HR

Since version 14, the ERPNext HR module is a standalone Frappe app: Frappe HR (formerly part of ERPNext). It is installed alongside ERPNext and shares the same master data for companies, cost centers and accounting. Employees submit requests and claims themselves, with approvals handled via workflows. Payroll and the HR Add-on are available as additional modules.

Employee records and self-service

Employee records hold contract, department, manager and documents. Onboarding and offboarding run on checklists. In self-service, including on mobile, employees see their data, leave balances and requests.

Leave and absences

Leave types, entitlements and holiday calendars are set per company or location. Requests go to managers for approval. Leave balances are updated automatically, and unused leave can be carried forward.

Attendance, shifts and check-in

Employees check in and out via app, browser or time clock. Attendance is created automatically from check-ins, including late entry and early exit based on shift rules. Shift schedules define who works when.

Expenses, recruiting and development

Travel and expense claims are submitted with receipts, approved and posted to accounting. Recruiting covers job openings, applicants, interviews and offers. Goals and appraisals support employee development.

How it connects to other modules

1. HR Add-on: Working hours, overtime and breaks based on check-ins.
2. Payroll: Attendance and absences flow into payroll.
3. Accounting: Expenses are posted to cost centers.
4. Projects: Time and expenses flow into the project.
5. Assets: Devices and vehicles are assigned to employees.

Frequently asked questions

Is HR included in ERPNext? Since version 14, HR is a separate app (Frappe HR) installed alongside ERPNext. Both apps must run in matching versions.

Can time clocks be connected? Yes. Time clocks send punches as check-ins via the API. Ready-made integrations exist for common devices. [phamos to add: supported devices]

Is attendance created automatically from check-ins? Yes. Shift rules define how check-ins become attendance, including grace periods for late entry and early exit.

Are public holidays considered for leave? Yes. Days in the holiday calendar do not count as leave days unless configured otherwise.

Can unused leave be carried forward? Yes. Each leave type defines whether and how much unused leave is carried forward.

How is overtime tracked? With the phamos HR Add-on, which compares expected and actual hours per day.