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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
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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
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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
  • Visa revocation
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Visa revocation

Ungefähre Lesedauer: 1 min lesedauer

The set visa can be withdrawn in various ways. Please note that the release always relates to the set period. This can be seen in the time recording list, the release list, the employee’s time recording and in the employee profile. If the period is to be changed (for changes in the previous period), this is done via the employee profile (see variant 4).

List of time records

Release list

Time recording of the employee

Employee profile → Time recording tab

Variant 1: Visa revocation via the report release list #

In the normal procedure, all employees who have been approved disappear from the approval list. To display the already viewed reports again, deactivate the “Hide released reports” option (1). All employees are then displayed, including those who have already been reported. You can recognize those that have already been released by the green symbol (yellow frame) (2). You can remove the visa from the employee using the symbol on the right-hand side (3).

Variant 2: Visa withdrawal from time recording #

Open the employee in normal time recording. The Release button (1) takes you to the brief overview of the employee. Depending on the existing status and your authorizations, you have the option of setting or removing the employee’s (2), project manager’s (3) and / or supervisor’s (4) visa.

Variant 3: Visa withdrawal via the employee profile #

In the employee profile , open the Time recording tab and in the Active recording period section, click on the three-dot menu on the right and then on Release time recording.

In the screen that opens, as in variant 2, you can revoke the approvals (of the employee (1), if available – of the project manager (2) and of the supervisor (3)).

Variant 4: Visa revocation not in the current period #

If the report has been completed and the active entry period has changed to the next week/month, it is necessary to change the active entry period first in order to withdraw the visa. To do this, open the employee’s profile via the employee administration, in the “Time recording” tab under“Active data recording period“, click on the“pencil” symbol (1). The period to be changed is selected here (2). Finally, press “Save” (3).

Three vertical dots take you to the submenu, select “Approve time recording” and click on “Undo completion” in the next screen.

You can also set a desired period manually (via the calendar /field on the right/ or via the keyboard).

Click on “Edit time recording” to open the dialog window for editing the time recording in the set period (red frame).

After completing the changes in the set period and releasing the report, the recording period must be reset to the current one.

Administrator, Time recording
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Updated on 12. May 2025
Time credits (vacation, flexitime)General warning and error messages
Inhaltsübersicht
  • Variant 1: Visa revocation via the report release list
  • Variant 2: Visa withdrawal from time recording
  • Variant 3: Visa withdrawal via the employee profile
  • Variant 4: Visa revocation not in the current period

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