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Birthday reminder configuration to send to a particular email id. In case of larger orgs, it does not make sense to send birthday reminder to everyone.

Problem: Our Human Resources department, and our managers are curious as to what users of ERPNext do in regards to CAR (Corrective action reports), & PIP ( Performance Improvement Plans). We have not found either to be a feature of ERPNext, and would like to keep all of our reports / documentation in one system.

Feature Request: Creation of CAR (Corrective action reports), and PIP ( Performance Improvement Plans) within the Human Resources section of ERPNext.

I do not want leave without pay to be deducted directly in base salary and variable.

I want it to be calculated and amount to be shown in deduction.

Thank you to assist me in this

Hii,
I think we shall add HTML table shows the employees who will create the Salary Slips for, it is appears when select the filter for employee.

The useful salary slip preview function in Salary Structure appears to only apply to the basic conditions and calculation blocks in the structure. It would be great if it also allowed a preview of the calculations of pay that are based on timesheet data.

The check box is there is the salary structure to say that the structure is dependent on a timesheet and so it is confusing when this does not happen.

Based on https://discuss.erpnext.com/t/leave-block-days-for-more-than-a-week/25173
Advise is to make the field either DateRange (from and until ) ... for instance i need to block from March till November. How many records will be created with single date and how many times the user has to enter records !!!

While if single record with From and Until date will allow us to have more records and less tedious to enter this information.

HI All,

I noticed that when you setup "User ID" under Employee doctype, log-in user will be defaulted in all Employee Link Fields in other doctypes. I believe this should not be in all cases.

No leaves should be changed, added or removed for any employee and period for which the salary is processed and submitted.

Scenario: If salary is submitted for Aug 2015 for Emp 001, then the leave data cannot be modified (no new leaves, no deletion or cancellation of leaves) for Emp 001, Aug 2015.

Allowing changes to Leaves after salary is processed will dis-integrate the payroll data.

The command frappe.defaults.get_user_default("Employee") is no longer working in either master or develop branches.

I'm not quite sure when it stopped working, but this command is in at least one location and won't work:

https://github.com/frappe/erpnext/blob/5f27c941000f0de04bea78296c65023a93abe9da/erpnext/hr/doctype/appraisal/appraisal.js#L16

After v11 the Salary Structure cannot be changed while retaining the salary assignment. Meaning that after cancelling and amending salary strucuture all employees base pay has to be set (one by one if each of them have a different salary structure) and recreate the assignments.

I believe that there is an easy way to allow changes to Salary Structure by having below five fields to be allow_on_submit. I acheived this by below update statement, but need consensus before starting a PR.

update tabDocField set allow_on_submit = 1 where parent = 'salary structure' and fieldname in ('earnings', 'deductions', 'total_earning', 'total_deduction', 'net_pay');

Please comment.

Hi,

I have created employees but when I create payroll entry and salary payslip, no entry is posted. Also, I cant find employees when I select creditors/employees party.

Please help me how I can fix this issue..

Thanks,

If the Employee designation has changed, it should be updated.

Hi,

By default in ERPNext, Salary Components with zero value are not shown in the Salary Slip. A number of organizations however prefer that some components appear in the Salary Slip even when they have zero value

Please add a 'Show Zero Value in Salary Slip' checkbox in the Salary Component form where the user can choose if the salary component should be displayed or not

Thanks

From here - https://discuss.erpnext.com/t/salary-slip-override-salary-structure-component-formula-result/30157

There are times when a manual update of a calculated item is needed at payroll "run time". Please consider changing the way ERPNext handles calculated fields in the salary slip to allow a manual data entry after calculation. Maybe provide a dialog box to confirm that the personal really wanted to override the calculated field before save.

In HR Module, Salary Structure doctype, when you select an employee to the sub table, it shows the employee naming series number and the employee name. Here is a sample

My request is to have this same 'feature' happen on the employee form where you select the employee's one up manager/supervisor

Thanks

Continuation of - frappe/erpnext#7948 - Would like to see a feature in salary component to support year to date salary and other summed type values. There are a number of tax calculations (at least in the US) that are based on the total year to date gross salary.

Also would like the be able to flag some of the statistical components so they can be added to a pay slip for reporting or general awareness by employees. A good example of this in employer paid health care and retirement account contribution. They would be statistical from a calculation perspective, but would also be shown on pay slip for employee to see what employer is contributing.

