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Frappe HR	https://frappehr.com/docs/v14/en/intro	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Frappe HR</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <p>Frappe HR is an open Source, modern, and easy-to-use HR and Payroll Software for all organizations.</p> <h2 id="introduction">Introduction</h2> <p>Frappe HR has everything you need to drive excellence within the company. It's a complete HRMS solution with over 13 different modules right from Employee Management, Onboarding, Leaves, to Payroll, Taxation, and more!</p> <h2 id="key-features">Key Features</h2> <ul> <li>Employee Management</li> <li>Employee Lifecycle</li> <li>Leave and Attendance</li> <li>Shift Management</li> <li>Expense Claims and Advances</li> <li>Hiring</li> <li>Performance Management</li> <li>Fleet Management</li> <li>Training</li> <li>Payroll</li> <li>Taxation</li> <li>Compensation</li> <li>Analytics</li> </ul> </div> <input value="06bfe374ad" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Frappe HR</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Frappe HR Frappe HR is an open Source, modern, and easy-to-use HR and Payroll Software for all organizations. Introduction Frappe HR has everything you need to drive excellence within the company. It's a complete HRMS solution with over 13 different modules right from Employee Management, Onboarding, Leaves, to Payroll, Taxation, and more! Key Features Employee Management Employee Lifecycle Leave and Attendance Shift Management Expense Claims and Advances Hiring Performance Management Fleet Management Training Payroll Taxation Compensation Analytics	# Frappe HR Edit Page New Page Revisions Frappe HR is an open Source, modern, and easy-to-use HR and Payroll Software for all organizations. ## Introduction Frappe HR has everything you need to drive excellence within the company. It's a complete HRMS solution with over 13 different modules right from Employee Management, Onboarding, Leaves, to Payroll, Taxation, and more! ## Key Features * Employee Management * Employee Lifecycle * Leave and Attendance * Shift Management * Expense Claims and Advances * Hiring * Performance Management * Fleet Management * Training * Payroll * Taxation * Compensation * Analytics ##### Frappe HR × rucha_mahabal edited 1 year ago ### No Revisions Previous Next
Videos	https://frappehr.com/docs/v14/en/learn	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Videos</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <p>The Human Resources (HR) module covers the processes related to the HR department of a company. It maintains a complete employee database including contact information, salary details, attendance, performance evaluation, leaves, and appraisal records.</p> <h2 id="talks-amp-webinars">Talks & Webinars</h2> <h3 id="introducing-frappe-hr">Introducing Frappe HR</h3> <div> <p> <iframe allowfullscreen="" frameborder="0" height="371" src="https://www.youtube.com/embed/WNvqA9QsVmY?start=231" width="660"> </iframe> </p> <p><strong>Duration: 14:24</strong></p> <p>Introducing Frappe HR at the ERPNext conference 2022</p> </div> <h3 id="simplify-your-hr-and-payroll-operations-with-frappe-hr">Simplify your HR and Payroll operations with Frappe HR</h3> <div> <p> <iframe allowfullscreen="" frameborder="0" height="371" src="https://www.youtube.com/embed/-7PhoqDaHjQ" width="660"> </iframe> </p> <p><strong>Duration: 43:27</strong></p> <p>Discover the latest updates on Frappe HR - the ultimate open-source solution for seamless HR and payroll management</p> </div> <h2 id="video-tutorial">Video Tutorial</h2> <ol> <li><a href="/docs/v14/en/videos/learn/employee">Employees</a></li> <li><a href="/docs/v14/en/videos/learn/leave-management">Leave Management</a></li> <li><a href="/docs/v14/en/videos/learn/expense-claim">Expense Claims</a></li> <li><a href="/docs/v14/en/videos/learn/employee-advance">Employee Advance</a></li> </ol> </div> <input value="2e038ac417" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Videos</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">Administrator edited 2 years ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Videos The Human Resources (HR) module covers the processes related to the HR department of a company. It maintains a complete employee database including contact information, salary details, attendance, performance evaluation, leaves, and appraisal records. Talks & Webinars Introducing Frappe HR Duration: 14:24 Introducing Frappe HR at the ERPNext conference 2022 Simplify your HR and Payroll operations with Frappe HR Duration: 43:27 Discover the latest updates on Frappe HR - the ultimate open-source solution for seamless HR and payroll management Video Tutorial Employees Leave Management Expense Claims Employee Advance	# Videos Edit Page New Page Revisions The Human Resources (HR) module covers the processes related to the HR department of a company. It maintains a complete employee database including contact information, salary details, attendance, performance evaluation, leaves, and appraisal records. ## Talks & Webinars ### Introducing Frappe HR Duration: 14:24 Introducing Frappe HR at the ERPNext conference 2022 ### Simplify your HR and Payroll operations with Frappe HR Duration: 43:27 Discover the latest updates on Frappe HR - the ultimate open-source solution for seamless HR and payroll management ## Video Tutorial 1. [Employees](/docs/v14/en/videos/learn/employee) 2. [Leave Management](/docs/v14/en/videos/learn/leave-management) 3. [Expense Claims](/docs/v14/en/videos/learn/expense-claim) 4. [Employee Advance](/docs/v14/en/videos/learn/employee-advance) ##### Videos × Administrator edited 2 years ago ### No Revisions Previous Next
Mobile App Installation	https://frappehr.com/docs/v14/en/mobile-app-installation	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Mobile App Installation</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>Frappe HR ships with a mobile frontend (progressive web app) v15 onwards. To install the app on your phones, go to</p><p>https://<sitename>/hrms</p><p>eg: if my site name is <a href="https://frappeio.frappe.cloud" rel="noopener noreferrer nofollow" target="_blank">https://frappeio.frappe.cloud</a>, the mobile app can be installed from <a href="https://frappeio.frappe.cloud/hrms" rel="noopener noreferrer nofollow" target="_blank">https://frappeio.frappe.cloud/hrms</a></p><p>Go to this URL on your mobile browser (Chrome/Safari) and install the app.</p><blockquote><p>Note: Firefox does not support PWA installation unless you have a plugin.</p></blockquote><h2>Android</h2><ol><li><p>On Android, you will get a prompt to install the app on this URL.</p></li><li><p>If you do not see the prompt, tap on the hamburger menu (three dots), and tap on Install app from the list of options.</p></li><li><p>Tap on Install, and wait for a few seconds.</p></li><li><p>You will then be able to find the Frappe HR app in your applications. You can login to this app with your site credentials.</p></li></ol><p><img class="screenshot" contenteditable="false" draggable="true" src="https://gameplan.frappe.cloud/files/wqkysO0.jpg"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>Installation GIF</h3><p><img alt="frappehr-android-pwa-install" class="screenshot" contenteditable="false" draggable="true" src="/files/frappehr-android-pwa-install.gif" title="frappehr-android-pwa-install.gif"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>iOS</h2><ol><li><p>On iOS, if you're using Safari, tap on the share button shown in the image below.</p></li><li><p>Scroll down the list of options, then tap Add to Home Screen.</p></li><li><p>If you do not see "Add to Home Screen", click on "Edit Actions" and you should find the option.</p></li><li><p>The icon will then appear on your home screen. You can login to this app with your site credentials.</p></li></ol><p><img class="screenshot" contenteditable="false" draggable="true" src="https://gameplan.frappe.cloud/files/bG9exfR.jpg"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>Installation GIF</h3><p><img alt="frappehr-ios-pwa-install" class="screenshot" contenteditable="false" draggable="true" src="/files/frappehr-ios-pwa-installe60ce5.gif" title="frappehr-ios-pwa-install.gif"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="4818991f48" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Mobile App Installation</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 3 minutes ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Frappe HR ships with a mobile frontend (progressive web app) v15 onwards. To install the app on your phones, go to</p><p>https://<sitename>/hrms</p><p>eg: if my site name is <a target="_blank" rel="noopener noreferrer nofollow" href="https://frappeio.frappe.cloud">https://frappeio.frappe.cloud</a>, the mobile app can be installed from <a target="_blank" rel="noopener noreferrer nofollow" href="https://frappeio.frappe.cloud/hrms">https://frappeio.frappe.cloud/hrms</a></p><p>Go to this URL on your mobile browser (Chrome/Safari) and install the app.</p><blockquote><p>Note: Firefox does not support PWA installation unless you have a plugin.</p></blockquote><h2>Android</h2><ol><li><p>On Android, you will get a prompt to install the app on this URL.</p></li><li><p>If you do not see the prompt, tap on the hamburger menu (three dots), and tap on Install app from the list of options.</p></li><li><p>Tap on Install, and wait for a few seconds.</p></li><li><p>You will then be able to find the Frappe HR app in your applications. You can login to this app with your site credentials.</p></li></ol><p><img class="screenshot" src="https://gameplan.frappe.cloud/files/wqkysO0.jpg" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>Installation GIF</h3><p><img class="screenshot" src="/files/frappehr-android-pwa-install.gif" alt="frappehr-android-pwa-install" title="frappehr-android-pwa-install.gif" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>iOS</h2><ol><li><p>On iOS, if you're using Safari, tap on the share button shown in the image below.</p></li><li><p>Scroll down the list of options, then tap Add to Home Screen.</p></li><li><p>If you do not see "Add to Home Screen", click on "Edit Actions" and you should find the option.</p></li><li><p>The icon will then appear on your home screen. You can login to this app with your site credentials.</p></li></ol><p><img class="screenshot" src="https://gameplan.frappe.cloud/files/bG9exfR.jpg" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h3>Installation GIF</h3><p><img class="screenshot" src="/files/frappehr-ios-pwa-installe60ce5.gif" alt="frappehr-ios-pwa-install" title="frappehr-ios-pwa-install.gif" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Mobile App Installation Frappe HR ships with a mobile frontend (progressive web app) v15 onwards. To install the app on your phones, go to https://<sitename>/hrms eg: if my site name is https://frappeio.frappe.cloud, the mobile app can be installed from https://frappeio.frappe.cloud/hrms Go to this URL on your mobile browser (Chrome/Safari) and install the app. Note: Firefox does not support PWA installation unless you have a plugin. Android On Android, you will get a prompt to install the app on this URL. If you do not see the prompt, tap on the hamburger menu (three dots), and tap on Install app from the list of options. Tap on Install, and wait for a few seconds. You will then be able to find the Frappe HR app in your applications. You can login to this app with your site credentials. Installation GIF iOS On iOS, if you're using Safari, tap on the share button shown in the image below. Scroll down the list of options, then tap Add to Home Screen. If you do not see "Add to Home Screen", click on "Edit Actions" and you should find the option. The icon will then appear on your home screen. You can login to this app with your site credentials. Installation GIF	# Mobile App Installation Edit Page New Page Revisions Frappe HR ships with a mobile frontend (progressive web app) v15 onwards. To install the app on your phones, go to https://<sitename>/hrms eg: if my site name is <https://frappeio.frappe.cloud>, the mobile app can be installed from <https://frappeio.frappe.cloud/hrms> Go to this URL on your mobile browser (Chrome/Safari) and install the app. > Note: Firefox does not support PWA installation unless you have a plugin. ## Android 1. On Android, you will get a prompt to install the app on this URL. 2. If you do not see the prompt, tap on the hamburger menu (three dots), and tap on Install app from the list of options. 3. Tap on Install, and wait for a few seconds. 4. You will then be able to find the Frappe HR app in your applications. You can login to this app with your site credentials. ![](https://gameplan.frappe.cloud/files/wqkysO0.jpg) ### Installation GIF ![frappehr-android-pwa-install](/files/frappehr-android-pwa-install.gif) ## iOS 1. On iOS, if you're using Safari, tap on the share button shown in the image below. 2. Scroll down the list of options, then tap Add to Home Screen. 3. If you do not see "Add to Home Screen", click on "Edit Actions" and you should find the option. 4. The icon will then appear on your home screen. You can login to this app with your site credentials. ![](https://gameplan.frappe.cloud/files/bG9exfR.jpg) ### Installation GIF ![frappehr-ios-pwa-install](/files/frappehr-ios-pwa-installe60ce5.gif) ##### Mobile App Installation × rucha_mahabal edited 3 minutes ago Frappe HR ships with a mobile frontend (progressive web app) v15 onwards. To install the app on your phones, go to https://<sitename>/hrms eg: if my site name is <https://frappeio.frappe.cloud>, the mobile app can be installed from <https://frappeio.frappe.cloud/hrms> Go to this URL on your mobile browser (Chrome/Safari) and install the app. > Note: Firefox does not support PWA installation unless you have a plugin. ## Android 1. On Android, you will get a prompt to install the app on this URL. 2. If you do not see the prompt, tap on the hamburger menu (three dots), and tap on Install app from the list of options. 3. Tap on Install, and wait for a few seconds. 4. You will then be able to find the Frappe HR app in your applications. You can login to this app with your site credentials. ![](https://gameplan.frappe.cloud/files/wqkysO0.jpg) ### Installation GIF ![frappehr-android-pwa-install](/files/frappehr-android-pwa-install.gif) ## iOS 1. On iOS, if you're using Safari, tap on the share button shown in the image below. 2. Scroll down the list of options, then tap Add to Home Screen. 3. If you do not see "Add to Home Screen", click on "Edit Actions" and you should find the option. 4. The icon will then appear on your home screen. You can login to this app with your site credentials. ![](https://gameplan.frappe.cloud/files/bG9exfR.jpg) ### Installation GIF ![frappehr-ios-pwa-install](/files/frappehr-ios-pwa-installe60ce5.gif) Previous Next
Push Notifications	https://frappehr.com/docs/v14/en/push-notifications	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Push Notifications</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>v15 onwards, all sites hosted on Frappe Cloud can enable Push Notifications for the mobile app.</p><p>Go to</p><blockquote><p>Integrations > Push Notification Settings</p></blockquote><p>Check the <strong>Enable Push Notification Relay </strong>checkbox</p><p><img alt="" class="screenshot" contenteditable="false" draggable="true" src="/files/LoM5jEH.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>In your mobile app:</p><p>Go to <strong>Profile > Settings </strong>or <strong>Notification Icon > Settings</strong> and click on "<strong>Enable Push Notifications"</strong></p><p><img alt="push" contenteditable="false" draggable="true" src="/files/push.png" title="push.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>This will register your site on the Frappe Cloud relay server and you will receive push notifications.</p><p><img alt="push-notifications" contenteditable="false" draggable="true" src="/files/push-notifications.png" title="push-notifications.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="d1d5b8355d" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Push Notifications</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 second ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>v15 onwards, all sites hosted on Frappe Cloud can enable Push Notifications for the Frappe HR mobile app.</p><p>Go to</p><blockquote><p>Integrations > Push Notification Settings</p></blockquote><p>Check the <strong>Enable Push Notification Relay </strong>checkbox</p><p><img class="screenshot" src="/files/LoM5jEH.png" alt="" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>In your mobile app:</p><p>Go to <strong>Profile > Settings </strong>or <strong>Notification Icon > Settings</strong> and click on "<strong>Enable Push Notifications"</strong></p><p><img src="/files/ZVme41a.png" alt="" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>This will register your site on the Frappe Cloud relay server and you will receive push notifications.</p><p><img src="/files/NHjLztO.png" alt="" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Push Notifications v15 onwards, all sites hosted on Frappe Cloud can enable Push Notifications for the mobile app. Go to Integrations > Push Notification Settings Check the Enable Push Notification Relay checkbox In your mobile app: Go to Profile > Settings or Notification Icon > Settings and click on "Enable Push Notifications" This will register your site on the Frappe Cloud relay server and you will receive push notifications.	# Push Notifications Edit Page New Page Revisions v15 onwards, all sites hosted on Frappe Cloud can enable Push Notifications for the mobile app. Go to > Integrations > Push Notification Settings Check the Enable Push Notification Relay checkbox ![](/files/LoM5jEH.png) In your mobile app: Go to Profile > Settings or Notification Icon > Settings and click on "Enable Push Notifications" ![push](/files/push.png) This will register your site on the Frappe Cloud relay server and you will receive push notifications. ![push-notifications](/files/push-notifications.png) ##### Push Notifications × rucha_mahabal edited 1 second ago v15 onwards, all sites hosted on Frappe Cloud can enable Push Notifications for the Frappe HR mobile app. Go to > Integrations > Push Notification Settings Check the Enable Push Notification Relay checkbox ![](/files/LoM5jEH.png) In your mobile app: Go to Profile > Settings or Notification Icon > Settings and click on "Enable Push Notifications" ![](/files/ZVme41a.png) This will register your site on the Frappe Cloud relay server and you will receive push notifications. ![](/files/NHjLztO.png) Previous Next
