diff --git a/foundation/www/docs/assets/img/human-resources/compensatory-leave-request.png b/foundation/www/docs/assets/img/human-resources/compensatory-leave-request.png new file mode 100644 index 00000000..f97d74b8 Binary files /dev/null and b/foundation/www/docs/assets/img/human-resources/compensatory-leave-request.png differ diff --git a/foundation/www/docs/assets/img/human-resources/leave-allocation-tool.png b/foundation/www/docs/assets/img/human-resources/leave-allocation-tool.png deleted file mode 100755 index c79bd952..00000000 Binary files a/foundation/www/docs/assets/img/human-resources/leave-allocation-tool.png and /dev/null differ diff --git a/foundation/www/docs/assets/img/human-resources/leave-allocation.png b/foundation/www/docs/assets/img/human-resources/leave-allocation.png deleted file mode 100755 index 4a154e90..00000000 Binary files a/foundation/www/docs/assets/img/human-resources/leave-allocation.png and /dev/null differ diff --git a/foundation/www/docs/assets/img/human-resources/leave-encashment.png b/foundation/www/docs/assets/img/human-resources/leave-encashment.png old mode 100755 new mode 100644 index f537ddc5..bf083c0e Binary files a/foundation/www/docs/assets/img/human-resources/leave-encashment.png and b/foundation/www/docs/assets/img/human-resources/leave-encashment.png differ diff --git a/foundation/www/docs/assets/img/human-resources/leave-period-grant.png b/foundation/www/docs/assets/img/human-resources/leave-period-grant.png deleted file mode 100755 index f9193d0f..00000000 Binary files a/foundation/www/docs/assets/img/human-resources/leave-period-grant.png and /dev/null differ diff --git a/foundation/www/docs/assets/img/human-resources/leave-type-encashment.png b/foundation/www/docs/assets/img/human-resources/leave-type-encashment.png new file mode 100755 index 00000000..f537ddc5 Binary files /dev/null and b/foundation/www/docs/assets/img/human-resources/leave-type-encashment.png differ diff --git a/foundation/www/docs/assets/img/human-resources/leave-type.png b/foundation/www/docs/assets/img/human-resources/leave-type.png deleted file mode 100755 index 4f042910..00000000 Binary files a/foundation/www/docs/assets/img/human-resources/leave-type.png and /dev/null differ diff --git a/foundation/www/docs/user/manual/en/human-resources/compensatory-leave-request.md b/foundation/www/docs/user/manual/en/human-resources/compensatory-leave-request.md new file mode 100644 index 00000000..6dccb084 --- /dev/null +++ b/foundation/www/docs/user/manual/en/human-resources/compensatory-leave-request.md @@ -0,0 +1,13 @@ + +# Compensatory Leave Request +ERPNext allows employees to request for compensatory leaves for days which they have worked on holidays. It is necessary that the dates should be in default Holiday List and also that the Employee should have her attendance marked Present. Note that Leave Types which are marked are **Is Compensatory** can be selected in the Compensatory Leave Request. + +To create a new Compensatory Leave Request, go to +> Human Resources > Leaves and Holiday > Compensatory Leave Request > New Compensatory Leave Request + +Compensatory Leave Request + +On submitting a Compensatory Leave Request, ERPNext updates the Leave Allocation record for the leave type is updated allowing her to apply for leaves of this type later on. + +{next} diff --git a/foundation/www/docs/user/manual/en/human-resources/human-resource-setup.md b/foundation/www/docs/user/manual/en/human-resources/human-resource-setup.md index 2cc69b3a..71540188 100755 --- a/foundation/www/docs/user/manual/en/human-resources/human-resource-setup.md +++ b/foundation/www/docs/user/manual/en/human-resources/human-resource-setup.md @@ -1,8 +1,7 @@ # Human Resource Setup -The HR module has a setup process where you create the masters for all the -major activities. +The HR module has a setup process where you create the masters for all the major activities. ### Organization Setup @@ -19,7 +18,10 @@ To setup your Employee master you must first create: To setup Leaves, create: * Leave Type (like Sick Leave, Travel Leave etc) - * Holiday List (list of annual holidays for the year - these days will not be considered in Leave Applications). + * Holiday List (list of annual holidays for the year - these days will not be considered in Leave Applications) + * Leave Policy to effectively track and manage Employee leaves across the company + +Check [Leaves - Overview](/docs/user/manual/en/human-resources/leave.html) for a detailed description about how you can configure and manage Leaves ### Payroll (Salary) Setup @@ -32,7 +34,6 @@ deductions. These are * Earning Type * Deduction Type -These are just labels, we will see how to use them when we discuss the payroll -section. +These are just labels, we will see how to use them when we discuss the payroll section. {next} diff --git a/foundation/www/docs/user/manual/en/human-resources/leave-application.md b/foundation/www/docs/user/manual/en/human-resources/leave-application.md index a64d4504..a9b1d86e 100755 --- a/foundation/www/docs/user/manual/en/human-resources/leave-application.md +++ b/foundation/www/docs/user/manual/en/human-resources/leave-application.md @@ -2,13 +2,13 @@ # Leave Application If your company has a formal system where Employees have to apply for leaves -to be able to qualify as paid leaveas, you can create Leave Application to +to be able to qualify as paid leaves, you can create Leave Application to track approval and usage of leaves. You have to mention the Employee, Leave Type and the period