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Absences & Overtime - Reports

In this article, you will find all information about reports related to absences and overtime.

Christian Schad avatar
Written by Christian Schad
Updated over 3 weeks ago

Overview

Reports within the Absences & Overtime module can be found in several places in ZEP:

  • In the menu of a selected project, project managers and administrators can access an absence overview for their project.

  • In the menu of a selected employee, administrators can generate reports on Overtime Compensation, Vacation, Break Overview, Month-End Report, and manage the employee’s calendar.

  • Under Reports > Employees, administrators can generate reports across all employees: Absence Overview, Absence Requests, Working Time Overview, Annual Absence Overview, Break Overview, and the Month-End Report.
    Additionally, the report “level of employment” changes here to degree of Availability.

  • Every employee can generate the following reports for themselves: Absence Overview, Absence Requests, Break Overview, and the Month-End Report.

Degree of availability

Create a report on the degree of availability of employees for a defined period, structured by month or week, in several variants:

Without the Absences & Overtime module: You can access the employment level.

  • Employment level:

    This tells you how employees are contractually employed. The level is calculated relative to a full-time employee. You define what “full-time” means under
    Administration > Employees > Settings – Number of hours per full-time working day for standard working-time reports. A full-time employee is usually someone who works x hours from Monday to Friday.

The employment level is based on whole weeks.
Example: If someone works only Monday, Tuesday, and Wednesday, the employment level is 0.6 every month (regardless of how many Mondays that month contains).

With the Absences & Overtime module enabled:

The calculation is not based on weeks, but uses the average of all days (relative to a full-time employee).

Example: If someone works only Monday, Tuesday, and Wednesday, the degree of availability varies from month to month because each month has a different number of Mondays.

If someone works four hours Monday to Friday every week, the degree of availability is always 0.5.

Degree of availability incl. unpaid absences:

This includes unpaid absences such as parental leave or sabbatical and corresponds most closely to the FTE (Full Time Equivalent) as commonly understood.
Paid absences like vacation, sick leave, or compensatory time off are not included.

Degree of availability incl. all absences:

This variant corresponds to the availability used in resource planning.
It is useful when determining how employees are actually available, including vacations, sickness, etc.

Overtime is not taken into account

Time report with absences

The time report with absences can be accessed in ZEP in different contexts (project- or employee-oriented). You can filter by absence reason and the status of the absence reason (approved/not approved).

  • Under Reports > Projects > Time Report with Absences and under Reports > Projects > Overtime & Absences > Time Report with Absences, you can get an overview of your project employees’ vacation plans. This allows you to quickly identify bottlenecks during the project timeline and respond in time.

  • Under Reports > Employees > Overtime & Absences > annual absence days, you will find an employee-oriented report.

    The employee number is displayed in a tooltip. If you export this report to Excel, the employee number is provided in a separate column (after the employee name).

You can preview this report, download it as a PDF, export it as Excel (optionally also as a monthly or yearly overview) or CSV, or run it as a background task and have the result file sent to you by email. The result table can also be exported as Excel or CSV, or the time report with absences can be subscribed to as an iCalendar.

The absence requests can be found under Reports > Employees > Overtime & Absences > application for leave. It lists all absence requests according to the applied filter criteria. By selecting the radio button Request Period or Absence Period next to the time frame, you can choose whether to display absence requests in the selected period or those requested in the selected period.

Requested absence requests can also be modified here using the pencil icon (withdraw, Administrator: approve or reject).

Balancing overtime and holidays

If you want to add or deduct overtime or vacation for an employee, go to Employees > [Employee Name] > Overtime & Absences > Balancing overtime and holidays

For each month, the following information is displayed:

  • Overtime worked

  • Deductions due to non-compliance with break regulations (if a break rule has been assigned to the employee)

  • Overtime compensated with salary (if Administration > Overtime & Absences > Settings (Contractually Compensated Overtime is set to active and a corresponding value has been assigned to the employee in their regular working hours)

  • Balanced & credited overtime

  • Hourly allowances (if hourly allowances have been defined under Administration > Overtime & Absences > Special Times or for holidays)

  • Overtime balance

  • Annual vacation

  • Taken, balanced & credited vacation days

  • Remaining vacation balance

  • Optional remark

The displayed overtime worked and vacation days taken refer to the evaluation period, i.e., if you are not evaluating full months, they only apply to the date range of the evaluation period.