Employee	https://frappehr.com/docs/v14/en/employee	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Employee</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>An individual who works part-time or full-time under a contract of employment, and has recognized rights and duties of your company is your Employee.</strong></p><p>In Frappe HR, you can manage the Employee master. It captures the demographic, personal, and professional details, joining and leave details, etc. of the Employee.</p><p>To access the Employee master, go to:</p><blockquote><p>Home > Human Resources > Employee</p></blockquote><p><img src="/files/RtArfPD.gif"></p><h2>1. Prerequisites</h2><p>Before creating an Employee, it is advised to create the following:</p><ul><li><p><a href="https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup#1-how-to-create-a-new-company" rel="noopener noreferrer nofollow" target="_blank">Company</a></p></li></ul><h2>2. How to create an Employee</h2><ol><li><p>Go to the Employee list, and click on New.</p></li><li><p>Enter the Employee's personal details such as Name, Gender, Date of Birth, and Date of Joining.</p></li><li><p>Save.</p></li></ol><p>As shown below, all the mandatory fields are marked with red asterisks.</p><p><img alt="" src="/files/rqUdH4m.png"></p><h2>3. Features</h2><p>Apart from the aforementioned mandatory details, some additional details that can be captured in the Employee master are as follows:</p><h3>3.1 Employment Type</h3><p>You can set an <a href="/docs/v14/user/manual/en/human-resources/employment-type" rel="noopener noreferrer nofollow" target="_blank">Employment Type</a> such as Intern, Contract, Full-time, Part-time, Probation, etc. for an Employee.</p><h3>3.2 Create User</h3><p>The User ID can be linked to the Employee. In case the User ID is not created, you can click on 'Create a New User' in the dropdown to create one.</p><p>By clicking on the 'Create User Permission' checkbox, the Employee's access to other records can be restricted. Check <a href="https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/users-and-permissions/adding-users" rel="noopener noreferrer nofollow" target="_blank">Adding Users</a> to learn how to create users and add permissions.</p><h3>3.3 Joining Details</h3><p>The Joining Details of the Employee such as the Offer Date, Confirmation Date, Contract End Date, Notice (Days), and Date of Retirement can be captured.</p><h3>3.4 Department and Grade</h3><p>In a company, the Employees are usually grouped on the basis of <a href="/docs/v14/user/manual/en/human-resources/department" rel="noopener noreferrer nofollow" target="_blank">Department</a>, <a href="/docs/v14/user/manual/en/human-resources/employee-grade" rel="noopener noreferrer nofollow" target="_blank">Grade</a>, <a href="/docs/v14/user/manual/en/human-resources/designation" rel="noopener noreferrer nofollow" target="_blank">Designation</a>, and <a href="/docs/v14/user/manual/en/human-resources/branch" rel="noopener noreferrer nofollow" target="_blank">Branch</a>.</p><p>In the Department and Grade section, these details of the Employee can be saved. In the 'Reports to' field, the person to whom the Employee has to report his duties to can be captured.</p><h3>3.5 Leave Details</h3><p>In Leave Details, you can save the <a href="/docs/v14/user/manual/en/human-resources/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a> and <a href="/docs/v14/user/manual/en/human-resources/holiday-list" rel="noopener noreferrer nofollow" target="_blank">Holiday List</a> details. Leave Policy specifies the type and number of leaves an Employee is entitled to, and Holiday List is a list which contains the dates of holidays and weekly offs.</p><h3>3.6 Salary Details</h3><p>Here, the mode of salary payment, i.e. through Bank, Cheque or Cash can be selected.</p><h3>3.7 Contact Details</h3><p>Employee's Contact information such as Mobile Number, Current and Permanent Address, Personal and Company Email ID can be captured here. In the Preferred Email ID field, either the the Company Email, Personal Email or User ID of the Employee can be selected depending on the user's preference.</p><h3>3.8 Personal Details</h3><p>Personal Details of the Employee such as Family Background details like name and occupation of parent, spouse and children, Passport Details including date and place of issue, Health Details like height, weight, allergies, medical concerns, etc. can be saved.</p><h3>3.9 Educational Qualification</h3><p>Here, the Educational Details such as School/University, Qualification, Level and Year of Passing of the Employee can be saved as shown below:</p><p><img src="/files/educational-qualification.png"></p><p>Additionally, details such as Class/Percentage and Subjects can also be saved by clicking on the downward arrow in the Education table.</p><h3>3.10 Previous Work Experience</h3><p>Just like Educational Qualification, an Employee's Previous Work Experience can also be captured in the External Work History table as shown below:</p><p><img alt="Previous Work Experience" src="/files/previous-work-experience.png"></p><p>Additionally, details such as Contact of the previous company and Total Experience in years can also be saved in the External Work History table.</p><h3>3.11 Exit</h3><p>Exit details of the employee (if any) such as Resignation, Exit Interview and <a href="/docs/v14/user/manual/en/human-resources/leave-encashment" rel="noopener noreferrer nofollow" target="_blank">Leave Encashment</a> details can be saved. When the status of the Employee is set to 'Left', it is mandatory to fill the Relieving Date.</p><blockquote><p><strong>Note:</strong> Once the Employee status is set to 'Left', that particular Employee master won't be accessible in further transactions.</p></blockquote><h3>3.12 Additional Features</h3><p>Some additional features included in the Employee master are as follows:</p><ul><li><p>Emergency Contact</p></li><li><p>Health Insurance</p></li><li><p>Personal Bio</p></li><li><p>History in the Company</p></li></ul><h2>3. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-management-intro" rel="noopener noreferrer nofollow" target="_blank">Leave Management</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/payroll-intro" rel="noopener noreferrer nofollow" target="_blank">Payroll Management</a></p></li></ol><hr></div> </div> <input value="91877f057d" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Employee</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p><strong>An individual who works part-time or full-time under a contract of employment, and has recognized rights and duties of your company is your Employee.</strong></p><p>In Frappe HR, you can manage the Employee master. It captures the demographic, personal, and professional details, joining and leave details, etc. of the Employee.</p><p>To access the Employee master, go to:</p><blockquote><p>Home > Human Resources > Employee</p></blockquote><p><img src="/files/RtArfPD.gif"></p><h2>1. Prerequisites</h2><p>Before creating an Employee, it is advised to create the following:</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup#1-how-to-create-a-new-company">Company</a></p></li></ul><h2>2. How to create an Employee</h2><ol><li><p>Go to the Employee list, and click on New.</p></li><li><p>Enter the Employee's personal details such as Name, Gender, Date of Birth, and Date of Joining.</p></li><li><p>Save.</p></li></ol><p>As shown below, all the mandatory fields are marked with red asterisks.</p><p><img src="/files/rqUdH4m.png" alt=""></p><h2>3. Features</h2><p>Apart from the aforementioned mandatory details, some additional details that can be captured in the Employee master are as follows:</p><h3>3.1 Employment Type</h3><p>You can set an <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/employment-type">Employment Type</a> such as Intern, Contract, Full-time, Part-time, Probation, etc. for an Employee.</p><h3>3.2 Create User</h3><p>The User ID can be linked to the Employee. In case the User ID is not created, you can click on 'Create a New User' in the dropdown to create one.</p><p>By clicking on the 'Create User Permission' checkbox, the Employee's access to other records can be restricted. Check <a target="_blank" rel="noopener noreferrer nofollow" href="https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/users-and-permissions/adding-users">Adding Users</a> to learn how to create users and add permissions.</p><h3>3.3 Joining Details</h3><p>The Joining Details of the Employee such as the Offer Date, Confirmation Date, Contract End Date, Notice (Days), and Date of Retirement can be captured.</p><h3>3.4 Department and Grade</h3><p>In a company, the Employees are usually grouped on the basis of <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/department">Department</a>, <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/employee-grade">Grade</a>, <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/designation">Designation</a>, and <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/branch">Branch</a>.</p><p>In the Department and Grade section, these details of the Employee can be saved. In the 'Reports to' field, the person to whom the Employee has to report his duties to can be captured.</p><h3>3.5 Leave Details</h3><p>In Leave Details, you can save the <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a> and <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/holiday-list">Holiday List</a> details. Leave Policy specifies the type and number of leaves an Employee is entitled to, and Holiday List is a list which contains the dates of holidays and weekly offs.</p><h3>3.6 Salary Details</h3><p>Here, the mode of salary payment, i.e. through Bank, Cheque or Cash can be selected.</p><h3>3.7 Contact Details</h3><p>Employee's Contact information such as Mobile Number, Current and Permanent Address, Personal and Company Email ID can be captured here. In the Preferred Email ID field, either the the Company Email, Personal Email or User ID of the Employee can be selected depending on the user's preference.</p><h3>3.8 Personal Details</h3><p>Personal Details of the Employee such as Family Background details like name and occupation of parent, spouse and children, Passport Details including date and place of issue, Health Details like height, weight, allergies, medical concerns, etc. can be saved.</p><h3>3.9 Educational Qualification</h3><p>Here, the Educational Details such as School/University, Qualification, Level and Year of Passing of the Employee can be saved as shown below:</p><p><img src="/files/educational-qualification.png" alt="Educational Qualification"></p><p>Additionally, details such as Class/Percentage and Subjects can also be saved by clicking on the downward arrow in the Education table.</p><h3>3.10 Previous Work Experience</h3><p>Just like Educational Qualification, an Employee's Previous Work Experience can also be captured in the External Work History table as shown below:</p><p><img src="/files/previous-work-experience.png" alt="Previous Work Experience"></p><p>Additionally, details such as Contact of the previous company and Total Experience in years can also be saved in the External Work History table.</p><h3>3.11 Exit</h3><p>Exit details of the employee (if any) such as Resignation, Exit Interview and <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-encashment">Leave Encashment</a> details can be saved. When the status of the Employee is set to 'Left', it is mandatory to fill the Relieving Date.</p><blockquote><p><strong>Note:</strong> Once the Employee status is set to 'Left', that particular Employee master won't be accessible in further transactions.</p></blockquote><h3>3.12 Additional Features</h3><p>Some additional features included in the Employee master are as follows:</p><ul><li><p>Emergency Contact</p></li><li><p>Health Insurance</p></li><li><p>Personal Bio</p></li><li><p>History in the Company</p></li></ul><h2>3. Related Topics</h2><ol><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-management-intro">Leave Management</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/payroll-intro">Payroll Management</a></p></li></ol><hr></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Employee An individual who works part-time or full-time under a contract of employment, and has recognized rights and duties of your company is your Employee. In Frappe HR, you can manage the Employee master. It captures the demographic, personal, and professional details, joining and leave details, etc. of the Employee. To access the Employee master, go to: Home > Human Resources > Employee 1. Prerequisites Before creating an Employee, it is advised to create the following: Company 2. How to create an Employee Go to the Employee list, and click on New. Enter the Employee's personal details such as Name, Gender, Date of Birth, and Date of Joining. Save. As shown below, all the mandatory fields are marked with red asterisks. 3. Features Apart from the aforementioned mandatory details, some additional details that can be captured in the Employee master are as follows: 3.1 Employment Type You can set an Employment Type such as Intern, Contract, Full-time, Part-time, Probation, etc. for an Employee. 3.2 Create User The User ID can be linked to the Employee. In case the User ID is not created, you can click on 'Create a New User' in the dropdown to create one. By clicking on the 'Create User Permission' checkbox, the Employee's access to other records can be restricted. Check Adding Users to learn how to create users and add permissions. 3.3 Joining Details The Joining Details of the Employee such as the Offer Date, Confirmation Date, Contract End Date, Notice (Days), and Date of Retirement can be captured. 3.4 Department and Grade In a company, the Employees are usually grouped on the basis of Department, Grade, Designation, and Branch. In the Department and Grade section, these details of the Employee can be saved. In the 'Reports to' field, the person to whom the Employee has to report his duties to can be captured. 3.5 Leave Details In Leave Details, you can save the Leave Policy and Holiday List details. Leave Policy specifies the type and number of leaves an Employee is entitled to, and Holiday List is a list which contains the dates of holidays and weekly offs. 3.6 Salary Details Here, the mode of salary payment, i.e. through Bank, Cheque or Cash can be selected. 3.7 Contact Details Employee's Contact information such as Mobile Number, Current and Permanent Address, Personal and Company Email ID can be captured here. In the Preferred Email ID field, either the the Company Email, Personal Email or User ID of the Employee can be selected depending on the user's preference. 3.8 Personal Details Personal Details of the Employee such as Family Background details like name and occupation of parent, spouse and children, Passport Details including date and place of issue, Health Details like height, weight, allergies, medical concerns, etc. can be saved. 3.9 Educational Qualification Here, the Educational Details such as School/University, Qualification, Level and Year of Passing of the Employee can be saved as shown below: Additionally, details such as Class/Percentage and Subjects can also be saved by clicking on the downward arrow in the Education table. 3.10 Previous Work Experience Just like Educational Qualification, an Employee's Previous Work Experience can also be captured in the External Work History table as shown below: Additionally, details such as Contact of the previous company and Total Experience in years can also be saved in the External Work History table. 3.11 Exit Exit details of the employee (if any) such as Resignation, Exit Interview and Leave Encashment details can be saved. When the status of the Employee is set to 'Left', it is mandatory to fill the Relieving Date. Note: Once the Employee status is set to 'Left', that particular Employee master won't be accessible in further transactions. 3.12 Additional Features Some additional features included in the Employee master are as follows: Emergency Contact Health Insurance Personal Bio History in the Company 3. Related Topics Leave Management Payroll Management	# Employee Edit Page New Page Revisions An individual who works part-time or full-time under a contract of employment, and has recognized rights and duties of your company is your Employee. In Frappe HR, you can manage the Employee master. It captures the demographic, personal, and professional details, joining and leave details, etc. of the Employee. To access the Employee master, go to: > Home > Human Resources > Employee ![](/files/RtArfPD.gif) ## 1\. Prerequisites Before creating an Employee, it is advised to create the following: * [Company](https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup#1-how-to-create-a-new-company) ## 2\. How to create an Employee 1. Go to the Employee list, and click on New. 2. Enter the Employee's personal details such as Name, Gender, Date of Birth, and Date of Joining. 3. Save. As shown below, all the mandatory fields are marked with red asterisks. ![](/files/rqUdH4m.png) ## 3\. Features Apart from the aforementioned mandatory details, some additional details that can be captured in the Employee master are as follows: ### 3.1 Employment Type You can set an [Employment Type](/docs/v14/user/manual/en/human- resources/employment-type) such as Intern, Contract, Full-time, Part-time, Probation, etc. for an Employee. ### 3.2 Create User The User ID can be linked to the Employee. In case the User ID is not created, you can click on 'Create a New User' in the dropdown to create one. By clicking on the 'Create User Permission' checkbox, the Employee's access to other records can be restricted. Check [Adding Users](https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/users-and- permissions/adding-users) to learn how to create users and add permissions. ### 3.3 Joining Details The Joining Details of the Employee such as the Offer Date, Confirmation Date, Contract End Date, Notice (Days), and Date of Retirement can be captured. ### 3.4 Department and Grade In a company, the Employees are usually grouped on the basis of [Department](/docs/v14/user/manual/en/human-resources/department), [Grade](/docs/v14/user/manual/en/human-resources/employee-grade), [Designation](/docs/v14/user/manual/en/human-resources/designation), and [Branch](/docs/v14/user/manual/en/human-resources/branch). In the Department and Grade section, these details of the Employee can be saved. In the 'Reports to' field, the person to whom the Employee has to report his duties to can be captured. ### 3.5 Leave Details In Leave Details, you can save the [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) and [Holiday List](/docs/v14/user/manual/en/human-resources/holiday-list) details. Leave Policy specifies the type and number of leaves an Employee is entitled to, and Holiday List is a list which contains the dates of holidays and weekly offs. ### 3.6 Salary Details Here, the mode of salary payment, i.e. through Bank, Cheque or Cash can be selected. ### 3.7 Contact Details Employee's Contact information such as Mobile Number, Current and Permanent Address, Personal and Company Email ID can be captured here. In the Preferred Email ID field, either the the Company Email, Personal Email or User ID of the Employee can be selected depending on the user's preference. ### 3.8 Personal Details Personal Details of the Employee such as Family Background details like name and occupation of parent, spouse and children, Passport Details including date and place of issue, Health Details like height, weight, allergies, medical concerns, etc. can be saved. ### 3.9 Educational Qualification Here, the Educational Details such as School/University, Qualification, Level and Year of Passing of the Employee can be saved as shown below: ![](/files/educational-qualification.png) Additionally, details such as Class/Percentage and Subjects can also be saved by clicking on the downward arrow in the Education table. ### 3.10 Previous Work Experience Just like Educational Qualification, an Employee's Previous Work Experience can also be captured in the External Work History table as shown below: ![Previous Work Experience](/files/previous-work-experience.png) Additionally, details such as Contact of the previous company and Total Experience in years can also be saved in the External Work History table. ### 3.11 Exit Exit details of the employee (if any) such as Resignation, Exit Interview and [Leave Encashment](/docs/v14/user/manual/en/human-resources/leave-encashment) details can be saved. When the status of the Employee is set to 'Left', it is mandatory to fill the Relieving Date. > Note: Once the Employee status is set to 'Left', that particular > Employee master won't be accessible in further transactions. ### 3.12 Additional Features Some additional features included in the Employee master are as follows: * Emergency Contact * Health Insurance * Personal Bio * History in the Company ## 3\. Related Topics 1. [Leave Management](/docs/v14/user/manual/en/human-resources/leave-management-intro) 2. [Payroll Management](/docs/v14/user/manual/en/human-resources/payroll-intro) * * * ##### Employee × rucha_mahabal edited 1 year ago An individual who works part-time or full-time under a contract of employment, and has recognized rights and duties of your company is your Employee. In Frappe HR, you can manage the Employee master. It captures the demographic, personal, and professional details, joining and leave details, etc. of the Employee. To access the Employee master, go to: > Home > Human Resources > Employee ![](/files/RtArfPD.gif) ## 1\. Prerequisites Before creating an Employee, it is advised to create the following: * [Company](https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup#1-how-to-create-a-new-company) ## 2\. How to create an Employee 1. Go to the Employee list, and click on New. 2. Enter the Employee's personal details such as Name, Gender, Date of Birth, and Date of Joining. 3. Save. As shown below, all the mandatory fields are marked with red asterisks. ![](/files/rqUdH4m.png) ## 3\. Features Apart from the aforementioned mandatory details, some additional details that can be captured in the Employee master are as follows: ### 3.1 Employment Type You can set an [Employment Type](/docs/v14/user/manual/en/human- resources/employment-type) such as Intern, Contract, Full-time, Part-time, Probation, etc. for an Employee. ### 3.2 Create User The User ID can be linked to the Employee. In case the User ID is not created, you can click on 'Create a New User' in the dropdown to create one. By clicking on the 'Create User Permission' checkbox, the Employee's access to other records can be restricted. Check [Adding Users](https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/users-and- permissions/adding-users) to learn how to create users and add permissions. ### 3.3 Joining Details The Joining Details of the Employee such as the Offer Date, Confirmation Date, Contract End Date, Notice (Days), and Date of Retirement can be captured. ### 3.4 Department and Grade In a company, the Employees are usually grouped on the basis of [Department](/docs/v14/user/manual/en/human-resources/department), [Grade](/docs/v14/user/manual/en/human-resources/employee-grade), [Designation](/docs/v14/user/manual/en/human-resources/designation), and [Branch](/docs/v14/user/manual/en/human-resources/branch). In the Department and Grade section, these details of the Employee can be saved. In the 'Reports to' field, the person to whom the Employee has to report his duties to can be captured. ### 3.5 Leave Details In Leave Details, you can save the [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) and [Holiday List](/docs/v14/user/manual/en/human-resources/holiday-list) details. Leave Policy specifies the type and number of leaves an Employee is entitled to, and Holiday List is a list which contains the dates of holidays and weekly offs. ### 3.6 Salary Details Here, the mode of salary payment, i.e. through Bank, Cheque or Cash can be selected. ### 3.7 Contact Details Employee's Contact information such as Mobile Number, Current and Permanent Address, Personal and Company Email ID can be captured here. In the Preferred Email ID field, either the the Company Email, Personal Email or User ID of the Employee can be selected depending on the user's preference. ### 3.8 Personal Details Personal Details of the Employee such as Family Background details like name and occupation of parent, spouse and children, Passport Details including date and place of issue, Health Details like height, weight, allergies, medical concerns, etc. can be saved. ### 3.9 Educational Qualification Here, the Educational Details such as School/University, Qualification, Level and Year of Passing of the Employee can be saved as shown below: ![Educational Qualification](/files/educational-qualification.png) Additionally, details such as Class/Percentage and Subjects can also be saved by clicking on the downward arrow in the Education table. ### 3.10 Previous Work Experience Just like Educational Qualification, an Employee's Previous Work Experience can also be captured in the External Work History table as shown below: ![Previous Work Experience](/files/previous-work-experience.png) Additionally, details such as Contact of the previous company and Total Experience in years can also be saved in the External Work History table. ### 3.11 Exit Exit details of the employee (if any) such as Resignation, Exit Interview and [Leave Encashment](/docs/v14/user/manual/en/human-resources/leave-encashment) details can be saved. When the status of the Employee is set to 'Left', it is mandatory to fill the Relieving Date. > Note: Once the Employee status is set to 'Left', that particular > Employee master won't be accessible in further transactions. ### 3.12 Additional Features Some additional features included in the Employee master are as follows: * Emergency Contact * Health Insurance * Personal Bio * History in the Company ## 3\. Related Topics 1. [Leave Management](/docs/v14/user/manual/en/human-resources/leave-management-intro) 2. [Payroll Management](/docs/v14/user/manual/en/human-resources/payroll-intro) * * * Previous Next
