The document outlines the features of ERPNext's Human Resource (HR) module, which manages employee information, payroll processing, performance appraisals, and recruitment. Key functionalities include generating salary slips, maintaining an employee database, automating appraisals aligned with organizational goals, and streamlining the recruitment process. It highlights the user-friendly interface and comprehensive features that facilitate HR management across various organizational levels.

1. 1
Enterprise Resource Planning –ERP
HR Modules
Mr.Sameh Aljabli
salgable2@gmail.com
777994777

2. ERPNext Features
Completely web based
managing sales and sales
teams
purchasing, inventory
invoicing, payments
tasks, payroll with email,
SMS
All Systems data in single
database
…etc
2
Easy to use interface
Notifications
File Management
Security & privacy
Track progress
Open Source
(customizable)
Introduction

3. 3
ERP Systems
Figure 2-2
Sales/Marketing System.
Manufacturing/Production System.
Finance/Accounting System.
Human Resources System.
Other Types (e.g. University …).
Serve in all Organization Levels An ERP Typical System
Introduction

4. ERPNext Human Resource
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, and maintains a complete employee
database including contact information, salary details, attendance, performance
evaluation, and appraisal records.
4
Demo ERPNext : https://sameh.erpnext.com

5. Payroll Module
Payroll processing is an important function of every
enterprise HR.
5
Payroll is the
administration of
financial records of
employees'
salaries, wages,
bonuses, net pay,
and deductions.
Salary is a fixed
amount of money
or compensation
paid to an
employee by an
employer in return
for the work
performed.

6. Payroll module Features
6
Salary Component and Salary Structure
Salary Structure Assignment to employees
Earnings and Deductions in Salary Structure
Salary Slip Based on Timesheet
bulk process payroll for Employees under a department, branch
Deduct Tax For Unclaimed Employee Benefits
Deduct Tax For Unsubmitted Tax Exemption Proof
Booking Salaries in Accounts

7. Appraisal module
Performance Appraisal : ERPNext Automate
performance appraisals to align your workforce with
organizational goals.
By creating an Appraisal Template for each role
with the parameters that define the performance
by giving appropriate weightage to each
parameter.
7

8. Appraisal module Features
Appraisal Form :provides you an interface to evaluate employee
performance by assigning ratings to reflect his/her actual performance in
comparison to the required competencies and goals through an appraisal
form.
Assign Performance Rating : HR manager can assign overall performance
ratings and promotion recommendations for each employee based on the goal
and competency evaluation.
Appraisal Reports :gives a manager an intuitive interface to view past
appraisal records of all his employees through comprehensive appraisal
reports.
Review Appraisals :employee to review corresponding appraisal reports
containing employee ratings, as well as manager ratings,
8

9. Recruitment module
ERPNext helps you create recruitment plans
and create and publish job openings accordingly,
making it easy to recruiting and on-boarding
experiences for recruiters, candidates, and hiring
managers.
And provides a centralized platform to automate
the entire recruitment process.
9

10. Recruitment module Features
Create Job Postings in your site or portal.
Applicant Self Service: visit your career page, search and apply
for jobs, submit documents, receive offers, as well as view the
current status of their application.
Search Candidate : enable recruiters to mine the candidate pool
by searching applications based on predefined criteria, which
enables faster processing of applications.
Send Offer Letter to approval candidate.
Applicant Status: enables you to track a candidate’s application
movement through the recruitment process with automated
acknowledgments, along with other pertinent documents.
10

11. Human Resource Setup
The HR module has a setup process where you
create the masters for all the major activities.
11
Employee and Attendance
Leaves and Holiday
Payroll
Expense Claims
Reports
Recruitment
Appraisals
Employee Loan
Management
Training

12. Human Resource Setup
Employment Type
HR staffing plan.
Tax obligations/mandatory benefits.
Payroll system/administration.
Leave Setup
…
12