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Answer. Zipier is unable to do custom system integration programming for you.

Zipier is focused on building features that'll benefit the entire community. You may be able to find a freelancer on the Internet.

If you have a feature request, let us know by contacting us on Zipier's FREE live chat support.

If it's a feature others will benefit from, Zipier may add it as a standard part of the platform. Many of Zipier's best features come from your suggestions.

Updated: 29 Mar 2018. Keywords: develop, engineer, custom, feature, add.
 
Answer. The coolest advanced user trick is 'Search within'.

Here's how it works:

  1. Start typing the name of a person or other object.
  2. Once the intended person is selected (either at the top, or highlighted in gray).
  3. Then press TAB
  4. You can now search within that person by typing your 2nd search.
  5. Once you've selected the intended field, just press enter to go straight to it.

For example, to search for Johns birthday:

  1. Type jo (John's name comes to the top).
  2. Press TAB
  3. Type bi ("Date of birth" comes to the top).
  4. Press ENTER

Once you get the hang of it, searching becomes really fast and convenient.

Updated: 29 Mar 2018. Keywords: tips, enhance, shortcut, quick.
 
Answer. Go to Menu > Accounts, or press Alt+C.

To jump between your different orgs on Zipier, there's no need to log out. Go to Menu > Accounts and choose the org you'd like to switch into.

Zipier's FREE! Create all the businesses you like.

Add your own logo, people, payroll, and more. Your business stays private. No one else sees it 'til you invite them.

If you'd like to have two open at the same time, you'll need to open the other in a private browser window:

  • Chrome: Options > New incognito window.
  • Firefox: Options > New Private Window.
  • Internet Explorer: Options > Safety > InPrivate Browsing.
Updated: 29 Mar 2018. Keywords: switch, session, orgs, change.
 
Answer. Go to More > History. Look for the "Deleted" action.

To see who deleted something, first find the object that was deleted:

  1. Home > Deleted.
  2. Choose the type of object.
  3. Then search for the one you want.

Then go to More > History. Near the top of the list you should see the "Deleted" action. On the same row it should say who deleted it, and when.

You can then click "Undelete", if you'd like it back.

Updated: 29 Mar 2018. Keywords: removed, trash, recycle, responsible.
 
Answer. Go to Menu > Accounts > Setup a new business.

To setup a new business or org in Zipier go to Menu > Accounts > Set up another business. Free & confidential.

Zipier's FREE! Create all the businesses you like.

Add your own logo, people, payroll, and more. Your business stays private. No one else sees it 'til you invite them.

There's no limit to the number of orgs you can create on Zipier.

Updated: 29 Mar 2018. Keywords: org, create.
 
Answer. Change the icon to the name's left. Change the color to the name's right.

To change the color and icon for a project:

  1. Go to the object you'd like to change:
  1. To change the icon, click on the big colored circle (to the left) of the name, and choose.
  2. To change the color, click the "Change color" button (to the right), and choose.
Updated: 8 Sep 2018. Keywords: appearance, image, symbol.
 
Answer. Click 'Send link'.

Once you've changed a report's settings, you can save your setting changes by clicking "Send link" .

You can now:

  1. Paste this link into an email.
  2. Save it as a bookmark.

Every time it's opened, it'll be the exact same settings as those you've selected.

Updated: 29 Mar 2018. Keywords: share, url, configure, email.
 
Answer. Click "Undelete".

If you've deleted a person (or pay batch, or project), and you now want them back, go to:

  1. Home > Deleted.
  2. Choose the type of object.
  3. Then search for the one you'd like.
  4. Once you've opened it, click "Undelete".

You'll now find it back exactly in its original form.

Note: Only admins Person > Settings > Permissions > Org admin permission... can do this.

Updated: 29 Mar 2018. Keywords: restore, undelete, gone, find, trash, junk, recycle.
 
Answer. Zipier has lots of keyboard shortcuts.
 

Alt+/ Keyboard shortcuts

Alt+j Jump

Alt+H Open / close help

Alt+R Reload tab

Alt+Enter Save

 

Alt+U Menu list

Alt+P People

Alt+A Pay batches

Alt+Z Projects

Alt+O HR Docs

Alt+L Locations

Alt+Q Openings

Alt+M Bookmarks

Alt+C Accounts

 

Alt+S Search

or Move up or down search results

Enter Go to the selected entry

Esc Clear the search box

 

Alt+[ Start

Alt+B Go on break

Alt+Y Switch projects

Alt+I I forgot

Alt+] Finish

Alt+N Add note

Alt+X Timesheet

 

Win+Shift+[ Start

Win+Shift+B Go on break

Win+Shift+Y Switch project

   No shortcut I forgot

Win+Shift+] Finish

Win+Shift+N Add note

Win+Shift+X Timesheet

 

