CITEditor: Created page with "= ERPNext HR Module Outline = == 1. Recruitment == === 1.1 Your Shortcuts === * Job Opening * Job Applicant * Job Offer * Dashboard * Interviews (This Week) === 1.2 Masters & Reports === ==== 1.2.1 Jobs ==== ===== Staffing Plan ===== '''Purpose''' * Defines the required headcount per department/role for the year. Ensures hiring aligns with company budget and manpower planning. '''How to Use (with prerequisites/requirements)''' ''Prerequisites'' * Approved annual..."

2026-02-25T07:16:45Z

Created page with "= ERPNext HR Module Outline = == 1. Recruitment == === 1.1 Your Shortcuts === * Job Opening * Job Applicant * Job Offer * Dashboard * Interviews (This Week) === 1.2 Masters & Reports === ==== 1.2.1 Jobs ==== ===== Staffing Plan ===== '''Purpose''' * Defines the required headcount per department/role for the year. Ensures hiring aligns with company budget and manpower planning. '''How to Use (with prerequisites/requirements)''' ''Prerequisites'' * Approved annual..."

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= ERPNext HR Module Outline =

== 1. Recruitment ==

=== 1.1 Your Shortcuts ===

* Job Opening
* Job Applicant
* Job Offer
* Dashboard
* Interviews (This Week)

=== 1.2 Masters & Reports ===

==== 1.2.1 Jobs ====

===== Staffing Plan =====

'''Purpose'''
* Defines the required headcount per department/role for the year. Ensures hiring aligns with company budget and manpower planning.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Approved annual manpower budget
* Departmental hiring projections

''Steps''
# Go to Staffing Plan → New
# Select Department, Fiscal Year, and Cost Center
# Add positions and required counts
# Submit the document

'''Next Step'''
* Create '''Job Requisition''' based on approved staffing needs.

-----

===== Job Requisition =====

'''Purpose'''
* Internal request created by department heads when manpower is needed.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Staffing Plan or justified unplanned request
* Department Head approval

''Steps''
# Go to Job Requisition → New
# Select Department, Designation, Reason for Hiring
# Enter required number of positions
# Assign hiring priority and target date
# Submit for approval

'''Next Step'''
* Once approved → HR creates '''Job Opening'''.

-----

===== Job Opening =====

'''Purpose'''
* Used to formally list a vacancy in the organization.
* Defines required skills, qualifications, responsibilities, and hiring timeline.
* Aligns hiring with budget, staffing plan, and department requirements.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Approved Staffing Plan or Job Requisition.
* Confirmed role requirements from Department Head.
* Salary grade or hiring budget approved by HR & Finance.

''Steps''
# Create new Job Opening.
# Encode Job Title, Department, Branch, Reports To, Employment Type.
# Add Required Skills & Minimum Qualifications.
# Set Target Date & Number of Positions.
# Attach Job Description template.
# Set Status to "Open".
# Publish online or internal hiring portals.

'''Next Step'''
* Start collecting Job Applicants.
* Conduct screening and interviews.
* Proceed to Job Offer once candidate is selected.
* Close the Job Opening when filled.

-----

===== Job Applicant =====

'''Purpose'''
* Used to record candidate information for a specific Job Opening.
* Centralizes resumes, contact details, skills, experience, and application status.
* Serves as the main tracking record throughout the recruitment lifecycle (screening → interview → offer → hire/reject).

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Active '''Job Opening'''.
* Applicant resume/CV.
* Basic screening criteria from HR or Department Head.

''Steps''
# Go to '''HR''' → '''Recruitment''' → '''Job Applicant''' → '''New'''.
# Select the linked Job Opening.
# Enter applicant details: Full Name, Email, Contact Number, Source.
# Upload Resume/CV and relevant documents.
# Encode experience, education, skills, and expected salary.
# Set Applicant Status (Open, Shortlisted, Interview Scheduled, Rejected, Selected).
# Save and submit the record.

'''Next Step'''
* Schedule interviews using the '''Interview''' module.
* Collect '''Interview Feedback'''.
* If approved → proceed to '''Job Offer'''.
* If failed screening/interview → mark as '''Rejected'''.

-----

===== Job Offer =====

'''Purpose'''
* Used to formally present an employment offer to a selected Job Applicant.
* Defines salary, benefits, designation, and employment terms.
* Acts as the approval document before onboarding the employee.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Applicant must be marked as Selected.
* Approved salary budget from HR and Finance.
* Authorized signatory for offer approval.

