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 […]
Timesheet Approval History
If you using timesheet approvals you can see who did actions to a weekly timesheet. Just go to a weekly timesheet and click on “Show Approval History” below the timesheet table. After, a window opens where you can see who – submitted a timesheet for approval – rejected a timesheet […]
Project Currency
On zistemo you can set up a specific currency for a project. By default it takes the currency of the client but you can change the currency for a project anytime on the edit project page under more options:
Hourly Chart for Projects
To get more details about scheduled and logged hours for a project you can review the hourly chart on the project page: On the hourly chart you can apply different filters: Date Range (start and end date) Chart type Project Hide budget (budget line won’t be shown on the chart) […]
Scheduled Capacity Report
On zistemo you can pre-plan, schedule and allocate your resources on the Scheduler. You can review the scheduled capacity of your team/department/company on the scheduled capacity report. You’ll find it on Reporting/Project Report/Scheduled Capacity. In that report you see the capacity hours of the selected staff, scheduled and logged hours. […]
Project Timesheet Report
On the project timesheet report you can see for a selected project all tracked hours with staff, staff position, notes and information if hours where billed or not. Also you will see the total budget, already used budget, remaining budget and project start date. You can find that report on […]