Employment Type	https://frappehr.com/docs/v14/en/employment-type	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Employment Type</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>You can employ people under a number of categories each having their own wage and leave entitlements. This is called an Employment Type.</strong></p><p>Frappe HR allows you to select an Employment Type from a pre-defined list or even create a new Employment Type based on your requirements.</p><p>To access the Employment Type, go to:</p><blockquote><p>Home > Human Resources > Employee > Employment Type</p></blockquote><h2>1. How to create an Employment Type</h2><ol><li><p>Go to the Employment Type list, click on New.</p></li><li><p>Enter the Name of the Employment Type.</p></li><li><p>Save.</p><p><img alt="Employment Type" src="/files/employment-type.png"></p></li></ol><p>The Employment Type can be linked to the <a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a> master.</p><h2>2. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/employment-type" rel="noopener noreferrer nofollow" target="_blank">Employment Type</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/branch" rel="noopener noreferrer nofollow" target="_blank">Branch</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/department" rel="noopener noreferrer nofollow" target="_blank">Department</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/designation" rel="noopener noreferrer nofollow" target="_blank">Designation</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/employee-grade" rel="noopener noreferrer nofollow" target="_blank">Employee Grade</a></p></li></ol></div> </div> <input value="ab48d9a971" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Employment Type</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>You can employ people under a number of categories each having their own wage and leave entitlements. This is called an Employment Type.</strong></p> <p>ERPNext allows you to select an Employment Type from a pre-defined list or even create a new Employment Type based on your requirements.</p> <p>To access the Employment Type, go to:</p> <blockquote> <p>Home > Human Resources > Employee > Employment Type</p> </blockquote> <h2 id="1-how-to-create-an-employment-type">1. How to create an Employment Type</h2> <ol> <li>Go to the Employment Type list, click on New.</li> <li>Enter the Name of the Employment Type.</li> <li><p>Save.</p> <p><img class="screenshot" alt="Employment Type" src="/files/employment-type.png"></p></li> </ol> <p>The Employment Type can be linked to the <a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a> master.</p> <h2 id="2-related-topics">2. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/employment-type">Employment Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/branch">Branch</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/department">Department</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/designation">Designation</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/employee-grade">Employee Grade</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Employment Type You can employ people under a number of categories each having their own wage and leave entitlements. This is called an Employment Type. Frappe HR allows you to select an Employment Type from a pre-defined list or even create a new Employment Type based on your requirements. To access the Employment Type, go to: Home > Human Resources > Employee > Employment Type 1. How to create an Employment Type Go to the Employment Type list, click on New. Enter the Name of the Employment Type. Save. The Employment Type can be linked to the Employee master. 2. Related Topics Employee Employment Type Branch Department Designation Employee Grade	# Employment Type Edit Page New Page Revisions You can employ people under a number of categories each having their own wage and leave entitlements. This is called an Employment Type. Frappe HR allows you to select an Employment Type from a pre-defined list or even create a new Employment Type based on your requirements. To access the Employment Type, go to: > Home > Human Resources > Employee > Employment Type ## 1\. How to create an Employment Type 1. Go to the Employment Type list, click on New. 2. Enter the Name of the Employment Type. 3. Save. ![Employment Type](/files/employment-type.png) The Employment Type can be linked to the [Employee](/docs/v14/user/manual/en/human-resources/employee) master. ## 2\. Related Topics 1. [Employee](/docs/v14/user/manual/en/human-resources/employee) 2. [Employment Type](/docs/v14/user/manual/en/human-resources/employment-type) 3. [Branch](/docs/v14/user/manual/en/human-resources/branch) 4. [Department](/docs/v14/user/manual/en/human-resources/department) 5. [Designation](/docs/v14/user/manual/en/human-resources/designation) 6. [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade) ##### Employment Type × rucha_mahabal edited 1 year ago You can employ people under a number of categories each having their own wage and leave entitlements. This is called an Employment Type. ERPNext allows you to select an Employment Type from a pre-defined list or even create a new Employment Type based on your requirements. To access the Employment Type, go to: > Home > Human Resources > Employee > Employment Type ## 1\. How to create an Employment Type 1. Go to the Employment Type list, click on New. 2. Enter the Name of the Employment Type. 3. Save. ![Employment Type](/files/employment-type.png) The Employment Type can be linked to the [Employee](/docs/v14/user/manual/en/human-resources/employee) master. ## 2\. Related Topics 1. [Employee](/docs/v14/user/manual/en/human-resources/employee) 2. [Employment Type](/docs/v14/user/manual/en/human-resources/employment-type) 3. [Branch](/docs/v14/user/manual/en/human-resources/branch) 4. [Department](/docs/v14/user/manual/en/human-resources/department) 5. [Designation](/docs/v14/user/manual/en/human-resources/designation) 6. [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade) Previous Next
Branch	https://frappehr.com/docs/v14/en/branch	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Branch</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>A Branch office is an outlet of a company located at a different location, other than the main office.</strong></p><p>Frappe HR allows you to create and keep a record of the different branches of your organization.</p><p>To access Branch, go to:</p><blockquote><p>Home > Human Resources > Employee > Branch</p></blockquote><h2>1. Prerequisites</h2><p>Before creating a Branch, it is mandatory you create the following documents:</p><ul><li><p><a href="/docs/v14/user/manual/en/setting-up/company-setup" rel="noopener noreferrer nofollow" target="_blank">Company</a></p></li></ul><h2>2. How to create a Branch</h2><ol><li><p>Go to the Branch list, click on New.</p></li><li><p>Enter the name of the Branch.</p></li><li><p>Save.</p></li></ol><p><img alt="Branch" src="/files/branch.png"></p><p>You can link the Branch to the <a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a> master.</p><h2>3. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/employment-type" rel="noopener noreferrer nofollow" target="_blank">Employment Type</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/department" rel="noopener noreferrer nofollow" target="_blank">Department</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/designation" rel="noopener noreferrer nofollow" target="_blank">Designation</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/employee-grade" rel="noopener noreferrer nofollow" target="_blank">Employee Grade</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/employee-group" rel="noopener noreferrer nofollow" target="_blank">Employee Group</a></p></li></ol></div> </div> <input value="93ddd4474e" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Branch</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>A Branch office is an outlet of a company located at a different location, other than the main office.</strong></p> <p>ERPNext allows you to create and keep a record of the different branches of your organization.</p> <p>To access Branch, go to:</p> <blockquote> <p>Home > Human Resources > Employee > Branch</p> </blockquote> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating a Branch, it is mandatory you create the following documents:</p> <ul> <li><a href="/docs/v14/user/manual/en/setting-up/company-setup">Company</a></li> </ul> <h2 id="2-how-to-create-a-branch">2. How to create a Branch</h2> <ol> <li>Go to the Branch list, click on New.</li> <li>Enter the name of the Branch.</li> <li>Save.</li> </ol> <p><img class="screenshot" alt="Branch" src="/files/branch.png"></p> <p>You can link the Branch to the <a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a> master.</p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/employment-type">Employment Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/department">Department</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/designation">Designation</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/employee-grade">Employee Grade</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/employee-group">Employee Group</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Branch A Branch office is an outlet of a company located at a different location, other than the main office. Frappe HR allows you to create and keep a record of the different branches of your organization. To access Branch, go to: Home > Human Resources > Employee > Branch 1. Prerequisites Before creating a Branch, it is mandatory you create the following documents: Company 2. How to create a Branch Go to the Branch list, click on New. Enter the name of the Branch. Save. You can link the Branch to the Employee master. 3. Related Topics Employee Employment Type Department Designation Employee Grade Employee Group	# Branch Edit Page New Page Revisions A Branch office is an outlet of a company located at a different location, other than the main office. Frappe HR allows you to create and keep a record of the different branches of your organization. To access Branch, go to: > Home > Human Resources > Employee > Branch ## 1\. Prerequisites Before creating a Branch, it is mandatory you create the following documents: * [Company](/docs/v14/user/manual/en/setting-up/company-setup) ## 2\. How to create a Branch 1. Go to the Branch list, click on New. 2. Enter the name of the Branch. 3. Save. ![Branch](/files/branch.png) You can link the Branch to the [Employee](/docs/v14/user/manual/en/human- resources/employee) master. ## 3\. Related Topics 1. [Employee](/docs/v14/user/manual/en/human-resources/employee) 2. [Employment Type](/docs/v14/user/manual/en/human-resources/employment-type) 3. [Department](/docs/v14/user/manual/en/human-resources/department) 4. [Designation](/docs/v14/user/manual/en/human-resources/designation) 5. [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade) 6. [Employee Group](/docs/v14/user/manual/en/human-resources/employee-group) ##### Branch × rucha_mahabal edited 1 year ago A Branch office is an outlet of a company located at a different location, other than the main office. ERPNext allows you to create and keep a record of the different branches of your organization. To access Branch, go to: > Home > Human Resources > Employee > Branch ## 1\. Prerequisites Before creating a Branch, it is mandatory you create the following documents: * [Company](/docs/v14/user/manual/en/setting-up/company-setup) ## 2\. How to create a Branch 1. Go to the Branch list, click on New. 2. Enter the name of the Branch. 3. Save. ![Branch](/files/branch.png) You can link the Branch to the [Employee](/docs/v14/user/manual/en/human- resources/employee) master. ## 3\. Related Topics 1. [Employee](/docs/v14/user/manual/en/human-resources/employee) 2. [Employment Type](/docs/v14/user/manual/en/human-resources/employment-type) 3. [Department](/docs/v14/user/manual/en/human-resources/department) 4. [Designation](/docs/v14/user/manual/en/human-resources/designation) 5. [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade) 6. [Employee Group](/docs/v14/user/manual/en/human-resources/employee-group) Previous Next
Department	https://frappehr.com/docs/v14/en/department	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Department</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>A Department is a specialized functional area or a division within an organization.</strong></p><p>You can configure the Departments in your organization, set Leave Block List, and also Leave and Expense Approvers for the same.</p><p>To access Department, go to:</p><p>> Home > Human Resources > Employee > Department</p><p>Department is a tree-structured master, which means you can create parent departments and sub-departments as shown below:</p><p><img alt="Department Tree" src="/files/department-tree.png"></p><p>> <strong>Note:</strong> The 'Is Group' checkbox needs to be checked if the Department is a parent department.</p><h2>1. Prerequisites</h2><p>Before creating a Department, it is advisable you create the following documents:</p><ul><li><p><a href="/docs/v14/user/manual/en/setting-up/company-setup" rel="noopener noreferrer nofollow" target="_blank">Company</a></p></li></ul><h2>2. How to create a Department</h2><ol><li><p>Go to the Department list, click on New.</p></li><li><p>Enter Department name.</p></li><li><p>Select Company name.</p></li><li><p>Select Leave Block List (optional) applicable for this department.</p></li><li><p>Save.</p><p><img alt="Department" src="/files/department.png"></p></li></ol><h2>3. Features</h2><h3>3.1 Leave and Expense Approvers</h3><p>You can set Leave and Expense Approvers for a particular Department in the 'Leave Approver' and 'Expense Approver' table respectively.</p><p><img alt="Leave and Expense Approver" src="/files/leave-and-expense.png"></p><p>> <strong>Note:</strong> Multiple Leave and Expense Approvers can be set for a particular Department. However, the first Approver in the list will be set as the default Approver.</p><h2>4. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/employment-type" rel="noopener noreferrer nofollow" target="_blank">Employment Type</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/employee-grade" rel="noopener noreferrer nofollow" target="_blank">Employee Grade</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/branch" rel="noopener noreferrer nofollow" target="_blank">Employee Branch</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/designation" rel="noopener noreferrer nofollow" target="_blank">Employee Designation</a></p></li></ol></div> </div> <input value="c81bc7266d" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Department</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 10 months ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>A Department is a specialized functional area or a division within an organization.</strong></p> <p>You can configure the Departments in your organization, set Leave Block List, and also Leave and Expense Approvers for the same.</p> <p>To access Department, go to:</p> <blockquote> <p>Home > Human Resources > Employee > Department</p> </blockquote> <p>Department is a tree-structured master, which means you can create parent departments and sub-departments as shown below:</p> <p><img class="screenshot" alt="Department Tree" src="/files/department-tree.png"></p> <blockquote> <p><strong>Note:</strong> The 'Is Group' checkbox needs to be checked if the Department is a parent department.</p> </blockquote> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating a Department, it is advisable you create the following documents:</p> <ul> <li><a href="/docs/v14/user/manual/en/setting-up/company-setup">Company</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-block-list">Leave Block List</a></li> </ul> <h2 id="2-how-to-create-a-department">2. How to create a Department</h2> <ol> <li>Go to the Department list, click on New.</li> <li>Enter Department name.</li> <li>Select Company name.</li> <li>Select Leave Block List (optional) applicable for this department.</li> <li><p>Save.</p> <p><img class="screenshot" alt="Department" src="/files/department.png"></p></li> </ol> <h2 id="3-features">3. Features</h2> <h3 id="31-leave-and-expense-approvers">3.1 Leave and Expense Approvers</h3> <p>You can set Leave and Expense Approvers for a particular Department in the 'Leave Approver' and 'Expense Approver' table respectively.</p> <p><img class="screenshot" alt="Leave and Expense Approver" src="/files/leave-and-expense.png"></p> <blockquote> <p><strong>Note:</strong> Multiple Leave and Expense Approvers can be set for a particular Department. However, the first Approver in the list will be set as the default Approver.</p> </blockquote> <h2 id="4-related-topics">4. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/employment-type">Employment Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/employee-grade">Employee Grade</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/branch">Employee Branch</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/designation">Employee Designation</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Department A Department is a specialized functional area or a division within an organization. You can configure the Departments in your organization, set Leave Block List, and also Leave and Expense Approvers for the same. To access Department, go to: > Home > Human Resources > Employee > Department Department is a tree-structured master, which means you can create parent departments and sub-departments as shown below: > Note: The 'Is Group' checkbox needs to be checked if the Department is a parent department. 