1. Company Logo block 1.1 ::logo image:: 1.2 ::logo text:: 2. Sender Name block 2.1 ::sender address:: 2.2 ::creator email address:: 3. Client Address block 3.1 ::client name:: 3.2 ::client address:: 4. Document Info block 4.1 ::number:: 4.2 ::issue date:: 4.3 ::due date:: 4.4 ::service date:: 4.5 ::document title:: 4.6 […]
Create travel “expense” out of a “leave type” (Meal Allowances)
If you create a “leave type” as a “meal allowance” in your attendance template/settings and you add this leave type to your absence calendar – you can create directly (after approval) an expense out of it. After your created the the leave type (meal allowances) you can create a travel […]
Own fonts on documents
Upload your Font How to activate your Font? Upload your Font You can use your own fonts on invoices/estimates/retainer/PO/OR by applying to the templates. Please Note: Own fonts are only available for our enterprise customers. This feature is also in Beta Version. Please use the TTF file format to upload your […]
Defaults – Preferences
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 – Department Calendar
The department calendar provides a total overview of all 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 view: […]
Attendance – Clock in Rules
Limit clock ins and clock outs 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 Clock-in Rules If you want to ‘activate’ the […]
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 […]