• Introduce a 'leave' salary component and formula section in salary structure for leave accrual
  For example, leave is added to the employee's total leave allocation based on the formula specified in the salary structure. This would dynamically increase the allocated leave each pay cycle, which would suit better then allocating a new employee the maximum leave entitled in which they are not eligible for at that point - they build it up as they work.

• The option (like for earning and deductions) to affiliate a liability account which will represent the total leave for the company
  Given leave is paid out based on the rate the employee is on at the time they take (or are given it), I was thinking the monetary value should be calculated based on the total amount of leave hours by the last pay rate (or the employee's present base salary structure).

• Visibility on the salary slip. It should be available as 'total number of leave days' in the print format builder and can be added if required

Greetings!
I am dropping another feature i feel the above topic should work.
My Argument:
The ToDo feature which is a brilliant tool for efficiency tracking and productivity, really has no link to appraisal of the staffer. Competence and performance is really tied around task and evaluated.
Lets take a team of 5, 4 members and 1 team lead. They meet on a monday to have their depts meeting, in the course of the meeting, roadmap of what to be achieved for the week is set.
The current way it works is the appraisal template is set with some terms or name which would now be scored. A mail is sent from the system to employees( now to the team members) to state what they have done for the day.
Their responses would be via mail and captured by daily work summary, but how will it be evaluated by the team lead who gives or generates report to the Head of the department,?
He has to go thru the daily work summary information first, then to the appraisal sheet to now score on different titles as entered in the appraisal template. This is already stressful for the Team lead, how much more if he has like 10 staffers in his team.
My opinion: Rather than using appraisal templates, ToDo assigned should be captured automatically and rated using configured settings.
What i mean by this is on monday morning, the members were given 4 tasks each, assigned to each of them by the team lead or they capture it themselves.
Once that is done and saved, the appraisal sheet captures those entries( HR dept users or managers should have the right to see this aspect) with fields like Assigned by, Assigned to, Description of assignment( Mandatory), start Date, Due or end date, Status ( Started, Progress, Half way, Almost Done, Completed) meaning that each of these status has a 20% mark of work done.
Appraisal: if Date is due and the work is at "progress level" the person gets a 40% work score, if at Almost done, the person gets 80%,and so on.
With these, HR dept can generate staffers evaluated performance with ease for each weak, month, quarter, bi annual and yearly and for any number bcos its automatically calculated and rated. The quarterly, bi-annual, or yearly performance rating as decided by the managment could bring about rewards, recommendation for training or off.

This suggestion can be finetuned to make it more polished if there is any.
Thank you

Good Day Everyone,
I’m facing an issue about Payroll.

Payroll (TimeSheet-based) on Different Companies Case Scenario:
An employee starts working on Company A from the start of the month, and continues working for 10 days, each day has its own TimeSheet.
Then, the Employee gets transferred to another company called Company B, works for the rest of the month, each day has its own TimeSheet as well.
After that, at the time of creating the Salary Slips through Payroll Entry, however, the employee is not included with the other employees in both companies A and B.
The employee has a Salary Structure Assignment in Company A, but cannot create a Salary Structure assignment under Company B.
Anyhow, if the employee gets transferred back to Company A, and gets his payroll, all the TimeSheets are calculated in the Salary Slip, the TimeSheets spent in Company B are calculated as well.
P.S: Salary Structure and Payroll Entry are both Based on TimeSheet.
How to calculate each TimeSheets in Payroll for the Companies the TimeSheets belongs to?

Thank You.

Hi ,

The Make Payment button still appears even when Expense Claim is Paid (against Employee Advance). Steps to replicate:

1. Create an Expense Claim against Employee Advance and allocate the full amount
2. Upon submitting the Expense Claim, status changes to 'Paid' but the Make Payment button is still there

Please fix

Kind regards,

I noticed that when you save the employee details while the create_user_permission unchecked nothing happens to the already created user permissions as a result of the checking it.

This would cause accounts to have unexpected restrictions on them.

Implementation for the reversal of created user permissions is required.

An idea that came from our office admin is to have leave applications (vacation/sick time) be visible in the attendance filter on the employee page for quick glances to see when people are in/out and where they are.