1. Prerequisites Before creating a Department, it is advisable you create the following documents: Company 2. How to create a Department Go to the Department list, click on New. Enter Department name. Select Company name. Select Leave Block List (optional) applicable for this department. Save. 3. Features 3.1 Leave and Expense Approvers You can set Leave and Expense Approvers for a particular Department in the 'Leave Approver' and 'Expense Approver' table respectively. > Note: Multiple Leave and Expense Approvers can be set for a particular Department. However, the first Approver in the list will be set as the default Approver. 4. Related Topics Employment Type Employee Grade Employee Branch Employee Designation	# Department Edit Page New Page Revisions A Department is a specialized functional area or a division within an organization. You can configure the Departments in your organization, set Leave Block List, and also Leave and Expense Approvers for the same. To access Department, go to: > Home > Human Resources > Employee > Department Department is a tree-structured master, which means you can create parent departments and sub-departments as shown below: ![Department Tree](/files/department-tree.png) > Note: The 'Is Group' checkbox needs to be checked if the Department is a > parent department. ## 1\. Prerequisites Before creating a Department, it is advisable you create the following documents: * [Company](/docs/v14/user/manual/en/setting-up/company-setup) ## 2\. How to create a Department 1. Go to the Department list, click on New. 2. Enter Department name. 3. Select Company name. 4. Select Leave Block List (optional) applicable for this department. 5. Save. ![Department](/files/department.png) ## 3\. Features ### 3.1 Leave and Expense Approvers You can set Leave and Expense Approvers for a particular Department in the 'Leave Approver' and 'Expense Approver' table respectively. ![Leave and Expense Approver](/files/leave-and-expense.png) > Note: Multiple Leave and Expense Approvers can be set for a particular > Department. However, the first Approver in the list will be set as the > default Approver. ## 4\. Related Topics 1. [Employment Type](/docs/v14/user/manual/en/human-resources/employment-type) 2. [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade) 3. [Employee Branch](/docs/v14/user/manual/en/human-resources/branch) 4. [Employee Designation](/docs/v14/user/manual/en/human-resources/designation) ##### Department × rucha_mahabal edited 10 months ago A Department is a specialized functional area or a division within an organization. You can configure the Departments in your organization, set Leave Block List, and also Leave and Expense Approvers for the same. To access Department, go to: > Home > Human Resources > Employee > Department Department is a tree-structured master, which means you can create parent departments and sub-departments as shown below: ![Department Tree](/files/department-tree.png) > Note: The 'Is Group' checkbox needs to be checked if the Department is a > parent department. ## 1\. Prerequisites Before creating a Department, it is advisable you create the following documents: * [Company](/docs/v14/user/manual/en/setting-up/company-setup) * [Leave Block List](/docs/v14/user/manual/en/human-resources/leave-block-list) ## 2\. How to create a Department 1. Go to the Department list, click on New. 2. Enter Department name. 3. Select Company name. 4. Select Leave Block List (optional) applicable for this department. 5. Save. ![Department](/files/department.png) ## 3\. Features ### 3.1 Leave and Expense Approvers You can set Leave and Expense Approvers for a particular Department in the 'Leave Approver' and 'Expense Approver' table respectively. ![Leave and Expense Approver](/files/leave-and-expense.png) > Note: Multiple Leave and Expense Approvers can be set for a particular > Department. However, the first Approver in the list will be set as the > default Approver. ## 4\. Related Topics 1. [Employment Type](/docs/v14/user/manual/en/human-resources/employment-type) 2. [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade) 3. [Employee Branch](/docs/v14/user/manual/en/human-resources/branch) 4. [Employee Designation](/docs/v14/user/manual/en/human-resources/designation) Previous Next
Designation	https://frappehr.com/docs/v14/en/designation	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Designation</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>Designations are the official job titles given to employees.</strong></p><p>With reference to company management, there are various stakeholders like directors, officers, managers and shareholders who guide a company towards the fulfillment of its business objectives.</p><p>Frappe HR allows you to create various designations and also mention the skills required for the same.</p><p>To access Designation, go to:</p><blockquote><p>Home > Human Resources > Employee > Designation</p></blockquote><h2>1. How to create a Designation</h2><ol><li><p>Go to Designation list, click on New.</p></li><li><p>Enter the Designation name.</p></li><li><p>Enter Description and Required Skills (optional).</p></li><li><p>Save.</p><p><img alt="Designation" src="/files/designation.png"></p></li></ol><blockquote><p><strong>Note:</strong> The skills required for an Employee of a particular Designation that are specified in the "Required Skills" section of the Designation doctype can be directly fetched in the <a href="/docs/v14/user/manual/en/human-resources/employee_skill_map" rel="noopener noreferrer nofollow" target="_blank">Employee Skill Map</a> to evaluate an employee's performance based on his skills.</p></blockquote><h2>3. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/employment-type" rel="noopener noreferrer nofollow" target="_blank">Employment Type</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/branch" rel="noopener noreferrer nofollow" target="_blank">Branch</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/department" rel="noopener noreferrer nofollow" target="_blank">Department</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/employee-grade" rel="noopener noreferrer nofollow" target="_blank">Employee Grade</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/employee_skill_map" rel="noopener noreferrer nofollow" target="_blank">Employee Skill Map</a></p></li></ol></div> </div> <input value="10db3b52d1" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Designation</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>Designations are the official job titles given to employees.</strong></p> <p>With reference to company management, there are various stakeholders like directors, officers, managers and shareholders who guide a company towards the fulfillment of its business objectives.</p> <p>ERPNext allows you to create various designations and also mention the skills required for the same.</p> <p>To access Designation, go to:</p> <blockquote> <p>Home > Human Resources > Employee > Designation</p> </blockquote> <h2 id="1-how-to-create-a-designation">1. How to create a Designation</h2> <ol> <li>Go to Designation list, click on New.</li> <li>Enter the Designation name.</li> <li>Enter Description and Required Skills (optional).</li> <li><p>Save.</p> <p><img class="screenshot" alt="Designation" src="/files/designation.png"></p></li> </ol> <blockquote> <p><strong>Note:</strong> The skills required for an Employee of a particular Designation that are specified in the "Required Skills" section of the Designation doctype can be directly fetched in the <a href="/docs/v14/user/manual/en/human-resources/employee_skill_map">Employee Skill Map</a> to evaluate an employee's performance based on his skills.</p> </blockquote> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/employment-type">Employment Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/branch">Branch</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/department">Department</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/employee-grade">Employee Grade</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/employee_skill_map">Employee Skill Map</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Designation Designations are the official job titles given to employees. With reference to company management, there are various stakeholders like directors, officers, managers and shareholders who guide a company towards the fulfillment of its business objectives. Frappe HR allows you to create various designations and also mention the skills required for the same. To access Designation, go to: Home > Human Resources > Employee > Designation 1. How to create a Designation Go to Designation list, click on New. Enter the Designation name. Enter Description and Required Skills (optional). Save. Note: The skills required for an Employee of a particular Designation that are specified in the "Required Skills" section of the Designation doctype can be directly fetched in the Employee Skill Map to evaluate an employee's performance based on his skills. 3. Related Topics Employee Employment Type Branch Department Employee Grade Employee Skill Map	# Designation Edit Page New Page Revisions Designations are the official job titles given to employees. With reference to company management, there are various stakeholders like directors, officers, managers and shareholders who guide a company towards the fulfillment of its business objectives. Frappe HR allows you to create various designations and also mention the skills required for the same. To access Designation, go to: > Home > Human Resources > Employee > Designation ## 1\. How to create a Designation 1. Go to Designation list, click on New. 2. Enter the Designation name. 3. Enter Description and Required Skills (optional). 4. Save. ![Designation](/files/designation.png) > Note: The skills required for an Employee of a particular Designation > that are specified in the "Required Skills" section of the Designation > doctype can be directly fetched in the [Employee Skill > Map](/docs/v14/user/manual/en/human-resources/employee_skill_map) to > evaluate an employee's performance based on his skills. ## 3\. Related Topics 1. [Employee](/docs/v14/user/manual/en/human-resources/employee) 2. [Employment Type](/docs/v14/user/manual/en/human-resources/employment-type) 3. [Branch](/docs/v14/user/manual/en/human-resources/branch) 4. [Department](/docs/v14/user/manual/en/human-resources/department) 5. [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade) 6. [Employee Skill Map](/docs/v14/user/manual/en/human-resources/employee_skill_map) ##### Designation × rucha_mahabal edited 1 year ago Designations are the official job titles given to employees. With reference to company management, there are various stakeholders like directors, officers, managers and shareholders who guide a company towards the fulfillment of its business objectives. ERPNext allows you to create various designations and also mention the skills required for the same. To access Designation, go to: > Home > Human Resources > Employee > Designation ## 1\. How to create a Designation 1. Go to Designation list, click on New. 2. Enter the Designation name. 3. Enter Description and Required Skills (optional). 4. Save. ![Designation](/files/designation.png) > Note: The skills required for an Employee of a particular Designation > that are specified in the "Required Skills" section of the Designation > doctype can be directly fetched in the [Employee Skill > Map](/docs/v14/user/manual/en/human-resources/employee_skill_map) to > evaluate an employee's performance based on his skills. ## 3\. Related Topics 1. [Employee](/docs/v14/user/manual/en/human-resources/employee) 2. [Employment Type](/docs/v14/user/manual/en/human-resources/employment-type) 3. [Branch](/docs/v14/user/manual/en/human-resources/branch) 4. [Department](/docs/v14/user/manual/en/human-resources/department) 5. [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade) 6. [Employee Skill Map](/docs/v14/user/manual/en/human-resources/employee_skill_map) Previous Next
Employee Grade	https://frappehr.com/docs/v14/en/employee-grade	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Employee Grade</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>An Employee Grade is a grouping of employees with similar positions or values in order to assign compensation rates and salary structures.</strong></p><p>Frappe HR allows you to configure Employee Grades, helping you to easily categorize employees based on seniority or any other criteria.</p><p>Employee Grade also helps you fetch Employee records in bulk based on their grades while processing payroll, allocating leaves, etc.</p><p>To access Employee Grade, go to:</p><blockquote><p>Home > Human Resources > Employee > Employee Grade</p></blockquote><h2>1. Prerequisites</h2><p>Before creating an Employee Grade, it is advisable you create the following documents:</p><ul><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/salary-structure" rel="noopener noreferrer nofollow" target="_blank">Salary Structure</a></p></li></ul><h2>2. How to create an Employee Grade</h2><ol><li><p>Go to Employee Grade list, click on New.</p></li><li><p>Enter the Name of the Employee Grade.</p></li><li><p>Enter the Default <a href="/docs/v14/user/manual/en/human-resources/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a> and Default <a href="/docs/v14/user/manual/en/human-resources/salary-structure" rel="noopener noreferrer nofollow" target="_blank">Salary Structure</a> for that Grade.</p></li><li><p>Save.</p><p><img alt="Employee Grade" src="/files/employee-grade.png"></p></li></ol><p>Shown below are the different Employee Grades created.</p><p><img alt="New Employee Grade" src="/files/employee-grade1.png"></p><p>You also can access <a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a>, <a href="/docs/v14/user/manual/en/human-resources/leave-type" rel="noopener noreferrer nofollow" target="_blank">Leave Period</a>, <a href="/docs/v14/user/manual/en/human-resources/employee-onboarding" rel="noopener noreferrer nofollow" target="_blank">Employee Onboarding Template</a> and <a href="/docs/v14/user/manual/en/human-resources/employee-separation" rel="noopener noreferrer nofollow" target="_blank">Employee Separation Template</a>.</p><h2>3. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-type" rel="noopener noreferrer nofollow" target="_blank">Leave Type</a></p></li></ol></div> </div> <input value="0b273932b3" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Employee Grade</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>An Employee Grade is a grouping of the employees with similar positions or values in order to assign compensation rates and salary structures.</strong></p> <p>ERPNext allows you to configure Employee Grades, helping you to easily categorize employees based on seniority or any other criteria.</p> <p>Employee Grade also helps you fetch Employee records in bulk based on their grades while processing payroll, allocating leaves, etc.</p> <p>To access Employee Grade, go to:</p> <blockquote> <p>Home > Human Resources > Employee > Employee Grade</p> </blockquote> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating an Employee Grade, it is advisable you create the following documents:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/salary-structure">Salary Structure</a></li> </ul> <h2 id="2-how-to-create-an-employee-grade">2. How to create an Employee Grade</h2> <ol> <li>Go to Employee Grade list, click on New.</li> <li>Enter the Name of the Employee Grade.</li> <li>Enter the Default <a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a> and Default <a href="/docs/v14/user/manual/en/human-resources/salary-structure">Salary Structure</a> for that Grade.</li> <li><p>Save.</p> <p><img class="screenshot" alt="Employee Grade" src="/files/employee-grade.png"></p></li> </ol> <p>Shown below are the different Employee Grades created.</p> <p><img class="screenshot" alt="New Employee Grade" src="/files/employee-grade1.png"></p> <p>You also can access <a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a>, <a href="/docs/v14/user/manual/en/human-resources/leave-type">Leave Period</a>, <a href="/docs/v14/user/manual/en/human-resources/employee-onboarding">Employee Onboarding Template</a> and <a href="/docs/v14/user/manual/en/human-resources/employee-separation">Employee Separation Template</a>.</p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/leave-type">Leave Type</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Employee Grade An Employee Grade is a grouping of employees with similar positions or values in order to assign compensation rates and salary structures. Frappe HR allows you to configure Employee Grades, helping you to easily categorize employees based on seniority or any other criteria. Employee Grade also helps you fetch Employee records in bulk based on their grades while processing payroll, allocating leaves, etc. To access Employee Grade, go to: Home > Human Resources > Employee > Employee Grade 1. Prerequisites Before creating an Employee Grade, it is advisable you create the following documents: Leave Policy Salary Structure 2. How to create an Employee Grade Go to Employee Grade list, click on New. Enter the Name of the Employee Grade. Enter the Default Leave Policy and Default Salary Structure for that Grade. Save. Shown below are the different Employee Grades created. You also can access Employee, Leave Period, Employee Onboarding Template and Employee Separation Template. 3. Related Topics Leave Type	# Employee Grade Edit Page New Page Revisions An Employee Grade is a grouping of employees with similar positions or values in order to assign compensation rates and salary structures. Frappe HR allows you to configure Employee Grades, helping you to easily categorize employees based on seniority or any other criteria. Employee Grade also helps you fetch Employee records in bulk based on their grades while processing payroll, allocating leaves, etc. To access Employee Grade, go to: > Home > Human Resources > Employee > Employee Grade ## 1\. Prerequisites Before creating an Employee Grade, it is advisable you create the following documents: * [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) * [Salary Structure](/docs/v14/user/manual/en/human-resources/salary-structure) ## 2\. How to create an Employee Grade 1. Go to Employee Grade list, click on New. 2. Enter the Name of the Employee Grade. 3. Enter the Default [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) and Default [Salary Structure](/docs/v14/user/manual/en/human-resources/salary-structure) for that Grade. 4. Save. ![Employee Grade](/files/employee-grade.png) Shown below are the different Employee Grades created. ![New Employee Grade](/files/employee-grade1.png) You also can access [Employee](/docs/v14/user/manual/en/human- resources/employee), [Leave Period](/docs/v14/user/manual/en/human- resources/leave-type), [Employee Onboarding Template](/docs/v14/user/manual/en/human-resources/employee-onboarding) and [Employee Separation Template](/docs/v14/user/manual/en/human- resources/employee-separation). ## 3\. Related Topics 1. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) ##### Employee Grade × rucha_mahabal edited 1 year ago An Employee Grade is a grouping of the employees with similar positions or values in order to assign compensation rates and salary structures. ERPNext allows you to configure Employee Grades, helping you to easily categorize employees based on seniority or any other criteria. Employee Grade also helps you fetch Employee records in bulk based on their grades while processing payroll, allocating leaves, etc. To access Employee Grade, go to: > Home > Human Resources > Employee > Employee Grade ## 1\. Prerequisites Before creating an Employee Grade, it is advisable you create the following documents: * [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) * [Salary Structure](/docs/v14/user/manual/en/human-resources/salary-structure) ## 2\. How to create an Employee Grade 1. Go to Employee Grade list, click on New. 2. Enter the Name of the Employee Grade. 3. Enter the Default [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) and Default [Salary Structure](/docs/v14/user/manual/en/human-resources/salary-structure) for that Grade. 4. Save. ![Employee Grade](/files/employee-grade.png) Shown below are the different Employee Grades created. ![New Employee Grade](/files/employee-grade1.png) You also can access [Employee](/docs/v14/user/manual/en/human- resources/employee), [Leave Period](/docs/v14/user/manual/en/human- resources/leave-type), [Employee Onboarding Template](/docs/v14/user/manual/en/human-resources/employee-onboarding) and [Employee Separation Template](/docs/v14/user/manual/en/human- resources/employee-separation). ## 3\. Related Topics 1. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) Previous Next
