Departments
Here you configure settings related to the Locations & Departments module.
Resource Planning
Here you find the configuration options and mail templates for the Resource Planning module.
Overtime & Absences
This tile appears when the Absences & Overtime module is in use.
Ticketing System
Here you make settings and store data that relate to the Ticketing System module.
Quotations
If you use the Quotations module, the corresponding tile appears in Administration. There you make settings and store data needed for the module.
Billing
This tile is displayed when the Invoicing module is in use.
Export for Accounting
With the Export for Accounting module, the same-named tile appears in Administration with the corresponding configuration options.
Documents
With the Document Management module, this additional tile appears in ZEP.
Interfaces
You can connect ZEP with various interfaces. Below are the links to the help texts for the individual interfaces:
System
Information on the menu items contained in this tile can be found in the following places:
Device Management & RFID Chips
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.