EMPPLAN quick start

• As soon as you are logged in, you should ideally start updating your profile details straight away. Click on your name in the menu and enter all the information marked as mandatory. Please note that you can only accept jobs with a complete profile. Additional voluntary information usually increases the chance of receiving further job offers.
• If you would like to invoice your jobs directly via EMPPLAN, you should enter all details in the “Payment data & tax” tab. You can then invoice your client for the events (days/jobs) approved by them. You can create the invoice for this in EMPPLAN with just a few clicks in the billing module. Billing via EMPPLAN is completely free of charge for you. As a rule, you will also receive your remuneration more quickly, as your client can arrange payment more quickly.
• If you would like to delete your profile, please contact your client/agency directly. EMPPLAN and your client are committed to handling your data in a legally compliant manner at all times.

• After logging in, you will be automatically redirected to your personal dashboard. Here, merchandisers can accept and edit their current location visits, while sales representatives can view and edit their current location visits.
• You can get an overview of your planned location visits under the menu item “My events” or in the “Calendar”. You can also create new location visits here. See also the Events section in this EMPPLAN quick start guide.

• After logging in, you will be automatically redirected to your personal dashboard. There you can accept your events and view and edit your current events (location visits).
• You can get an overview of your planned location visits under the menu item “My events” or in the “Calendar”. You can also create new location visits here. See also the Events section in this EMPPLAN quick start guide.
• You can find more information under Check-in & Check-out. Please note that you can no longer delete checked-in location visits and that a check-in is a prerequisite for you to be able to enter your reporting for your location visit on the same day or the days after. Later check-ins change the date of the location visit to the date of the check-in.
• You can delete planned location visits by clicking on DELETE EVENT.

By clicking on the plus button you can create new location visits today or in the future.

• Search by project (select the project on which you want to report the location visit)
• Date
• Time of day
• Addlocation visit: A drop-down selection opens. Location visits are displayed with the date of the last visit and can be selected. Alternatively, you can use the crosshairs on the right-hand side to select a location using Google Maps or carry out a Google Places search.

You can find newly created location visits for which you have not yet checked in under My events(accepted). Checked-in location visits can be found under in progress and edited location visits with submitted reporting can be found under edited.

You candelete location visits either in the dashboard or under My events/accepted.

By clicking on this icon, which you will find for each of your stored location visits, you will be taken to the event details page of your location visit and can change or add all stored data here.

Please note that you can only work offline once you have synchronized your last status.

• On the day of your location visit, you can check in at the beginning and check out at the end. This is how your attendance times are recorded. Depending on the agreement with your client, you can also check in and out several times on the same location visit. This allows you to record break times, for example.
• Please note that a check-in is a prerequisite for you to be able to record your reporting for your location visit on the same day or the days after.
• Check-in, check-out & reporting can be carried out directly on your dashboard or on the event detail view (e.g. by clicking on the respective event under Events). Please note that you can only start reporting once you have checked in.
• After clicking on Check-in, you will be asked once for your location approval. You can agree to this by clicking on the “Allow” button.

• Location visits without check-in can only be manually activated for reporting by your client.
• You can carry out the reporting after your check-in on the event detail view.
• Depending on the project, you will find various reports with fields and, for example, functions or upload options, which must be completed once for each event (assignment / day of assignment).
• If necessary, transactions can also be reported. These can be, for example, products sold or promotional products distributed or tasted.
• Depending on the project, you may also be able to report expenses / outlays. Please note that you always report expenses net without VAT. Depending on your personal tax status, you will then also receive the VAT back from your client via the invoice.

• As soon as you have filled in all the necessary data, you can submit your reporting. The button will then automatically turn green and become clickable.
• As soon as you submit the report, you end your event. EMPPLAN will then automatically check you out and the event status will change to Reporting submitted.
• After your client has checked and validated all the information on the event, the event status changes to Reporting accepted. As soon as this status has been reached, you can submit this event for billing. See also: Billing.

• The EMPPLAN billing module guarantees correct and fast billing of your events. To do this, go to the menu item “Invoice items” under “Accounting”. All billable events will appear here with the status Reporting accepted. Please note that events that still need to be checked by your client will not appear here.
• Then select all the desired events and use the “Create invoice” button to generate a draft invoice, which you can convert into a tax-compliant invoice once it has been checked and approved. This is then automatically sent to your client.
• Generated draft invoices and invoices can be called up at any time in the Billing tab.

Protect your data and comply with local laws

Especially if you are not working with your own device, you must log out before another user can use the device. Only when the logged-in user logs out will the local data storage be properly emptied to prevent unauthorized data leakage. EMPPLAN also recommends this procedure for your own devices.

Your contractual partner wants up-to-date data

Perform the synchronization as often as possible, but at least at the beginning and end of the working day, ideally before check-in and after submitting the report for each event.

Be careful with optimization apps and when deleting local storage data from your browser

If you delete local data by resetting your browser or deleting local and cached data, you always do so at your own risk. Lost data cannot be restored if it has not been synchronized beforehand.

Contact EMPPLAN Support if you have any problems

Please first contact EMPPLAN Support at support app@empplan.com if you have problems with synchronization. If a problem occurs during synchronization, please send us the complete log protocol. Only then can we help you.

The installation is described here

How you can help yourself with synchronization problems

How to activate GPS localization

Your event report requires location live images / image uploads with localization data and you have problems with this? Read here how you can proceed