''Steps''
# Go to '''HR''' → '''Recruitment''' → '''Job Offer''' → '''New'''.
# Select the linked '''Job Applicant'''.
# System auto-fetches applicant details and job position.
# Enter compensation details: Basic Salary, Allowances, Benefits.
# Set the proposed '''Joining Date'''.
# Add offer terms and conditions.
# Submit for approval.
# Send Job Offer to the candidate (email or printed copy).

'''Next Step'''
* If '''Accepted''' → proceed to '''Appointment Letter'''.
* If '''Declined''' → return to Job Applicant pool or reopen Job Opening.
* Once appointment is issued → proceed to '''Employee Onboarding'''.

==== 1.2.2 Interviews ====

===== Interview Type =====

'''Purpose'''
* Used to define the different kinds of interviews conducted during recruitment.
* Standardizes interview classifications across departments.
* Helps in reporting and tracking interview effectiveness.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Defined recruitment process.
* Approved interview stages from HR and Department Heads.

''Steps''
# Go to '''HR''' → '''Recruitment''' → '''Interview Type''' → '''New'''.
# Enter Interview Type Name (e.g., HR Interview, Technical Interview, Panel Interview).
# Add description if needed.
# Save the record.

'''Next Step'''
* Assign this Interview Type to '''Interview Rounds''' and '''Interview schedules'''.

-----

===== Interview Round =====

'''Purpose'''
* Used to define the sequence or stage of interviews.
* Helps structure multi-stage recruitment (e.g., Initial Screening → Technical → Final Interview).
* Ensures consistent hiring workflows.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Interview Types already created.
* Approved recruitment flow.

''Steps''
# Go to '''HR''' → '''Recruitment''' → '''Interview Round''' → '''New'''.
# Enter Round Name (e.g., First Interview, Second Interview, Final Interview).
# Select the related '''Interview Type'''.
# Assign sequence/order number.
# Save the record.

'''Next Step'''
* Use this Interview Round when scheduling '''Interviews''' for applicants.

-----

===== Interview =====

'''Purpose'''
* Used to schedule and manage interviews for Job Applicants.
* Links applicants, interviewers, interview type, and interview round.
* Tracks interview date, time, and status.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Active '''Job Applicant'''.
* Defined '''Interview Type''' and '''Interview Round'''.
* Available interviewers.

''Steps''
# Go to HR → Recruitment → Interview → New.
# Select the Job Applicant.
# Choose Interview Type and Interview Round.
# Set Interview Date and Time.
# Assign one or more Interviewers.
# Set Interview Status (Scheduled).
# Save and submit.
# Notify interviewers and applicant.

'''Next Step'''
* Collect '''Interview Feedback''' after the interview.
* Based on results, move the applicant to:
** Next Interview Round
** Job Offer
** Rejected status

-----

===== Interview Feedback =====

'''Purpose'''
* Used to document interview evaluation results.
* Standardizes scoring and decision-making.
* Provides basis for selection, rejection, or further interviews.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Completed Interview.
* Assigned interviewers.
* Defined evaluation criteria.

''Steps''
# Open the related '''Interview'''.
# Click '''Create Interview Feedback'''.
# Rate the applicant based on:
#* Technical Skills
#* Communication
#* Attitude
#* Experience
#* Culture Fit
# Add final comments and recommendation (Pass/Fail).
# Submit the feedback.

'''Next Step'''
* If '''Passed''' → proceed to:
** Next Interview Round, or
** Job Offer
* If '''Failed''' → mark applicant as Rejected.

==== 1.2.3 Appointment ====

===== Appointment Letter Template =====

'''Purpose'''
* Serves as the master format for all Appointment Letters issued to new hires.
* Ensures consistent wording, structure, and legal compliance.
* Allows HR to define variables (salary, position, start date, etc.) that auto-fill when generating appointment letters.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Standardized company template approved by HR and Legal.
* Defined merge fields (e.g., employee name, designation, salary).

''Steps''
# Go to '''HR''' → '''Recruitment''' → '''Appointment Letter Template''' → '''New'''.
# Enter Template Title (e.g., Regular Employee, Probationary Employee).
# Add the body content of the letter.
# Insert dynamic fields (e.g., <code>{{ employee_name }}</code>, <code>{{ designation }}</code>, <code>{{ date_of_joining }}</code>).
# Format sections as needed.
# Save the template.