Employee Group	https://frappehr.com/docs/v14/en/employee-group	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Employee Group</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>Employee Group is grouping of Employees based on some attributes such as Designation, Grade, Branch, etc.</strong></p><p>To access Employee Group, go to:</p><blockquote><p>Home > Human Resources > Employee > Employee Group</p></blockquote><h2>1. Prerequisites</h2><p>Before creating an Employee Group, it is advisable you create the following documents:</p><ul><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li></ul><h2>2. How to create an Employee Group</h2><ol><li><p>Go to Employee Group list, click on New.</p></li><li><p>Enter the Name.</p></li><li><p>Select and add Employee ID to the group. The Employee Name will get automatically fetched.</p></li><li><p>Save.</p><p><img alt="Employee Group" src="/files/employee-group.png"></p></li></ol><h2>3. Features</h2><h3>3.1 Service Level Agreement</h3><p>An Employee Group can be added to the <a href="https://docs.erpnext.com/docs/v14/user/manual/en/support/service-level-agreement" rel="noopener noreferrer nofollow" target="_blank">Service Level Agreement</a> doctype, where the Service Level can be specified for a particular Employee Group.</p><h2>4. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/employment-type" rel="noopener noreferrer nofollow" target="_blank">Employment Type</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/branch" rel="noopener noreferrer nofollow" target="_blank">Branch</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/department" rel="noopener noreferrer nofollow" target="_blank">Department</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/designation" rel="noopener noreferrer nofollow" target="_blank">Designation</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/employee-grade" rel="noopener noreferrer nofollow" target="_blank">Employee Grade</a></p></li></ol></div> </div> <input value="272daf3517" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Employee Group</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>Employee Group is grouping of Employees based on some attributes such as Designation, Grade, Branch, etc.</strong></p> <p>To access Employee Group, go to:</p> <blockquote> <p>Home > Human Resources > Employee > Employee Group</p> </blockquote> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating an Employee Group, it is advisable you create the following documents:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> </ul> <h2 id="2-how-to-create-an-employee-group">2. How to create an Employee Group</h2> <ol> <li>Go to Employee Group list, click on New.</li> <li>Enter the Name.</li> <li>Select and add Employee ID to the group. The Employee Name will get automatically fetched.</li> <li><p>Save.</p> <p><img class="screenshot" alt="Employee Group" src="/files/employee-group.png"></p></li> </ol> <h2 id="3-features">3. Features</h2> <h3 id="31-service-level-agreement">3.1 Service Level Agreement</h3> <p>An Employee Group can be added to the <a href="/docs/v14/user/manual/en/support/service-level-agreement">Service Level Agreement</a> doctype, where the Service Level can be specified for a particular Employee Group.</p> <h2 id="4-related-topics">4. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/employment-type">Employment Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/branch">Branch</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/department">Department</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/designation">Designation</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/employee-grade">Employee Grade</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Employee Group Employee Group is grouping of Employees based on some attributes such as Designation, Grade, Branch, etc. To access Employee Group, go to: Home > Human Resources > Employee > Employee Group 1. Prerequisites Before creating an Employee Group, it is advisable you create the following documents: Employee 2. How to create an Employee Group Go to Employee Group list, click on New. Enter the Name. Select and add Employee ID to the group. The Employee Name will get automatically fetched. Save. 3. Features 3.1 Service Level Agreement An Employee Group can be added to the Service Level Agreement doctype, where the Service Level can be specified for a particular Employee Group. 4. Related Topics Employment Type Branch Department Designation Employee Grade	# Employee Group Edit Page New Page Revisions Employee Group is grouping of Employees based on some attributes such as Designation, Grade, Branch, etc. To access Employee Group, go to: > Home > Human Resources > Employee > Employee Group ## 1\. Prerequisites Before creating an Employee Group, it is advisable you create the following documents: * [Employee](/docs/v14/user/manual/en/human-resources/employee) ## 2\. How to create an Employee Group 1. Go to Employee Group list, click on New. 2. Enter the Name. 3. Select and add Employee ID to the group. The Employee Name will get automatically fetched. 4. Save. ![Employee Group](/files/employee-group.png) ## 3\. Features ### 3.1 Service Level Agreement An Employee Group can be added to the [Service Level Agreement](https://docs.erpnext.com/docs/v14/user/manual/en/support/service- level-agreement) doctype, where the Service Level can be specified for a particular Employee Group. ## 4\. Related Topics 1. [Employment Type](/docs/v14/user/manual/en/human-resources/employment-type) 2. [Branch](/docs/v14/user/manual/en/human-resources/branch) 3. [Department](/docs/v14/user/manual/en/human-resources/department) 4. [Designation](/docs/v14/user/manual/en/human-resources/designation) 5. [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade) ##### Employee Group × rucha_mahabal edited 1 year ago Employee Group is grouping of Employees based on some attributes such as Designation, Grade, Branch, etc. To access Employee Group, go to: > Home > Human Resources > Employee > Employee Group ## 1\. Prerequisites Before creating an Employee Group, it is advisable you create the following documents: * [Employee](/docs/v14/user/manual/en/human-resources/employee) ## 2\. How to create an Employee Group 1. Go to Employee Group list, click on New. 2. Enter the Name. 3. Select and add Employee ID to the group. The Employee Name will get automatically fetched. 4. Save. ![Employee Group](/files/employee-group.png) ## 3\. Features ### 3.1 Service Level Agreement An Employee Group can be added to the [Service Level Agreement](/docs/v14/user/manual/en/support/service-level-agreement) doctype, where the Service Level can be specified for a particular Employee Group. ## 4\. Related Topics 1. [Employment Type](/docs/v14/user/manual/en/human-resources/employment-type) 2. [Branch](/docs/v14/user/manual/en/human-resources/branch) 3. [Department](/docs/v14/user/manual/en/human-resources/department) 4. [Designation](/docs/v14/user/manual/en/human-resources/designation) 5. [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade) Previous Next
Employee Health Insurance	https://frappehr.com/docs/v14/en/health-insurance	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Employee Health Insurance</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>Employee Health Insurance is a benefit extended by the company to their employees. When a company provides health insurance assistance, they pay full or part premiums for the health insurance policy.</strong></p><p>Frappe HR allows you to save the Employee Health Insurance detail and link it to that particular Employee's master.</p><p>To access Health Insurance Provider document, go to:</p><blockquote><p>Home > Human Resources > Employee > Employee Health Insurance</p></blockquote><h2>1. How to create an Employee Health Insurance</h2><ol><li><p>Go to Employee Health Insurance list, click on New.</p></li><li><p>Enter the Health Insurance Name.</p></li><li><p>Save.</p><p><img alt="Employee" src="/files/health-insurance.png"></p></li></ol><p>Additionally, in the Employee master, you can attach the Health Insurance Provider Name and fill in the Health Insurance No.</p><p><img alt="Employee" src="/files/employee-health-insurance.png"></p><h2>2. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li></ol></div> </div> <input value="ea91ba9304" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Employee Health Insurance</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>Employee Health Insurance is a benefit extended by the company to their employees. When a company provides health insurance assistance, they pay full or part premiums for the health insurance policy.</strong></p> <p>ERPNext allows you to save the Employee Health Insurance detail and link it to that particular Employee's master.</p> <p>To access Health Insurance Provider document, go to:</p> <blockquote> <p>Home > Human Resources > Employee > Employee Health Insurance</p> </blockquote> <h2 id="1-how-to-create-an-employee-health-insurance">1. How to create an Employee Health Insurance</h2> <ol> <li>Go to Employee Health Insurance list, click on New.</li> <li>Enter the Health Insurance Name.</li> <li><p>Save.</p> <p><img class="screenshot" alt="Employee" src="/files/health-insurance.png"></p></li> </ol> <p>Additionally, in the Employee master, you can attach the Health Insurance Provider Name and fill in the Health Insurance No.</p> <p><img class="screenshot" alt="Employee" src="/files/employee-health-insurance.png"></p> <h2 id="2-related-topics">2. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Employee Health Insurance Employee Health Insurance is a benefit extended by the company to their employees. When a company provides health insurance assistance, they pay full or part premiums for the health insurance policy. Frappe HR allows you to save the Employee Health Insurance detail and link it to that particular Employee's master. To access Health Insurance Provider document, go to: Home > Human Resources > Employee > Employee Health Insurance 1. How to create an Employee Health Insurance Go to Employee Health Insurance list, click on New. Enter the Health Insurance Name. Save. Additionally, in the Employee master, you can attach the Health Insurance Provider Name and fill in the Health Insurance No. 2. Related Topics Employee	# Employee Health Insurance Edit Page New Page Revisions Employee Health Insurance is a benefit extended by the company to their employees. When a company provides health insurance assistance, they pay full or part premiums for the health insurance policy. Frappe HR allows you to save the Employee Health Insurance detail and link it to that particular Employee's master. To access Health Insurance Provider document, go to: > Home > Human Resources > Employee > Employee Health Insurance ## 1\. How to create an Employee Health Insurance 1. Go to Employee Health Insurance list, click on New. 2. Enter the Health Insurance Name. 3. Save. ![Employee](/files/health-insurance.png) Additionally, in the Employee master, you can attach the Health Insurance Provider Name and fill in the Health Insurance No. ![Employee](/files/employee-health-insurance.png) ## 2\. Related Topics 1. [Employee](/docs/v14/user/manual/en/human-resources/employee) ##### Employee Health Insurance × rucha_mahabal edited 1 year ago Employee Health Insurance is a benefit extended by the company to their employees. When a company provides health insurance assistance, they pay full or part premiums for the health insurance policy. ERPNext allows you to save the Employee Health Insurance detail and link it to that particular Employee's master. To access Health Insurance Provider document, go to: > Home > Human Resources > Employee > Employee Health Insurance ## 1\. How to create an Employee Health Insurance 1. Go to Employee Health Insurance list, click on New. 2. Enter the Health Insurance Name. 3. Save. ![Employee](/files/health-insurance.png) Additionally, in the Employee master, you can attach the Health Insurance Provider Name and fill in the Health Insurance No. ![Employee](/files/employee-health-insurance.png) ## 2\. Related Topics 1. [Employee](/docs/v14/user/manual/en/human-resources/employee) Previous Next
Organizational Chart	https://frappehr.com/docs/v14/en/organizational_chart	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Organizational Chart</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <p><strong>An organizational chart shows the organizational structure by depicting connections between different employees with their designation, image, and name. In large organizations where it's difficult to remember names, people can interact with the org chart and know the hierarchy through faces and other info.</strong></p> <p>To access Employee Grade, go to:</p> <p>> Home > Human Resources > Employee > Organizational Chart</p> <ul> <li>The org chart is created based on the "Reports To" field in Employee master.</li> <li>The employees that don't report to anyone are shown in the first level.</li> <li>The chart expands horizontally on the desktop view and vertically on mobile.</li> <li>Each node has details like the Employee Name, Image, Designation, and the total number of connections.</li> <li>The connections are the total number of descendants a particular node has till the end of the hierarchy.</li> <li>The edit button in every node navigates to the Employee Master.</li> <li>As you navigate through the chart, the active hierarchy is highlighted.</li> <li>You can use the Company filter to check the org chart for individual companies.</li> </ul> <p><img alt="Org Chart" class="screenshot" src="/files/org-chart.png"></p> <p><img alt="Org Chart Mobile" class="screenshot" height="350" src="/files/org-chart-mobile-2.png" width="250"></p> </div> <input value="9b6642c98a" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Organizational Chart</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Organizational Chart An organizational chart shows the organizational structure by depicting connections between different employees with their designation, image, and name. In large organizations where it's difficult to remember names, people can interact with the org chart and know the hierarchy through faces and other info. To access Employee Grade, go to: > Home > Human Resources > Employee > Organizational Chart The org chart is created based on the "Reports To" field in Employee master. The employees that don't report to anyone are shown in the first level. The chart expands horizontally on the desktop view and vertically on mobile. Each node has details like the Employee Name, Image, Designation, and the total number of connections. The connections are the total number of descendants a particular node has till the end of the hierarchy. The edit button in every node navigates to the Employee Master. As you navigate through the chart, the active hierarchy is highlighted. You can use the Company filter to check the org chart for individual companies.	# Organizational Chart Edit Page New Page Revisions An organizational chart shows the organizational structure by depicting connections between different employees with their designation, image, and name. In large organizations where it's difficult to remember names, people can interact with the org chart and know the hierarchy through faces and other info. To access Employee Grade, go to: > Home > Human Resources > Employee > Organizational Chart * The org chart is created based on the "Reports To" field in Employee master. * The employees that don't report to anyone are shown in the first level. * The chart expands horizontally on the desktop view and vertically on mobile. * Each node has details like the Employee Name, Image, Designation, and the total number of connections. * The connections are the total number of descendants a particular node has till the end of the hierarchy. * The edit button in every node navigates to the Employee Master. * As you navigate through the chart, the active hierarchy is highlighted. * You can use the Company filter to check the org chart for individual companies. ![Org Chart](/files/org-chart.png) ![Org Chart Mobile](/files/org-chart-mobile-2.png) ##### Organizational Chart × rucha_mahabal edited 1 year ago ### No Revisions Previous Next
Attendance	https://frappehr.com/docs/v14/en/attendance	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Attendance</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>Attendance is a record stating whether an Employee has been present on a particular day or not.</strong></p><p>In Frappe HR, you can mark and record attendance of an Employee on a daily basis using the Attendance doctype.</p><p>To access Attendance, go to:</p><p>> Home > Human Resources > Attendance</p><h2>1. Prerequisites</h2><p>Before creating an Attendance record, it is advised that you create the following first:</p><ul><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/shift-management" rel="noopener noreferrer nofollow" target="_blank">Shift Type</a></p></li></ul><h2>2. How to create an Attendance</h2><ol><li><p>Go to the Attendance list, click on New.</p></li><li><p>Select the Employee.</p></li><li><p>Select the Attendance Date.</p></li><li><p>Select the Shift (optional).</p></li><li><p>Select the Status (Present, Absent, On Leave, Half Day).</p></li><li><p>Save and Submit.</p><p><img alt="Attendance" src="/files/attendance.png"></p></li></ol><p>> <strong>Note:</strong> Attendance cannot be marked for future dates.</p><p>You can get a monthly report of your Attendance data by going to the <strong>Monthly Attendance Details</strong> report.</p><p>You can easily set attendance for Employees using the <a href="/docs/v14/user/manual/en/human-resources/employee-attendance-tool" rel="noopener noreferrer nofollow" target="_blank">Employee Attendance Tool</a>.</p><p>You can also bulk upload attendance using the <a href="/docs/v14/user/manual/en/human-resources/upload-attendance" rel="noopener noreferrer nofollow" target="_blank">Upload Attendance</a>.</p><h2>3. Features</h2><h3>3.1 Marking Unmarked Attendance</h3><p>In case the attendance for some employees is not marked, you can mark them as present, absent, or half-day.</p><h4>How to Mark Attendance</h4><ol><li><p>Go to the Attendance list.</p></li><li><p>Click on the <strong>Mark Attendance</strong> button.</p></li><li><p>A dialog will appear.</p></li><li><p>Select the Employee and Month.</p></li><li><p>Select the Status whether Present, Absent, or Half Day.</p></li><li><p>If you want to exclude holidays while doing so, check <em>Exclude Holidays</em>.</p></li><li><p>Select the dates on which you want to mark attendance for a selected Employee.</p></li><li><p>Click on the <strong>Mark Attendance</strong> button and click on <strong>Yes</strong>.</p><p><img alt="Attendance" src="/files/mark-attendance.gif"></p></li></ol><h2>4. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/employee-attendance-tool" rel="noopener noreferrer nofollow" target="_blank">Employee Attendance Tool</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/shift-management" rel="noopener noreferrer nofollow" target="_blank">Shift Management</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/auto-attendance" rel="noopener noreferrer nofollow" target="_blank">Auto Attendance</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/upload-attendance" rel="noopener noreferrer nofollow" target="_blank">Upload Attendance</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/attendance-request" rel="noopener noreferrer nofollow" target="_blank">Attendance Request</a></p></li></ol><p>It is also, possible to set up marking of attendance automatically based on check-in/check-out logs from Biometric/RFID Devices (or any other similar mechanisms that produce IN/OUT logs of the employee). Please refer to <a href="/docs/v14/user/manual/en/human-resources/auto-attendance" rel="noopener noreferrer nofollow" target="_blank">Auto Attendance</a> feature for more information.</p></div> </div> <input value="f1cef38e45" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Attendance</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>Attendance is a record stating whether an Employee has been present on a particular day or not.</strong></p> <p>In ERPNext, you can mark and record attendance of an Employee on a daily basis using the Attendance doctype.</p> <p>To access Attendance, go to:</p> <blockquote> <p>Home > Human Resources > Attendance</p> </blockquote> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating an Attendance record, it is advised that you create the following first:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/shift-management">Shift Type</a></li> </ul> <h2 id="2-how-to-create-an-attendance">2. How to create an Attendance</h2> <ol> <li>Go to the Attendance list, click on New.</li> <li>Select the Employee.</li> <li>Select the Attendance Date.</li> <li>Select the Shift (optional).</li> <li>Select the Status (Present, Absent, On Leave, Half Day).</li> <li><p>Save and Submit.</p> <p><img class="screenshot" alt="Attendance" src="/files/attendance.png"></p></li> </ol> <blockquote> <p><strong>Note:</strong> Attendance cannot be marked for future dates.</p> </blockquote> <p>You can get a monthly report of your Attendance data by going to the <strong>Monthly Attendance Details</strong> report.