v11 HR docs for documents under Setup, cleanup

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anoop
2018-07-07 16:39:33 +05:30
parent 1997859fe7
commit 9de00a6d01
11 changed files with 56 additions and 31 deletions

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#Daily Work Summary Group
In order to facilitate daily reporting of employees, you can configure ERPNext to request employees email to send their work summary. To configure a new Daily Work Summary Group go to
> Human Resources > Setup > Daily Work Summary Group
You can set multiple groups with different set of _users_ from your user list with different _time to send emails_ and with separate _holiday list_ for each.
You can also choose to customize the _Message_ you send to users.
**Note:**
>1. If no holiday list is selected then the email will be sent every day.
>2. Name of a "Daily Work Summary Group" will be sent as the title for daily summary email.
>3. Mail will not be sent to the users of a disabled Daily Work Summary Group.
via HR module or search bar and set the users for whom you want to send the reminder.
<img class="screenshot" alt="aily Work Summary Group" src="{{docs_base_url}}/assets/img/human-resources/daily-work-summary-group.png">
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# Deduction Type
You can make a record of the tax and other salary deductions and describe it as Deduction Type
To create a new Deduction Type
> Human Resource > Setup > Deduction Type > New
<img class="screenshot" alt="Deduction Type" src="{{docs_base_url}}/assets/img/human-resources/deduction-type.png">
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# Earning Type
You can make a record of the Salary Components and describe it as Earning Type
To create a new Earning Type
> Human Resource > Setup > Earning Type > New
<img class="screenshot" alt="Earning Type" src="{{docs_base_url}}/assets/img/human-resources/earning-type.png">
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#Employee Grade
ERPNext allows you to configure employee grades, helping you to easily categorize employees based on seniority or any other criteria. Employee Grades also helps you fetch employee records in bulk based on their grades while processing payroll, allocating leaves etc.
<img class="screenshot" alt="Employee Grade" src="{{docs_base_url}}/assets/img/human-resources/employee-grade.png">
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#Employee Health insurance
ERPNext allows you to configure Employee Health Insurance providers via this document. You can select Employee Health Insurance provider in Employee.
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# HR Settings # HR Settings
GLobal settings for HR related documents Global settings for HR related documents
<img class="screenshot" alt="HR Settings" src="{{docs_base_url}}/assets/img/human-resources/hr-settings.png"> <img class="screenshot" alt="HR Settings" src="{{docs_base_url}}/assets/img/human-resources/hr-settings.png">
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branch branch
department department
designation designation
earning-type employee-grade
deduction-type daily-work-summary-group
holiday-list employee-health-insurance
staffing-plan

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# Staffing Plan
Staffing Plan helps you to plan human resource recruitments for your Company. ERPNext allows you to do this at a group company level helping you efficiently plan and budget new hirings for a period. Job Openings can only be created as per the number of vacancies and budget as per the active Staffing Plan.
> Human Resources > Setup > Staffing Plan > New Staffing Plan
<img class="screenshot" alt="Staffing Plan"
src="{{docs_base_url}}/assets/img/human-resources/staffing-plan.png">
- **Designation:** The designations for which you are creating the Staffing Plan.
- **Number of Positions:** The number of positions you plan to recruit for between the Staffing Plan from and to dates.
- **Current Count:** This is the number of Employees already hired for the Designation.
- **Vacancies:** The number of vacancies based on the Number of Positions you wish to recruit and the current Employee count.
- **Estimated Cost Per Position:** You can specify the cost to company per position so that hiring officials can stick to the budget.
<img class="screenshot" alt="Staffing Plan Detail"
src="{{docs_base_url}}/assets/img/human-resources/staffing-plan-detail.png">
**Total Estimated Budget** Once you enter the recruitment plan for all the designations, Staffing Plan will draw up the total estimated budget as per the plan.