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v11 docs
This commit is contained in:
Rushabh Mehta
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pricing-rule
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tools
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setup
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share
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articles
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# Shareholder Management
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> New in Version 11
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ERPNext allows you to keep a track of all your Shareholders and maintain a Share Transfers, Share Ledger and Share Balances.
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### Index
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{index}
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employee-and-attendance
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leaves-and-holiday
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leave-management
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payroll
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travel-and-expense-claim
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appraisal
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10
foundation/www/docs/user/manual/en/human-resources/leave-management/index.md
Executable file
10
foundation/www/docs/user/manual/en/human-resources/leave-management/index.md
Executable file
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<!-- add-breadcrumbs -->
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# Leaves and Holiday
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This section will help you understand how ERPNext enables you to efficiently manage the leave schedule of your organization. It also explains the way employees can apply for leaves.
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Employees create leave requests, which their respective managers (leave approver) can approve or reject. An Employee can select from a number of leave types such as sick leave, casual leave, privilege leave and so on. The number and type of leaves an Employee can apply is controlled by Leave Allocations. You can create Leave Allocations for a Leave Period based on the company's Leave Policy. You can also allocate additional leaves to your employees and generate reports to track leaves taken by Employees.
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### Topics
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{index}
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leave-type
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leave-period
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leave-policy
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leave-allocation
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leave-application
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compensatory-leave-request
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leave-encashment
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holiday-list
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leave-block-list
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leave
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# Leave Allocation
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Leave Allocation enables you to allot a specific number of leaves to a particular employee. You can allocate a number of leaves to different types of leave.
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### Allocating leaves for a Leave Period
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> Human Resources > Leaves and Holiday > Leave Period
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Leave Period helps you manage leaves for a period and also doubles up as a tool to help you grant leaves for a category of employees. The _Grant_ button will generate Leave Allocations based on the Leave Policy applicable to each Employee. You can allocate leaves based on Employee Grade, Department or Designation. Also, note that _Carry Forward Leaves_ check will enable you to carry forward any unused leaves (for Leave Types with Is Carry Forward turned on) from previous allocations to new ones.
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<img class="screenshot" alt="Grant Leaves from Leave Period"
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src="{{docs_base_url}}/assets/img/human-resources/leave-period-2.png">
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###Manual Allocation of leaves
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> Human Resources > Leaves and Holiday > Leave Allocation > New Leave Allocation
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To manually allocate leaves for an Employee, select the period and the number of leaves you want to allocate. You can also add unused leaves from previous allocation period.
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<img class="screenshot" alt="Manual Leave Allocation"
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src="{{docs_base_url}}/assets/img/human-resources/manual-leave-allocation.png">
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@@ -21,7 +21,7 @@ _Basic Workflow:_
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<img class="screenshot" alt="Leave Allocation Tool"
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src="{{docs_base_url}}/assets/img/human-resources/new-leave-application.png">
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###Setting Leave Approver
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### Setting Leave Approver
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* A leave approver is a user who can approve an leave application for an employee. Leave Approvers for each department can be configured in the [Department](/docs/user/manual/en/human-resources/setup/department.html) master.
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# Leave Block List
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> Human Resources > Leaves and Holiday > Leave Block List > New Leave Block List
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Leave Block List is a list of dates in a year, on which employees can not apply for leave. You can define a list of users who can approve Leave Application on blocked days, in case of urgency. You can also define whether the list will applied on entire company or any specific departments.
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<img class="screenshot" alt="Leave Block List"
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src="{{docs_base_url}}/assets/img/human-resources/leave-block-list.png">
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# Leave Period
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Most companies manage leaves based on a Leave Period. ERPNext allows you to create a Leave period by going to
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> Human Resources > Leaves and Holiday > Leave Period > New Leave Period
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<img class="screenshot" alt="Leave Period"
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src="{{docs_base_url}}/assets/img/human-resources/leave-period-1.png">
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### Granting Leaves to Employees
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Leave Management in ERPNext is based on Leave Allocations created for each employee. This means, Employees can only avail as many leaves (of each Leave Type) allocated to them. There are multiple ways by which you can create Leave Allocations for Employees.