</p> <p>You can easily set attendance for Employees using the <a href="/docs/v14/user/manual/en/human-resources/employee-attendance-tool">Employee Attendance Tool</a>.</p> <p>You can also bulk upload attendance using the <a href="/docs/v14/user/manual/en/human-resources/upload-attendance">Upload Attendance</a>.</p> <h2 id="3-features">3. Features</h2> <h3 id="31-marking-unmarked-attendance">3.1 Marking Unmarked Attendance</h3> <p>In case the attendance for some employees is not marked, you can mark them as present, absent, or half-day.</p> <h4 id="how-to-mark-attendance">How to Mark Attendance</h4> <ol> <li>Go to the Attendance list.</li> <li>Click on the <strong>Mark Attendance</strong> button.</li> <li>A dialog will appear.</li> <li>Select the Employee and Month.</li> <li>Select the Status whether Present, Absent, or Half Day.</li> <li>If you want to exclude holidays while doing so, check <em>Exclude Holidays</em>.</li> <li>Select the dates on which you want to mark attendance for a selected Employee.</li> <li><p>Click on the <strong>Mark Attendance<em>* button and click on *</em>Yes</strong>.</p> <p><img class="screenshot" alt="Attendance" src="/files/mark-attendance.gif"></p></li> </ol> <h2 id="4-related-topics">4. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/employee-attendance-tool">Employee Attendance Tool</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/shift-management">Shift Management</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/auto-attendance">Auto Attendance</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/upload-attendance">Upload Attendance</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/attendance-request">Attendance Request</a></li> </ol> <p>It is also, possible to set up marking of attendance automatically based on check-in/check-out logs from Biometric/RFID Devices (or any other similar mechanisms that produce IN/OUT logs of the employee). Please refer to <a href="/docs/v14/user/manual/en/human-resources/auto-attendance">Auto Attendance</a> feature for more information.</p> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Attendance Attendance is a record stating whether an Employee has been present on a particular day or not. In Frappe HR, you can mark and record attendance of an Employee on a daily basis using the Attendance doctype. To access Attendance, go to: > Home > Human Resources > Attendance 1. Prerequisites Before creating an Attendance record, it is advised that you create the following first: Employee Shift Type 2. How to create an Attendance Go to the Attendance list, click on New. Select the Employee. Select the Attendance Date. Select the Shift (optional). Select the Status (Present, Absent, On Leave, Half Day). Save and Submit. > Note: Attendance cannot be marked for future dates. You can get a monthly report of your Attendance data by going to the Monthly Attendance Details report. You can easily set attendance for Employees using the Employee Attendance Tool. You can also bulk upload attendance using the Upload Attendance. 3. Features 3.1 Marking Unmarked Attendance In case the attendance for some employees is not marked, you can mark them as present, absent, or half-day. How to Mark Attendance Go to the Attendance list. Click on the Mark Attendance button. A dialog will appear. Select the Employee and Month. Select the Status whether Present, Absent, or Half Day. If you want to exclude holidays while doing so, check Exclude Holidays. Select the dates on which you want to mark attendance for a selected Employee. Click on the Mark Attendance button and click on Yes. 4. Related Topics Employee Attendance Tool Shift Management Auto Attendance Upload Attendance Attendance Request It is also, possible to set up marking of attendance automatically based on check-in/check-out logs from Biometric/RFID Devices (or any other similar mechanisms that produce IN/OUT logs of the employee). Please refer to Auto Attendance feature for more information.	# Attendance Edit Page New Page Revisions Attendance is a record stating whether an Employee has been present on a particular day or not. In Frappe HR, you can mark and record attendance of an Employee on a daily basis using the Attendance doctype. To access Attendance, go to: > Home > Human Resources > Attendance ## 1\. Prerequisites Before creating an Attendance record, it is advised that you create the following first: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Shift Type](/docs/v14/user/manual/en/human-resources/shift-management) ## 2\. How to create an Attendance 1. Go to the Attendance list, click on New. 2. Select the Employee. 3. Select the Attendance Date. 4. Select the Shift (optional). 5. Select the Status (Present, Absent, On Leave, Half Day). 6. Save and Submit. ![Attendance](/files/attendance.png) > Note: Attendance cannot be marked for future dates. You can get a monthly report of your Attendance data by going to the Monthly Attendance Details report. You can easily set attendance for Employees using the [Employee Attendance Tool](/docs/v14/user/manual/en/human-resources/employee-attendance-tool). You can also bulk upload attendance using the [Upload Attendance](/docs/v14/user/manual/en/human-resources/upload-attendance). ## 3\. Features ### 3.1 Marking Unmarked Attendance In case the attendance for some employees is not marked, you can mark them as present, absent, or half-day. #### How to Mark Attendance 1. Go to the Attendance list. 2. Click on the Mark Attendance button. 3. A dialog will appear. 4. Select the Employee and Month. 5. Select the Status whether Present, Absent, or Half Day. 6. If you want to exclude holidays while doing so, check _Exclude Holidays_. 7. Select the dates on which you want to mark attendance for a selected Employee. 8. Click on the Mark Attendance button and click on Yes. ![Attendance](/files/mark-attendance.gif) ## 4\. Related Topics 1. [Employee Attendance Tool](/docs/v14/user/manual/en/human-resources/employee-attendance-tool) 2. [Shift Management](/docs/v14/user/manual/en/human-resources/shift-management) 3. [Auto Attendance](/docs/v14/user/manual/en/human-resources/auto-attendance) 4. [Upload Attendance](/docs/v14/user/manual/en/human-resources/upload-attendance) 5. [Attendance Request](/docs/v14/user/manual/en/human-resources/attendance-request) It is also, possible to set up marking of attendance automatically based on check-in/check-out logs from Biometric/RFID Devices (or any other similar mechanisms that produce IN/OUT logs of the employee). Please refer to [Auto Attendance](/docs/v14/user/manual/en/human-resources/auto-attendance) feature for more information. ##### Attendance × rucha_mahabal edited 1 year ago Attendance is a record stating whether an Employee has been present on a particular day or not. In ERPNext, you can mark and record attendance of an Employee on a daily basis using the Attendance doctype. To access Attendance, go to: > Home > Human Resources > Attendance ## 1\. Prerequisites Before creating an Attendance record, it is advised that you create the following first: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Shift Type](/docs/v14/user/manual/en/human-resources/shift-management) ## 2\. How to create an Attendance 1. Go to the Attendance list, click on New. 2. Select the Employee. 3. Select the Attendance Date. 4. Select the Shift (optional). 5. Select the Status (Present, Absent, On Leave, Half Day). 6. Save and Submit. ![Attendance](/files/attendance.png) > Note: Attendance cannot be marked for future dates. You can get a monthly report of your Attendance data by going to the Monthly Attendance Details report. You can easily set attendance for Employees using the [Employee Attendance Tool](/docs/v14/user/manual/en/human-resources/employee-attendance-tool). You can also bulk upload attendance using the [Upload Attendance](/docs/v14/user/manual/en/human-resources/upload-attendance). ## 3\. Features ### 3.1 Marking Unmarked Attendance In case the attendance for some employees is not marked, you can mark them as present, absent, or half-day. #### How to Mark Attendance 1. Go to the Attendance list. 2. Click on the Mark Attendance button. 3. A dialog will appear. 4. Select the Employee and Month. 5. Select the Status whether Present, Absent, or Half Day. 6. If you want to exclude holidays while doing so, check _Exclude Holidays_. 7. Select the dates on which you want to mark attendance for a selected Employee. 8. Click on the *Mark Attendance _ button and click on _ Yes*. ![Attendance](/files/mark-attendance.gif) ## 4\. Related Topics 1. [Employee Attendance Tool](/docs/v14/user/manual/en/human-resources/employee-attendance-tool) 2. [Shift Management](/docs/v14/user/manual/en/human-resources/shift-management) 3. [Auto Attendance](/docs/v14/user/manual/en/human-resources/auto-attendance) 4. [Upload Attendance](/docs/v14/user/manual/en/human-resources/upload-attendance) 5. [Attendance Request](/docs/v14/user/manual/en/human-resources/attendance-request) It is also, possible to set up marking of attendance automatically based on check-in/check-out logs from Biometric/RFID Devices (or any other similar mechanisms that produce IN/OUT logs of the employee). Please refer to [Auto Attendance](/docs/v14/user/manual/en/human-resources/auto-attendance) feature for more information. Previous Next
Employee Attendance Tool	https://frappehr.com/docs/v14/en/employee-attendance-tool	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Employee Attendance Tool</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>Employee Attendance Tool allows you to mark the attendance of multiple employees for a particular date.</strong></p><p>To access the Employee Attendance Tool, go to:</p><blockquote><p>Home > Human Resources > Attendance > Employee Attendance Tool</p></blockquote><p>This tool allows you to add attendance records for multiple employees based on their Department and Branch for a given day quickly.</p><h2>1. Prerequisites</h2><p>Before creating an Employee Attendance, it is advised that you create the following first:</p><ul><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/department" rel="noopener noreferrer nofollow" target="_blank">Department</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/branch" rel="noopener noreferrer nofollow" target="_blank">Branch</a></p></li></ul><h2>2. How to mark attendance using Employee Attendance Tool</h2><ol><li><p>Enter the Date.</p></li><li><p>Select the Department and Branch (optional).</p></li><li><p>Select the Employees.</p></li><li><p>Mark Present, Absent, or Half Day as required.</p></li><li><p>You can also select the shift and mark employees with Late Entry and Early Exit from this view.</p></li><li><p>The Marked Attendance table below the tool will show you all the employees you have marked attendance for along with their attendance status. You can use column filters to search for a particular employee or employees with a particular status form this table.</p></li></ol><p><img src="/files/pOo6Zsf.gif"></p><blockquote><p><strong>Note:</strong> Attendance cannot be marked for future dates.</p></blockquote><p>Once the attendance is marked using the Employee Attendance Tool, the employee attendance is saved in the <a href="/docs/v14/user/manual/en/human-resources/attendance" rel="noopener noreferrer nofollow" target="_blank">Attendance</a> record as shown:</p><p><img alt="" src="/files/dxhxNaV.png"></p><h2>3. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/attendance" rel="noopener noreferrer nofollow" target="_blank">Attendance</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/attendance-request" rel="noopener noreferrer nofollow" target="_blank">Attendance Request</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/upload-attendance" rel="noopener noreferrer nofollow" target="_blank">Upload Attendance</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/shift-management" rel="noopener noreferrer nofollow" target="_blank">Shift Management</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/auto-attendance" rel="noopener noreferrer nofollow" target="_blank">Auto Attendance</a></p></li></ol></div> </div> <input value="ab9ef33c8d" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Employee Attendance Tool</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>Employee Attendance Tool allows you to mark attendance of multiple employees for a particular date.</strong></p> <p>To access the Employee Attendance Tool, go to:</p> <blockquote> <p>Home > Human Resources > Attendance > Employee Attendance Tool</p> </blockquote> <p>This tool allows you to add attendance records for multiple employees based on their Department and Branch for a given day quickly.</p> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating an Employee Attendance, it is advised that you create the following first:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/department">Department</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/branch">Branch</a></li> </ul> <h2 id="2-how-to-mark-attendance-using-employee-attendance-tool">2. How to mark attendance using Employee Attendance Tool</h2> <ol> <li>Enter the Date.</li> <li>Select the Department and Branch (optional).</li> <li>Select the Employees.</li> <li><p>Mark Present, Absent or Half Day as required.</p> <p><img class="screenshot" alt="Attendance upload" src="/files/employee-attendance-tool.gif"></p></li> </ol> <blockquote> <p><strong>Note:</strong> Attendance cannot be marked for future dates.</p> </blockquote> <p>Once the attendance is marked using the Employee Attendance Tool, the employee attendance is saved in the <a href="/docs/v14/user/manual/en/human-resources/attendance">Attendance</a> record as shown:</p> <p><img class="screenshot" alt="Attendance" src="/files/attendance_tool1.png"></p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/attendance">Attendance</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/attendance-request">Attendance Request</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/upload-attendance">Upload Attendance</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/shift-management">Shift Management</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/auto-attendance">Auto Attendance</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Employee Attendance Tool Employee Attendance Tool allows you to mark the attendance of multiple employees for a particular date. To access the Employee Attendance Tool, go to: Home > Human Resources > Attendance > Employee Attendance Tool This tool allows you to add attendance records for multiple employees based on their Department and Branch for a given day quickly. 1. Prerequisites Before creating an Employee Attendance, it is advised that you create the following first: Employee Department Branch 2. How to mark attendance using Employee Attendance Tool Enter the Date. Select the Department and Branch (optional). Select the Employees. Mark Present, Absent, or Half Day as required. You can also select the shift and mark employees with Late Entry and Early Exit from this view. The Marked Attendance table below the tool will show you all the employees you have marked attendance for along with their attendance status. You can use column filters to search for a particular employee or employees with a particular status form this table. Note: Attendance cannot be marked for future dates. Once the attendance is marked using the Employee Attendance Tool, the employee attendance is saved in the Attendance record as shown: 3. Related Topics Attendance Attendance Request Upload Attendance Shift Management Auto Attendance	# Employee Attendance Tool Edit Page New Page Revisions Employee Attendance Tool allows you to mark the attendance of multiple employees for a particular date. To access the Employee Attendance Tool, go to: > Home > Human Resources > Attendance > Employee Attendance Tool This tool allows you to add attendance records for multiple employees based on their Department and Branch for a given day quickly. ## 1\. Prerequisites Before creating an Employee Attendance, it is advised that you create the following first: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Department](/docs/v14/user/manual/en/human-resources/department) * [Branch](/docs/v14/user/manual/en/human-resources/branch) ## 2\. How to mark attendance using Employee Attendance Tool 1. Enter the Date. 2. Select the Department and Branch (optional). 3. Select the Employees. 4. Mark Present, Absent, or Half Day as required. 5. You can also select the shift and mark employees with Late Entry and Early Exit from this view. 6. The Marked Attendance table below the tool will show you all the employees you have marked attendance for along with their attendance status. You can use column filters to search for a particular employee or employees with a particular status form this table. ![](/files/pOo6Zsf.gif) > Note: Attendance cannot be marked for future dates. Once the attendance is marked using the Employee Attendance Tool, the employee attendance is saved in the [Attendance](/docs/v14/user/manual/en/human- resources/attendance) record as shown: ![](/files/dxhxNaV.png) ## 3\. Related Topics 1. [Attendance](/docs/v14/user/manual/en/human-resources/attendance) 2. [Attendance Request](/docs/v14/user/manual/en/human-resources/attendance-request) 3. [Upload Attendance](/docs/v14/user/manual/en/human-resources/upload-attendance) 4. [Shift Management](/docs/v14/user/manual/en/human-resources/shift-management) 5. [Auto Attendance](/docs/v14/user/manual/en/human-resources/auto-attendance) ##### Employee Attendance Tool × rucha_mahabal edited 1 year ago Employee Attendance Tool allows you to mark attendance of multiple employees for a particular date. To access the Employee Attendance Tool, go to: > Home > Human Resources > Attendance > Employee Attendance Tool This tool allows you to add attendance records for multiple employees based on their Department and Branch for a given day quickly. ## 1\. Prerequisites Before creating an Employee Attendance, it is advised that you create the following first: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Department](/docs/v14/user/manual/en/human-resources/department) * [Branch](/docs/v14/user/manual/en/human-resources/branch) ## 2\. How to mark attendance using Employee Attendance Tool 1. Enter the Date. 2. Select the Department and Branch (optional). 3. Select the Employees. 4. Mark Present, Absent or Half Day as required. ![Attendance upload](/files/employee-attendance-tool.gif) > Note: Attendance cannot be marked for future dates. Once the attendance is marked using the Employee Attendance Tool, the employee attendance is saved in the [Attendance](/docs/v14/user/manual/en/human- resources/attendance) record as shown: ![Attendance](/files/attendance_tool1.png) ## 3\. Related Topics 1. [Attendance](/docs/v14/user/manual/en/human-resources/attendance) 2. [Attendance Request](/docs/v14/user/manual/en/human-resources/attendance-request) 3. [Upload Attendance](/docs/v14/user/manual/en/human-resources/upload-attendance) 4. [Shift Management](/docs/v14/user/manual/en/human-resources/shift-management) 5. [Auto Attendance](/docs/v14/user/manual/en/human-resources/auto-attendance) Previous Next