for which the leave is taken. > Human Resources > Leaves and Holiday > Leave Application > New Leave Application -Leave Application +Leave Application ###Setting Leave Approver diff --git a/foundation/www/docs/user/manual/en/human-resources/leave-encashment.md b/foundation/www/docs/user/manual/en/human-resources/leave-encashment.md new file mode 100644 index 00000000..37c55400 --- /dev/null +++ b/foundation/www/docs/user/manual/en/human-resources/leave-encashment.md @@ -0,0 +1,15 @@ + +# Leave Encashment + +For Leave Types which are encashable, you can submit Leave Encashment. To create a new Leave Encashment, go to + +> Human Resources > Leaves and Holiday > Leave Encashment > New Leave Encashment + +As you select Employee and Leave Type, Leave Balance and Encashable Days (which is total leave balance less the threshold days set in Leave Type) will be shown along with the Encashment Amount based on the Leave Encashment per day as configured in the Employee's assigned Salary Structure. + +Leave Encashment + +On submitting a Leave Encashment for an Employee, ERPNext automatically creates an [Additional Salary](/docs/user/manual/en/human-resources/additional-salary.html) which will get added to the Salary Slip of the Employee when processing the next payroll + +{next} diff --git a/foundation/www/docs/user/manual/en/human-resources/leave.md b/foundation/www/docs/user/manual/en/human-resources/leave.md index 01e84abe..909c78d6 100755 --- a/foundation/www/docs/user/manual/en/human-resources/leave.md +++ b/foundation/www/docs/user/manual/en/human-resources/leave.md @@ -28,17 +28,19 @@ requirement. **Include holidays within leaves as leaves:** Check this option if you wish to count holidays within leaves as a ‘leave’. Such holidays will be deducted from the total number of leaves. -**Is Compensatory:** Compensatory leaves are leaves granted for working overtime or on holidays, normally compensated as an encashable leave. You can check this option to mark the Leave Type as compensatory. An Employee can request for compensatory leaves (Compensatory Leave Request) and on approval of such requests, Leave Allocations are created allowing her to apply for leaves of this type later on. +**Is Compensatory:** Compensatory leaves are leaves granted for working overtime or on holidays, normally compensated as an encashable leave. You can check this option to mark the Leave Type as compensatory. An Employee can request for compensatory leaves using [Compensatory Leave Request](/docs/user/manual/en/human-resources/compensatory-leave-request.html) and on approval of such requests, Leave Allocation for this leave type is updated allowing her to apply for leaves of this type later on. **Is Optional:** Check this Optional Leaves are holidays which Employees can choose to avail from a list of holidays published by the company. The Holiday List for optional leaves can have any number of holidays but you can restrict the number of such leaves granted to an Employee in a Leave Period by setting the Max Days Leave Allowed field. **Encashment:** It is possible that Employees can receive cash from their Employer for unused leaves granted to them in a Leave Period. Not all Leave Types need to be encashable, so you should set "Allow Encashment" for Leave Types which are encashable. Leave encashment is allowed only in the last month of the Leave Period. Leave Encashment + src="{{docs_base_url}}/assets/img/human-resources/leave-type-encashment.png"> You can set the **Encashment Threshold Days** field so that the Employees wont be able to encash that many days. These days should be carry forwarded to the next Leave Period so that it can be either encashed or availed. You may also want to set the **Earning Component** for use in Salary Slip while paying out the encashed amount to Employees as part of their Salary. +>Note: On submitting a [Leave Encashment](/docs/user/manual/en/human-resources/leave-encashment.html) for an Employee, ERPNext automatically creates an [Additional Salary](/docs/user/manual/en/human-resources/additional-salary.html) which will get added to the Salary Slip of the Employee when processing the next payroll + **Earned Leave:** Earned Leaves are leaves earned by an employee after working with the company for a certain amount of time. Checking "Is Earned Leave" will allot leaves pro rata by automatically updating Leave Allocation for leaves of this type at intervals set by **Earned Leave Frequency**. For example, if an employee earns 2 leaves of type Paid Leaves monthly, ERPNext automatically increments the Leave Allocation for Paid Leave at the end of every month by 2. The leave allotment process (background job) will only allot leaves considering the max leaves for the leave type, and will round to **Rounding** for fractions. Earned Leave Human Resources > Leaves and Holiday > Leave Period > New Leave Period Leave Period + src="{{docs_base_url}}/assets/img/human-resources/leave-period-1.png"> #Granting Leaves to Employees 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. @@ -95,7 +97,7 @@ Leave Allocation enables you to allot a specific number of leaves to a particula 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. Grant Leaves from Leave Period + src="{{docs_base_url}}/assets/img/human-resources/leave-period-2.png"> ###Manual Allocation of leaves > Human Resources > Leaves and Holiday > Leave Allocation > New Leave Allocation @@ -140,3 +142,5 @@ Leave Block List is a list of dates in a year, on which employees can not apply Leave Allocation Tool + +{next}