User Permission based on Hierarchy
User Permission based on Hierarchy How to set up User Permissions so that an Employee can see their own Expense Claims as well as those of people who report to them? Answer: You may set up who each employee reports to in the Employee master. The Employee hierarchy is generated based on the […]
Type of Loan Application for a Loan Chart of Accounts
Type of Loan Application for a Loan Chart of Accounts 2. How to make a record of a loan Click on Loan and then New. Pick the name of the applicant. Choose the loan application. After you choose a loan, information such the loan type, amount, interest rate, repayment method, repayment period in months, and […]
Application for Employee Benefits
Application for Employee Benefits Employees have the right to flexible benefits, which they can either get as part of their salary or as a lump payment when they claim the benefit. To choose from a range of flexible benefits that an employee will receive on a pro-rata basis, the employee needs to fill out a […]
Employee Tax Exemption Proof Submission
Employee Tax Exemption Proof Submission Employees must show verification of all the expenses for which they claim tax exemption. The Employee Tax Exemption Proof Submission document can be used to do this. This is normally done at the end of a payroll period; however, employees can send in as many proofs as they […]
Applying a Discount
Applying a Discount You have several options for applying a Discount to items in a sales or buying transaction in the new version of the system. Discounts can be applied on a per-item basis or on the whole transaction, as per your business needs. These facilities are available in all Sales and Purchase transactions (e.g., Sales Order, Sales Invoice, Purchase Order, Purchase […]
Payroll Setup
Payroll Setup Salaxy is a fixed financial sum or remuneration payable to an employee by an employer for his/her work. Payroll refers to the handling of accounting records of employees’ salaries, wages, bonuses, net pay, and deductions. To process Payroll in Frappe HR Define Payroll Period (optional) Define Income Tax Slab (optional) […]
Employee Skill Map
Employee Skill Map The Employee Skill Map is an official document that helps businesses maintain track of their employees training, skills, and talents. It helps HR departments and managers look at an employee’s skills methodically, making it easy to see the workforce’s strengths and weaknesses for planning and growth. You may use the […]
Travel Request
Travel Request The Travel Request feature enables employees to request the money and approval they require for official travel, business visits, client meetings, or training excursions. This ensures that all activity related to travel is planned, budgeted, and approved in advance to enable improved financial control and transparency. To create a new Travel […]
Appraisal Overview Report
Appraisal Overview Report The Appraisal Overview Report provides you with a fast, high-level overview of all the vital appraisal information in one place. It provides you with a fast overview of how the performance appraisal process functions. This report can assist HR managers, team leaders, and department heads in getting a glance of how […]
Leave Ledger Entry
Leave Ledger Entry In ERPNext, a Leave Ledger Entry is one unified ledger that maintains all the leave-related transactions of an employee. It is a complete historical record, ensuring that any modification to the balance of leaves for an employee is entirely transparent and traceable back to its origin. This ledger maintains a record of […]