Win+Shift+G Search

Win+Shift+Z Show / hide Zipier Desktop

Win+Shift+Esc Open work-time menu

Ctrl+D Dual workspaces

Ctrl+Tab Switch Workspace

Ctrl+U Get page address

Ctrl+Click Open in new browser tab

Middle click Open in new browser tab

Shift+Click Open in other workspace

 

Ctrl+Enter Go to entry in a new tab

Ctrl+Click Go to entry in a new tab

Tab Search within object

Alt+Click Search within object

Esc (2nd press) Hide the menu

 

Type p For people

Type a For pay batches

Type z For projects

Type o For HR Docs

Type l For locations

Type m For bookmarks

Type c For accounts

Type ps For people's paystubs

Type ts For people's timesheets

 

Type p - For deleted people

Type z - For deleted projects

Type m - For deleted bookmarks

 
Calculator Do sums in the search box.
Updated: 13 Sep 2018. Keywords: access, quick, bindings.
 
Answer. Open a private browser window to login as a 2nd person on Zipier.

On the same computer at the same time, if you'd like to login, this is the best way:

  • Chrome: Options > New incognito window.
  • Firefox: Options > New Private Window.
  • Internet Explorer: Options > Safety > InPrivate Browsing.

Once you've got a private window open, you can log in at zipier.com/login

You may have to then switch to a different org at Menu > Accounts.

It's not possible to use this method for the 3rd+ person. Only a 2nd.

Updated: 29 Mar 2018. Keywords: multiple, session, second, more, third.
 
Answer. Jump switches you between object, but remembers the tab you're on.

You'll sometimes see "Jump" at the top of the menu (left side).

This makes it much faster to make similar changes to a lot of people, one after another.

Using the keyboard shortcut, Alt+J, makes it even faster.

Updated: 29 Mar 2018. Keywords: switch.
 
Answer. Lets you to search Zipier directly from your browsers search.

The 'Zipier search from the address bar' at Person > Settings > Preferences feature allows you to search for something in Zipier directly from your browsers search box.

To remove Zipier as a search engine:

  • Chrome: Settings > Search > Manage search engines.
  • Firefox: Options > Search > One-click search engines.
  • Internet Explorer: Internet Options > Programs > Manage Add-ons > Search Providers.
Updated: 8 Sep 2018. Keywords: browser.
 
 
Answer. Click the button to the right of the row.

If you'd like to see who made changes to a specific field you need to look for the button to the right of the row on the page.

Once you click the button you'll be taken to a filtered view of history that shows just the changes to this one row on the form, including:

  • Who made the change.
  • What the change was.
  • And when it was changed.
Updated: 31 Jul 2018. Keywords: modify, log, history, audit, person, which, lookup.
 
 
Answer. Click the "change password" link.

If one of your people needs their password changed, go to Person > Person then, down the page, click the "change password" link.

This will send that person an email so they can securely change their password themselves.

There's no way that an admin can directly access or change another person's password.

If you're trying to temporarily block the person, use Person > Settings > Permissions > Temporarily block ac... instead.

Updated: 8 Sep 2018. Keywords: modify, update, another, person.
 
Answer. You can start configuring their account straight away.

As soon as you've sent the invite you'll be taken to a screen showing that person's settings.

Updated: 29 Mar 2018. Keywords: join, create, send, email, setup, login.
 
Answer. Click the "change password" link.

If you'd like to change your log in password, go to Person > Person then, down the page, click the "change password" link'.

This will send you an email so you can securely change your password.

Updated: 29 Mar 2018. Keywords: login, update, security.
 
Answer. To log out, go to Menu > Home > Log out (at the bottom).

This will:

  • Fully disconnect your Zipier session.
  • Clear your "Remembered" session (if there's one).
  • Quit Zipier Desktop (if running).
Updated: 29 Mar 2018. Keywords: exit, leave, session, clear, finish.
 
Answer. By default, if you check "Remember" at login you'll get a 30 day session.

This means that, while on the same computer, you won't have to login again for 30 days.

After this time your session will automatically expire and you'll be returned to the log in page to log in again.

Any time you wish to log out go to Menu > Home > Log out.

If you're working on a shared computer, don't check "Remember" at log in, and when you're finished, close the browser window.

Updated: 8 Sep 2018. Keywords: access, authentication, security, remember.
 
Answer. Click "Send password reset".

If you've forgotten your password, you can reset your password by:

  1. Go to the login page at zipier.com/login
  2. Click "Forgot".
  3. Put in your email address.
  4. Click "Send password reset".

You'll get an email with a secure temporary link to reset your password.

Updated: 29 Mar 2018. Keywords: login, denied, change, blocked, email.
 
Answer. Check your "Spam" folder.

If your admin's sent you an invite to Zipier, by email, and it's not arrived in your inbox, then:

  1. Check your "Spam" folder.
  2. Check that your admin has your email spelt correctly.
  3. Try going to Person > Person then, down the page, click the "resend password" link.
  4. If all else fails, try sending the invite to a different email address.
Updated: 29 Mar 2018. Keywords: email, junk, trash, spam, resend, send, inbox, mail, login.
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