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 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 the vacation […]
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 – 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 […]
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 […]
The Client’s Account
The Client Account gives your client access to the following: – Dashboard – his own reports – Invoices (invoices, retainers, payments) – created for this client – Estimates – generated for this client – Own settings. On the Dashboard page, the client is able to see some general information about his […]
Retainer Creation
How to create a Retainer? Create a Retainer out of an Estimate Retainer data – description Why do you need a Retainer? The benefit of a Retainer is that the client pays in advance for products or services to be specified later. In other words, a Retainer is a payment […]
Bank Transfer Slip
You can create invoices with Bank Transfer Slip on the second page: So, how to add it? First, you should create a document template with Bank Transfer Slip (how to create your own template). Go to Edit template and mark the checkbox ‘Enable bank transfer slip’, then upload your bank […]
Staff: Working Hours and Notifications
You can define how much time your staff members should work during the week. Go to ‘Staff edit’ page -> ‘Working Hours’ block: Here you can enter the number of hours for each day of the working week. Also, you can enable notifications, for instance, if a user would work less than […]
Show Project Custom Fields on Invoice
zistemo helps you organize your projects better by adding any information which is important for you, your staff or business. For this purpose, you can create custom fields (read more here). This information can be further displayed on the invoices generated through the project (how to generate such an invoice? Read […]
Discounts
zistemo allows you to apply different discounts for your invoice/estimate items: – Cash discount [other article] – Fixed discount – Percentage discount per item – Total Percentage discount – Default discount – Show discount as value Fixed discount Fixed discounts can be applied by entering a new item with a […]
Project Hours
The “Project Hours” report shows the total hours spent by team members. You can easily find it in Reporting -> Time-Tracking Reports: In the report table, you can see the following: * date – when the time was logged * hours – the amount of logged hours * balance – […]
Text below the Logo
With zistemo, you can add some special notes to be displayed below the logo on estimates or invoices. You can insert this text by going to “Settings” -> “Company Logo”. The text will be displayed by default on all zistemo standard invoice/estimate templates (more about zistemo templates in this article). […]
Reset Data
On zistemo you can reset your data, e.g. if you made a trail with test data and now you want to use zistemo with real data. To do so go to “Settings” -> “Reset Data”, You’ll see the overview what will be reseted For the attendance time following data will be […]
Fonts
Default Font Template Font zistemo Default Font Default Font With zistemo, you can choose a default font for all your documents in Settings/Preferences/Defaults. By default the default font is Open Sans. Please not that Open Sans don’t support all languages, for e.g. Chinese, Japanese, Hebrew characters you might choose […]
User Presence Report
The “User Presence” report (Reporting -> Time Tracking Reports -> User Presence Report) in zistemo is based on Presence Time Calendar data. All data for this report we take from the Attendance Monitor. The ‘hours per day’ we take from the Attendance Template. So ‘start time’ its ‘clock in’, […]