From here - https://discuss.erpnext.com/t/feature-proposal-applicant-tracking-system-ats/30661

Please consider updates to the Job Applicant and creation of some new child doctypes for Job Applicant to better support an applicant tracking system in erpnext

Changes to Job Applicant

• Change applicant name and break out to First, Middle and Last Name fields
• Add address information
• Add phone number
• Add Possible Start Date - "If Hired, on what date can you start working?"
• Military Service Y/N
• If Military Service = Y then ask for Branch, Rank, Years of Service, Skills/Duties, Other Details, Discharge Status (honorable, other than honorable, dishonorable)

Add new Job Applicant Employment History doctype

• To be presented as a table in Job Applicant so the applicant can fill in previous work history.
• Fields:
• Employer
• Employer Address
• Job Title
• Supervisor Name
• Supervisor Telephone
• Job Type
• Salary Type
• Last Salary
• Start Date
• End Date
• Position Description
• Reason for Leaving
• The end date field needs a possible override of "current" or "present" if the person is still employed by that company

Add a new Job Applicant Education doctype

• To be presented as a table in Job Applicant so the applicant can fill in previous education and other experience data
• Fields:
• School Type (High School, College/University, Vocational)
• School Name
• School Address
• Number of years completed
• Graduate Y/N
• Degree/Diploma Earned Y/N
• Degree Name
• Notes

Add a new Job Applicant Training doctype

• To be presented as a table in Job Applicant so the applicant can fill in training, certifications, professional licenses, etc
• Fields:
• Training Type (General, Technical Certification, Accredited Certification, Professional License, Foreign Language)
• Date Earned
• Company
• Date Expires
• Name
• Description

Add a new Job Applicant References doctype

• To be presented as a table in Job Applicant so the applicant can give references
• Fields:
• First Name
• Last Name
• Telephone number
• Address (optional)
• Email Address
• Related Company (from employment history)
• Number Years Acquainted

All of the changes to the Job Applicant* doctypes must reflect on the associated web form so anonymous users can apply from the ERPNext website. If an administrator customizes any of the Job Applicant* doctypes, then those changes also should appear on the web form automatically. This allows a local administrator to ask other questions, collect more data for their site specific job applicants.

In Australia, we have many companies that pay their salaries in a weekly basis. ERPNext currently supports weekly pay slips.
All entitlements should be calculated at the same time of pay slip generation.

The only issue would be the number of weeks in a year. I think we can assume years to be 52 weeks?

Scenario
An employee comes to office on 5th Dec for half day and then leave.
There is no leave application from him.
Create Attendance Request for half day on 5th Dec and submit it.

Actual:
Attendance Request gets submitted. Such that Attendance record has status='Half day' and leave_type=none
Expected:
When someone is on half day presence, it should be mandatory to have half day leave record so that payroll cuts pay for half day.
Solution- Half day attendance request should not be allowed. Instead there should be validation message which says ' Attendance not submitted for half day. Instead put half day leave on 2018-12-05'

Migrate perm address and current address text fields to address documents. This is mostly a consistency thing with what other functions are doing in the system with the address doctype.

Be sure to migrate any existing data in these fields during update.

Hi,
Just noticed when completing the Process Payroll and selecting 'Make Bank Entry', the journal entry shows:

1. The figure is rounded
2. The rounded figure is not even per the smallest fraction in Company currency (USD)

I cannot see why the bank entry should be rounded if performed via an EFT account as digital currency does not abide by 'cash' smallest currency fraction and this can cause big issues if employees are underpaid. If payment is made via a Cash account then it should be rounded per the currencies smallest fraction.

I tested this on local dev system and also on demo.erpnext.com. The example screenshots below are from demo.erpnext.com - you can see the Bank entry is rounded down $0.87.

Journal Entry created for Payroll

Journal Entry created for Bank

Currency for Company

our company have a half-day work on saturday. currently for leave application we are manually making each saturday half-day. can you add a feature to automate this

For Salary Slips generated via the payroll entry tool, the earnings and deduction amounts are not being calculated correctly when the number of working days is not equal to the number of payment days. One has to manually go to the salary slip and save it again for the calculation to update.

