The Locations & Departments area lets you structure your company hierarchically in ZEP. You create locations and departments as organizational units, assign employees and department managers, and establish the foundation for differentiated access rights, structured reports, and a clear organizational overview.
Product Line Availability
Note: The Locations & Departments area is included in all product lines. The scope of features differs per product line:
ZEP Clock: Create and manage departments and locations, assign employees, define department managers, configure basic settings, and use the dashboard widget. Reports > Departments is not available.
ZEP Track: All features of ZEP Clock plus the Projects and Customers tab in the department view, and Reports > Departments (Hours, Employment Periods).
ZEP Control, ZEP Operations, and ZEP Business: All features of ZEP Track plus cost reports in Reports > Departments (Costs, Cost Allocation, Total Rates Internal).
Permissions
Work with the area is structured by role:
Employees: See their department and location assignment in their master record.
Department managers: Manage their own department and any assigned sub-departments, see the employees of their area and use hours, cost and absence reports for their department, as well as approve bookings of their employees.
Controllers: See cross-department reports and company-wide key figures per location.
Administrators: Create departments and locations, manage the hierarchy, assign employees and projects and configure the area settings.
Additional Menu Items
The area adds the following additional menu items to ZEP.
Departments
The Departments menu item allows administrators to manage the entire department and location structure of the company in a tree view. Department managers only see the departments they manage and their sub-departments.
Administration > Departments
The Administration > Departments tile contains the following menu item:
Settings: Global configuration options for the area, e.g., visibility rules for department managers and default filter behavior.
Additional Reports
Note: This menu item is not available in ZEP Clock. The following reports are accessible in ZEP Track, ZEP Control, ZEP Operations, and ZEP Business.
The following reports are available under Reports > Departments:
Times – Project hours report per department (ZEP Track, ZEP Control, ZEP Operations, and ZEP Business)
Costs – Cost report per department (ZEP Control, ZEP Operations, and ZEP Business only)
Cost Allocation – Internal cost allocation between departments (ZEP Control, ZEP Operations, and ZEP Business only)
Total Rates Internal – Internal labor cost report per department (ZEP Control, ZEP Operations, and ZEP Business only)
Employment Periods – Overview of employment periods per department (ZEP Track, ZEP Control, ZEP Operations, and ZEP Business)
Dashboard Extensions
The area adds the All annual holidays widget to the ZEP dashboard. It displays the annual leave accounts of employees per department at a glance and is visible to administrators and department managers – department managers only see employees from departments they manage. The widget can be filtered by department and by time period (current, last, or next year).
Distinction from other modules
Note: Departments have an effect on several other ZEP modules: With the Revenue & Costs module, department-level cost reports (costs, cost allocation, Total Rates Internal) and a department-specific currency become available. With the Absences and Overtime module, the dashboard widget All annual holidays shows the absence balance per department. With the Invoicing module, a department-specific invoice number range can be configured.