installation.

How to install ems Client is described in detail here: https://www.ems-help.online/docs/erste-schritte-fuer-administratoren/installation-und-lizenzierung/ems-client/

Configuration

Once the ems client has been installed, start the normal web interface https://***.*m*-web.ch and log in with your account (Microsoft).

Open the user menu at the top right → My settings → “Data synchronization” tab. The “ems Client” button appears, which opens the settings dialog.

Check that “Attendance time” has been selected and that “Automatically stamp with user login” has been checked. By clicking Save, these settings are now transferred to the ems client. Depending on the browser settings, a message appears asking whether the link can be called up – confirm this with “Yes” or “Open ems client”.

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Updated on 6. May 2025
Authorizations for employees
Inhaltsübersicht
  • ems integrated login with user name and password (ems Web / ems Mobile)
  • Sign in with Microsoft Account
  • Sign in with Google Account
  • Login with ID and PIN
  • Login with fingerprint
  • Registration with transponder card
  • Registration for Exchange Server
  • Network login
  • ems Client

  • Privacy Policy