Job Applicant in ERPNext or How to create Job Applicant in ERPNext ?

You can maintain list of people who have applied for a job openings in your organization.

Follow these steps to create Job Applicant in ERPNext

1)Goto

Human Resources->Job Applicant->New

As you can see in the above diagram,Enter Applicant information and for which job he/she applied.

2)After entering all data save the form

As you can see in the above figure,select job opening in Job Opening(you can also create new job opening by clicking Create New Job Opening) field and in status field you can choose Open,Hold,Replied,Rejected. After entering all data Save the form.

Note:
1)You can Also link Job Application with an Email Account. If you link Job Application with an Email account system will automatically create New Job Applicant against each emailid received on the mailbox.

To link Email account with Job Applicant goto

Setup->Email Account->New

As you can see in the above figure, enter email id and password,check Enable Incoming and in Append To field select Job Applicant. After entering all details Save it.

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

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