ERPnext ctc
Download as PPTX, PDF0 likes158 views
This document discusses human resources modules in ERPNext that allow managing employees, processing payroll, managing leave applications and settings approvers, defining salary structures and generating salary slips, and creating appraisal templates and records to track employee performance. Key features include processing payroll to generate salary slips, creating employee masters to store details and use for various HR functions, setting leave approvers, defining salary structures and components to assign to employees and generate salary slips, and creating appraisal templates and records to evaluate employee performance.
ERPnext ctc
- 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
Editor's Notes
- #4: * An individual who works part-time or full-time under a contract of employment, and has recognized rights and duties is your Employee.
- #5: Once an Employee is created, you can update Department, Designation, Employee to whom he/she will report to etc.
- #7: Tip : If you want all users to create their own Leave Applications, you can set their “Employee ID” as a match rule in the Leave Application Permission settings.
- #11: To make the Appraisal final, make sure to “Submit” it.