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ERPNext
HR Module
By : Ahmed Muganza
We Will Cover
ERP Systems
Introduction and Definition
ERPNext Sys
Features and Modules
ERPNext HR
Features and Modules
E
01 ERPNext System – Demo Version
Demo Version - https://demo.erpnext.com/ (Limited Edition)
Prerquesties
ERPNext – Trial Version
30-Day Trial Version - https://erpnext.com/sign-up/ (More Features)
02
ERPNext – Linux with Frappe Bench
Install on Linux – https://github.com/frappe/bench
ERPNext – VM Ubuntu Image
Linux Ubuntu including ERPNext system using localhost and bench
Basic Understanding of ERP and Computer Systems
This would help you benefit from this presentation.
Enterprise resource planning (ERP) is the integrated management of core business
processes, often in real-time and mediated by software and technology.
ERP
What is Enterprise Resource Planning
ERP is usually referred to as a category of business - management software - typically
a suite of integrated applications that an organization can use to collect, store, manage,
and interpret data from these many business activities.
Wikipedia
ERPNext
ERPNext is the modern, easy-to
-use, 100% open source, busin-
ess management system used
by thousands of enterprises
worldwide.
ERPNext Modules
Some of the modules are
Asset Management
Project Management
Purchasing and Sales
Management
Human Resources
Management (HRM)
Point Of Sale (POS)
Customer Relationship
Management (CRM)
Accounting
The Human Resources (HR) Module covers the processes linked to managing a
team of co-workers.
HR
Human Resources
Human Resources are the people who make up the workforce of an organization, business
sector, or economy.
Wikipedia
Some Of The Sub-modules Covered In This Presentation
ERPNext HR Module
Modules allow you to generate and process employees payroll and tax rules.
They also maintain a complete employee database including contact information, salary
details, attendance, performance evaluation, and appraisal records.
ERPNextDocs
Recruit-m
ent
EmployeePayroll
Employee Sub-module Features
An individual who works part-time or full-time under a contract of employment, and has recogniz-
ed rights and duties is your Employee.
Employee
you can manage Employee master.
The Employee master captures
demographics, personal and profe-
ssional details.
Employee Attendance Tool
This tool (for admin only) allows you to add
attendance records for multiple employees
quickly.
Attendance Upload Attendance
This tool helps you to upload bulk attenda-
nce from a csv file.
An Attendance record stating that
an Employee has been present on
a particular day.
Employee Sub-model Characteristics
Some of the characteristics
Add attendance records for
multiple employees quickly
on a particular date.
Get a monthly report of your Attendance data
by going to the Monthly Attendance Details
report.
Use the Employee master for performing various
HR functions like:
Processing Payroll - Leave Allocation and Appli-
cation - Employee Advance and Expense Claim
- Loan Application - Performance Appraisal
Using the Attendance Request document, employ-
yees can now submit their attendance request for
the days when their attendance wasn't marked.
Manage employees (Add –
Modify – Delete)
Payroll Sub-module Features
ERPNext greatly simplifies this process by offering an array of features that you can utilize from
salary structure management to bulk processing payroll of employees.
Payroll Entry
Payroll Entry enables bulk processing
of payroll for employees company wi-
de or employees of a particular bran-
ch, department or designation.
Salary Slip
Salary Slip is a statement which is given
to employee to show how much money
he/she earned how much taxes has been
taken off.
Salary Structure Salary Components
Components of a salary (Earnings
and deductions)
Salary Structure represents employees
earning and deduction and based on
that employee salary will be calculated.
Payroll Sub-model Characteristics
Some of the cahracterstics
Helps you create and sumbit Salary
Slips in bulk for selected employees.
Add additional Salary Components to Salary
Slips while processing the payroll
Configure Retention Bonus for
employees.
Managing employee Earnings a
nd Deductions.
Recruitment Sub-module Features
ERPNext helps you create recruitment plans and create and publish job openings accordingly,
making it easy to manage your hiring process.
Job Applicant
Maintain a list of people who have
applied for a job opening.
Staffing Plan
Staffing plan helps you to plan human r-e
source recruitments for your company.
Job Opening Offer Letter
Job Offer is given to selected candidates
after Interview & selection which states
the offered salary package, designation,
grade, department working, no of days
entitled for leave.
Allows to plan recruitment at a group
company level. The number of Job
Openings can be created for a Desig-
nation is restricted according to the
Vacancies planned by the Staffing
Plan defined for the company.
