If you facing some issues while import a CSV file to zistemo (e.g. incorrect file structure) please follow these steps to corrects errors. 1. Check file encoding Usually, files are encoded in UTF-8 which is the most common encoding. Please check if your file is encoded properly. Most text editor […]
Custom Reports
If you have an Enterprise subscription you can create your own custom reports directly in zistemo. First, make sure you have the SQL Data Warehouse integration active. Learn more about SQL Data Warehouse Integration → You can find own reports on Settings/Own Reports: Next, you can either load sample reports […]
Mark Attendance Time as Payable
If someone tracks attendance time outside of their working plan it will be marked as “non-payable” and won’t be calculated to the flex time balance. But it could happen that you have to mark it as payable. To do so there’re two options: Mark attendance time manually as payable or […]
Pipedrive Integration
With the Pipedrive integration you can import/export contacts and companies from/to Pipedrive and review estimates directly in Pipedrive. Watch the video or read the article to learn how to integrate zistemo to Pipedrive. Initial Connection with Pipedrive To connect Pipedrive and zistemo, go to My Profile/Integrations/Add Integration and select Pipedrive. […]
HubSpot Integration
With the HubSpot integration you can import/export contacts and companies from/to HubSpot and create and see estimates directly in HubSpot. Watch the video or read the article to learn how to integrate zistemo to HubSpot. Initial Connection with HubSpot To connect HubSpot and zistemo, go to My Profile/Integrations/Add Integration […]
What to do if you got sick on vacation
It’s never fun to be sick, but it’s especially awful to be under the weather on vacation. But how to handle vacation when being sick. Well, this one’s tricky. While in some countries you’re getting back your vacation days (because your vacation is interrupted by sickness) in other countries you’re […]
Time Off in Lieu/Compensatory Time Off
If you using a work time model with flextime, staff can have overtime. Staff could take time off to reduce overtime. In zistemo there are two options to do so. We’ll explain each option below: 1) Turn overtime into vacation 2) Use leave type for time off lieu/compensatory time off […]
Skill Rating Explanation
You can rate skills for each staff and desired skills for teams. For each task you can rate 0-5 stars. For each rating there is an explanation – a legend – you find below each skill rating grid. Please note that you can’t edit/customize those explanations. That doesn’t means you […]
Skill Matrix
A skill matrix, or competency matrix, is a toll to map skills for a team and the whole company. It’s a grid that visualizes skills and competencies in a team. This makes it an essential tool for any data-driven HR professional. With a skills matrix you can easily see which […]
Desired Skills for Teams
Desired skills per team are skills that every team member should have. It’s helpful when recruiting new talents for your open positions in your company. Further, you can check how many skills points each team member hits. Manage desired skills To manage desired skills for teams go to settings/skills and […]
Staff Skills
To rate staff’s skills please make sure you set up skills. You can rate skill per staff on to places: 1) Settings/Skills/Manage staff skills or 2) Contacts/staff/select staff/skills. We will explain both below. Manage staff skills on settings If you are on the settings/skill page you can manage your staff’s […]
Skills
Manage staff skills and desired skill for teams on zistemo. Skills matrices are ideal for keeping track of your staff’s skills, qualifications, and competencies throughout the whole Organisation. With a good skill matrix, your project is completed efficiently and by the most qualified and skilled team members. Set up Skills […]
My Skills
Every zistemo user can view own skills ratings. Each user can go to “my profile” on the “my skills” tab to view own skills. You can see your skill radar chart with your rating and the your team’s desired skills. You can select both by clicking on it next to […]
Staff Custom Fields
Add New Staff Custom Field General With zistemo you can add more information about your staff 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 not added to […]
Microsoft Teams Integration
Microsoft Teams is a business communication platform developed by Microsoft. If you have a Microsoft Teams account, you can connect your zistemo account with it, so you can easily receive live updates about your business, such as: – Start/stop/pause timer – Get an invoice payment – Client viewed invoice/estimate – […]
Productivity Report
On the productivity report you can review the productivity for a user, team or the whole company. You can filter for date and users/teams. It shows the project hours compared to the attendance time. You see how many hours are billable, non-billable and how many hours are not project related. […]
Do-not-reply Email
Sometimes it could happen that email you sent from zistemo end up in spam. In this case we recommend to whitelabel you zistemo domain. However, maybe your IT don’t allow to whitelabel your zistemo domain. For this case you can use “do-not-reply@zistemo.com” as email address for sending documents (invoice, estimate, […]
General Email Address
If you want to store your company’s general email (e.g. info@… or invoice@…) on zistemo you can do that on the company profile. By default it takes the Account Owner’s email address but can overwrite it without changing the Account Owner’s email. Once you set up a company email address […]
Scheduler – Getting Started
To plan your staff and assign time tickets to project members go to the scheduler. Once you open it you access full screen mode. You can show/hide the main menu by clicking the control on the top: Watch this Video (5:25) on how to get started with the scheduler Filters […]
