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
- Job Requisition
Job Opening
Purpose
- Used to formally list a vacancy in the organization.
- Defines the required skills, qualifications, responsibilities, and hiring timeline.
- Aligns the hiring activity with Budget, Staffing Plan, and Department Requirements.
How to Use (with prerequisites/requirements)
Prerequisites:
- Approved Staffing Plan or an approved Job Requisition.
- Confirmed Department Head requirements: role scope, qualifications, experience, and skills.
- Salary grade or hiring budget aligned with HR and Finance.
Steps:
- HR creates a new Job Opening document.
- Encode details: Job Title, Department, Branch, Reports To, Employment Type, Required Skills, Minimum Qualifications.
- Set Hiring Target Date and Number of Positions.
- Upload Job Description or link to a standardized JD template.
- Set Status to "Open".
- Publish to internal/external hiring channels.
Next Step
- Start collecting Job Applicants linked to this Job Opening.
- Conduct screening, interviews, evaluation.
- If a candidate is selected → move forward to Job Offer.
- If all positions filled → close the Job Opening.
- Job Applicant
- Job Offer
1.2.2 Interviews
- Interview Type
- Interview Round
- Interview
- Interview Feedback
1.2.3 Appointment
- Appointment Letter Template
- Appointment Letter
2. Employee Lifecycle
2.1 Your Shortcuts
- Employee Onboarding
- Employee Separation
- Employee Grievance
- Dashboard
- New Hires (This Month)
- Exits (This Month)
- Trainings (This Week)
2.2 Masters & Reports
2.2.1 Onboarding
- Employee Onboarding Template
- Employee Onboarding
- Employee Skill Map
2.2.2 Grievance
- Grievance Type
- Employee Grievance
2.2.3 Training
- Training Program
- Training Event
- Training Feedback
- Training Result
2.2.4 Daily Work Summary
- Daily Work Summary
- 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