Thank you for attending
“Choose a job you love, and you will never
have to work a day in your life”
Confucius

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ERPnext HR Module

  • 1. ERPNext HR Module By : Ahmed Muganza
  • 2. We Will Cover ERP Systems Introduction and Definition ERPNext Sys Features and Modules ERPNext HR Features and Modules E
  • 3. 01 ERPNext System – Demo Version Demo Version - https://demo.erpnext.com/ (Limited Edition) Prerquesties ERPNext – Trial Version 30-Day Trial Version - https://erpnext.com/sign-up/ (More Features) 02 ERPNext – Linux with Frappe Bench Install on Linux – https://github.com/frappe/bench ERPNext – VM Ubuntu Image Linux Ubuntu including ERPNext system using localhost and bench Basic Understanding of ERP and Computer Systems This would help you benefit from this presentation.
  • 4. Enterprise resource planning (ERP) is the integrated management of core business processes, often in real-time and mediated by software and technology. ERP What is Enterprise Resource Planning ERP is usually referred to as a category of business - management software - typically a suite of integrated applications that an organization can use to collect, store, manage, and interpret data from these many business activities. Wikipedia
  • 5. ERPNext ERPNext is the modern, easy-to -use, 100% open source, busin- ess management system used by thousands of enterprises worldwide.
  • 6. ERPNext Modules Some of the modules are Asset Management Project Management Purchasing and Sales Management Human Resources Management (HRM) Point Of Sale (POS) Customer Relationship Management (CRM) Accounting
  • 7. The Human Resources (HR) Module covers the processes linked to managing a team of co-workers. HR Human Resources Human Resources are the people who make up the workforce of an organization, business sector, or economy. Wikipedia
  • 8. Some Of The Sub-modules Covered In This Presentation ERPNext HR Module Modules allow you to generate and process employees payroll and tax rules. They also maintain a complete employee database including contact information, salary details, attendance, performance evaluation, and appraisal records. ERPNextDocs Recruit-m ent EmployeePayroll
  • 9. Employee Sub-module Features An individual who works part-time or full-time under a contract of employment, and has recogniz- ed rights and duties is your Employee. Employee you can manage Employee master. The Employee master captures demographics, personal and profe- ssional details. Employee Attendance Tool This tool (for admin only) allows you to add attendance records for multiple employees quickly. Attendance Upload Attendance This tool helps you to upload bulk attenda- nce from a csv file. An Attendance record stating that an Employee has been present on a particular day.
  • 10. Employee Sub-model Characteristics Some of the characteristics Add attendance records for multiple employees quickly on a particular date. Get a monthly report of your Attendance data by going to the Monthly Attendance Details report. Use the Employee master for performing various HR functions like: Processing Payroll - Leave Allocation and Appli- cation - Employee Advance and Expense Claim - Loan Application - Performance Appraisal Using the Attendance Request document, employ- yees can now submit their attendance request for the days when their attendance wasn't marked. Manage employees (Add – Modify – Delete)
  • 11. Payroll Sub-module Features ERPNext greatly simplifies this process by offering an array of features that you can utilize from salary structure management to bulk processing payroll of employees. Payroll Entry Payroll Entry enables bulk processing of payroll for employees company wi- de or employees of a particular bran- ch, department or designation. Salary Slip Salary Slip is a statement which is given to employee to show how much money he/she earned how much taxes has been taken off. Salary Structure Salary Components Components of a salary (Earnings and deductions) Salary Structure represents employees earning and deduction and based on that employee salary will be calculated.
  • 12. Payroll Sub-model Characteristics Some of the cahracterstics Helps you create and sumbit Salary Slips in bulk for selected employees. Add additional Salary Components to Salary Slips while processing the payroll Configure Retention Bonus for employees. Managing employee Earnings a nd Deductions.
  • 13. Recruitment Sub-module Features ERPNext helps you create recruitment plans and create and publish job openings accordingly, making it easy to manage your hiring process. Job Applicant Maintain a list of people who have applied for a job opening. Staffing Plan Staffing plan helps you to plan human r-e source recruitments for your company. Job Opening Offer Letter Job Offer is given to selected candidates after Interview & selection which states the offered salary package, designation, grade, department working, no of days entitled for leave. Allows to plan recruitment at a group company level. The number of Job Openings can be created for a Desig- nation is restricted according to the Vacancies planned by the Staffing Plan defined for the company.
  • 14. Thank you for attending “Choose a job you love, and you will never have to work a day in your life” Confucius