ZEP Standard Features
Record times, manage employees and use the standard features in ZEP Clock, Compact and Professional.
By Christian and 3 others4 authors52 articles
Getting Started with ZEP
First steps for administrators and employees, mobile apps, tutorial videos, and basic concepts on time tracking and reports.
First Steps for employees - ZEP Compact & ProfessionalThis article provides a compact overview of the most important steps to get started with ZEP Compact and ZEP Professional.
First steps for administrators - ZEP Compact & ProfessionalThis article provides a compact overview of the most important steps to get started with ZEP Compact and ZEP Professional.
Tips & Tricks - ZEP Compact & ProfessionalIn this article, you’ll find tips on general usability features in ZEP that can help make your work easier and more efficient.
First steps for employees - ZEP ClockThis article provides you as a user with a compact overview of the most important steps to get started with ZEP Clock.
First Steps for Administrators - ZEP ClockThis article provides administrators with a compact overview of the most important steps to get started with ZEP Clock.
Tips & Tricks for Handling - ZEP ClockIn this article, you’ll find tips on general usability features in ZEP Clock that can help make your work easier and more efficient.
Report OptionsThis article describes the different ways to create reports in ZEP Compact/Professional.
ZEP Clock AppIn this article, you will learn everything about the ZEP Clock app. The app is only intended for the ZEP Clock product line.
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.
Personal Area
Record project times and attendance, manage your profile, dashboard, calendar, and personal reports.
Feature Overview – Personal AreaOverview of the personal area in ZEP — sub-areas, effect chains, module-dependent extensions.
ProfileOwn master data, language, font size, email and calendar settings in the personal area.
DashboardThe personal start view with actual/target hours, annual leave, overtime and product-line-specific additional blocks.
Project times and working timesRecording and editing project times and working times — fields depend on product line.
Absences and appointmentsManage vacation, sickness and personal appointments in the calendar.
ReceiptsRecord own receipts, assign them to a project and release them for billing.
Work ItemsPersonal task overview — lightweight to-do management, create, edit, complete.
PlanningPersonal resource planning — scheduled hours on projects and plan/actual comparison.
Work packagesPersonal work packages — task bundles with time frame, target effort and project context.
Credit notesThe personal billing overview for external employees with hours, per-diem, mileage and receipt reimbursements.
Personal reportsThis article provides information about the reports available under “My Reports.”
Employee Management
Create, manage, and maintain employee data.
Feature Overview – Employee ManagementOverview of employee management in ZEP — how employees as the central data object are connected with master data, assignments, authorisations and all other ZEP data.
Employee overviewHow to use filters, column configuration, bulk operations and export in the employee overview — your central entry point into employee management.
Creating, editing and deleting employeesHow to create employees in ZEP, maintain their master data, end their employment, pseudonymise them or delete the data set completely — including who is authorised for each action.
Employee dataAll fields in the employee data set at a glance — from General and Settings to bank details and credit-note settings — with a note where each value takes effect…
Employee administrationAll areas and activities on the employee detail page — employment periods, regular working time, assignments, operational data maintenance, attendance and sensitive actions.
External employees and credit notesHow to create freelancers and freelancers with credit note in ZEP, bill them, and how external employees view their own credit notes in self-service.
Employee reportsEmployee reports in ZEP — the standard reports in the main menu, in the employee detail view and links to module-specific employee reports.
Project Management
Create projects, maintain master data, tasks and items, and analyze project times.
Feature Overview – Project ManagementConcept of project management, data flow, tasks, and module-dependent extensions around the project data object.
Project overviewFilters, search, table configuration, mass operations, and export of the project list in ZEP.
Creating, editing and deleting projectsWorkflow for creating, editing, deactivating, and deleting projects in ZEP, including permissions.
Project dataReference for all fields of a project in the tabs General, Plan, Customer and Invoicing, and Address.
Project administrationSub-areas of the project administration: General, Project settings, Billing settings, Invoicing, Resource Planning, and Reports on the project.
Project reportsStandard reports around projects: central reports in the main menu, detail reports on the individual project, and module-specific extensions.
Customer Management
Manage your customers with master data, overviews, and customer-related reports.
Feature Overview – Customer ManagementOverview of customer management in ZEP — what it covers, which modules extend it, and who plays which role.
Customer overviewThe customer list with filters, column configuration and mass actions — entry point for all customer actions.
Creating, editing and deleting customersLifecycle of a customer in ZEP: create, edit, deactivate and delete — including permissions and prerequisites.
Customer dataAll fields of the customer record in four tabs — General, Contact, Billing, Bank details — with module prerequisites and effect of each field.
Customer administrationSub-areas of the customer detail view: General, Billing settings, Invoicing, Actions — with module prerequisites per section.
Customer reportsCross-customer and single-customer reports — master data, effort, revenue, overall status.
Administration
Configure ZEP company-wide: settings for employees, projects, customers, times, plus system tasks.
Feature Overview – AdministrationOverview of the administration boxes with visibility per product line, links to detail articles, and recommended setup order.
Account – AdministrationThe Account box in the administration area: subscription management, invoices, and billing data of the ZEP licence.
My Company – AdministrationIn Administration under My Company, you maintain the system-wide basic settings of your ZEP tenant: appearance, email, company data, bank details, letter paper and login/password policies.
Projects – AdministrationIn Administration under Projects, you define settings, activities, statuses, mail templates, categories, keywords and additional attributes for your projects.
Customers – AdministrationIn Administration under Customers, you define sorting rules, permissions, billing defaults, industries, categories, contact-person categories and additional attributes.
Employees – AdministrationThe Employees and departments box in the administration area: system-wide employee settings, text modules, mail templates, categories, dynamic attributes, and department configuration.
Times and receipts – AdministrationThe Project times and receipts box: time recording settings, break rules, mail templates, and mailbox connection.
Work Items – AdministrationSettings, statuses, and priorities of the Work Items box in the administration.
Interfaces – AdministrationSOAP interface, REST interface, Interface Marketplace, and DATEV — central technical integrations of the administration.
System – AdministrationMonth-End Closing, device management, RFID chips, short URLs, and tasks — overview of the administration tools in the System area.
Other – AdministrationText Modules for Emails, Change History, Scheduler, and Appointment Mail Templates — reusable cross-cutting settings in the Other area.
Supplementary article: Create and upload letter paperLearn how to create letter papers that match your corporate identity.