Dear Gents
in middle East there is standard for absence deduction not like rest of the world,
let assume there an Employee and his salary 3000 $per month and he have one day absence in February, in Middle East, we have a standard working number and it is 30 days, so we dividing his salary on 30 regardless number of month days, and his net salary will be 2900$
i suggest adding a checkbox in HR setting for fixed working days number and another column to add the number of working days manually
secondly, for hours deduction I suggest adding a number of working hours
Thirdly, in salary structure, we have to provide checkbox for each earning type to identify if it is including in deduction calculation, more further, in Saudi when Employee absent for two days the rule says the deduction must be from Basic Salary and Transportation Allowance only, the Housing allowance out of this calculation method
in salary
fourthly, in Salary Slip we have to show up Deductions Details, which meaning keep earning types as it and show the deductions details in deductions side
check this URL to see how the required salary slip Shape in Saudi Arabia based on clients needs. https://prnt.sc/h57cq43
cause of this problem 3 clients rejected me although they are so happy with rest modules
kindly check this important features
feel free to contact me for further info

Regards

The current design is very limited and could use some improvements:

• Have email link user to HR module, perhaps with the ability to directly confirm their status from the email
• Self-indicate completed training
• Easier prompting for training feedback (link in invitation email)
• Only send invitation email on document Submit

Discussion:
https://discuss.erpnext.com/t/employee-training-hr-module/23914

Since other issues are closed frappe/erpnext#4562 frappe/erpnext#1002 I thought I'd reopen a feature request issue for enabling the submission of expense claims in different currency.

Thanks for the great work with v7! It's really much more usable!

If an employee's salary structure has changed and his/her salary slip (made using old salary structure) needs to be amended, this is not possible since the system cannot find the employee under the old salary structure anymore even though the period hasn't changed.

Presently only way available to include payment for overtime work in the pay slip is through using Time Sheet (One time sheet per person per day). If a team of 10 employees had engaged in a task beyond normal working hours there should be a way to enter their overtime hours more easily.
Now in the pay slip, Time Sheet Number is indicated against the number of hours. Time sheet number is of little use to the employee. It is more useful if it indicates the date on which the employee has attended to such work.

DocType like Expense Claim and Leave Approver has it's own approval mechanism where User selects Approver, and the Approver submits it.

On these documentations, the user also applies Workflow leading to issues in approving Expense Claim and Leave Application.

The Payroll Entry doctype is at present very unintuitive. It generates Pay Slips, and it generates Journal Entries, but it doesn't maintain any reference to those things after it has been submitted. A user could go cancel each of the pay slips or amend the journal entry, but the payroll entry doc would never know. If the payroll entry is cancelled, nothing happens to the journal entry or pay slips.

At minimum, the Payroll Entry doctype should maintain reference to the Pay Slips it represents, and also to the Journal Entry it creates.

Even better, it should write directly to the General Ledger rather than requiring a separate Journal Entry, as the name -- Payroll Entry -- seems to imply it should.

My organization would be happy to initiate some work on this, but I am reluctant to make changes like this without some public discussion first. I made a few posts on the forum (see here and here), but they didn't attract much attention.

Thoughts? This has been a significant snag as we've tried to roll out ERPNext at several of our subsidiaries, but we'd like to make sure any changes we make are accepted by the general community rather than just a fork.

Thanks in advance!

Dear All,
I was working on erpnext version 10.xx and it was very stable and good but suddenly since last night it is throwing exception for datepicker. Moreover earlier theme of datepicker was different then what it is showing today.
When I select a date less then 12 of a month date format is correct but when I select date greater then or equal 13 it show date format error as below.

On selecting a date less than 12 of a month date format message did not appear but following error rise.

Kindly help me get out of this issue as I am working on production server which is under operation.

Thanks.

Hello Guys,
Attendance is a key aspect of staff control and in order to keep this in check, companies have started the deployment of smart cards to auto track time in and out times.
ERPnext has succeeded in getting this done in a simpler way by having the attendance tool.
However, i have an issue with the way its timing is done which is " Present, Absent, Half day". Thia does not handle time in and out as seen in signing registers.
I suggest that actual time in should be captured maybe a caliberation of time that can be selected. Most organisation allows 15 - 20mins lateness which i think erpnext should allow managent set what time lateness start to count.. So if resumption time is 8:00am then during settings, lateness time can be set as 8:20am.if anyone is captured outside the 8:20am timeline, remark would state late.
Now the system should also recognise that there are staffers whose resumption time differ drom general employees, so there should also be a placeto set resumption time for "special employees", another name can be given to it.

