Work-Time rules Ignore work times rules Work-Time rules The “Work time rules” section (Settings -> Attendance) is where you set up the daily time interval when employees’ presence is used for time calculation. Attendance outside this timeframe is automatically marked as unpaid and will show up on the calendar and in […]
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, […]
Attendance – Mandatory Holidays
If you close your shop or office for 2 weeks in August, during Christmas or you practice half-day closing on New Year’s Eve, this is where you set it up. Keep in mind that Mandatory Holidays will automatically reduce staff’s vacation days. if you want to edit or delete […]
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 – Short Break
In case you want to set some limits to your employees’ breaks, you can easily do it here – the number of daily breaks they’re allowed to take, the maximum duration of each break or daily time limit of rest breaks. In case the employee breaks any of these […]
Attendance – Flextime Escalation Rules
Here you are able to customize your flextime rules and set up notifications that will automatically go out to specific members of the staff each time a rule would be broken. The escalation rules are disable by default. If you want to use them, please enable them. First, set […]
Attendance Monitor
Attendance Monitor You can also find more info about the Attendance Feature here. Online Employee Time Clock Calculator Digitalize your time & attendance processes. With our time clock app, employees can easily clock in and clock out from their phone, laptop, desktop or any other device. Professional live time cards display […]
Attendance – Department Calendar
The Department Calendar gives you a total overview of your departments and staff members. Please note that holidays are not shown on the Department Calendar. However, absences (vacations and leaves) are shown there. You can view either all departments or only your’s. You can switch between a monthly or yearly […]
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 […]
Attendance
Create flexible time models, configure time-off approval rules, streamline absence management, automate time records and simplify vacation planning in one go. Attendance – Monitor Attendance – Department calendar Attendance – My vacation calendar Attendance Settings: Flex time model Flex time escalation Clock in rules Flex time reset Meal break rules […]
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 […]
What are Calendar Days?
“Use Calendar days instead of Working days” The ‘calendar days’ include all days. Working days, holidays, non-working days, weekends – basically all 7 days in a week. This means that holidays and Sundays, for example, are valid as vacation days. If working days are used, then weekly holidays and non-working […]
Address on the Invoice
Is your address missing from the monthly subscription invoice? You may have forgotten to insert/update your address in the right settings section. First, go to ‘Settings’ -> ‘Company Profile’ and scroll down to ‘Adress and Phone’. Insert here your preferred address. Don’t forget to press the ‘Save Changes’ Button. As simple as […]
Deactivate Staff/User
How to change ownership of recurring invoice profiles How to reactivate a user If you want to deactivate a user you need to click on the the dropdown on the right side and click on “deactivate user”: You cannot permanently delete any user. You only can deactivate them. If you […]
How to Translate Customized Templates
If you encounter any problems when translating an Invoice or Estimate into another language, here’s how to get it right. First, go to your Invoice in the Template Creator: Settings -> Stationary Templates -> and start to “edit” the preferred Template In order to change the language for the […]
Capture Data – Temporary Staff Role
What is a ‘Capture Data’ and what permissions does this role involve? How can the role ‘Capture Data’ update time records and create/add tasks? What is a ‘Capture Data’ and what permissions does this role involve? For the temporary staff on your team, you can use the role Capture data, […]
Administrator
Set Staff as an Administrator You may add an additional administrator to your account. That person can do the same as the account owner except performing the subscription changes. An administrator doesn’t see the Subscription and Reset Data pages, so he cannot buy a zistemo account, change subscription or reset […]
Accounts Aging
Accounts Aging is a report where you can see how much money your clients owe you. The data is grouped per clients and per time periods listed in 30–day aging “buckets”, so you can easily evaluate: the health of your business; identify habitual late payers. Just go to Reporting -> Client Reports -> Accounts Aging to get […]
Client Custom Fields
Add New Client Custom Field General With zistemo you can add more information about your clients by using Custom Fields. You’ll see this tab under Client Details on the edit client page. As you can see, Client Custom Fields could be different field types. These fields are also added to […]
zistemo Referral Program
Save money on your zistemo subscription by referring other people When can I start referring friends? Earn a 10% discount for each referral How do referrals work? What if one of my referred friends switches to a different paid plan? How long does each 10% discount last? What’s the maximum […]