'''Next Step'''
* Use this template when generating an actual '''Appointment Letter''' from an approved Job Offer.

-----

===== Appointment Letter =====

'''Purpose'''
* Official document issued after the candidate accepts the Job Offer.
* Confirms employment, salary package, designation, and joining date.
* Serves as the basis for employee profile creation and onboarding.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Approved and accepted '''Job Offer'''.
* Appointment Letter Template ready.
* Finalized start date and compensation details.

''Steps''
# Go to '''HR''' → '''Recruitment''' → '''Appointment Letter''' → '''New'''.
# Choose the '''Job Applicant''' (system auto-fetches Job Offer details).
# Select the '''Appointment Letter Template'''.
# Review auto-filled fields such as:
#* Name
#* Designation
#* Salary details
#* Date of Joining
#* Employment Type
# Edit any required fields or remarks.
# Submit the document.
# Print or email the Appointment Letter to the candidate.

'''Next Step'''
* Candidate submits signed acceptance.
* HR proceeds to '''Employee Onboarding'''.
* Create Employee profile once onboarding begins.

----

== 2. Employee Lifecycle ==

=== 2.1 Your Shortcuts ===

==== Employee Onboarding ====

'''Purpose'''
* A reusable checklist template for onboarding new employees.
* Ensures all departments follow the same onboarding process.
* Standardizes tasks such as documentation, equipment issuance, system access, and orientation.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Defined onboarding workflow from HR, IT, Admin, and Department Heads.
* List of required tasks per role (e.g., office staff vs. field staff).

''Steps''
# Go to '''HR''' → '''Employee Lifecycle''' → '''Employee Onboarding Template''' → '''New'''.
# Enter Template Name (e.g., Office Employee Onboarding, Field Technician Onboarding).
# Add onboarding tasks under various categories:
#* HR Requirements
#* IT System Access
#* Equipment / Tools Issuance
#* Training Requirements
#* Orientation Sessions
# Assign each task to a responsible role or department.
# Save the template.

'''Next Step'''
* Use this template when creating an actual Employee Onboarding record for a new hire.

-----

==== Employee Separation ====

'''Purpose'''
* Used to manage and track the complete offboarding process when an employee resigns, retires, or is terminated.
* Ensures clearance procedures, return of assets, final pay, and exit documentation are completed accurately.
* Provides a standardized, auditable offboarding workflow across HR, IT, Admin, and Finance.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Received resignation letter or HR-approved separation decision.
* Confirmed last working day.
* Final clearance policies defined (IT, Admin, Finance).

''Steps''
# Go to HR → Employee Lifecycle → Employee Separation → New.
# Select the Employee and indicate Separation Type (Resignation, End of Contract, Termination, Retirement).
# Enter key details:
#* Date of Resignation / Notice Date
#* Last Working Day
#* Reason for Separation
#* Required Clearance Tasks
# Assign each clearance task to the responsible department:
#* HR – Exit Interview, Final Documents
#* IT – Deactivation of Access, Return of Devices
#* Admin – Office Equipment Return, ID Surrender
#* Finance – Final Pay, Loan Balances, Advances
# Save and track status of each clearance component.

'''Next Step'''
* Conduct Exit Interview.
* Process Final Pay computation.
* Mark as "Completed" once all departments finish clearance.
* Archive or deactivate employee record if required.

-----

==== Employee Grievance ====

'''Purpose'''
* Used by employees to formally report workplace concerns, issues, or complaints.
* Helps HR track, investigate, and resolve grievances in a transparent and documented manner.
* Promotes fair and consistent handling of employee issues.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Defined grievance types (e.g., Workplace Conflict, Harassment, Payroll Issue, Safety Concern).
* HR policy for grievance handling in place.

''Steps''
# Go to HR → Employee Lifecycle → Employee Grievance → New.
# Select the Employee filing the grievance.
# Choose the Grievance Type.
# Enter details:
#* Description of the issue
#* Incident date
#* People involved (if applicable)
# Assign the grievance to an HR Officer or Investigator.
# Update grievance status as the investigation progresses:
#* Open
#* Under Review
#* Resolved
#* Escalated
# Add resolution notes and attach any supporting evidence.

'''Next Step'''
* Close the grievance after resolution.
* Escalate to management if unresolved.
* Use data for HR analytics and preventive action planning.

