Change payment method from CC to Paypal

We only support new subscriptions to be paid via PayPal. That means if you would like to switch to this payment method, you would have to cancel your subscription and simply re-subscribe again with PayPal instead of Credit Card. We have had a few users who have done that before. Please rest assured […]

Delete Personalized Template

Personal Templates can be easily removed (if it was never in use) with the Delete button. But what to do if you already used it for an invoice and still want to get rid of it? 1. Make sure it is not chosen as the default one:   2. Now you need […]

Import Vendors

You can import Vendors from a CSV file including vendor’s name, streets, ZIP, city, state, country, phone, mobile, fax, e-mail, first name and last name. You can view and download a sample file HERE To import Vendors go to Contacts ➝ Vendors ➝ “Import”: Or User Menu (the dropdown under your […]

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 […]

Attendance Vacation – Use ban on Vacations

In the Vacation Attendance Settings, you can also set up a “ban on vacations”, meaning your Employees cannot request vacation for a certain period. For example, you have to finish important work which needs to be done at the end of every quarter. Note: Rule: The ban cannot overlap with […]

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 […]

Users Related to the Attendance Template

To see who’s assigned to your Attendance Template please go to Settings -> Attendance and scroll down to the bottom of the page: Here you will see the list of the Users that are assigned to this Attendance Template, their Roles, Departments, and Positions:

Attendance Template Rules on User Profile

Do you want to know your Attendance rules and your company’s vacation policy? Go to ‘My profile’ under your account: here you will see the tab ‘Attendance’: On the attendance tab you can see the information assigned to you by admin: You can review info about your Flex Time Model, […]

Attendance Reports

Absence Report Attendance Report Detailed Calculations for the attendance reports If you want a detailed overview of your and your staff’s attendance, you can find here the reports:

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 […]

Absence Report

This report is related to the attendance feature and will give you a detailed absence overview of your employees and yourself. The meaning of ‘Duration’ and ‘In Period’ Columns For example, I’m on leave from 12 January till 14 January: and in the report I would like to see my […]

Attendance – My Absence Calendar (manage my vacations)

If you want to access your vacation calendar, just click Time & Projects -> “Attendance”: How to submit a request for vacations you can read here On this calendar you will see your vacation/leave with the status “draft”, “pending”, “approved” or “unapproved”(requires a substitutor’s approval) as well as an overview about […]