Community, Lets make a better HR Module

@ahmad18189 what do you think we are missing in HR also , i remember we did the Custody doctype and link it with employee and his retirement or when he left the company …

I think the better way is to start with attendance as a module with a wide settings which will be used in payslip generation also the formula in payroll still not satisfied for all contries in we look at sage payroll u can do whats ever in parametrrs and finally the analytical part with accounting module

Regards

No contribution :cry:

@rmehta

Your post does cover a lot, I would like to add the following

Disciplinary tracking - This allows a supervisor to query a subordinate, have this query answered by the surbidinate and actions taken by management after review. Actions can include warning, final warning, suspension without pay and termination.

Integration with Biomteric clocks. It will be nice to have a standard inbuilt way ERPNext integrates with biomteric clocks for attendance monitoring.

Staff Scheduling tool. Some staff work shifts. It will be nice to have a flexible scheduling tool that allows HR to define work periods (8am to 2pm 2pm to 9pm) and assigns staff to this periods. Staff will be able to review their shift and if needed apply for shift reassignment which can only be approved by mgt. If integrated with the biometric clocks this would be a powerful monitoring tool.

These are my thoughts.

Olamide

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@ahmad18189 how about we let the the party begin :stuck_out_tongue: lets Send some PR :stuck_out_tongue: … i’m ready to help since i wrote some of them , @OmarJaber @random.1 … what do you think guys ?

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@ahmadRagheb I too ready to work with u people :sunglasses::sunglasses:

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All of the above mentioned features recommended to enhance the HR module will make it suitable for larger enterprises, but large enterprises often have conditional workflows for approvals based on some varying values of fields, so it will be great if such feature is considered, also the leave control panel “Leave allocation tool” will be more powerful if some extra options added to it such as creating leave allocation base on employee joining date and then some period options, (Monthly, Quarterly, anual, etc…) and to be converted as muti-entry doctype rather than single doctype such as payroll entry
@ahmad18189 @ahmadRagheb @OmarJaber My workmates … @rmehta @ahmadRagheb we should start making our PRs for our tremendous work

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@rmehta thies change where made into v7 . recently i worked with my team to migrate it to v10 .
and thier also changes we made into accounting (like payment terms and PE advance payment Vat separation )
and will be happy to share all our changes with the community.
@ahmadRagheb @ahmed-madi @OmarJaber all Mawred erp HR services need to be fixed … remove the advance Workflow and clean the code so it can be accepted into erpnext .

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What the main branch that we should clone from ?
devlop or master ?

@ahmad18189

If you share your repository community will be able to validate it

We desire that the statistical formula need to be looked into.There are some formulae that work well in microsoft excel to determine variable but fail to work in payroll of erpnext

Could you please list the Functions ?

Develop!

Also do check out the contribution guidelines

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@ahmad18189 See the dicuss How to Map Requirement in Formula in Salary Structure - #9 by Chude_Osiegbu.
if we use a formula like this PAYE =IF(CI<=0=1%G,IF(CI<=300000=CI7%,IF(CI<=600000= 21000+11%(CI-300000),IF(CI<=1100000=54000+15%(CI-600000),IF(CI<=1600000=129000+19%(CI-1100000),IF(CI<=3200000=224000+21%(CI-1600000),IF(CI>3200000=560000+24%*(CI-3200000)))))))) which work well in excel but refuse to work in the salary structure because of syntax (,) let kindly make salary structure to accept any formula excel accepts

Let’s hope the following can be addressed - specifically leave accrual per payslip in any particular value (or precision point) instead of the 0.5 increment there presently is.

https://github.com/frappe/erpnext/issues/7388

Hope to see these great work soon!

However, in my opinion, the HR module of ERPNext is quite good right now, I deployed ERPNext for several companies. The problem mostly with Sales & CRM Module (like promotion, enhanced POS, more “friendly CRM for
salesman”…) and Finance module because every companies need these modules. The higher requirement for HR is only available for some special companies or ad-hoc case.

Hi everyone, great comments and insight.
Firstly, i had mentioned this via email to Rusbah a while ago about the HR structure in ERPnxt, i spoke to Arundhati and later Umair Sayeed on improvement on HR module.

The HR module just needs basic universally accepted processes in structured organisations. Several organisation possess several additions to those generic processes which can be customised for them.

I suggest the following should be added and some finetuned

  • No staff query process: It should be added
  • Promotion Process: Should be added
  • Employee Tools collection under recruitment: Items collected by an employee when hired and returns when exiting should be added
  • Performance Evaluation and Rewards. This should be finetuned. I suggest the to-do list task should be used for task performance while expected evaluation based on the reason for employment should have set indices as set by the organisation to measure after his probation period to know if he was able to get to the expectation.