So a better way of capturing this on the system is after the staffer has signed the attendance register, he can use the attendance tool to mark himself.Upon doing that after logging on, if it exceeds the 8:20am time, he is prompted with lateness, but with a reason field. At the end of business, HR can take the register and view the time in from the register with a summary list report of attendance for that day. HR has could hav the right to accept reason for coming late, but once the list is" submitted", the time entries are captured and whatever fee is charged for late coming would be calculated and at the ens of the month automatically placed under deduction unit of the payroll.

I am open to clarifications on this

[a]An employee is on approved leave say for 5th Dec
Create Attendance Request for 5th Dec and submit it.
[b]Company has a holiday on 25th Dec
Create Attendance Request for 25th Dec and submit it.

Actual:
Attendance Request gets submitted with a popup error message and no attendance record is created
Expected:
A popup error message should be shown and Attendance Request should not get submitted, it should remain in the draft state.

I am trying to use the Staffing Plan feature in the HR Module.

I noticed that the Staffing Plan does not take the Department filter into consideration and it should.

For example we have the designation "Cleaner"" and we have 5 Departments

We need to have one cleaner in each department. meaning 5 Cleaners in all.

If I try to set up the staffing plan for Department A and state that the number of Cleaners here should be 1, the system throws up an error stating that

"Number of positions cannot be less then current count of employees"

The system is obviously referencing the total cleaners in the company and not the number of Cleaners in Department A, even though this staffing plan is for Department A alone.

This requires a hot fix as it makes the Staffing Plan feature unuseable.

Thank you.

Hi,

We are currently not able to see correct Bank Name & Acc. No. in Salary Slips while creating them via Payroll. However, it works fine when a New Salary Slip is created.

Please rectify this as it is not possible for us to create New #slips for every employee individually every month.

Thanks.

this will allow us to switch employee's salary structure when there is no other user in the older structure.

We currently have to remove an employee from the salary structure, save it before adding employee to another salary structure.

Hi,

I just noticed that many of facing same issues like me, like simply marking Absent not have an impact on salary calculation. I put my view here at discussion form: https://discuss.erpnext.com/t/simply-marking-absent-not-have-impact-on-salary-calculation-renaming-it-lwp-will-work/30181

What alternative can be achieved for employees, who was absent, also they hadn't informed or not even requested leave application.

This should be considered as Leave Without Pay(LWP) scenario but still, i'm not HR expert, views are most welcome.

Issue: Feature Request

Dear Team

We want new feature in ERPNext i.e “Auto Approval”. In some cases HOD’s and Team leader not approve employee leave or Timesheet. System should be auto approved this after 7 days.

If you provide this feature in coming release of ERPNext it could be very easy for us.

Check Total Present 17 + Holidays = 22 Days
without allocation after 20 days system show 0 Balance of Earned leave i add 1.5

Loan Repayment in Salary Slip is not working.

Can't produce payment dates; and also in salary slip's loan repayment section, the installment amount isn't appearing.

From here - https://discuss.erpnext.com/t/salary-off-timesheet-more-than-one-earning-amount/21808

Please consider adding the feature to be able to have more than one salary slip earning value based on timesheet activity cost instead of just the total time on the timesheet and one salary component.

• In Company, make a table for weekly off
• When a holiday list expires for a company, automatically create a new one with weekly off from Company.

**Use case: **

• We have a need to manually assign a Bonus to any of the Salary Slip before submitting it
• Bonus Salary Component is defined and used in the Salary Structure (Do not include in totals, Statistical Component)
• It's used only as a statistical component to calculate the taxes and gross salary and salary payable
• Should not be displayed in the Salary Slip, however when added manually to the Draft (as we need to input the number), there is no option to make it behave like statistical component

The issue:

• This component appears in the Salary Slip (which would not be that big issue, it is fine that the employee can see it there)
• It requires the Salary Component to have the Default Account defined (not possible to submit)
• If the Default Account is defined, it adds it into the JV which is not wanted (the numbers do not match as it's already included in the taxes and payable thanks to the formulas)

Possible solutions:

• Allow setting any manually added component in the Salary Slip as "Statistical" same as it works in the Salary Structure (currently, it only allows to set "Do not include in total") or
• Make this setting to be possible in the Salary Component Entry so we do not have to set it every single time (as well as the "Do not include in total") or
• Just allow submitting the Salary Slips with the component with no Default Account defined