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# Leave Policy
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> Human Resources > Leaves and Holiday > Leave Policy > New Leave Policy
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It is a practice for many enterprises to enforce a general Leave Policy to effectively track and manage Employee leaves. ERPNext allows you to create and manage multiple Leave Policies and allocate leaves to Employees as defined by the policy.
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<img class="screenshot" alt="Leave Policy"
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src="{{docs_base_url}}/assets/img/human-resources/leave-policy.png">
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### Enforcing the Leave Policy
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To enforce the Leave Policy, you can either:
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* Apply the Leave Policy in Employee Grade
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<img class="screenshot" alt="Employee Grade"
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src="{{docs_base_url}}/assets/img/human-resources/employee-grade.png">
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This will ensure all leave allocations for all employees of this grade will be as per the Leave Policy
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* Update Employee record with appropriate Leave Policy. In case you need to selectively update the Leave Policy for a particular Employee, you can do so by updating the Employee record.
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<img class="screenshot" alt="Employee Leave Policy"
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src="{{docs_base_url}}/assets/img/human-resources/employee-leave-policy.png">
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@@ -1,11 +1,5 @@
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<!-- add-breadcrumbs -->
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#Leaves Setup
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This section will help you understand how ERPNext enables you to efficiently manage the leave schedule of your organization. It also explains the way employees can apply for leaves.
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# Leave Type
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Employees create leave requests, which their respective managers (leave approver) can approve or reject. An Employee can select from a number of leave types such as sick leave, casual leave, privilege leave and so on. The number and type of leaves an Employee can apply is controlled by Leave Allocations. You can create Leave Allocations for a Leave Period based on the company's Leave Policy. You can also allocate additional leaves to your employees and generate reports to track leaves taken by Employees.
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---
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##Leave Type
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> Human Resources > Leaves and Holiday > Leave Type > New Leave Type
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Leave Type refers to types of leave allotted to an employee by a company. An employee can select a particular Leave Type while requesting for a leave. You can create any number of Leave Types based on your company’s
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@@ -46,7 +40,7 @@ requirement.
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<img class="screenshot" alt="Earned Leave"
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src="{{docs_base_url}}/assets/img/human-resources/earned-leave.png">
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###Default Leave Types
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### Default Leave Types
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There are some pre-loaded Leave Types in the system, as below:
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- Leave Without Pay: You can avail these leaves for different purposes, such as, extended medical issues, educational purpose or unavoidable personal reason. Employee does not get paid for such leaves.
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@@ -55,74 +49,3 @@ There are some pre-loaded Leave Types in the system, as below:
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- Compensatory off: These are compensatory leave allotted to employees for overtime work.
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- Casual leave: You can avail this leave to take care of urgent and unseen matters.
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---
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##Leave Policy
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> Human Resources > Leaves and Holiday > Leave Policy > New Leave Policy
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It is a practice for many enterprises to enforce a general Leave Policy to effectively track and manage Employee leaves. ERPNext allows you to create and manage multiple Leave Policies and allocate leaves to Employees as defined by the policy.
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<img class="screenshot" alt="Leave Policy"
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src="{{docs_base_url}}/assets/img/human-resources/leave-policy.png">
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### Enforcing the Leave Policy
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To enforce the Leave Policy, you can either:
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* Apply the Leave Policy in Employee Grade
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<img class="screenshot" alt="Employee Grade"
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src="{{docs_base_url}}/assets/img/human-resources/employee-grade.png">
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This will ensure all leave allocations for all employees of this grade will be as per the Leave Policy
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* Update Employee record with appropriate Leave Policy. In case you need to selectively update the Leave Policy for a particular Employee, you can do so by updating the Employee record.