Attendance Request	https://frappehr.com/docs/v14/en/attendance-request	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Attendance Request</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>Using the Attendance Request, employees can submit their attendance request for the days when their attendance wasn't marked due to various reasons such as on-site duty or work from home. Attendance Request can also be used for Attendance Regularization to overwrite existing attendance records.</strong></p><p>To access Attendance Request, go to:</p><p>> Home > Human Resources > Attendance > Attendance Request</p><h2>1. Prerequisites</h2><p>Before creating an Attendance Request, it is advised that you create the following first:</p><ul><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li></ul><h2>2. How to create an Attendance Request</h2><ol><li><p>Go to Attendance Request list, click on New.</p></li><li><p>Select Employee who wants to submit the Attendance Request.</p></li><li><p>Select From Date and To Date of Attendance Request.</p></li><li><p>You can enable <strong>"Include Holidays"</strong> if you want to mark attendance for holidays in between these dates too. This feature was introduced v15 onwards.</p></li><li><p>Select Reason and enter Explanation (optional).</p></li><li><p>Save and Submit.</p><p><img alt="Attendance Request" class="screenshot" contenteditable="false" draggable="true" src="/files/attendance-request.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></li></ol><p>> <strong>Note 1:</strong> You can check the 'Half Day' checkbox and enter the Date in case the attendance is for Half Day.</p><p>> <strong>Note 2:</strong> On submission of the same, Attendance documents will be created for the days you mentioned as shown.</p><p><img alt="Attendance Request Submit" class="screenshot" contenteditable="false" draggable="true" src="/files/attendance-request-submission.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>As seen below, respective Attendance records are linked with the submitted Attendance Request.</p><p><img alt="Attendance Request Linked" class="screenshot" contenteditable="false" draggable="true" src="/files/attendance-request-link.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>If you cancel the Attendance Request, the linked Attendance documents created will be cancelled as well.</p><p><img alt="Attendance Request Cancelled" class="screenshot" contenteditable="false" draggable="true" src="/files/attendance-request-cancelled.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>3. Features</h2><h3>3.1 Overwrite an existing Attendance record</h3><p>Consider a scenario where the auto-attendance tool marked an employee as Absent. If the employee wants to rectify their attendance, they can raise a request. On submission, the Attendance record will be updated:</p><p><img alt="changed status" class="screenshot" contenteditable="false" draggable="true" src="/files/changed%20status.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>The submission can be controlled via <a href="https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/workflows" rel="noopener noreferrer nofollow" target="_blank">workflows</a> to undergo approvals.</p><h3>3.2 Request for Attendance in Bulk</h3><p>Employees can also request for attendance for an entire month or week. On submission, attendance marking is skipped for holidays or leave days.</p><p>You can enable "Include Holidays" if you want to mark attendance for holidays too.</p><p><img alt="" contenteditable="false" draggable="true" src="/files/FYdSpw9.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>Attendance warnings are shown on the request dashboard for the same:</p><p><img alt="attendance warnings" class="screenshot" contenteditable="false" draggable="true" src="/files/attendance-warnings.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>4. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/employee-attendance-tool" rel="noopener noreferrer nofollow" target="_blank">Employee Attendance Tool</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/shift-management" rel="noopener noreferrer nofollow" target="_blank">Shift Management</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/auto-attendance" rel="noopener noreferrer nofollow" target="_blank">Auto Attendance</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/upload-attendance" rel="noopener noreferrer nofollow" target="_blank">Upload Attendance</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/attendance" rel="noopener noreferrer nofollow" target="_blank">Attendance</a></p></li></ol></div> </div> <input value="2f9b95b4b3" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Attendance Request</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 2 months ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>Using the Attendance Request, employees can submit their attendance request for the days when their attendance wasn't marked due to various reasons such as on-site duty or work from home. Attendance Request can also be used for Attendance Regularization to overwrite existing attendance records.</strong></p> <p>To access Attendance Request, go to:</p> <blockquote> <p>Home > Human Resources > Attendance > Attendance Request</p> </blockquote> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating an Attendance Request, it is advised that you create the following first:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> </ul> <h2 id="2-how-to-create-an-attendance-request">2. How to create an Attendance Request</h2> <ol> <li>Go to Attendance Request list, click on New.</li> <li>Select Employee who wants to submit the Attendance Request.</li> <li>Select From Date and To Date of Attendance Request.</li> <li>Select Reason and enter Explanation (optional).</li> <li><p>Save and Submit.</p> <p><img class="screenshot" alt="Attendance Request" src="/files/attendance-request.png"></p></li> </ol> <blockquote> <p><strong>Note 1:</strong> You can check the 'Half Day' checkbox and enter the Date in case the attendance is for Half Day.</p> </blockquote> <blockquote> <p><strong>Note 2:</strong> On submission of the same, Attendance documents will be created for the days you mentioned as shown.</p> </blockquote> <p><img class="screenshot" alt="Attendance Request Submit" src="/files/attendance-request-submission.png"></p> <p>As seen below, respective Attendance records are linked with the submitted Attendance Request.</p> <p><img class="screenshot" alt="Attendance Request Linked" src="/files/attendance-request-link.png"></p> <p>If you cancel the Attendance Request, the linked Attendance documents created will be cancelled as well.</p> <p><img class="screenshot" alt="Attendance Request Cancelled" src="/files/attendance-request-cancelled.png"></p> <h2 id="3-features">3. Features</h2> <h3 id="31-overwrite-an-existing-attendance-record">3.1 Overwrite an existing Attendance record</h3> <p>Consider a scenario where the auto-attendance tool marked an employee as Absent. If the employee wants to rectify their attendance, they can raise a request. On submission, the Attendance record will be updated:</p> <p><img src="/files/changed%20status.png" alt="changed status" class="screenshot"></p> <p>The submission can be controlled via <a href="https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/workflows">workflows</a> to undergo approvals.</p> <h3 id="32-request-for-attendance-in-bulk">3.2 Request for Attendance in bulk</h3> <p>Employees can also request for attendance for an entire month or week. On submission, attendance marking is skipped for holidays or leave days.</p> <p>Attendance warnings are shown on the request dashboard for the same:</p> <p><img src="/files/attendance-warnings.png" alt="attendance warnings" class="screenshot"></p> <h2 id="4-related-topics">4. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/employee-attendance-tool">Employee Attendance Tool</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/shift-management">Shift Management</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/auto-attendance">Auto Attendance</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/upload-attendance">Upload Attendance</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/attendance">Attendance</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Attendance Request Using the Attendance Request, employees can submit their attendance request for the days when their attendance wasn't marked due to various reasons such as on-site duty or work from home. Attendance Request can also be used for Attendance Regularization to overwrite existing attendance records. To access Attendance Request, go to: > Home > Human Resources > Attendance > Attendance Request 1. Prerequisites Before creating an Attendance Request, it is advised that you create the following first: Employee 2. How to create an Attendance Request Go to Attendance Request list, click on New. Select Employee who wants to submit the Attendance Request. Select From Date and To Date of Attendance Request. You can enable "Include Holidays" if you want to mark attendance for holidays in between these dates too. This feature was introduced v15 onwards. Select Reason and enter Explanation (optional). Save and Submit. > Note 1: You can check the 'Half Day' checkbox and enter the Date in case the attendance is for Half Day. > Note 2: On submission of the same, Attendance documents will be created for the days you mentioned as shown. As seen below, respective Attendance records are linked with the submitted Attendance Request. If you cancel the Attendance Request, the linked Attendance documents created will be cancelled as well. 3. Features 3.1 Overwrite an existing Attendance record Consider a scenario where the auto-attendance tool marked an employee as Absent. If the employee wants to rectify their attendance, they can raise a request. On submission, the Attendance record will be updated: The submission can be controlled via workflows to undergo approvals. 3.2 Request for Attendance in Bulk Employees can also request for attendance for an entire month or week. On submission, attendance marking is skipped for holidays or leave days. You can enable "Include Holidays" if you want to mark attendance for holidays too. Attendance warnings are shown on the request dashboard for the same: 4. Related Topics Employee Attendance Tool Shift Management Auto Attendance Upload Attendance Attendance	# Attendance Request Edit Page New Page Revisions Using the Attendance Request, employees can submit their attendance request for the days when their attendance wasn't marked due to various reasons such as on-site duty or work from home. Attendance Request can also be used for Attendance Regularization to overwrite existing attendance records. To access Attendance Request, go to: > Home > Human Resources > Attendance > Attendance Request ## 1\. Prerequisites Before creating an Attendance Request, it is advised that you create the following first: * [Employee](/docs/v14/user/manual/en/human-resources/employee) ## 2\. How to create an Attendance Request 1. Go to Attendance Request list, click on New. 2. Select Employee who wants to submit the Attendance Request. 3. Select From Date and To Date of Attendance Request. 4. You can enable "Include Holidays" if you want to mark attendance for holidays in between these dates too. This feature was introduced v15 onwards. 5. Select Reason and enter Explanation (optional). 6. Save and Submit. ![Attendance Request](/files/attendance-request.png) > Note 1: You can check the 'Half Day' checkbox and enter the Date in case > the attendance is for Half Day. > Note 2: On submission of the same, Attendance documents will be created > for the days you mentioned as shown. ![Attendance Request Submit](/files/attendance-request-submission.png) As seen below, respective Attendance records are linked with the submitted Attendance Request. ![Attendance Request Linked](/files/attendance-request-link.png) If you cancel the Attendance Request, the linked Attendance documents created will be cancelled as well. ![Attendance Request Cancelled](/files/attendance-request-cancelled.png) ## 3\. Features ### 3.1 Overwrite an existing Attendance record Consider a scenario where the auto-attendance tool marked an employee as Absent. If the employee wants to rectify their attendance, they can raise a request. On submission, the Attendance record will be updated: ![changed status](/files/changed%20status.png) The submission can be controlled via [workflows](https://docs.erpnext.com/docs/v14/user/manual/en/setting- up/workflows) to undergo approvals. ### 3.2 Request for Attendance in Bulk Employees can also request for attendance for an entire month or week. On submission, attendance marking is skipped for holidays or leave days. You can enable "Include Holidays" if you want to mark attendance for holidays too. ![](/files/FYdSpw9.png) Attendance warnings are shown on the request dashboard for the same: ![attendance warnings](/files/attendance-warnings.png) ## 4\. Related Topics 1. [Employee Attendance Tool](/docs/v14/user/manual/en/human-resources/employee-attendance-tool) 2. [Shift Management](/docs/v14/user/manual/en/human-resources/shift-management) 3. [Auto Attendance](/docs/v14/user/manual/en/human-resources/auto-attendance) 4. [Upload Attendance](/docs/v14/user/manual/en/human-resources/upload-attendance) 5. [Attendance](/docs/v14/user/manual/en/human-resources/attendance) ##### Attendance Request × rucha_mahabal edited 2 months ago Using the Attendance Request, employees can submit their attendance request for the days when their attendance wasn't marked due to various reasons such as on-site duty or work from home. Attendance Request can also be used for Attendance Regularization to overwrite existing attendance records. To access Attendance Request, go to: > Home > Human Resources > Attendance > Attendance Request ## 1\. Prerequisites Before creating an Attendance Request, it is advised that you create the following first: * [Employee](/docs/v14/user/manual/en/human-resources/employee) ## 2\. How to create an Attendance Request 1. Go to Attendance Request list, click on New. 2. Select Employee who wants to submit the Attendance Request. 3. Select From Date and To Date of Attendance Request. 4. Select Reason and enter Explanation (optional). 5. Save and Submit. ![Attendance Request](/files/attendance-request.png) > Note 1: You can check the 'Half Day' checkbox and enter the Date in case > the attendance is for Half Day. > Note 2: On submission of the same, Attendance documents will be created > for the days you mentioned as shown. ![Attendance Request Submit](/files/attendance-request-submission.png) As seen below, respective Attendance records are linked with the submitted Attendance Request. ![Attendance Request Linked](/files/attendance-request-link.png) If you cancel the Attendance Request, the linked Attendance documents created will be cancelled as well. ![Attendance Request Cancelled](/files/attendance-request-cancelled.png) ## 3\. Features ### 3.1 Overwrite an existing Attendance record Consider a scenario where the auto-attendance tool marked an employee as Absent. If the employee wants to rectify their attendance, they can raise a request. On submission, the Attendance record will be updated: ![changed status](/files/changed%20status.png) The submission can be controlled via [workflows](https://docs.erpnext.com/docs/v14/user/manual/en/setting- up/workflows) to undergo approvals. ### 3.2 Request for Attendance in bulk Employees can also request for attendance for an entire month or week. On submission, attendance marking is skipped for holidays or leave days. Attendance warnings are shown on the request dashboard for the same: ![attendance warnings](/files/attendance-warnings.png) ## 4\. Related Topics 1. [Employee Attendance Tool](/docs/v14/user/manual/en/human-resources/employee-attendance-tool) 2. [Shift Management](/docs/v14/user/manual/en/human-resources/shift-management) 3. [Auto Attendance](/docs/v14/user/manual/en/human-resources/auto-attendance) 4. [Upload Attendance](/docs/v14/user/manual/en/human-resources/upload-attendance) 5. [Attendance](/docs/v14/user/manual/en/human-resources/attendance) Previous Next
Upload Attendance	https://frappehr.com/docs/v14/en/upload-attendance	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Upload Attendance</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <p><strong>This tool helps you to upload bulk attendance from a csv file.</strong></p> <p>To upload the attendance go to:</p> <p>> Home > Human Resources > Attendance > Upload Attendance</p> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before uploading bulk Attendance record, it is advised that you create the following first:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> </ul> <h2 id="2-how-to-upload-attendance-in-bulk">2. How to upload attendance in bulk</h2> <ol> <li>Enter Attendance From Date and Attendance To Date.</li> <li><p>Click on 'Get Template' button. It will download a csv file with the Employee Details as shown.</p> <p><img alt="Attendance Template" class="screenshot" src="/files/upload-attendance1.png"></p></li> <li><p>Enter the Status (Present / Absent) of the Employee for the selected dates.</p></li> <li>Save the file.</li> <li><p>Upload the saved file.</p> <p><img alt="Attendance upload" class="screenshot" src="/files/upload-attendance.png"></p></li> </ol> <p>Once the bulk attendance is uploaded, respective attendance records will be created.</p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/employee-attendance-tool">Employee Attendance Tool</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/shift-management">Shift Management</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/auto-attendance">Auto Attendance</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/attendance-request">Attendance Request</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/attendance">Attendance</a></li> </ol> </div> <input value="45a9a1a865" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Upload Attendance</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Upload Attendance This tool helps you to upload bulk attendance from a csv file. To upload the attendance go to: > Home > Human Resources > Attendance > Upload Attendance 1. Prerequisites Before uploading bulk Attendance record, it is advised that you create the following first: Employee 2. How to upload attendance in bulk Enter Attendance From Date and Attendance To Date. Click on 'Get Template' button. It will download a csv file with the Employee Details as shown. Enter the Status (Present / Absent) of the Employee for the selected dates. Save the file. Upload the saved file. Once the bulk attendance is uploaded, respective attendance records will be created. 3. Related Topics Employee Attendance Tool Shift Management Auto Attendance Attendance Request Attendance	# Upload Attendance Edit Page New Page Revisions This tool helps you to upload bulk attendance from a csv file. To upload the attendance go to: > Home > Human Resources > Attendance > Upload Attendance ## 1\. Prerequisites Before uploading bulk Attendance record, it is advised that you create the following first: * [Employee](/docs/v14/user/manual/en/human-resources/employee) ## 2\. How to upload attendance in bulk 1. Enter Attendance From Date and Attendance To Date. 2. Click on 'Get Template' button. It will download a csv file with the Employee Details as shown. ![Attendance Template](/files/upload-attendance1.png) 3. Enter the Status (Present / Absent) of the Employee for the selected dates. 4. Save the file. 5. Upload the saved file. ![Attendance upload](/files/upload-attendance.png) Once the bulk attendance is uploaded, respective attendance records will be created. ## 3\. Related Topics 1. [Employee Attendance Tool](/docs/v14/user/manual/en/human-resources/employee-attendance-tool) 2. [Shift Management](/docs/v14/user/manual/en/human-resources/shift-management) 3. [Auto Attendance](/docs/v14/user/manual/en/human-resources/auto-attendance) 4. [Attendance Request](/docs/v14/user/manual/en/human-resources/attendance-request) 5. [Attendance](/docs/v14/user/manual/en/human-resources/attendance) ##### Upload Attendance × rucha_mahabal edited 1 year ago ### No Revisions Previous Next
