OPIN ERPNext HR Module Overview v1 05022023

HR Module Overview
01 Human Resources Definition
Content
02
Human Resources in ERPNext
03 Human Resources Functions
04 Generating Human Resources Reports

1. Human Resources
An organization's human resources
encompass recruiting, hiring,
deploying, and managing its
employees. In most organizations,
the HR department creates,
implements, and oversees policies
related to workers and the
relationships between the company
and its employees.
2. Human Resources in ERPNext
The HR module in ERPNext is
extensive, containing a wide range
of settings documents and
resources that help HR teams
manage employee life cycles, leave,
attendance, recruitment, and
training. Hence, it is a good fit for
HR managers
3. Human Resources Functions
Employees Data Management.
Employees Lifecycle Management
Employees Attendance Management
Employees Leave Management
Employees Recruitment Management
Employees Performance Management
3.1. Employees Data Management
Adding New Employee
Add the Company HR Policies
Creating Employee Groups
Specify Employee Grades
Add Employees Designations
Adding Branches and Departments
Payroll Settings
Adding New Employee
Add the Company HR Policies
Employee Groups
Employee Groups
Add Employees Grades
Adding Branches and Departments
Editing Department Settings
Editing Payroll Settings
3.2. Employees Lifecycle Management
Creating Job Offers
Create Employee Onboarding
Employee skill Map
Employees Promotion and Transfer
Employees Separation
Creating Job Offers
Create Job Offer
Templates
Create Job Offers to
Accepted Applicants
Track and Update Job
Offer Status
Create Employee Onboarding
Prepare a New
Employee to the
Company
Create Onboarding for
Each New Employee
from a Template
Each Onboarding
Activity will be as a
Project Task to be
Tracked
Employee skill Map
Help to Record and
Track Employee Skills
Evaluate Employee
Skills
Take certain Actions to
Improve Employees
Skills
3.3. Employees Attendance Management
Attendance Management & Employee Attendance Tools
Attendance Requests Management
Automate Attendance Recording
Attendance Management & Employee
Attendance Tools
Manually Recording
Employee Attendance
Pre-Record Employee
Attendance For
Specific Period
Integrate Biometric
Device to Automate
Attendance Recording
Attendance Requests Management
Employees Request
for Missed Attendance
System Automatically
Manage to Record
Attendance of the
Employee
Automate Attendance Recording
Setup Automatic
Attendance Recording
by Attendance
Recording Device
Set Rules for Half day,
Late and Grace Period
Accurate Attendance
Recording
3.4. Employees Leave Management
Specify Leave Periods
Create Leave Types
Create Leave Policies
Employees Leave Applications
Compensation Leaves
Create Leave Block List
Leave Encashment
Create Leave Types
Create Leave Periods
for a Whole Year
Ex. Holiday Lists
Specify Leave Periods
Specify Leave Details
for Leave Types.
Create Leave Policies
Specify Leaves
Allowed by Company
and their Allocation
Allowed for Each Year
Employees Leave Applications
Allow Employee to Fill
a Form to Apply for
Leaves
Manage Leave
Application Approval
Compensation Leaves
Allow Employee to
Apply for
Compensation Leaves
When he Works on
Holidays
Manage Leave
Create Leave Block List
Specify Days Were
Employees Cant Take
Leaves
Manage Leave
Leave Encashment
Leave Encashment
refers to an amount of
money received in
exchange for Leaves
not availed by an
Employee.
Allow for Application
and Management of
Leave Encashment
3.5. Employees Recruitment Management
Setting Staffing Plan
Job Opening
Job Applicants Management
Create Job Offers
Create Appointment Letter
Employee Referral
Setting Staffing Plan
Allow to Set a Yearly
Staffing Plan for Each
Department &
Designation
Allow to Integrate
with Yearly Financial
Planning
Job Opening
Allow to Record a Job
Vacancy in the
Company
Allow to Publish Job
Offer on the Website
Allow to Vacancies to
Apply for Job by a
Form on Company
Website
Job Applicants Management
Allow to Add Job
Applicant Manually
Manage Job
Applicants Applied for
Job Opening through
Website
Create Job Offers
Create Job Offers to
the Selected
Applicants Manually
or by Template
Submit and Manage
Job Offer Approval
Track and Update Job
offer Status for
Acceptation or
Rejection
Create Appointment Letter
Created When
Applicant Accepts the
Job Offer
Created to Include the
Details Needed for the
5
Applicant to Start his

Job
Employee Referral
Created for Internal
Job Offers For
Employees
Filled with Employee
Details, New
Designation and
Referrer
Employees Performance Management
Performance
Management
Creating Appraisals
Gamify Performance
Tracking
1
3.6. Employees Performance Management
Performance
Management
Creating Appraisals
Gamify Performance
Tracking
1
1
4. Generating Human Resources Reports
Different Kinds of
Reports Could be
Generated
Automatically to Ease
Reporting and
Documenting Process
Monthly Attendance
1
Sheet
Employee Exit Sheet
Our Team
Information Technology
Connect with us: Majeed Yusuf Walaa Madan
Tel: 39680261 CEO Information Technology
Specialist
www.opin.bh
Sharifa Alfadhel Abeer Yusuf
Office Administer Multimedia
Specialist
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HR Module Overview

01 Human Resources Definition

04 Generating Human Resources Reports

Applicant to Start his

Connect with us: Majeed Yusuf Walaa Madan

Tel: 39680261 CEO Information Technology

Sharifa Alfadhel Abeer Yusuf

Office Administer Multimedia

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