Tuesday 28 June 2016

How to create Employee in ERPNext ?

Employee is a person employed for wages or salary, especially at non-executive level
Follow these steps to create employee in ERPNext
1)Goto
Human Resources->Employee->New

As you can see in the above figure,enter the details of the employee in the form.

2)Before creating employee decide on what basis you are recording employee.Every organization maintain employee record by Employee Number and few organization record employee details on Naming Series. So set how you are going to save employee details by Employee Number/Naming Series.
To set employee creation on the bases Employee Number/Naming Series
Goto
Human Resource->Setup->HR Setting

In the above diagram you can see,Set the Employee Record to be created by Naming Series/Employee Number.Here you can also set for employee payroll. You can check/uncheck Include holidays in Total no, of Working Days(If checked, Total no. of Working Days will include holidays, and this will reduce the value of Salary Per Day)

3)In the employee form add employee details 

As you can see in the above figure add employee details like Name,Role,Department,Date of Joining/Retirement,Salary Mode,Personal/Contact Details,Previous Work Experience,Educational Qualification etc

4)You can also add Leave Approver for employee as well to whom employee should Reports to

In the above figure you can see,In the Organisation Profile in Employee form select to whom employee should reports in Reports to field. Also you can set leave approver for an employee.In the above figure you can see,you can choose one or more Leave Approver for an Employee.

5)After entering all data Save the form
6)From Employee form you can create Salary Structure for the Employee

As you can see in the above figure,you can create salary structure for employee by clicking button Make salary Structure




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