New profile<\/h2>\n\n
A new profile is created in the employee administration via the “+New”<\/em> button in the menu bar.<\/p>\n\n When you create a profile, the system will automatically recommend that you use a copy of the existing profile as a basis in order to simplify the procedure and adopt the profile settings. Copying is described below.<\/p>\n\n The following fields must be completed in the first dialog box<\/strong> (mandatory fields are marked in green):<\/p>\n\n After entering the basic data and saving, further tabs appear.<\/p>\n\n The second step<\/strong> is to integrate it into the organization<\/strong> (click on Plus).<\/p>\n\n Every employee must be assigned to an organization. Only if the employee is assigned to an organization will their profile become active. Organization data is time-controlled. Enter new data with a date from which it is valid. <\/strong><\/p>\n\n The dialog that appears contains the following fields:<\/p>\n\n The third step<\/strong> is to create the user login<\/strong>. After clicking on Plus, the dialog box with possible logins appears. <\/p>\n\n To use the ems applications (web and mobile)<\/span>, the ems integrated login with user name and password<\/em> is usually used.<\/p>\n\n In the next dialog, a password generated by the system is suggested. If “Change password” is activated, the user must reset the password when logging in for the first time.<\/p>\n\n The login data can be sent to the specified e-mail address (by default to the new user) (select checkbox).<\/p>\n\n To enter transponders<\/span> (cards and key fobs), select the option Login with transponder card.<\/em> In the screen that opens, enter the transponder number in the User name<\/em> field and click on Save new login<\/em>.<\/p>\n\n You can find more information about employee authentication:<\/p>\n\n All created and entered user logins are displayed in the user overview <\/strong>(Employee list \/ Customer addresses \/ Supplier addresses \u2192 Three-dot menu top right \u2192 Users & authorizations \u2192 User overview<\/em>.<\/p>\n\n Read more about it here: User overview<\/a><\/p>\n\n The fourth step<\/strong> is to select the authorization roles <\/strong>. Automatically applicable authorizations are activated overnight after creation (if available). The manually selected roles are activated from the current time. <\/p>\n\n You can read more about setting authorizations here: Authorizations for employees<\/a><\/p>\n\n If time and compensation recording<\/strong> is to be activated<\/strong> for the new employee, this must be set as the fifth step<\/strong> in the “Time recording” tab under “Recording profile and shift plan for time recording”.<\/p>\n\n After pressing Plus, the dialog box for setting the time recording appears:<\/p>\n\n If available, the cost rate can then be created in the Operating data<\/em> tab.<\/p>\n\n The cost rate is the internal cost expenditure (wages + insurance + fringe benefits + vehicle and other costs). It can be a full cost rate or a partial cost rate. The cost rate has no influence on the billing to the customer (customer invoice) – the billing type is used for this.<\/p>\n\n To simplify the creation of a new profile, you can make a copy of the corresponding profile (with the same or similar settings). Open this profile and click on “Copy…”<\/p>\n\n In the dialog that appears, fill in the main fields as for a new profile (see above).<\/p>\n\n Special settings:<\/p>\n\n Once created, the necessary adjustments can be made in the profile.<\/p>\n\n![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Neu.jpg\")
<\/figure>\n\n![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Kopiererinnerung-2.jpg\")
<\/figure>\n\nEnter basic employee data<\/h3>\n\n
\n
![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Neu-Dialog.jpg\")
<\/figure>\n\nIntegration of the employee into the organization<\/h3>\n\n
![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Einbindung-in-die-Firma-1024x141.jpg\")
<\/figure>\n\n\n
![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Einbindung-Dialog.jpg\")
<\/figure>\n\nEnter login data<\/h3>\n\n
![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Anmeldung.jpg\")
<\/figure>\n\n![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Benutzername-1.jpg\")
<\/figure>\n\n![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Anmeldung-Login-Email.jpg\")
<\/figure>\n\n![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/11\/Web-Benutzername-Transponder.jpg\"){kind=spacer}
<\/figure>\n\nStore additional authentications<\/h3>\n\n
\n
User overview<\/h3>\n\n
![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/04\/Web-MA-Benutzeruebersicht.jpg\")
<\/figure>\n\nAssign authorization roles<\/h3>\n\n
![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Berechtigungsollen.jpg\")
<\/figure>\n\nActivate time and expense recording<\/h3>\n\n
![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Zeiterfassung-Plus.jpg\")
<\/figure>\n\n\n
\n
\n
\n
![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Zeiterfassung.jpg\")
<\/figure>\n\n![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Betriebsdaten.jpg\")
<\/figure>\n\nCopy profile<\/h2>\n\n
![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Neu-Kopieren.jpg\")
<\/figure>\n\n\n
![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-Neu-Kopieren-Dialog.jpg\")
<\/figure>\n\n
![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-MA-nicht-aktiv.jpg\")
<\/figure>\n\n![\"\"](\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-Personal-Wiedereintritt-1024x289.png\")
<\/figure>\n","protected":false},"excerpt":{"rendered":"