Balanced/credited vacation days and balanced/credited overtime always refer to the entire month, even if the month is not fully included in the evaluation period.

You can use the overtime adjustment in ZEP for the following purposes:

If you want to pay out overtime to an employee, enter the number of hours as balanced overtime.

If you want to compensate an employee for underhours, enter the number of hours as credited overtime.

If you are just starting with ZEP and your employee already has overtime or has taken vacation days, you can enter these here.

Credited: The entered value is added to the overtime or vacation account (i.e., the employee receives extra vacation or overtime).


Balanced: The entered value is subtracted from the overtime or vacation account (i.e., the vacation or overtime has been compensated through payment).

You can also use this function to balance or credit an employee’s vacation days. Balanced/credited vacation days are taken into account when calculating the remaining vacation balance.

Annual Holiday

With the Absences & Overtime module, you get an overview of annual vacation in your personal calendar under Absences & events, and as an administrator in the employees’ calendars under Employees > [Employee Name] > Administration > Calendar.

The following information is displayed:

  • Remaining vacation from the previous year

  • Vacation entitlement

  • Total of all approved vacation days

  • Total of all balanced vacation days

  • Remaining vacation for the current year

  • Planned absences

  • Optional: the overtime balance as of the current day (depending on the employee’s settings and/or under Administration > Overtime & Absences)

  • A list of absences pending approval. An administrator (or department manager if the Departments module is used) can approve or reject the displayed absences. In both cases, the respective employee is notified by email.

Further information on requesting absences can be found here: Record Absences

Month-End Report

Through Reports > My Reports > Month-End Report, each employee can view their current status regarding working hours, overtime, vacation days, remaining vacation, and more.

A user with administrator or controller rights can generate this report for any employee. With the Departments module, the department can be specified. Additionally, when using the Departments module, the defined department managers can generate this report for the employees in their departments.

The month-end report can be accessed via Reports > Employees > Month-End Report, as well as under Employees > [Employee Name] > Overtime & Absences > Month-End Report.

The default period for this report is as follows: up to the 15th of the month, the previous month is evaluated; from the 16th of the month, the current month is evaluated up to yesterday or today (depending on your settings under Administration > Overtime & Absences > Settings). The default period can be adjusted as needed; the report always evaluates the full selected period.

In the result table, the period specified in the filter is displayed, even if it is in the future and no time entries have been recorded yet.

Table Overview (monthly overview & maximum hours)

In the month-end report, the admin/controller/department manager/employee can see, for each day, the hours worked, the absence reasons recorded, and the deviation from the regular working hours—i.e., overtime or negative hours—as well as how many hours were worked on Sundays and public holidays (with allowance).

A brief explanation of the individual columns:

  • Target Hours
    Calculated according to the employee’s regular working hours, taking public holidays into account.

  • Effective Hours
    Working hours plus paid absences (vacation, illness) and allowances (special times), minus any applicable break rules (for non-compliance with breaks).

  • Working Hours
    Actual hours worked. Can exceed target hours if overtime has been performed.

  • booked absence
    All recorded absence reasons for each day are listed in this column. Planned absences are also displayed (but not calculated).

  • Paid Absence Hours
    Calculated from recorded absence reasons that are categorized as Paid Absence under Administration > Overtime & Absences > Absence Reasons.

  • flexitime
    If the recorded absence reason is flexible time, the negative hours and total are displayed here. (Note: If the absence reason is vacation, no negative hours are recorded.)

  • less & more than Target
    Other negative and positive hours are listed here, including totals.

  • Holiday
    Hours worked on Sundays/public holidays (with allowance, if applicable) correspond to the special internal times defined in Administration or include time allowances if under Administration > Overtime & Absences > Settings, holiday and special time allowances are set to be credited to the overtime account.

If a break rule applies, additional columns related to the break rule and non-compliance with breaks are displayed. The columns vary depending on the parameters of the applicable break rule (e.g., definition of core working hours).

Compliance with monthly or weekly hour limits (optional):

If hour limits are defined for an employee (under Regular Working Hours), the corresponding data is displayed in this table.

If under Administration > Overtime & Absences > Settings the option is set to also show the total of all payable hours (working hours, paid absences, annual vacation, public holidays) in addition to the overtime account:

The column Effective Hours changes to Payable Hours.

