Expense Claim in ERPNext or How to create Expense Claim in ERPNext ?

Expense Claim is made when Employee spends money from his/her pocket on behalf of company. For example,they travel to meet customers,here they have to request for repayment via Expense Claim Form

Follow below steps to create Expense Claim in ERPNext

1)Goto

Human Resources->Expense Claim->New

As shown in the above figure,in the Expense Claim enter details for Expense Approver,Employee who made expense,Expense Date,Expense Description,Claim Amount

etc

2)After entering details expense form looks like

In the above figure you can see,How we created expense claim

3)You can also link expense claim to any project/Task

4)Expense Approver wants to approve the claim then he/she need to enter Sanctioned Amount/Approved Amount and then he/she has to choose Approval Status as Approved.If claim is rejected then he/she need to choose Rejected.You can also add comments about claim approve/rejection in comment section

In the above diagram you can see,How expense form looks for Expense Approver

5)After entering all data Save and Submit the form.

The approved Expense Claims must be converted into Journal Entry and Payment should be done.

In the above diagram you can see,By clicking button Make Bank Entry, you can convert Expense Claim to Journal Entry.

Attendance in ERPNext or How to create employee attendance in ERPNext ?

Attendance report gives information about how many employees has been present on particular day.

Follow these steps to create employee attendance in erpnext

1)Manually you can create employee  attendance on particular date in ERPNext

Goto

Human Resources->Attendance->New

As you can see in the above figure,in the attendance form choose the employee,attendance status(Present,Absent,Half Day) and Attendance Date. After entering all data Save and Submit the attendance form.

2)You can also upload bulk attendance by using Upload Attendance Tool

Goto

Human Resources->Upload Attendance

As you can see in the above figure, you can Import bulk attendance (CSV/Excel). Before importing you need to enter data in ERPNext attendance template. So first download Attendance Template and enter the data (refer instructions to enter data in template). After that import attendance data to ERPNext.You can see in below image to know how attendance template looks like

3)You can see Employee's monthly attendance report by going to the

Human Resources->Standard Reports->Monthly Attendance Sheet

Appraisal in ERPNext or How to create Appraisal in ERPNext ?

Appraisal is the systematic evaluation of the performance of employees and to understand the abilities of a person for further growth and development or performance evaluation of an employee over a particular period.

ERPNext allow you to manage employee’s appraisals by creating appraisal template for each role with the parameters.

Follow these steps to create Appraisal in ERPNext

1) Go to

Human Resource->Appraisal->New

As you can see in the above diagram,select the Appraisal template or you can also create new template by clicking Create a new Appraisal Template.

2)After selecting template the remaining form appears

3)In the Goals section

add goals,weight(in%) and Score(0-5)

4)After adding all goals and score Save and Submit the form.You can create appraisal record for each period where you can track employee performance.

In the above diagram you can see,Here we created an employee appraisal record for the month September.Like this you can create an employee appraisal record for each period.

Note:

1)To create New Appraisal Template goto

Human Resources->Appraisal Template->New

As you can see in the above diagram,in the appraisal template enter the title of the appraisal in Appraisal Template Title and also enter description.

In KRA(Key Result Area/Key Performance Area) add key parameters/goals and weightage(in %) and make sure that the overall KRA weight % should be 100%.After that Save the template