Justinaquino: "Add Frappe HRMS wiki — main page + 9 chapters with Philippine localization"

2026-03-06T12:53:52Z

"Add Frappe HRMS wiki — main page + 9 chapters with Philippine localization"

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= Frappe HRMS – Chapter 1: Recruitment =

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Part of the [[Frappe HRMS]] documentation series.  |  Upstream: [https://github.com/frappe/hrms github.com/frappe/hrms]
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The Recruitment module manages the full hiring pipeline: from headcount planning through staffing plans and job requisitions, to vacancy listings, applicant screening, multi-round interviews, job offers, and finally appointment letters that trigger onboarding.

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== 1. Staffing Plan ==

=== Purpose ===
Defines required headcount per department and designation for a given fiscal year. Ensures hiring decisions are aligned with approved budget and manpower projections.

=== Prerequisites ===
* Approved annual manpower budget
* Departmental hiring projections from department heads
* Confirmed Cost Centers per department

=== Steps ===
# Go to '''HR → Recruitment → Staffing Plan → New'''.
# Select '''Company''', '''Department''', and '''Fiscal Year'''.
# Under the '''Positions''' table, add each required designation:
#* Designation
#* Number of positions planned
#* Estimated cost per position
# Submit the Staffing Plan.

=== Next Step ===
* Create a '''Job Requisition''' linked to an approved Staffing Plan position.

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== 2. Job Requisition ==

=== Purpose ===
An internal request raised by a department head when manpower is needed. Acts as the formal approval gate before a Job Opening is published.

=== Prerequisites ===
* Approved Staffing Plan (or documented exception for unplanned hiring)
* Department Head signature / approval

=== Steps ===
# Go to '''HR → Recruitment → Job Requisition → New'''.
# Select '''Department''', '''Designation''', '''No. of Positions Required'''.
# Enter '''Reason for Hiring''' (e.g., replacement, expansion, project-based).
# Set '''Expected Start Date''' and '''Priority'''.
# Submit for approval workflow.

=== Next Step ===
* Once approved, HR creates a '''Job Opening'''.

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== 3. Job Opening ==

=== Purpose ===
Formally lists a vacancy. Defines required skills, qualifications, and hiring timeline. Can be published to the company website via Frappe's website generator.

=== Prerequisites ===
* Approved Job Requisition or Staffing Plan entry
* Confirmed role requirements from Department Head
* Approved salary grade from HR and Finance

=== Steps ===
# Go to '''HR → Recruitment → Job Opening → New'''.
# Enter '''Job Title''', '''Department''', '''Branch''', '''Reports To''', '''Employment Type'''.
# Set '''Number of Positions''' and '''Target Date'''.
# Add '''Required Skills''' and '''Minimum Qualifications'''.
# Attach Job Description document.
# Set Status to '''Open'''.
# Optionally publish to the careers website.

=== Next Step ===
* Receive and create '''Job Applicant''' records as candidates apply.

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== 4. Job Applicant ==

=== Purpose ===
The central tracking record for each candidate. Stores contact details, resume, application source, status, and links to all downstream interview and offer records.

=== Prerequisites ===
* Active Job Opening
* Candidate resume / CV
* Defined screening criteria from HR or Department Head

=== Steps ===
# Go to '''HR → Recruitment → Job Applicant → New'''.
# Link to the relevant '''Job Opening'''.
# Enter applicant details: Full Name, Email, Contact Number, '''Applicant Source''' (referral, walk-in, online, etc.).
# Upload resume and supporting documents.
# Encode experience, education level, skills, and expected salary.
# Set '''Applicant Status''' (Open → Shortlisted → Interview Scheduled → Selected / Rejected).
# Save the record.

=== Next Step ===
* Schedule '''Interviews''' for shortlisted candidates.
* Collect '''Interview Feedback'''.
* If selected → create '''Job Offer'''.
* If rejected → update status and note reason.

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== 5. Interview Type ==

=== Purpose ===
Defines classifications of interviews used in the organization (e.g., HR Screening, Technical, Panel, Final). Standardizes interview categories for scheduling and reporting.

=== Steps ===
# Go to '''HR → Recruitment → Interview Type → New'''.
# Enter '''Interview Type Name'''.
# Add description if needed.
# Save.

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== 6. Interview Round ==

=== Purpose ===
Defines the sequence or stage of interviews in a multi-step recruitment process (e.g., Round 1 – HR Screening → Round 2 – Technical → Round 3 – Final).

