ZEP Compact & Professional

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

By Gideon and 2 others3 authors77 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 receiptsHere you'll find information on how to manage your receipts.

My Absences & EventsLearn about how to enter absences and events

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

My schedulingThis article provides relevant information about the scheduling.

My work packagesIn this article you'll learn about the work packages.

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 "Prices & Receipts"This article provides administrative information about the menu item Administration -> “Prices & Receipts”.

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

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

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

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.

Travel & expensesManage all information relating to travel and expense receipts for each employee.

Overtime & absencesManage and report on all working time-related conditions for 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.

Project Billing SettingsHere you will find all settings related to project billing.

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.

Customer Account SettingsIn this article you can find information about the customer account settings like price tables and travel settings.

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.

Absences & Overtime - ReportsIn this article, you will find all information about reports related to absences and overtime.

Department ReportsThis article provides information about department-specific reports.

Interfaces

This collection provides in-depth information and setup support for our various integrations, including HR tools like Personio and HRworks, CRM systems such as Salesforce and HubSpot, and productivity tools like Memtime. You will also find all the necessary details regarding our terminal interface for seamless data synchronization.

SalesforceHere you will find information on linking ZEP with Salesforce.

PersonioHere you will find all information on linking ZEP with **Personio**.

MemtimeHere you will find all information on linking ZEP with Memtime.

HubSpotHere you will find all information on linking ZEP with HubSpot.

HR WORKSHere you will find information on linking ZEP with HR WORKS.

Sage HRHere you will find information on connecting ZEP with Sage HR.

TaxmaroIn this article, you will learn how to connect Taxmaro with ZEP and which data is transferred.

LinearIn this article you will learn how to integrate Linear to ZEP and which Data is used.

Zoho PeopleIn this article you will learn how to integrate Zoho People to ZEP and which Data is used.

JiraIn this article you will learn how to integrate Jira to ZEP and which Data is used.

Additional modules

This collection provides detailed information on key features such as Overtime & Absences, invoicing, and Revenue & Costs. You will also find guidance on Offer Creation, Department management, and many other add-ons designed to optimize your business processes.

Overtime & AbsencesWith the Absences & Overtime add-on module, you can manage the overtime hours, absences, and vacations of employees.

InvoicingHere you will find all information regarding invoicing in ZEP.

Revenue & CostsHere you will find information about the Revenues & Costs module in ZEP.

Offer CreationWith the Offer Creation module, you create and manage your Offers in ZEP.

Locations & DepartmentsIn this article, you will find all information regarding the Locations & Departments module in ZEP.

Project PlanningIn this article you will find all the information about the production planning module

Document ManagementIn this article, you will find information about the Document Management module in ZEP.

Ticketing systemHere you will find helpful information about the additional module Ticketing system.

Travel Expense ReportingIn this article you will find information about travel expense settings.

Export for AccountingHere you'll find information about the export for Accounting

Resource PlanningIn this article, you will find information regarding the Resource Planning module in ZEP.