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Dashboard

The personal start view with actual/target hours, annual leave, overtime and product-line-specific additional blocks.

Written by Gideon Weller

The dashboard is the personal start overview of each employee in ZEP. It shows widgets for own times, attendance, vacation, tickets and offers, as well as team analyses for admins and department managers. Multiple dashboards can be set up side by side and configured individually.

Note: Available in ZEP Clock, ZEP Compact, ZEP Professional. The widget selection depends on license, module and role. Individual widgets are explicitly visible only to admins, controlling or department managers.

Edit and configure dashboard

The Edit mode button at the top right allows the dashboard to be adapted. In edit mode the following actions are available:

  • Add widget: selection from available widgets (grouped into „My data" and „Team and organization"). Only widgets whose license/role condition is fulfilled appear.

  • Move widget: rearrange via drag-and-drop.

  • Adjust size: change width and height per widget within the min/max range.

  • Edit title: rename the widget headline.

  • Adjust content: open the widget filter modal (e.g. period, project, department).

  • Change sorting: set the order in table widgets.

  • Delete widget: remove a single widget from the dashboard.

  • Create new dashboard: set up additional dashboard tabs (e.g. „Sales", „Project controlling").

  • Rename dashboard: give an existing dashboard tab a new name.

  • Exit edit mode: saves the arrangement and returns to view mode.

My data

Widgets relating to the own person — own times, own vacation, own offers and tickets.

Working hours / Project hours

Bar chart of the own working or project times per day or week. Filters:

  • Period: selection week, month or custom range.

  • Target hours: show target line.

  • Average: average line over the period.

  • Absences: mark absent days in color.

  • Billable: split into billable and non-billable shares.

My overtime

Compact counter of the current overtime balance in hours and minutes. The balance results from the difference between target and actual working time, taking into account breaks, absences and approved corrections. Available with the Absences module and the right to see the own overtime balance — the visibility setting is set per employee by the administration.

Note: Available with the Absences and overtime module and the right to see the own overtime balance.

My annual leave

Overview of the annual leave balance for the running calendar year: already taken, currently requested but not yet approved, and remaining for planning. The entitlement is based on the contract agreement; carryover from the previous year is included automatically according to the administration rule. Available with active Absences module.

Note: Available with the Absences and overtime module in ZEP Compact and ZEP Professional.

Project hours distribution (Chart)

Pie chart of the own project times distribution over a period (default: current week). Per project the booked hours are color-differentiated; a tooltip shows hours and percentage share. Period filter configurable. Available in ZEP Compact and ZEP Professional (not available in ZEP Clock, since project time recording is not possible there).

Note: Available in ZEP Compact and ZEP Professional. Not available in ZEP Clock, since project time recording is not possible there.

Project hours distribution (Table)

Table variant of the project times distribution with project names, booked hours and percentage share per project. Compared to the pie chart this view fits better with many small bookings, since hours and shares per project are directly comparable. Available in ZEP Compact and ZEP Professional.

Note: Table variant of the distribution widget. Also available in ZEP Compact and ZEP Professional.

Project hours

Detail bar chart per project with filter on single projects (multi-select). Shows the own time allocation per project over the chosen period as bars — helpful to steer own utilization across multiple projects. Available in ZEP Compact and ZEP Professional with the right to see project time.

Note: Available in ZEP Compact and ZEP Professional with the right to see project time — for own detail views per project.

My offers

Table overview of own offers with status draft, sent, accepted or rejected. Per offer the customer, amount and date are shown, a direct jump into the offer is possible. Available with active Offers module and the assigned role for offer editing.

Note: Available with the Offers module and the offer editing role.

My tickets

Table of tickets assigned to the employee with priority, status and project. Per ticket the title, customer, due date and last activity timestamp are visible. A click opens the ticket detail with all information. Available with active Tickets module.

Note: Available with the Ticket system module.

Team and organization

Widgets with team view — for admins, controlling and department managers.

Attendance

Table of currently present and absent employees. Filters:

  • Department: multi-select filter on departments.

  • Status: all, only present, only absent.

Available with the right to see external attendance — typically assigned to admins, department managers or reception roles.

Note: Available with the right to see external attendance — typically for admins, department managers or reception roles.

Birthdays

Overview of upcoming birthdays in the team with name, department and date. The display supports team cohesion and makes birthday wishes easier in everyday work. Visible when the administration has activated the birthday display under Employee settings.

Note: Visible when the administration has activated the birthday display under Employee settings.

All overtime

Balance list of all employees with filters on department and sorting by employee name, balance or department. Helpful for steering overtime reduction and identifying overload patterns. Available with the Absences module for admin, controlling or department managers.

Note: Available with the Absences and overtime module for admins, controlling or department managers.

Billable hours

Analysis of billable hours per employee over a period. Filters:

  • Department: multi-select filter.

  • Period: selection of the period.

  • Sorting: by share or hours.

Available with the Departments module for admins or department managers with reporting rights on the respective employee groups.

Note: Available with the Locations and departments module for admins or department managers with reporting rights.

All annual leaves

Overview of the team's annual leave balances: entitlement, already taken, requested and remaining vacation per employee. Eases vacation planning in departments and the timely reminder of remaining vacation at year-end. Available with the Absences module for admin or department managers.

Note: Available with the Absences and overtime module for admins, controlling or department managers with approval rights.

Employee project hours

Project detail view: for a single project the time distribution across all involved employees. The widget shows per employee the booked hours in the chosen period and makes utilization distributions visible. Filters: project (single-select) and period. Available with the right to see project time.

Note: Available in ZEP Compact and ZEP Professional with the right to see project time — for admins and project managers.

Absence applications

Table overview of open absence applications for approval with employee name, absence type, period and application date. Eases the central processing of approvals without the detour via the analysis overview. Available with the Absences module for admin or department managers.

Note: Available with the Absences and overtime module for admins or department managers.

All offers

Table of all offers in the system with status filter, sortable by customer, date or amount. Provides a quick overview of the sales pipeline, open offers and recently accepted orders. Available with the Offers module and the right to see all offers.

Note: Available with the Offers module and the right to see all offers.

All tickets

Full-width table of all tickets in the system with extended filter options by assignee, status, priority, project and category. Helpful for team steering in the ticket backlog and for escalation analyses. Available with active Tickets module.

Note: Available with the active Ticket system module.

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