Human Resources M 1,5,10 and 22

1. Human Resources
Modules 1,5,10 and 22
By
Ibrahim Almoafa

2. Human Resources
The Human Resources (HR) Module covers
the processes linked to managing a team of co-workers.
Most important feature here is processing the payroll
by using Payroll Entry to generate Salary Slips.

3. Employee
In ERPNext, you can manage Employee master.
The Employee master captures
demographics, personal and professional details.

4. You can further use this Employee master for performing various HR functions like:
 Processing Payroll.
 Leave Allocation and Application.
 Employee Advance and Expense Claim.
 Loan Application.
 Performance Appraisal.
Employee

5. LeaveApplication
you can create Leave Application
to track approval and usage of leaves.
Tip: You have to mention the Employee,
Leave Type and the period for which the leave is taken.

6. LeaveApplication
Setting Leave Approver
• A leave approver is a user who can approve
an leave application for an employee.
• You need to mention a list of Leave Approvers
against an Employee in the Employee Master.

7. SalaryAndPayroll
• Salary is a fixed amount of money or compensation paid to
an employee by an employer in return for the work performed.
• Payroll is the administration of financial records of
employees' salaries, wages, bonuses, net pay, and deductions.

8. SalaryAndPayroll
To process Payroll in ERPNext:
• Define Payroll Period (optional)
• Create Salary Structure with Salary Components (Earnings and Deductions)
• Assign Salary Structures to each Employee via Salary Structure Assignment
• Generate Salary Slips via Payroll Entry.
• Book the Salary in your Accounts.

9. Appraisal
In ERPNext, you can manage Employee Appraisals by creating
an Appraisal Template for each role with the parameters that define the performance
by giving appropriate weightage to each parameter.

10. Once the Appraisal Template is completed, you can create Appraisal records
for each period where you track performance.
You can give points out of 5 for each parameter and the system will
calculate the overall performance of the Employee.
Appraisal