ZEP Compact & Professional

In this collection, you will find all content for the use of ZEP Compact & Professional.

By Gideon and 3 others4 authors41 articles

First Steps

This collection is your starting point for ZEP Compact & Professional, featuring all the essential articles to guide you through your first steps. Beyond the basics of getting started, you'll discover helpful tips and tricks to help you get the most out of the system right from the beginning.

First Steps for employeesThis article provides a compact overview of the most important steps to get started with ZEP Compact and ZEP Professional.

First steps for administratorsThis article provides a compact overview of the most important steps to get started with ZEP Compact and ZEP Professional.

Tips & Tricks for Using ZEPIn this article, you’ll find tips on general usability features in ZEP that can help make your work easier and more efficient.

My ZEP

This collection provides all the resources you need to manage your own user profile and stay on top of your tasks. Whether you are recording project times, tracking receipts, or tailoring the dashboard to your needs, you'll find comprehensive guides on these topics and many more.

My DashboardThis article provides information about the dashboard overview.

My Project TimesHere you’ll find information on how to record your project times.

My receiptsRecord and manage project-related expenses such as hotel invoices, travel tickets or external services in ZEP.

My Absences & EventsManage events and absences in the ZEP calendar, record project times from events, and share calendars with other employees.

My ZEP profileThis article provides all information about your ZEP profile.

View credit notesHere you will find information on how to view your own credit notes, provided that you have been set up as an external employee in ZEP.

Administration

This collection provides all the necessary information regarding basic system settings, attendance tracking, and general system administration.

ZEP Self-Service ToolIn this article, you will learn how to independently manage your license and invoices in ZEP Compact/Professional, or create an individual contract directly from the trial version.

Basic settings "My Company"This article provides administrative information about the menu item Administration -> “My Company.”

Basic Settings "Projects"This article provides administrative information about the menu item Administration -> “My Company.”

Basic settings "customers"This article provides administrative information about the menu item Administration -> “customers.”

Basic Settings "Employees"This article provides administrative information about the menu item Administration -> “Employees.”

Basic Settings "Project times & Receipts"This article provides administrative information about the menu item Administration -> “project times & receipts”.

other basic settingsThis article provides further administrative information about the menu item Administration

Creating and Uploading Letter PapersLearn how to create letter papers that match your corporate identity.

System tasksHere you can find helpful information on the topic of creating jobs in the form of tasks in ZEP.

Employees

This collection contains all articles related to the “Employees” section in ZEP. You'll learn how to add new employees, maintain master data, define default values, and apply individual settings. We also provide helpful information on how to evaluate and manage employee data – clearly structured, easy to follow, and practical.

Employee administrationFilter, sort and export employee data in ZEP's central overview.

Create employeesLearn how to add new employees in ZEP, including master data, roles, and permissions.

Employee dataManage master data, regular working hours, employment period, and basic employee settings in ZEP.

AssignmentsSee which projects, roles or functions an employee is assigned to in ZEP.

AdministrationCheck and change the times, receipts and other data entered by employees centrally in one overview.

Project times & resource planningReview and modify booked project times and manage the resource planning of individual employees.

TimesheetsA wide range of timesheets are available for selection as internal and external reports per employee.

ActionsFor each employee, you can either pseudonymise or delete the data for data management purposes.

Projects

This collection covers everything about project management in ZEP: how to create projects, configure settings, structure them, and evaluate progress.

Project Overviewfilter, sort, and export your project data in the central ZEP project overview

Create, edit and delete projectsLearn how to create, manage, and delete projects in ZEP while making optimal use of settings and master data.

Project DataHere you will find explanations of the master data and settings available in the project.

Task ManagementHere you will find helpful information about Task Management.

Customers

The "Customers" section provides everything you need to manage your client relationships effectively. This collection guides you through the entire process of creating and editing customer profiles.

Customer OverviewLearn how to define criteria displaying your customers or how to create a specified customer table.

Manage Customer DataIn this article you will find information about the management of general customer data like address, projects, contact persons.

Creating, editing and deleting customersHere you will learn how to manage your customer accounts.

Reports

This collection provides detailed insights into the various report types available in ZEP, ranging from department and customer overviews to employee-specific data.

Report OptionsThis article describes the different ways to create reports in ZEP Compact/Professional.

My ReportsThis article provides information about the reports available under “My Reports.”

Project reports generalHere you can find information on the cross-project reports in ZEP.

Project Reports DetailHere you can find information on the project-specific reports in ZEP.

Customer reportsThis article provides all information about customer-specific reports in ZEP.

Employee ReportsHere you will find information about the employee-specific reports in ZEP.

ZEP App & Browser Extension

This collection provides you will all information about the ZEP App and the ZEP Browser Extension.

ZEP AppIn this article, you will find information on how to record working times, travel expenses, and absences in the ZEP app.

ZEP Browser-extensionThis article explains how to set up the ZEP browser extension and make the most of its features.