-----

==== Dashboard ====

'''Purpose'''
* Provides a consolidated view of all key HR metrics related to employee lifecycle.
* Displays real-time data such as onboarding progress, separations, training schedules, and monthly hiring trends.
* Helps HR quickly monitor tasks pending for onboarding, resignation, and training.

'''How to Use'''
* Access via HR → Employee Lifecycle → Dashboard.
* Review widgets such as:
** New Hires
** Exits
** Pending Onboardings
** Ongoing Trainings
* Click any section to drill down into the detailed list.

'''Next Step'''
* Use insights to prioritize pending onboarding tasks, separation clearances, or training activities.

-----

==== New Hires (This Month) ====

'''Purpose'''
* Displays all employees who joined within the current month.
* Helps HR track onboarding volume, joining trends, and pending requirements for new hires.
* Useful for monthly HR reporting and management updates.

'''How to Use'''
* Click the New Hires (This Month) shortcut on the Employee Lifecycle dashboard.
* Review details such as:
** Employee Name
** Department
** Designation
** Joining Date
** Onboarding Status
* Filter or export the data if needed.

'''Next Step'''
* Ensure each new hire has an active onboarding record.
* Coordinate with IT, Admin, and Department Heads for pending onboarding tasks.

-----

==== Exits (This Month) ====

'''Purpose'''
* Shows all employees who resigned, retired, or were separated during the current month.
* Helps HR track separation trends and manage clearance processes.
* Supports monthly reporting on attrition and offboarding activities.

'''How to Use'''
* Click Exits (This Month) from the dashboard.
* See the list of employees with:
** Separation Date
** Separation Type
** Clearance Status
** Final Pay Status
* Drill down to review individual separation forms.

'''Next Step'''
* Follow up with departments on pending clearance tasks.
* Ensure final pay is processed before the scheduled release date.

-----

==== Trainings (This Week) ====

'''Purpose'''
* Displays training programs and training events scheduled for the current week.
* Helps HR monitor training attendance, preparation, and facilitator assignments.
* Ensures employees and supervisors are informed about ongoing training activities.

'''How to Use'''
* Click Trainings (This Week) on the dashboard.
* View upcoming training sessions with:
** Training Title
** Date and Time
** Trainer / Facilitator
** Participants
** Venue or Online Link
* Confirm if prerequisites (materials, attendance lists, rooms) are ready.

'''Next Step'''
* Send reminders to participants.
* Track attendance and later encode Training Feedback and Training Result.

=== 2.2 Masters & Reports ===

==== 2.2.1 Onboarding ====

===== Employee Onboarding Template =====

'''Purpose'''
* Serves as a reusable checklist template for onboarding new employees.
* Ensures consistency in onboarding tasks across all departments.
* Standardizes requirements such as documentation, system access, equipment issuance, and orientation.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Approved onboarding workflow from HR, IT, Admin, and Department Heads.
* Defined task list per employee category or role.

''Steps''
# Go to '''HR''' → '''Employee Lifecycle''' → '''Employee Onboarding Template''' → '''New'''.
# Enter a clear '''Template Name''' (e.g., Office Staff Onboarding, Project-Based Employee Onboarding).
# Add tasks under relevant categories:
#* HR Documentation
#* IT Access & Credentials
#* Asset & Equipment Issuance
#* Orientation & Training
#* Policy Acknowledgements
# Assign each task to a responsible department or user.
# Save the template.

'''Next Step'''
* Use this template when creating an '''Employee Onboarding''' record.

-----

===== Employee Onboarding =====

'''Purpose'''
* Tracks the onboarding progress of each new employee.
* Ensures all assigned departments complete onboarding tasks on time.
* Provides visibility into onboarding status for HR and management.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Accepted Appointment Letter.
* Selected Employee Onboarding Template.
* Confirmed joining date.

''Steps''
# Go to '''HR''' → '''Employee Lifecycle''' → '''Employee Onboarding''' → '''New'''.
# Select the '''Employee''' (or Job Applicant if employee record is not yet created).
# Choose the '''Employee Onboarding Template'''.
# System auto-populates onboarding tasks.
# Assign owners and due dates for each task.
# Update task statuses as they are completed.
# Save and submit the onboarding record.

'''Next Step'''
* Mark onboarding as '''Completed''' once all tasks are done.
* Proceed with regular employee lifecycle processes (attendance, payroll, training).

