Human Resource Setup
Human Resource Setup
The setup process for the HR module requires you to establish masters for each of the key tasks.
Organization Setup
You must first create: before setting up your Employee master.
- Kind of Employment (like Permanent, Temp, Contractor, Intern etc).
- Branch (if there are many offices) (if there are multiple offices).
- Department (if any, like Accounting, Sales etc) (if any, like Accounting, Sales etc).
- Designation (CEO, Sales Manager etc) (CEO, Sales Manager etc).
- Grade (A, B, C etc, usually based on seniority) (A, B, C etc, usually based on seniority).*
For further information on each master, the global HR Settings, and other configurations, see Setup.
Leave Setup
Create: to set up Leaves.
- Leave Status (like Sick Leave, Travel Leave etc)
- Christmas List (list of annual holidays for the year - these days will not be considered in Leave Applications)
- Effectively track and manage employee leaves across the firm with a leave policy
For a thorough explanation of how to configure and administer Leaves, read Leaves.
Payroll (Salary) Setup In ERPNext, salaries are broken down into two categories: earnings (base salary, company-paid costs like phone bills and travel expenses, etc.) and deductions (amounts deducted for taxes, social security etc). The majority of the payroll processing can be streamlined for you using ERPNext, and you can develop and allocate salary structures to employees.
Read more in Salary and Payroll about setting up your payroll and how ERPNext makes processing payroll simpler.
Setting Up Income Tax Deduction will assist you in understanding how to properly configure ERPNext to calculate income tax deductions automatically based on numerous salary slabs.
Recruitment
Planning for future periods of workforce recruiting is crucial for businesses. You can define recruitment plans at the group business level with ERPNext. It is simple to manage your hiring process because subsidiary companies can develop and publicize job openings based on the plans of the group company. Go to Staffing Plan to learn how to set this up.
When you establish a new job opening, ERPNext will check the number of open positions and the existing employment count against any ongoing staffing plans.