With the HR Management module, the employee file also holds contract details, tax and insurance data, issued inventory and notes about your employees. Contract details as well as tax & insurance contain the information you need for payroll, each with a validity date. The article Feature Overview – HR Management describes which product lines include the module.

You find the pages under Employees > [Person] > Employee File in the menu items Contract details, Tax & Insurance and Notes. You maintain inventory directly on the Employee File page.

The Contract details page lists all contract versions of the person in the Contract and social insurance table, newest first. Each version applies from its Valid from date until the next version. When contract terms change, use Create new contract to create a new version; the previous one remains as history.

On the Employee File page, the Current contract and social insurance card shows the version valid today, divided into Employment, Apprenticeship and Social and long-term care insurance. Under Employment, you see, among other things, Temporary agency work (yes or no), the Occupation code and, for Fixed-term and Probationary period, the respective end date. Under Social and long-term care insurance, you find PGS, BGS and the Children row with the number of children and how many of them are under 25. The card's icon takes you to the contract details.

The Create contract and social insurance data dialog is divided into sections:

The fixed term and probationary period end no earlier than the start of the employment period that contains the Valid from date. You open a contract version via its Valid from date and delete it via the Delete row action or in the open dialog.

The Tax & Insurance page contains two tables: Tax Data and Insurance data. As with contract details, each version has a Valid from date and applies until the next version. A new version takes over the values of the last version and is preset to the following day, so you only enter the changes.

On the Employee File page, the Tax data and Insurances cards show the version valid today.

Use Add new tax data to record a new version. The Valid from date is no earlier than the start of employment.

Use Create new insurance data to record a new version. The Valid from date must fall within the employment period.

The inventory records which items a person has received, such as a laptop, company phone or keys. The Inventory card on the Employee File page shows all items that have not yet been returned. With more than ten entries, expand the list via Show all.

The card's pencil icon opens the Manage inventory dialog. There, each item has its own row:

Use Add more inventory to add rows, and the trash icon to remove a row. When you save, ZEP applies the list exactly as it appears in the dialog: removed rows are deleted, empty rows are discarded. Returned items remain visible in the dialog but no longer on the card.

Under Notes, you record information about the person, such as agreements or remarks for HR work. The table shows title, date modified and content, with the most recently changed note first. ZEP records the creator and the last editor automatically; you can show both columns as needed and filter by them.

Use Create New Note to record a note with a Title (up to 64 characters) and a Note (up to 16,000 characters). The editor offers formatting such as bold, italics, lists and links. With the Create another note checkbox, the next note opens right after saving. You edit a note by clicking its title and delete it via the Delete row action or in the open dialog.

You control the permissions in Roles & Permissions via the following rows of the permission matrix: