If you are an administrator, department head or controller and click on the menu item Employees , you will automatically be taken to the submenu item Employees > Administration . Here you can select a specific employee and edit or evaluate them.
By default, only employees whose employment periods overlap with the current month are displayed. If you set the termination date of an employee, the employee will automatically disappear from your employee table over time. However, if you want to carry out evaluations on the employee, you can set the evaluation period accordingly.
In employee-oriented evaluations, employees are always offered for selection during the set evaluation period. This means that you always see the employees whose employment period overlaps with the evaluation period.
A department manager can only create new employees for "his" department(s) (each with a maximum of the authorization "User with additional rights") and change the data of these employees. He cannot see employees from other departments or create new ones.
A controller only has read rights for the employees, i.e. he can view the cover sheet for all employees and evaluate the employees.
As an administrator and as a department head, you can create a new employee using the + New Employees button.
Employee administration overview
The list of all current employees in the table based on their entry and exit dates is displayed. You can use the employment period selection to limit or expand the list according to the specified period. The Employment Period column only shows the most recent employment period that overlaps with the period set in the form. Optionally, you can specify whether the employees who were employed in this period (default) joined or left .
βAdvanced filter options
You can select the filter not released until if you have activated the release mechanism under Administration > Settings > Employees . By specifying a date, you can see which employees have not yet released their times by a specific date.
Optionally, specify one or more employee categories . If you specify more than one category, you can optionally activate the AND or OR connection.
If you use the Freelancer module, you can also filter by the employee's employment status.
You can create a new employee using the "New Employee" link.
If you have already created as many current employees as your ZEP license allows, you will no longer have the + New Employee button.
Be careful when creating employees with a start date in the future . If this means that at a later date more than the licensed number of employees are "current", ZEP will recognize this and deny access due to a violation of the license conditions.
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Employee table overview and configuration
In the table you can see all employees with their most important data. This also includes the employees' ZEP rights. There are user rights ("User" and "User with additional rights"), controlling rights ("Controller") and administrator rights ("Administrator"). The rights of a project manager are not explicitly assigned, but arise automatically for a project as soon as a user becomes project manager in that project.
Configuration of table columns and sorting
Under Configuration Table Columns you can select the desired table columns for display in HTML (in the browser) and for export as CSV . You can set the order individually by clicking on the 3 dots to the left of the name and dragging it to the desired position while holding down the mouse button.
By clicking on the download symbol to the left of the gear you can export the table as a CSV or Excel file .
Under Configuration Sorting you can set the sorting of the employee list.
You can also sort the employee list by clicking on the column headings in the table. If you click on the column heading a second time, the list will be sorted in the reverse order.
Mass operations
Select one or more or all employees and choose the desired action :
Consideration of attendance times (with attendance module)
Change employee employment (with Freelancer module)
Change department assignment (with Departments module)
Change the meal allowance setting (from ZEP Compact with travel expense accounting module)
Change rights
Change standard price group (from ZEP Compact with module Prices & Receipts)
Add Category
Remove category
Enter absences (with module Overtime, Absences and Vacation)
Change break regulations (if necessary, create a new standard working time)
then click Execute Action. The selected employees will be changed accordingly.
Numbers and most special characters are sorted before the A.
German umlauts are sorted after Z.