At least am glad that the points i have been raising all this while has been seen and action to get it reviewed is now in place.

Hello Team, hope you doing well
i am so glad to see focus on HR, ERPnext is great ERP but need some development in HR to reach 100% Clients satisfaction

To make HR great you to think like HR user and think about his pain area
the purpos of any HR software is:
1- Employee Info
2- Payroll Process (including all salary elements like salary structure, attendance, loan, other deduction
3- Self Services (includingconnection with payroll for Loan as an Example)

Point No 1 is great in ERPnext and we will not discuss it deeply
Point No 2 is key discussion for US
my goal behind this words is Generat Salary Slip by one Click (dont think it is impossible)
let us go in deep details
Salary Structure provide fixed earning and deduction amount for salary slip, but still there another earning and deduction amount should be calculated autmatically in order of one click payroll and it is like following:
1- Attendance, attendance effects on payroll by deducting absent days and hours and even minutes in Some Company but each Company has their own policies
i suggest in ERPnext to make attendance by time and we have to add Entry Time and Exit Time fields instead of current options (Present, Absent Half Day) time should be 24 hours method for Example 5:30 PM = 17:30
required Field in Setup relating to attendance
1- Working Day Start at (this field must be timing to be considered in hours calculation)
2- Working Day End at (this field must be timing to be considered in hours calculation)
3- Check Box with Name Ignore Hours before starting day time (if Employee attended before time system will not consider this hours)
4- Maximum No of Over time hours (if Employee left at 22 PM and working day end up at 17 PM system will consider 5 Hours as overtime hours, but if we set Maximum Time we will solve this issue
5- Maximum Minutes Delay in the Morning, will be considered 1 or 2 hours deduction ( let assume we set 15 and it would be considered 1 hours) in this case any Employee Attend at 8:16 AM system will COnsider him absent 1 hour
6- Maximum Delay Hours to be Considered Day (for Example 3 Hours) in this Case any Employee Attend after 11 AM system will Consider him 8 Hours Deduction (if we assumed working hours per day 8 per day)
7- Working Hours Per Day & Working days per-month, the purpos of this Numbers is Calculating Amount per day and per hour (let assume monthly working day is 30 and hours per day 8 and Employee Salary is 3000 $
His salary per Day = 3000/30 = 100 $
His Salary Perhour = 100/8 = 12.5 $
8- Loan Compnenet Account (if Selected will be will Applied for all Employee in Deduction Side)
9- Absent Compnent Account (if Selected will be will Applied for all Employee in Deduction Side)
10- Sales Comission Component Type (if Selected will be will Applied for all Employee in Deduction Side)

Other Earning type
1- Sales Comission, in this feature we need way to make the Software check Due Sales COmission Amount for Employee and fetch it Autmatically for Salary Slip, Also this need some changes in Sales Comission

I wish you guys to share with me your suggestion and let me know if your have any notes either negative and positive

Regards

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This is very good detailing by @Flexsofts on the improvements desperately required in the HR Attendance feature

The following 2 points need to be included:

  1. Attendance scores are also sometimes linked to earnings rather than deductions. Some organisations have an earning component that’s tied to the employee’s attendance score. The system should be flexible enough to link attendance scores to either an earning component or a deduction component

  2. There should be a way to tag an employee’s attendance and these tags should be available in the attendance report. In some organisations, it’s not enough to say an employee is ‘Present’… his/her location may need to be included e.g. ‘Site’, ‘Office’, ‘HQ’, ‘Out-Station’ etc. In the same way, an employee being absent may have tags like ‘Sick’, ‘On Leave’ etc. Tags could also automatically set a pre-defined number of work hours for an employee. For example, selecting an ‘Out-Station’ or ‘Site’ tag may automatically mark an employee as being present for the whole day (i.e. from ‘Working Day Start’ till ‘Working Day End’)

Thanks

APPRAISALS

Appraisals in ERPNext need some work

  1. Every Appraisal Form I’ve ever seen has multiple sections! We need ability to add multiple sections in Appraisals
  2. Include ability to specify numerical targets (where applicable) and score should be based on target achieved by employee
  3. Link Timesheets to Appraisals in order to create an optional automated appraisal feature which is more accurate and self-motivating for employees

Proposed changes have been detailed in Github issues below:

https://github.com/frappe/erpnext/issues/13522

https://github.com/frappe/erpnext/issues/13523

Cheers!

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