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other basic settings

This article provides further administrative information about the menu item Administration

Written by Gideon Weller
Updated over a week ago

Departments

Here you make settings regarding the Locations & Departments module.

Resource Planning

Here you find the configuration options and mail templates for the Resource Planning module.

Overtime & Absences

You receive this tile if you use the Absences & Overtime module.

Ticketing System

Here you can make settings and store data that relate to the Ticketing System module.

Quotations

If you use the Quotation module, you will find the Quotations tile in Administration. There you can make settings and store data that are necessary for the module.

Billing

This tile is displayed to you if you use the Invoicing module for ZEP.

Export for Accounting

If you use the Export for Accounting module, you receive the tile of the same name in Administration with the corresponding configuration options.

Documents

If you use the Document Management module, you receive this additional tile in ZEP.

Interfaces

You have the option to link ZEP with various Interfaces.

Below you will find the links to the help texts for the individual Interfaces:

  • Salesforce

  • HubSpot

  • Personio

  • HR WORKS

  • SOAP Interface

  • REST Interface

System

Information on the menu items contained in this tile can be found in the following places:

  • Month-end Closing

  • Device Management & RFID Chips

  • Tasks

Under Administration > System > Device Management, you can create and manage devices for recording employee attendance.

Device Management:

Here you see the list of existing devices (using the ZEP App as a mobile time clock) with the respective assigned (employee) category and the current status. You can edit or delete each device using the pen icon. If you want to create a new device with the ZEP App, click the button Add new ZEP Clock App.

Add new ZEP App:

Give the device a name and, if applicable, an Administrator PIN code. You can specify the employees or employee category(ies) who should record time via this device here. You can also restrict the "Recording Period" (i.e., the time frame in which clocking in and out is possible). Specify what should be displayed on the device (see below). After saving, all entries can still be edited. Now you must connect the device to ZEP.

How to connect your device to ZEP:

Scan the (displayed) QR code with the ZEP App to connect your device to ZEP, or connect the device using the access data:

  • ZEP URL and

  • PIN code.

  • Optionally, you can also send the access data via email.

Display on the device:

  • Employee Name: The name is displayed according to the setting defined under Administration > Employees > Settings

  • Start Time: Display of the start time / clock-in time

  • Duration: Display of the duration since clocking in

  • Daily Total: Shows the sum of paid times achieved on this day, i.e., working hours, and—if the Vacation module is used—vacations and absences as well

  • Regular Working Time: The regular working time defined for the employee for the day. If no regular working time is defined, the field will not be displayed in the app

  • Monthly Total: Shows the sum of paid times achieved so far in the current month, i.e., working hours, and—if the Vacation module is used—vacations and absences as well

  • Monthly Limit: The maximum number of hours defined for the employee for the month. If this is not defined, the field will not be displayed in the app

Other

Text Modules for E-Mails

Here, Text Modules suitable for you can be created, which you have not already created elsewhere because they may not be clearly assigned to a single thematic area.

Change History

  • Record changes to project data: Activate the checkbox "Record changes to project data" if you want to log who made what changes to projects and when.

  • Record changes to employee data: Activate the checkbox "Record changes to employee data" if you want to log who made what changes to employee data and when.

  • Record changes to customer data: Activate the checkbox "Record changes to customer data" if you want to log who made what changes to customer data and when.

Scheduler

Enter one or more email addresses here (separate multiple addresses with a "comma" as a separator), to which an email should be sent if errors have occurred during the execution of Tasks. Such an email will then be sent to the ZEP Administrators and to the email addresses specified here. The mail mechanism is intended for when a Task detects logic or configuration errors, e.g., an invalid mailbox was specified.

Event Mail Templates

At this point, you can create, edit, or delete Appointment Mail Templates.

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