employee onboarding and separation

This commit is contained in:
Umair Sayed
2018-06-28 18:30:20 +05:30
parent 781aa68035
commit 70f77877e1
157 changed files with 1221 additions and 0 deletions

View File

@@ -0,0 +1,58 @@
# Employee Onboarding and Separation
In the process of hiring or releaving an Employee, there are set of standard activities which needs to be executed. This feature helps you maintain the master of these activities, and create set of Task at the time of each Employee hiring or releaving.
Use Case: Let's assume that following are the activities which needs to be performed as soon as job applicant is approved to be hired.
- Perform a legal and professional backgroud check
- Create an Employee master
- Create an Email Account
- Create an identity card
- Allocate leaves
Same way, you can have different set of activities to be performed when releaving an Employee, like:
- Diasble access from the system
- Collect assets from the Employee, if any allocated
- Collect ID card
- Update employee master
- Perform full and final payment process in the payroll
In ERPNext, these standard activities can be tracked in the Employee Onboarding and Separate Template.
### Employee Onboarding Template
> HR > Employee Lifecycle > Employee Onboarding Template
<img class="screenshot" alt="Onboarding Template" src="{{docs_base_url}}/assets/img/human-resources/onboarding-template.png">
You can notice that for each Acitivity, you can also mention the User or Role, or one of it, to whom this activity will be assigned.
You can also maintain separate master for the Employee Separation Template, based on Department, Designation and Grade.
### Employee Onboarding
Employee Onboarding is created for a Job Application, who is approved for the hiring.
You can select an applicant from Job Applicant master, and fetch activities from Employee Onboarding master.
<img class="screenshot" alt="Onboarding Template" src="{{docs_base_url}}/assets/img/human-resources/onboarding.png">
### Tasks and Assignments
On submission on Employee Onboarding / Seperation, a Project will be created. Within the Project, a Tasks will also be created for each Actiovity. Again, each Task will be allocated, based on the User or Role selected for that Activity.
<img class="screenshot" alt="Onboarding Template" src="{{docs_base_url}}/assets/img/human-resources/onboarding-tasks.gif">
### Employee Creation
Based on the progress on the Tasks, progress can be updated in the Employee Onboarding and Separation process.
<img class="screenshot" alt="Onboarding Template" src="{{docs_base_url}}/assets/img/human-resources/onboarding-employee.png">
### Video Help (Webinar Recording)
<div class="embed-container">
<iframe src="https://www.youtube.com/embed/2zbMW1YKtWo" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen>
</iframe>
</div>

View File

@@ -22,3 +22,4 @@ loan-management
employee-promotion
employee-transfer
articles
employee-onboarding-and-separation