Mastering HR Management with ERPNext: A Comprehensive Course

Explore employee master data management by defining departments, branches, and shifts, then create and maintain employee records.

Define and configure all required masters—branches, departments, leave policies, shifts, holiday calendars, designations, and grades—before creating and linking an employee record, which connects to the recruitment job applicant.

Define and manage employment types in ERPNext by adding or deleting predefined types, such as contract, commission, full-time, part-time, and consulting, to track staff counts and suit location requirements.

Explore creating and managing branches in ERPNext, from headquarters to regional offices and plants, assign location-based holidays, salaries, and shifts, and generate branch-specific reports for global expansion.

Learn how to create and manage designations in ERPNext, attach job descriptions and skills, map soft and hard skills, and link to training, recruitment, and promotion workflows.

Create and manage ERPNext holiday lists, add weekly holidays like Friday and Saturday, include holidays such as Christmas and Labour Day, and update lists across years to protect attendance.

Explore shift types and how to create and configure shifts in ERPNext, linking holiday lists, enabling auto attendance, and defining in/out rules, thresholds, and grace periods.

Create the employee master in ERPNext by entering comprehensive details from personal and employment data to payroll, department and attendance, while handling joining details, history, and exits.

Update employee data in bulk using the data import tool, downloading the template, updating the grade field by ID, and importing to refresh all records in ERPNext.

Learn to manage the complete recruitment process within ERPNext, from staffing plans and job openings to shortlisting, interviewing, offers, onboarding, and analyzing recruitment data.

Learn to create a staffing plan in ERPNext, detailing designations and vacancies for July to December, and how hiring two more database administrators reaches five total.

Learn a data-driven recruitment workflow using an ATS to plan staffing, publish job postings, screen applicants, conduct interviews, extend offers, and onboard hires in ERPNext.

Publish a job opening in ERPNext aligned with the staffing plan, specifying the ERP administrator position and qualifications. Use ChatGPT prompts to craft the description and publish to the website.

Post a job opening and manage all applications from portals, email, or other sources using the application tracking system, including rating, filtering, and shortlisting ERP administrator candidates.

Learn how to manage employee referrals in ERPNext HR, from adding referrals to converting qualified candidates into applicants. Set up referral bonus policies, salary components, and payroll payments with approvals.

Explore the recruitment workflow from scheduling and conducting phone, video, and panel interviews to collecting feedback, rating candidates, and deciding acceptance or rejection in ERPNext HR management.

Learn to create and customize a job offer within the ERPNext HR module, from selecting a candidate to defining terms, using templates, and tracking offer status.

Create and reuse appointment letter templates to formally confirm new hires in the recruitment process, detailing introduction, terms, and closing notes, and preparing for onboarding.

AI agents for recruitment automate candidate screening by analyzing profiles, providing non-biased analysis, and matching criteria, then justify decisions as accepted, rejected, or on hold, delivering faster, cost-saving hiring.

Explore how to advance ERPNext by building AI agents that handle data entry and a range of ERP tasks, boosting automation and efficiency.

Integrate an AI agent with ERPNext to automatically shortlist candidates by screening resumes against job descriptions, scoring with justification, and updating ERPNext with acceptance or rejection.

Recognize your dedication to mastering HR management with ERPNext; stay committed as you complete this well-structured learning journey and share feedback to help improve the course.

Master the employee lifecycle from onboarding to transfers and promotions within ERPNext's HR module, and explore training and development as part of comprehensive HR management.

Explore the employee lifecycle in ERPNext after recruitment, starting with onboarding and continuing through promotions and transfers between departments or companies.

Create and customize onboarding templates to streamline the onboarding process, covering pre-boarding, day zero to day twenty activities, mentor check-ins, and career development discussions.

Create onboarding by selecting a template that auto-generates a project with a start and end date, assigns tasks to responsible individuals, and tracks progress.

Create an employee skill map in ERPNext to identify gaps and guide training needs within human capital management and workforce planning.

Learn how to process an employee promotion in ERPNext by updating designation, department, and shift, submitting for approval, and reviewing the promotion history within the employee life cycle.

Learn how to process an employee transfer within ERPNext, moving staff across departments, branches, or companies, updating transfer date, office shift, and leave approvers, and submitting for workflow approval.

Define grievance types—harassment and discrimination, compensation and benefits, workload and working conditions, management and leadership, and career development—and learn to record, track, and address them with ERPNext.

Master attendance and leave management in ERPNext to automate payroll, defining leave types and policies, allocating leaves, configuring shifts, and handling daily check-ins and check-outs, exceptions, and attendance requests.

Learn how attendance and leave management validate check-in/out, use biometric or app-based inputs, and automate payment days calculation with a seven-day grace period.

Discover how to create compensatory leave requests in ERPNext, validate attendance on holidays, and allocate days to compensatory leave or annual leave while updating leave balances.

Learn to record employee check-in and check-out using three methods: biometric device, system entry, and Excel data import. Configure time stamps, validation, and admin restrictions to prevent manual edits.

Automarking attendance and attendance management in ERPNext validates check-in data from biometric devices, self-service portals, or uploaded logs to mark present or absent.

Learn how employees submit attendance requests, how managers approve them to update attendance, and how the system prevents duplicates, requires cancellation for resubmission, and handles automatic marking cutoffs.

Use bulk upload and individual marking tools to record employee attendance, selecting present, absent, or half day, for specific days or whole months, with validation against shifts and holiday lists.

Define holiday lists, paid, unpaid, and casual leave types, and leave periods in ERPNext; create and assign policies, process applications, and manage compensatory leaves, encashment, and block lists.

Define and configure leave types in ERPNext, including annual, sick, and leave without pay, with rules for encashment, earned leaves, compensatory leave, carry forward, and the sandwich policy.

Define and activate a leave period in ERPNext by setting the start and end dates and using a default holiday list to enable leaves allocation to employees.

Define and configure leave policies in ERPNext, including annual leave (30 days) and sick leave (70 days), category-based eligibility, policy submission and approval, and allocation to employees.

Learn how to create and modify leave allocations in ERPNext, including adding new leave types, assigning policies, and auditing changes with a clear event log.

Learn to create and apply a leave block list for year closing, blocking leaves by department or individuals during peak seasons and project handovers in ERPNext.

Create and apply a comprehensive employee appraisal template in ERPNext, with weighted key result areas, a 1–5 rating scale, and templates for sales leaders, project management, quality, and development.

Learn how to manage employee exits in ERPNext by creating exit templates, handling the complete workflow, processing full and final settlements, conducting exit interviews, and updating records.

Explore advanced configuration and customization in ERPNext, tailoring doc types, adding fields, and linking new types; generate custom reports and manage alerts and rules.

Add a custom field in ERPNext’s employee module, such as a checkbox laptop provided, placed after full name or employee number, then save and verify in the employee list.

Complete your ERPNext HR and payroll module training and gain full ERP understanding to succeed in any organization implementing HR and payroll.

Master ERPNext basics, from signing in and the Frap framework to modules and workflows. Learn collaboration, kanban, filters, tags, dashboards, and HR, payroll, CRM, and accounting features.

Celebrate completing the HR management with ERPNext course and apply the solid foundation to real-world work, while embracing ongoing learning, practice, curiosity, and knowledge sharing.