-----

===== Employee Skill Map =====

'''Purpose'''
* Captures and maintains employee skills and proficiency levels.
* Helps identify skill gaps and training needs.
* Supports appraisal, promotion, and workforce planning.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Active employee record.
* Basic job role and competency requirements defined.

''Steps''
# Go to HR → Employee Lifecycle → Employee Skill Map → New.
# Select the Employee.
# Add skills with:
#* Skill Name
#* Skill Category
#* Proficiency Level
#* Years of Experience
# Save the record.

'''Next Step'''
* Use Skill Map data during:
** Performance Appraisal
** Training Planning
** Promotions and Role Assignments

==== 2.2.2 Grievance ====

===== Grievance Type =====

'''Purpose'''
* Defines the categories of employee grievances.
* Standardizes classification for reporting and analysis.
* Helps HR route grievances to the correct handler.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Approved HR grievance policy.
* Common grievance categories identified.

''Steps''
# Go to '''HR''' → '''Employee Lifecycle''' → '''Grievance Type''' → '''New'''.
# Enter '''Grievance Type Name''' (e.g., Payroll Issue, Workplace Conflict, Harassment, Safety Concern).
# Add description or guidelines if needed.
# Save the record.

'''Next Step'''
* Use Grievance Types when creating '''Employee Grievance''' records.

-----

===== Employee Grievance =====

'''Purpose'''
* Allows employees to formally raise workplace concerns.
* Enables HR to investigate, track, and resolve issues systematically.
* Ensures transparency, documentation, and accountability.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Defined Grievance Types.
* Assigned HR officers or grievance handlers.

''Steps''
# Go to '''HR''' → '''Employee Lifecycle''' → '''Employee Grievance''' → '''New'''.
# Select the '''Employee''' filing the grievance.
# Choose the '''Grievance Type'''.
# Enter grievance details:
#* Description
#* Date of Incident
#* Persons Involved (if applicable)
# Attach supporting documents if any.
# Assign the grievance to an HR handler.
# Update status as the case progresses:
#* Open
#* Under Review
#* Resolved
#* Escalated
# Record investigation findings and resolution notes.
# Save and close the grievance.

'''Next Step'''
* Communicate resolution to the employee.
* Escalate unresolved cases to management or legal if needed.
* Use grievance data for HR reporting and policy improvement.

==== 2.2.3 Training ====

===== Training Program =====

'''Purpose'''
* Defines structured learning programs within the organization.
* Groups related training sessions under a single program.
* Supports employee development, compliance, and skill enhancement.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Identified training needs from HR, appraisals, or skill gap analysis.
* Approved training objectives and budget.

''Steps''
# Go to '''HR''' → '''Employee Lifecycle''' → '''Training Program''' → '''New'''.
# Enter '''Program Name''' and description.
# Define training objectives and target audience.
# Assign program owner or coordinator.
# Save the record.

'''Next Step'''
* Create '''Training Events''' under this program.

-----

===== Training Event =====

'''Purpose'''
* Represents a specific training session conducted on a scheduled date.
* Tracks participants, trainers, venue, and attendance.
* Links actual training execution to the training program.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Existing Training Program.
* Confirmed trainer, schedule, and participants.

''Steps''
# Go to '''HR''' → '''Employee Lifecycle''' → '''Training Event''' → '''New'''.
# Select the '''Training Program'''.
# Enter event details:
#* Date and Time
#* Trainer / Facilitator
#* Venue or Online Link
#* Maximum Participants
# Add participating employees.
# Save and publish the event.

'''Next Step'''
* Conduct the training.
* Collect '''Training Feedback''' from participants.

-----

===== Training Feedback =====

'''Purpose'''
* Collects participant feedback after training completion.
* Measures training effectiveness and trainer performance.
* Supports continuous improvement of training programs.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Completed Training Event.
* Defined feedback criteria or questionnaire.

''Steps''
# Open the completed '''Training Event'''.
# Click Create '''Training Feedback'''.
# Participants rate:
#* Training Content
#* Trainer Effectiveness
#* Relevance to Job
#* Overall Satisfaction
# Add comments or suggestions.
# Submit feedback.

'''Next Step'''
* Review feedback results.
* Identify improvement areas for future trainings.

-----

===== Training Result =====

'''Purpose'''
* Records the outcome of training participation per employee.
* Tracks completion status, scores, and certifications earned.
* Supports compliance and performance tracking.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Completed Training Event.
* Attendance and evaluation results available.