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<img class="screenshot" alt="Employee Leave Policy"
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src="{{docs_base_url}}/assets/img/human-resources/employee-leave-policy.png">
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---
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##Leave Period
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Most companies manage leaves based on a Leave Period. ERPNext allows you to create a Leave period by going to
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> Human Resources > Leaves and Holiday > Leave Period > New Leave Period
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<img class="screenshot" alt="Leave Period"
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src="{{docs_base_url}}/assets/img/human-resources/leave-period-1.png">
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###Granting Leaves to Employees
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Leave Management in ERPNext is based on Leave Allocations created for each employee. This means, Employees can only avail as many leaves (of each Leave Type) allocated to them. There are multiple ways by which you can create Leave Allocations for Employees.
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##Leave Allocation
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Leave Allocation enables you to allot a specific number of leaves to a particular employee. You can allocate a number of leaves to different types of leave.
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###Allocating leaves for a Leave Period
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> Human Resources > Leaves and Holiday > Leave Period
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Leave Period helps you manage leaves for a period and also doubles up as a tool to help you grant leaves for a category of employees. The _Grant_ button will generate Leave Allocations based on the Leave Policy applicable to each Employee. You can allocate leaves based on Employee Grade, Department or Designation. Also, note that _Carry Forward Leaves_ check will enable you to carry forward any unused leaves (for Leave Types with Is Carry Forward turned on) from previous allocations to new ones.
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<img class="screenshot" alt="Grant Leaves from Leave Period"
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src="{{docs_base_url}}/assets/img/human-resources/leave-period-2.png">
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###Manual Allocation of leaves
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> Human Resources > Leaves and Holiday > Leave Allocation > New Leave Allocation
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To manually allocate leaves for an Employee, select the period and the number of leaves you want to allocate. You can also add unused leaves from previous allocation period.
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<img class="screenshot" alt="Manual Leave Allocation"
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src="{{docs_base_url}}/assets/img/human-resources/manual-leave-allocation.png">
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---
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##Leave Block List
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> Human Resources > Leaves and Holiday > Leave Block List > New Leave Block List
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Leave Block List is a list of dates in a year, on which employees can not apply for leave. You can define a list of users who can approve Leave Application on blocked days, in case of urgency. You can also define whether the list will applied on entire company or any specific departments.
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<img class="screenshot" alt="Leave Allocation Tool"
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src="{{docs_base_url}}/assets/img/human-resources/leave-block-list.png">
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---
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#Applying for Leaves
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##Leave Application
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> Human Resources > Leaves and Holiday > Leave Application > New Leave Application
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[Leave Application](/docs/user/manual/en/human-resources/leaves_and_holiday/leave-application.html) section enables an employee to apply for leaves. Employee can select the type of leave and the Leave Approver who will authorize the Leave Application. Leave Approvers for each department can be configured in the [Department](/docs/user/manual/en/human-resources/setup/department.html) master. Based on selected dates and applicable Holiday List, total leave days is calculated automatically.
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{next}
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<!-- add-breadcrumbs -->
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# Leaves and Holiday
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Managing leaves of employees is a very important function every HR. ERPNext allows you to allocate leaves to employees, track leaves of employees and the approval workflows associated with the process. This sections explains this in detail.
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### Topics
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{index}
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@@ -19,7 +19,7 @@ Human Resources > Shift Management > Shift Type
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* Enter Shift Type, Start Time and End Time for quick entry.
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<img class="screenshot" alt="Shift Type" src="{{docs_base_url}}/assets/img/human-resources/shift-type.png">
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<img class="screenshot" alt="Shift Type" src="{{docs_base_url}}/assets/img/human-resources/shift-type.png">
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### Shift Request
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@@ -41,5 +41,5 @@ Human Resources > Shift Management > Shift Request
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* You can also view Calendar view of Shift Assignments.
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<img class="screenshot" alt="Shift Assignment Calendar"
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<img class="screenshot" alt="Shift Assignment Calendar"
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src="{{docs_base_url}}/assets/img/human-resources/shift-assignment-calendar.png">
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<!-- add-breadcrumbs -->
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# Using Custom Domain On Erpnext
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# Using Custom Domain On ERPNext
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<!-- markdown -->
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<!-- add-breadcrumbs -->
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# Using Erpnext
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# Using ERPNext
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We live in an era when people are very comfortable communicating, discussing,
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asking, assigning work and getting feedback electronically. The Internet acts
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