Payable Hours are the sum of:

  • Working hours, and

  • Paid absences (vacation, illness), and

  • Holiday hours, and

  • Allowances (special times), minus

  • Any applicable break rules (non-compliance with breaks).

Working report overview

The time report overview allows you to get an overview of the status of your employees’ working hours.

It can be found under Reports > Employees > Overtime & Absences > Working times Overview, provided you are an administrator.

If you are using the Locations & Departments module, you can filter the employee list by department. Optionally, you can choose to display only employees who have not complied with their break rules or their monthly/weekly hour limits by activating the corresponding checkbox. To display only employees who have violated their core working hours, activate the corresponding checkbox.

Specify whether the list should include employees with and/or without a regular working schedule by activating the appropriate checkbox.

Resets for overtime and holidays

Found under Reports > Employees > Overtime & Absences > resets, provided you are also using the Revenue & Costs module in ZEP Compact.

This report shows an employee’s remaining vacation entitlement and overtime as of the selected cutoff date, multiplied by the employee’s internal hourly rate or, if different, the internal hourly rate for provisions.

Examples:

If you want to see the provisions as of 30.06.2023

  • and only want to include employees who were employed in June, set the period to 01.06.2023 – 30.06.2023.

  • If you also want to include employees who left since 01.01.2023, set the period to 01.01.2023 – 30.06.2023.

The checkbox Ignore minus Hours per Employee is preselected so that employees’ negative hours are not offset against the overtime of other employees when calculating provisions.

For converting remaining vacation days into hours, the setting Vacation and Absence Days in the employee’s employment period as of the cutoff date is taken into account:

  • If Convert according to regular working hours is selected and a fixed number of hours is specified, that number of hours is used.

  • If Correspond to calendar days is selected, the average regular working hours (i.e., weekly working hours divided by the number of working days) are used.

Employees with the setting Calculate and display overtime and time allowances = No always have an overtime balance of 0.
This also applies to freelance employees if you are using the Freelance Employees module.

Column Overview

  • Overtime hours:
    Overtime balance multiplied by the internal hourly rate.

  • residual holiday proportional:
    Remaining vacation in days is converted into hours (as described above) using the average regular working hours per workday valid on that date and multiplied by the internal hourly rate.

If your employee has a different currency than the one selected for ZEP, ZEP uses the exchange rate applicable on the selected date, or (if the cutoff date is in the future) the current day’s exchange rate for the conversion.

Employees whose overtime and vacation balances are both zero are not displayed.

The report runs slower the further the last completed month is from the cutoff date of the report.

Annual absence days

Path: Reports > Employees > Overtime & Absences > Annual of Absence Days

With this report, administrators and controllers can view all absence days per employee over a year. If the Locations & Departments module is used, the defined department managers can view the absence days for the employees in their departments.

You can apply various filter criteria. For structuring, you can choose months or absence reasons.

  • Structured by Months: Employees are shown as rows and months as columns.

  • Structured by Absence Reasons: Employees are shown as rows and absence reasons as columns. The value displayed is the total absence per reason during the period, converted into days. When selecting an absence reason category, columns are displayed for all reasons within that category, even for reasons with no recorded values. A value of “0” is displayed as a blank.

You can also have this report sent to you automatically by ZEP and run it in the background.

Time report with absences

The Time Report with Absences can be generated by each employee for themselves.
(Path: Reports > My Reports > Time Reports > Time Report with Absences)

An administrator or department manager can generate this report for one of their employees.
(Path: Employees > [Employee Name] > Time Reports > Time Report with Absences)

You can filter by period and optionally include subtotals, a legend, and a signature block.

The report lists all recorded times according to the settings. Holidays and absences are shown with the number of hours based on the regular working hours for that day. Hours recorded on a holiday or on a day with booked absences are additionally displayed.

Receive automated report

You can also schedule this report as an automated task.

To do so, select your desired file format from the dropdown menu instead of “Preview” and click the Run in Background button.


A popup window will appear where you can set the frequency. The report will then be sent to your email address in the selected format and according to the set frequency.

Additionally, you can choose to send the report to other email addresses (e.g., accounting, tax advisor), separated by commas if not specified otherwise under Administration > My Company > Email.

When selecting Run in Background Immediately, an email is always generated, even if the tables are empty.

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