=== Prerequisites ===
* Interview Types already created

=== Steps ===
# Go to '''HR → Recruitment → Interview Round → New'''.
# Enter '''Round Name''' and sequence order.
# Select the related '''Interview Type'''.
# Save.

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== 7. Interview ==

=== Purpose ===
Schedules an interview session for a specific Job Applicant. Links applicant, interviewers, interview type, and round. Sends automated reminders.

=== Prerequisites ===
* Active Job Applicant (status: Shortlisted or Interview Scheduled)
* Defined Interview Type and Interview Round
* Interviewers identified and available

=== 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 status to '''Scheduled'''.
# Save and submit. System sends reminder emails to interviewers and applicant.

=== Next Step ===
* After the interview, collect '''Interview Feedback''' from each interviewer.
* Based on results, advance applicant to next round, Job Offer, or mark as Rejected.

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== 8. Interview Feedback ==

=== Purpose ===
Documents the evaluation of a candidate after each interview. Standardizes scoring and provides basis for hiring decisions.

=== Prerequisites ===
* Completed Interview
* Evaluating interviewer

=== Steps ===
# Open the related '''Interview''' record.
# Click '''Create Interview Feedback'''.
# Rate the applicant across defined criteria (technical skills, communication, culture fit, etc.).
# Enter final recommendation: '''Pass''' or '''Fail'''.
# Add comments and submit.

=== Next Step ===
* If '''Passed''' → advance to next round or proceed to Job Offer.
* If '''Failed''' → update Job Applicant status to Rejected.

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== 9. Job Offer ==

=== Purpose ===
Formally presents the employment terms to a selected candidate. Defines compensation, designation, and joining date. Requires approval before issuance.

=== Prerequisites ===
* Job Applicant status: Selected
* Approved compensation details from HR and Finance
* Authorized signatory

=== Steps ===
# Go to '''HR → Recruitment → Job Offer → New'''.
# Select the '''Job Applicant'''.
# System auto-fetches applicant and job details.
# Enter compensation: Basic Salary, Allowances, Benefits.
# Set proposed '''Joining Date'''.
# Add any specific offer terms.
# Submit for approval, then send to candidate.

=== Next Step ===
* If '''Accepted''' → proceed to Appointment Letter.
* If '''Declined''' → return to shortlist or reopen Job Opening.

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== 10. Appointment Letter Template ==

=== Purpose ===
A reusable master template for all Appointment Letters. Ensures consistent wording and legal compliance. Uses Jinja merge fields for dynamic content.

=== Steps ===
# Go to '''HR → Recruitment → Appointment Letter Template → New'''.
# Enter Template Title (e.g., Regular Employee, Probationary Employee, Project-Based).
# Write the letter body using merge fields such as <code>{{ employee_name }}</code>, <code>{{ designation }}</code>, <code>{{ date_of_joining }}</code>, <code>{{ basic_salary }}</code>.
# Save the template.

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== 11. Appointment Letter ==

=== Purpose ===
The official employment confirmation document issued after a candidate accepts the Job Offer. Serves as the basis for creating the Employee record and starting onboarding.

=== Prerequisites ===
* Accepted Job Offer
* Appointment Letter Template
* Finalized start date and compensation

=== Steps ===
# Go to '''HR → Recruitment → Appointment Letter → New'''.
# Select the '''Job Applicant''' (system auto-fetches offer details).
# Select the '''Appointment Letter Template'''.
# Review and confirm all auto-filled fields.
# Submit, then print or email to candidate.
# Collect signed acceptance from candidate.

=== Next Step ===
* HR creates the '''Employee''' record.
* Initiate '''Employee Onboarding''' (see [[Frappe HRMS - Ch02 Employee Lifecycle]]).

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== Reports ==

* '''Recruitment Analytics''' — funnel metrics: openings → applicants → interviews → offers → hires
* '''Employee Information''' — cross-reference for newly created employee records

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== Related Chapters ==

* [[Frappe HRMS]] — main index
* [[Frappe HRMS - Ch02 Employee Lifecycle]] — onboarding after hire

[[Category:ERPNext]]
[[Category:Frappe HR]]
[[Category:Human Resources]]
[[Category:Recruitment]]
[[Category:Comfac]]

Frappe HRMS - Ch01 Recruitment - Revision history

Justinaquino: "Add Frappe HRMS wiki — main page + 9 chapters with Philippine localization"