DESCRIPTION
Employee onboarding happens when there are new employees hired and have to be added in the system.

Employee offboarding happens when an employee decided to resign or the company has terminated an employee.



I. User List

To be able to add a new user and gives account and access to the ERPNext System.


Step 1:

On the search bar, type User List




Step 2:
Click Add User button 





Step 3:
Input required basic information.




Send Welcome Email - Tick the checkbox to enable this setting. The system will send a welcome email to the user, which includes the company’s website address and the employee’s login ID. A link will also be provided to allow the employee to set a password.




Step 4:
Click Save



Step 5:

The Roles section will be visible upon the creation of an account. Input the user role in the

Role Profile field and click save.



REMINDER

Make sure to add the user as an employee in Employee List after their user account creation.




II. Employee List

To be able to add the user as an employee along with his/her information (201 File)


Step 1:

On the search bar, type Employee List




Step 2:
Click Add Employee button




Step 3:
Input the necessary information for the employee.


Status:

  • Active - employee is actively working in the company
  • Inactive - employee is on a long term leave (e.g. Maternity Leave)
  • Left - employee has resigned from the company



ERPNext User ID - input here the email used for the User List of the employee. This is to connect the employee profile of the user to their access in the system and to create auto user permission that they can only access their OWN data in all doctypes/reports (make sure Create User Permission is ticked on adding the user ID)



Length of Service  - auto computed based on Date of Joining and Unit for Length of Service






Make sure that Branch and Department have been setup already.





Approver Matrix - to be able to set up the approvers of the employees for all the applications.



Make sure Holiday List and Shift Type have been set up.

Tick is Attendance Exempt - use only if the employee is exempted in attendance monitoring and is assumed to be present all the time.



Note: Salary Structure and Income Tax Slab is set by default in the system by the BizKit Team based on the Fit Gap Analysis.




Preferred Contact Email - will determined to which email the employee will received his/her salary slip. Make sure that the preferred contact email has an email in record.







 

OFFBOARDING


Step 4:
Input the necessary information for the employee's resignation. 


Note: This will be required if the Status of the employee has changed into LEFT.


Step 5:
Click Save