The Employees and Departments area in the administration bundles all master data and settings around employee administration — employee settings, text modules, mail templates, categories, additional attributes as well as department master data. Reachable via the main menu under Administration > Employees and Administration > Departments. Detail workflows for creating and maintaining individual employees are described in the Employee administration collection.

The employee master data bundles configuration and classification elements that apply equally to all employees. It forms the basis for individual creation and management of employees in the detail collection Employee administration.

General settings for employee administration — default values for new employees, activation of the freelancer function, activation of attendance recording in ZEP Compact and ZEP Professional and configuration of the employee list. These settings affect all employees and form the basis for all further master data areas.

Text modules for freelancer credit notes and external employees — for example standard clauses on VAT regulations, payment terms or small-business hints. Per text module, designation and multilingual content can be maintained. Detail workflow see External employees and credit notes.

Templates for automatic and manual mails around employees — welcome mails on new creation, reminders for incomplete time entries, status notifications for approval workflows. Per template, subject, salutation, main body and placeholders (such as name, date, project) can be maintained, separately per language.

Multi-assignable categories for classification of employees — for example location, position, contract type or specialty. Appear as additional filters in employee reports and the employee list and can control who sees which employees. Per category, colors can be stored.

Freely definable additional fields that appear in the employee mask as additional input fields. Per attribute, designation, data type (text, number, date, dropdown) and mandatory field property can be maintained. Additional attributes are suitable for industry-specific or company-specific data and appear in reports and exports.

The department area maintains the organizational structure of the company. Detail documentation on creating individual departments, hierarchy management and department permissions is part of the Locations and departments collection.

General settings for department administration — default values for new departments, configuration of the department hierarchy, visibility rules and permission logic. Departments work as a central structuring element of the company in reports, evaluations and the employee assignment and can be used as a filter in almost all module reports.

Employee master data affects all areas in which employees appear — detail documentation on the workflow is available in Employee administration. Categories and additional attributes filter in the Revenues and costs collection, in Absences and Overtime as well as in Invoicing. External employees with credit notes procedure are described in the cross-cutter External employees and credit notes.