A Basic Presentation On 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