How to create Employee Salary Slip in ERPNext ?

Salary Slip is a statement which is given to employee to show how much money he/she earned how much taxes has been taken off.

follow below steps to create salary slip in ERPNext

1)Goto

Human Resource->Documents->Salary Slip->New

or

You can also create Salary Slip for employee from Salary Structure

In the above figure you can see,Select the employee to whom you are going to create salary slip.

2)After selecting employee,the total earning and deduction will be fetched automatically from salary structure.

As you can see in the above figure,Here you select Month and if your organisation supports LWP then mention days in LWP.ERPNext will automatically takes working day and earning/deduction type in salary slip.

3)If there is any changes in earning/deduction then you can also edit in Salary Slip.

As you can see in the above diagram,here you can edit Amount if there is any change. If salary slip is depends on LWP then Depends on Leave Without Pay is Checked automatically from salary structure in Earning/Deduction row/master.In any cases if you don't want to consider LWP then you can uncheck Depends on Leave Without Pay

4)After that Save and Submit the salary slip.

As you can see in the above figure,this is the PDF format of salary slip and you can email salary slip to your employee.

5)Using Process Payroll you can create salary slip for multiple employee

goto

Human Resources->Tools->Process Payroll

As you can see in the above figure,Here you can generate salary slip for multiple employee, as well you can generate salary slips for employees based on Department,Branch and Designation also.Select month and year which you want to create salary slips.

When you click Create Salary Slip button in Process Payroll,the salary slips will be created for active employees for the month you selected.If the salary slips are created then system will not allow you to create any more salary slip for that selected month.

Once salary slips are created, you can also check whether they are created correctly or not and you can also edit salary slips(If you want to deduct LWP).

Once salary slips are checked(if you ensure created salary slips are correct) then you can Submit all salary slips together by clicking on Submit Salary Slip button in Process Payroll.If you want mail salary slip automatically  to all employee then make sure to check Send Email.

You can also create Bank Entry/JV for salaries by clicking button Make Bank Entry in Process Payroll.

Note:

1)ERPNext will take working days automatically

If you want to include holidays in total number of  working days then

goto

Human Resources->Setup->HR Setting

in HR Setting check Include holidays in Total no. of Working Days

How to create Offer Letter in ERPNext ?

Offer Letter which confirms the details of the offer of employment including job description, salary, benefits, paid time off, work schedule, reporting structure, etc.

ERPNext allows you to record offer letters that you provided to your candidates.

Follow the below step to create New Offer Letter

1)Goto

Human Resources->Documents->Offer Letter->New

As you can see in the above figure,Select the Job Applicant(to whom you are offering job),Designation,Offer date,Status(Rejected/Accepted/Awaiting Response) and also enter offer terms and its description.Make sure to enter Terms and Condition also

2)After Entering all data Save and Submit the form

In the above figure you can see how we created new offer letter

3)Click on Print button to print the offer letter

Above figure shows the pre-defined print format of offer letter.

4)If the candidate Accept/Reject the offer letter then update the Status in his/her offer letter

How to create Leave Application in ERPNext ?

If your organisation has a system where your employee need to apply for leave and leave can be track able then ERPNext allows to create Leave Application for employee.

Follow these steps to create Leave Application

1)Goto

Human Resources->Documents->Leave Application->New

As you can see in the above diagram,

In the Leave Application Form enter the details

Leave Type-Leave Type like Sick Leave,Casual Leave,Privilege Leave

From Date/To Date-Select dates, shows Leave period which is taken

Employee-Name/ID of the employee

Leave Approver-Leave Approver is a user who can approve Leave Application for an employee and you need to mention Leave Approver list in Employee Master

2)You need to allocate leaves for employee.To allocate leave goto

Human Resources->Tools->Leave Allocation Tool

As you can see in the above figure,Select Employee Type,Branch,Department,Designation to allocate leave. And also select Leave Type like Sick Leave,Casual Leave and enter the  Leaves number in Days(Say total 10 sick leave per year for all employee).Check Carry Forward if leaves can be carry forwarded(if your organisation maintains carry forward leaves).Then click on Allocate to allocate leaves.

or

You can also allocate leave for Particular Employee, to allocate leave goto

Human Resources->Setup->Leave Allocation->New

As you can see in the above figure,Select the Employee,Leave Type and enter the total number of leaves in New Leaves Allocated for particular employee.Check Carry forward if leaves are carry forwarded.After entering all data Save and Submit the form

3)After entering all data in Leave Application form the form looks like

4)When employee saves Leave Application,ERPNext will automatically sends Notification to Leave Approver. 

See above figure,how Leave Application form looks for Leave Approver.

Leave Approver can approve/reject the leave by selecting Approved/Rejected in status and Only Leave Applications with status 'Approved' can be submitted.

Note:

What will happen after Submitting Leave Application

-In Employee Leave Balance Report(Human Resources->Standard Reports->Employee Leave Balance),Employee can see information about how many leaves are allocated,how Many leaves are taken,how many leaves are remaining

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.

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