''Steps''
# Go to HR → Employee Lifecycle → Training Result → New.
# Select the Training Event.
# Record results for each participant:
#* Completion Status
#* Score or Assessment Result
#* Certification (if applicable)
# Save the record.

'''Next Step'''
* Update employee Skill Map if new skills were gained.
* Use results in Appraisal and Performance Review.

==== 2.2.4 Daily Work Summary ====

===== Daily Work Summary =====

'''Purpose'''
* Allows employees to submit a summary of daily tasks and accomplishments.
* Helps supervisors monitor work progress and productivity.
* Provides transparency and accountability for daily activities.

'''How to Use (with prerequisites/requirements)'''

''Prerequisites''
* Active employee record.
* Defined reporting structure (employee → supervisor).

''Steps''
# Go to '''HR''' → '''Employee Lifecycle''' → '''Daily Work Summary''' → '''New'''.
# Select the '''Employee'''.
# Enter work details:
#* Completed tasks
#* Ongoing tasks
#* Issues or blockers
# Save and submit the summary.

'''Next Step'''
* Supervisor reviews submitted summaries.
* Use summaries for performance tracking and follow-ups.

* Daily Work Summary Group
* Daily Work Summary Replies

==== 2.2.5 Reports ====

* Employee Exits
* Employee Information
* Employee Birthday
* Employee Analytics

----

== 3. Performance ==

=== 3.1 Your Shortcuts ===

* Appraisal
* Employee Performance Feedback
* Goal

=== 3.2 Masters & Transactions ===

==== 3.2.1 Masters ====

* Appraisal Template
* KRA
* Employee Feedback Criteria

==== 3.2.2 Appraisal ====

* Appraisal
* Appraisal Cycle
* Employee Performance Feedback
* Goal

==== 3.2.3 Promotion ====

* Employee Promotion

==== 3.2.4 Energy Points ====

* Energy Point Rule
* Energy Point Settings
* Energy Point Log

==== 3.2.5 Reports ====

* Appraisal Overview

----

== 4. Shift & Attendance ==

=== 4.1 Your Shortcuts ===

* Employee Checkin
* Attendance
* Shift Request
* Dashboard
* Roster

=== 4.2 Masters & Reports ===

==== 4.2.1 Shifts ====

* Shift Type
* Shift Assignment
* Shift Schedule
* Shift Schedule Assignment
* Shift Request
* Shift Assignment Tool

==== 4.2.2 Attendance ====

* Attendance
* Attendance Request
* Employee Checkin
* Employee Attendance Tool
* Upload Attendance

==== 4.2.3 Time ====

* Timesheet
* Activity Type

==== 4.2.4 Reports ====

* Monthly Attendance Sheet
* Shift Attendance
* Employee Hours Utilization Based on Timesheets

----

== 5. Expense Claims ==

=== 5.1 Your Shortcuts ===

* Expense Claim
* Employee Advance
* Dashboard

=== 5.2 Masters & Reports ===

==== 5.2.1 Claims ====

* Expense Claim
* Expense Claim Type

==== 5.2.2 Advances ====

* Employee Advance
* Payment Entry
* Journal Entry
* Additional Salary

==== 5.2.3 Fleet Management ====

* Vehicle
* Driver
* Vehicle Service Item
* Vehicle Log
* Vehicle Expenses

==== 5.2.4 Travel ====

* Travel Request
* Purpose of Travel

==== 5.2.5 Reports ====

* Employee Advance Summary
* Unpaid Expense Claim
* Vehicle Expenses

==== 5.2.6 Accounting Reports ====

* Accounts Receivable
* Accounts Payable
* General Ledger

----

== 6. Leaves ==

=== 6.1 Your Shortcuts ===

* Leave Application
* Leave Allocation

=== 6.2 Masters & Reports ===

==== 6.2.1 Setup ====

* Holiday List
* Leave Type
* Leave Period
* Leave Policy
* Leave Block List

==== 6.2.2 Allocation ====

* Leave Allocation
* Leave Policy Assignment
* Leave Control Panel
* Leave Encashment

==== 6.2.3 Application ====

* Leave Application
* Compensatory Leave Request

==== 6.2.4 Reports ====

* Employee Leave Balance
* Employee Leave Balance Summary
* Employees Working on a Holiday

[[Category:ERPNext]]
[[Category:HR Module]]
[[Category:Human Resources]]
[[Category:Comfac]]

ERPNext HR Module Outline - Revision history