Branch wise HR management

Hi all,

I have setup multiple branches, now i want HR of particular branch have access to the employees of that branch only. How can i do it? pls help.

Thanks

Take a look at the Role Permission Manager

  1. For the Branch Doctype, you would need to check “Set User Permissions”
  2. For the “Employee” Doctype, you would need to check “Apply User Permissions” and make sure “Branch” is selected in “Select Document Types”
    (be sure to do this for the role the users will be assigned to)

Then, in the User Permission Manager
3. Select your user and give them permission only to the branch that they need to view.

The manual gives a good example on how to use these two Permission Manager Tools
https://manual.erpnext.com/contents/setting-up/users-and-permissions/role-based-permissions

There is also a training video on this: - YouTube

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