Default Fonts Variable Strings Document Names Welcome Messages Client/Vendor numbers for datev export Cancel invoice Staff email In the “Default” settings you can set some iptions, which you would love to have on default how you want them. Default Fonts The choosen font will be use as the default […]
Connect Project Time with Attendance Time
Some companies don’t want their staff to take care of two time records, project time and attendance time. In this case you can use “Connect project time with attendance time” and you and your staff only need to track project time. This Setting is available per user, you’ll find it […]
Invite a client & why can’t I delete a client?
Why can’t I delete a client? I’m getting a “Please correct the following” error message Invite and Re-Invite client Why can’t I delete a client? I’m getting a “Please correct the following” error message. You cannot delete a client if this client is associated with an active invoice, estimate or […]
HR Admin Role
About HR Admin The HR Admin’s Permissions About HR Admin We are happy to present you a new role called HR Admin. An HR Admin can manage your staff members and teams, and can also create/read/update/delete members – except the account owner role. So if you’d like to assign someone an […]
Attendance – Vacation Days Adjusting
Adjust the remaining vacation days Show every absence Adjust the remaining vacation days Zistemo also supports “automatic calculation of vacation when switching templates”. Find more infos HERE. Once the attendance template is attached to a staff member, don’t forget to adjust the remaining vacation days for this year for this […]
Request Vacations/Leave/Half a Day Vacation
Submit vacation for approval The easiest way to send a request for vacations (or just to add the vacation if you are the account owner and no one has to approve it) is to go to your Absence Calendar from the Dashboard: or On this page choose the month […]
Attendance Report – Detailed Calculations
1. Column ‘Start’ and ‘End’ 2. Column ‘Break’ 3. Column ‘Actual’ 4. Column ‘Plan’ 5. Column ‘Not payable’ 6. Column ‘Overtime’ 7. Column ‘Flextime balance’ Public Holidays Calculation All calculations are completed every day at 01:00 AM in your company’s time zone. 1. The ‘Start’ and ‘End’ Columns Start time […]
Attendance Report
In the Attendance Report, you will get a detailed overview of your team-members/staff’ attendance. Follow the link, for the detailed calculations regarding the attendance report. Note: – Standard Break Times and Office Shutdown Times influence the Total Break Time – If the time model is Just CORE time, we calculate on Flex […]
Attendance – Vacation
Add Approval Add Notifications Unused days Expiry Notification Use ban on vacations What’s your company’s vacation policy? Define employee vacation rules and rollover allowances. Here you can easily solve scheduling conflicts and handle early vacation planning, with clear approval rules. In the upper section, you can choose the color for […]
Attendance – Work time model
You can choose between 6 work time models: 1. Flex Time Models 2. Flex Time Escalation Rules 3. Flex Time Settings 4. Flex Time Reset 5. Flex Time Corrections 6. Non-tracking Model Flextime is a scheme that allows you to set a ‘Flexible working hours’ plan for your employees. Basically, […]
Attendance – Holidays
Here you keep track of national or regional public holidays. In the calendar, you’ll see them in a light brilliant pink. Even if they’re country-specific, you can easily add or cut days according to your company’s policy. If you want to add a specific holiday which is not listed, […]
Leave Types and Leave Reasons
1. Add new Leave Reason 1.1 Off-Site Activity 1.1.1 Requires Clock-in/Clock-Out 1.1.2 Meal Allowances 1.2 Sick Leave 1.3 Leave Substitution 1.4 Show Leave for Everyone on the Department Calendar 2 Using Leave Types Manage and create leave reasons and how they affect the paid or unpaid time. All types […]
Attendance – Clock in Rules
Limit clock ins to the listed IP addresses and geo locations to avoid misuse of this function from other desktops, in other areas. You can also set dedicated location points where you only allow clock ins from mobile devices (BETA, in development) If you want to ‘activate’ the ‘mobile clock in […]
Calculation of Vacation Entitlement
Vacation entitlement when changing templates Changing Attendance Time Template Click on the upper arrow to open the list of templates available for you. If you want to edit a template, just click on the ‘pencil’ icon. If you want to delete a template, just choose the department name assigned to […]
Track location of staff members when they use the mobile timer
Where to find this option to switch it on How it works How an Admin can see the location of the Team Member Status of location tracking Where to find this option to switch it on? If the company uses the ‘Full System’ module or ‘Attendance Time’ module then the […]
Recurring Invoices
Recurring Invoices are invoices that are created automatically with a specific frequency. zistemo allows you to create a Recurring Invoice Profile that will create and even send out these invoices for you. Just go to Sales -> Invoices -> Recurring Invoices -> and click ‘Create recurring Invoice’: On the “Create Recurring […]
The Client’s Account
The Client Account gives your client access to the following: – Shared projects – Dashboard – Invoices – Estimates – Own settings Shared projects On a project you can invite the client to see project progress. Go to the project settings and activate client access to select who to invite. […]
Retainer Creation
How to create a Retainer? Create a Retainer out of an Estimate Retainer data – description Why do you need a Retainer? The benefit of a Retainer is that the client pays in advance for products or services to be specified later. In other words, a Retainer is a payment […]
Bank Transfer Slip
You can create invoices with Bank Transfer Slip on the second page: So, how to add it? First, you should create a document template with Bank Transfer Slip (how to create your own template). Go to Edit template and mark the checkbox ‘Enable bank transfer slip’, then upload your bank […]
Staff: Working Hours and Notifications
You can define how much time your staff members should work during the week. Go to ‘Staff edit’ page -> ‘Working Hours’ block: Here you can enter the number of hours for each day of the working week. Also, you can enable notifications, for instance, if a user would work less than […]