Employee Checkin	https://frappehr.com/docs/v14/en/employee_checkin	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Employee Checkin</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>Employee Checkin is used to keep a log of all the check-ins and check-outs of an employee in the organization. Most organizations use this for attendance, shift management, and working hours calculations.</p><h3>1. Prerequisites</h3><p>To create an Employee Checkin, you need to first create:</p><ul><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li></ul><p>If you want shifts to be determined in employee checkins and want to process auto-attendance, then you need to create the following documents too:</p><ul><li><p><a href="/docs/v14/user/manual/en/human-resources/shift_type" rel="noopener noreferrer nofollow" target="_blank">Shift Type</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/shift_assignment" rel="noopener noreferrer nofollow" target="_blank">Shift Assignment</a> or set a default shift in Employee master.</p></li></ul><h3>2. How to create an Employee Checkin</h3><h4>2.1 Creating logs manually</h4><p>To create a new Employee Checkin go to:</p><blockquote><p>Human Resources > Attendance > Employee Checkin</p></blockquote><ol><li><p>Click on New.</p></li><li><p>Select the Employee.</p></li><li><p>Set the date and time for the log.</p></li><li><p>Set Log Type as IN/OUT.</p></li><li><p>Save.</p></li><li><p>If you have set up shifts and shift assignments, the Employee Checkin will set the appropriate shift in which the timestamp falls after saving.</p></li><li><p>You can enable <em>Skip Auto Attendance</em> to skip that record while marking attendance.</p></li><li><p>You can also capture the location from where the employee has checked in or the Biometric Device ID.</p></li></ol><p><img alt="Employee Checkin" src="/files/employee-checkin.png"></p><p>If auto attendance is enabled, the attendance record marked for a set of check-ins will be linked to the document later.</p><h4>2.2 Integrating Frappe HR with Biometric Devices</h4><p>If you are using a Biometric Device to log employee check-ins and check-outs you can use it to create records in Frappe HR. You can read more about this <a href="/docs/v14/user/manual/en/setting-up/articles/integrating-erpnext-with-biometric-attendance-devices" rel="noopener noreferrer nofollow" target="_blank">here</a>.</p></div> </div> <input value="613dfaa011" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Employee Checkin</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>Employee Checkin is used to keep a log of all the check-ins and check-outs of an employee in the organization. Most organizations use this for attendance, shift management, and working hours calculations.</p> <h3 id="1-prerequisites">1. Prerequisites</h3> <p>To create an Employee Checkin, you need to first create:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> </ul> <p>If you want shifts to be determined in employee checkins and want to process auto-attendance, then you need to create the following documents too:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/shift_type">Shift Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/shift_assignment">Shift Assignment</a> or set a default shift in Employee master.</li> </ul> <h3 id="2-how-to-create-an-employee-checkin">2. How to create an Employee Checkin</h3> <h4 id="21-creating-logs-manually">2.1 Creating logs manually</h4> <p>To create a new Employee Checkin go to:</p> <blockquote> <p>Human Resources > Attendance > Employee Checkin</p> </blockquote> <ol> <li>Click on New.</li> <li>Select the Employee.</li> <li>Set the date and time for the log.</li> <li>Set Log Type as IN/OUT.</li> <li>Save.</li> <li>If you have set up shifts and shift assignments, the Employee Checkin will set the appropriate shift in which the timestamp falls after saving.</li> <li>You can enable <em>Skip Auto Attendance</em> to skip that record while marking attendance.</li> <li>You can also capture the location from where the employee has checked in or the Biometric Device ID.</li> </ol> <p><img src="/files/employee-checkin.png" alt="Employee Checkin" class="screenshot"></p> <p>If auto attendance is enabled, the attendance record marked for a set of check-ins will be linked to the document later.</p> <h4 id="22-integrating-erpnext-with-biometric-devices">2.2 Integrating ERPNext with Biometric devices</h4> <p>If you are using a Biometric Device to log employee check-ins and check-outs you can use it to create records in ERPNext. You can read more about this <a href="/docs/v14/user/manual/en/setting-up/articles/integrating-erpnext-with-biometric-attendance-devices">here</a>.</p> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Employee Checkin Employee Checkin is used to keep a log of all the check-ins and check-outs of an employee in the organization. Most organizations use this for attendance, shift management, and working hours calculations. 1. Prerequisites To create an Employee Checkin, you need to first create: Employee If you want shifts to be determined in employee checkins and want to process auto-attendance, then you need to create the following documents too: Shift Type Shift Assignment or set a default shift in Employee master. 2. How to create an Employee Checkin 2.1 Creating logs manually To create a new Employee Checkin go to: Human Resources > Attendance > Employee Checkin Click on New. Select the Employee. Set the date and time for the log. Set Log Type as IN/OUT. Save. If you have set up shifts and shift assignments, the Employee Checkin will set the appropriate shift in which the timestamp falls after saving. You can enable Skip Auto Attendance to skip that record while marking attendance. You can also capture the location from where the employee has checked in or the Biometric Device ID. If auto attendance is enabled, the attendance record marked for a set of check-ins will be linked to the document later. 2.2 Integrating Frappe HR with Biometric Devices If you are using a Biometric Device to log employee check-ins and check-outs you can use it to create records in Frappe HR. You can read more about this here.	# Employee Checkin Edit Page New Page Revisions Employee Checkin is used to keep a log of all the check-ins and check-outs of an employee in the organization. Most organizations use this for attendance, shift management, and working hours calculations. ### 1\. Prerequisites To create an Employee Checkin, you need to first create: * [Employee](/docs/v14/user/manual/en/human-resources/employee) If you want shifts to be determined in employee checkins and want to process auto-attendance, then you need to create the following documents too: * [Shift Type](/docs/v14/user/manual/en/human-resources/shift_type) * [Shift Assignment](/docs/v14/user/manual/en/human-resources/shift_assignment) or set a default shift in Employee master. ### 2\. How to create an Employee Checkin #### 2.1 Creating logs manually To create a new Employee Checkin go to: > Human Resources > Attendance > Employee Checkin 1. Click on New. 2. Select the Employee. 3. Set the date and time for the log. 4. Set Log Type as IN/OUT. 5. Save. 6. If you have set up shifts and shift assignments, the Employee Checkin will set the appropriate shift in which the timestamp falls after saving. 7. You can enable _Skip Auto Attendance_ to skip that record while marking attendance. 8. You can also capture the location from where the employee has checked in or the Biometric Device ID. ![Employee Checkin](/files/employee-checkin.png) If auto attendance is enabled, the attendance record marked for a set of check-ins will be linked to the document later. #### 2.2 Integrating Frappe HR with Biometric Devices If you are using a Biometric Device to log employee check-ins and check-outs you can use it to create records in Frappe HR. You can read more about this [here](/docs/v14/user/manual/en/setting-up/articles/integrating-erpnext-with- biometric-attendance-devices). ##### Employee Checkin × rucha_mahabal edited 1 year ago Employee Checkin is used to keep a log of all the check-ins and check-outs of an employee in the organization. Most organizations use this for attendance, shift management, and working hours calculations. ### 1\. Prerequisites To create an Employee Checkin, you need to first create: * [Employee](/docs/v14/user/manual/en/human-resources/employee) If you want shifts to be determined in employee checkins and want to process auto-attendance, then you need to create the following documents too: * [Shift Type](/docs/v14/user/manual/en/human-resources/shift_type) * [Shift Assignment](/docs/v14/user/manual/en/human-resources/shift_assignment) or set a default shift in Employee master. ### 2\. How to create an Employee Checkin #### 2.1 Creating logs manually To create a new Employee Checkin go to: > Human Resources > Attendance > Employee Checkin 1. Click on New. 2. Select the Employee. 3. Set the date and time for the log. 4. Set Log Type as IN/OUT. 5. Save. 6. If you have set up shifts and shift assignments, the Employee Checkin will set the appropriate shift in which the timestamp falls after saving. 7. You can enable _Skip Auto Attendance_ to skip that record while marking attendance. 8. You can also capture the location from where the employee has checked in or the Biometric Device ID. ![Employee Checkin](/files/employee-checkin.png) If auto attendance is enabled, the attendance record marked for a set of check-ins will be linked to the document later. #### 2.2 Integrating ERPNext with Biometric devices If you are using a Biometric Device to log employee check-ins and check-outs you can use it to create records in ERPNext. You can read more about this [here](/docs/v14/user/manual/en/setting-up/articles/integrating-erpnext-with- biometric-attendance-devices). Previous Next
Auto Attendance	https://frappehr.com/docs/v14/en/auto-attendance	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Auto Attendance</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>Auto attendance marks the attendance for employees assigned to a shift based on the records in the <a href="/docs/v14/user/manual/en/human-resources/employee_checkin" rel="noopener noreferrer nofollow" target="_blank">Employee Checkin</a> document and the <a href="/docs/v14/user/manual/en/human-resources/shift-type#2-auto-attendance-settings" rel="noopener noreferrer nofollow" target="_blank">Auto Attendance Settings</a> of that shift.</p><blockquote><p>Note: <a href="/docs/en/shift-type" rel="noopener noreferrer nofollow" target="_blank">Shift Type</a> needs to be set up and assigned to employees before creating 'Employee Checkin' records. Attendance will be marked by Auto Attendance only for check-in records that are created after setting up and assigning an employee to their shift type.</p></blockquote><h2>Steps to Set Up Auto Attendance</h2><p>You can set up Auto Attendance by following the steps mentioned below:</p><h3>1. Define Shift Type with Auto Attendance Enabled</h3><p>You will have to define a Shift Type with Auto Attendance enabled. Details can be found <a href="/docs/v14/en/shift-type" rel="noopener noreferrer nofollow" target="_blank">here</a>.</p><h3>2. Assign these shifts to employees</h3><p>Once you have set up a shift, you will have to assign this shift to the employees. You can assign this to an employee using one of the two methods given below:</p><ul><li><p><strong>Using the Shift Assignment</strong>: You can use the <a href="/docs/v14/user/manual/en/human-resources/shift_assignment" rel="noopener noreferrer nofollow" target="_blank">Shift Assignment</a> document to assign shifts to employees on a date to date basis.</p></li><li><p><strong>Using the Default Shift field in the employee master</strong>: Sometimes you would want to assign a shift for an employee for all the days. You can do this by setting the following field in the Employee: <code>> Employee > Attendance and Leave Details > Default Shift</code></p></li></ul><blockquote><p>Note: Setting Shift Assignment takes precedence over the Default Shift. i.e. if you have set up a shift assignment as well as a default shift for an employee, the system will consider the assigned shift over a default shift.</p></blockquote><h3>3. Setup Attendance Device ID field in Employee</h3><p>Biometric systems usually have their own IDs for employees. But, the Employee Checkin in Frappe HR needs to be mapped to an employee.</p><p>To map the employee to their IDs in the Biometric system you need to set the following field with the appropriate value: <code>Employee > Attendance and Leave Details > Attendance Device ID (Biometric/RF tag ID)</code></p><h3>4. Import or sync Employee Checkins</h3><p>Once you are done with the above steps you can import/sync the <a href="/docs/v14/user/manual/en/human-resources/employee_checkin" rel="noopener noreferrer nofollow" target="_blank">Employee Checkin</a> and start generating attendance automatically.</p><p>Please refer to this article to know more about populating Employee Checkins from an external system: <a href="/docs/v14/en/integrating-frappehr-with-biometric-attendance-devices" rel="noopener noreferrer nofollow" target="_blank">Integrating Frappe HR With Biometric Attendance Devices</a></p><h2>Frequently Asked Questions</h2><h3>1. How are a shift's actual start and end timings determined?</h3><p>Consider a Morning Shift:</p><ul><li><p>Start Time: 08:00:00</p></li><li><p>End Time: 11:30:00</p></li><li><p>Begin check-in before shift start time (in minutes): 60</p></li><li><p>Allow check-out after shift end time (in minutes): 60</p></li></ul><p>So the "Actual Start Time" of the shift = <em>Start Time - Begin check-in before shift start time</em> = 07:00:00</p><p>The "Actual End Time" of the shift = <em>End Time + Allow check-out after shift end time</em> = 12:30:00.</p><h3>2. When is the attendance marked automatically for a particular shift?</h3><p>Auto Attendance for every 'Shift Type' record is attempted to be marked every hour. You can also trigger the auto attendance manually for a single shift type by pressing the 'Mark Auto Attendance' button in the Shift Type document.</p><p>Once the "<strong>Last Sync of Checkin</strong>" passes the shift's actual end time, all the employee checkins for that shift are processed for marking attendance.</p><p>For eg: Consider a Morning Shift:</p><ul><li><p>Start Time: 08:00:00</p></li><li><p>End Time: 11:30:00</p></li><li><p>Begin check-in before shift start time (in minutes): 60</p></li><li><p>Allow check-out after shift end time (in minutes): 60</p></li></ul><p>So the "Actual Start Time" of the shift is 07:00:00 and the actual end time of the shift is 12:30:00.</p><p>Once the "Last Sync of Checkin" timestamp passes 12:30:00, it indicates that all possible checkin records for that particular shift have been synced/captured and this is when attendance marking is attempted.</p><h3>3. How does Auto Attendance determine shift for an Employee?</h3><p>The shift of an Employee on a particular date is determined by the following steps:</p><ul><li><p>Shift assigned to an Employee on the given date in the 'Shift Assignment' document.</p></li><li><p>If the above is not found, the shift is picked up from the 'Default Shift' field of the 'Employee' document.</p></li><li><p>Finally, if a shift is not found in 'Employee' document also, then it is assumed that the Employee does not belong to any shift on the given date and no attendance is attempted to be marked by the Auto Attendance job.</p></li></ul><h3>4. How does Auto Attendance determine Holiday List for an Employee?</h3><p>Holiday List for an employee is determined as follows:</p><ul><li><p>If the employee's determined 'Shift Type' has a holiday list, then this is considered.</p></li><li><p>Otherwise, the holiday list is fetched from either the 'Holiday List' field in the Employee document or from the 'Default Holiday List' field in the Company document, in that order.</p></li></ul><p>Note: The Holiday List is important to be determined correctly by the Auto Attendance to not mark the employee as 'Absent' on holidays.</p><h3>5. Most Biometric devices don't return the exact Log Type. In such cases how will the auto attendance determine which log is IN/OUT and how does it calculate working hours?</h3><p>This is determined by 2 fields in the Shift Type set up:</p><ul><li><p>Determine Check-in and Check-out</p></li><li><p>Working Hours Calculation Based On</p></li></ul><p>It has been explained in detail over <a href="/docs/v14/en/shift-type#2-auto-attendance-settings" rel="noopener noreferrer nofollow" target="_blank">here</a>.</p></div> </div> <input value="0ff6b96ff1" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Auto Attendance</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 10 months ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>Auto attendance marks the attendance for employees assigned to a shift based on the records in the <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/employee_checkin">Employee Checkin</a> document and the <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/shift-type#2-auto-attendance-settings">Auto Attendance Settings</a> of that shift.</p><blockquote><p>Note: <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/en/shift-type">Shift Type</a> needs to be set up and assigned to employees before creating 'Employee Checkin' records. Attendance will be marked by Auto Attendance only for check-in records that are created after setting up and assigning an employee to their shift type.</p></blockquote><h2>Steps to Set Up Auto Attendance</h2><p>You can set up Auto Attendance by following the steps mentioned below:</p><h3>1. Define Shift Type with Auto Attendance Enabled</h3><p>You will have to define a Shift Type with Auto Attendance enabled. Details can be found <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/en/shift-type">here</a>.</p><h3>2. Assign these shifts to employees</h3><p>Once you have set up a shift, you will have to assign this shift to the employees. You can assign this to an employee using one of the two methods given below:</p><ul><li><p><strong>Using the Shift Assignment</strong>: You can use the <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/shift_assignment">Shift Assignment</a> document to assign shifts to employees on a date to date basis.</p></li><li><p><strong>Using the Default Shift field in the employee master</strong>: Sometimes you would want to assign a shift for an employee for all the days. You can do this by setting the following field in the Employee: <code>> Employee > Attendance and Leave Details > Default Shift</code></p></li></ul><blockquote><p>Note: Setting Shift Assignment takes precedence over the Default Shift. i.e. if you have set up a shift assignment as well as a default shift for an employee, the system will consider the assigned shift over a default shift.</p></blockquote><h3>3. Setup Attendance Device ID field in Employee</h3><p>Biometric systems usually have their own IDs for employees. But, the Employee Checkin in Frappe HR needs to be mapped to an employee.</p><p>To map the employee to their IDs in the Biometric system you need to set the following field with the appropriate value: <code>Employee > Attendance and Leave Details > Attendance Device ID (Biometric/RF tag ID)</code></p><h3>4. Import or sync Employee Checkins</h3><p>Once you are done with the above steps you can import/sync the <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/employee_checkin">Employee Checkin</a> and start generating attendance automatically.</p><p>Please refer to this article to know more about populating Employee Checkins from an external system: <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/en/integrating-frappehr-with-biometric-attendance-devices">Integrating Frappe HR With Biometric Attendance Devices</a></p><h2>Frequently Asked Questions</h2><h3>1. How are a shift's actual start and end timings determined?</h3><p>Consider a Morning Shift:</p><ul><li><p>Start Time: 08:00:00</p></li><li><p>End Time: 11:30:00</p></li><li><p>Begin check-in before shift start time (in minutes): 60</p></li><li><p>Allow check-out after shift end time (in minutes): 60</p></li></ul><p>So the "Actual Start Time" of the shift = <em>Start Time - Begin check-in before shift start time</em> = 07:00:00</p><p>The "Actual End Time" of the shift = <em>End Time + Allow check-out after shift end time</em> = 12:30:00.</p><h3>2. When is the attendance marked automatically for a particular shift?</h3><p>Auto Attendance for every 'Shift Type' record is attempted to be marked every hour. You can also trigger the auto attendance manually for a single shift type by pressing the 'Mark Auto Attendance' button in the Shift Type document.</p><p>Once the "<strong>Last Sync of Checkin</strong>" passes the shift's actual end time, all the employee checkins for that shift are processed for marking attendance.</p><p>For eg: Consider a Morning Shift:</p><ul><li><p>Start Time: 08:00:00</p></li><li><p>End Time: 11:30:00</p></li><li><p>Begin check-in before shift start time (in minutes): 60</p></li><li><p>Allow check-out after shift end time (in minutes): 60</p></li></ul><p>So the "Actual Start Time" of the shift is 07:00:00 and the actual end time of the shift is 12:30:00.</p><p>Once the "Last Sync of Checkin" timestamp passes 12:30:00, it indicates that all possible checkin records for that particular shift have been synced/captured and this is when attendance marking is attempted.</p><h3>3. How does Auto Attendance determine shift for an Employee?</h3><p>The shift of an Employee on a particular date is determined by the following steps:</p><ul><li><p>Shift assigned to an Employee on the given date in the 'Shift Assignment' document.</p></li><li><p>If the above is not found, the shift is picked up from the 'Default Shift' field of the 'Employee' document.</p></li><li><p>Finally, if a shift is not found in 'Employee' document also, then it is assumed that the Employee does not belong to any shift on the given date and no attendance is attempted to be marked by the Auto Attendance job.</p></li></ul><h3>4. How does Auto Attendance determine Holiday List for an Employee?</h3><p>Holiday List for an employee is determined as follows:</p><ul><li><p>If the employee's determined 'Shift Type' has a holiday list, then this is considered.</p></li><li><p>Otherwise, the holiday list is fetched from either the 'Holiday List' field in the Employee document or from the 'Default Holiday List' field in the Company document, in that order.</p></li></ul><p>Note: The Holiday List is important to be determined correctly by the Auto Attendance to not mark the employee as 'Absent' on holidays.</p><h3>5. Most Biometric devices don't return the exact Log Type. In such cases how will the auto attendance determine which log is IN/OUT and how does it calculate working hours?</h3><p>This is determined by 2 fields in the Shift Type set up:</p><ul><li><p>Determine Check-in and Check-out</p></li><li><p>Working Hours Calculation Based On</p></li></ul><p>It has been explained in detail over <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/en/shift-type#2-auto-attendance-settings">here</a>.</p></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Auto Attendance Auto attendance marks the attendance for employees assigned to a shift based on the records in the Employee Checkin document and the Auto Attendance Settings of that shift. Note: Shift Type needs to be set up and assigned to employees before creating 'Employee Checkin' records. Attendance will be marked by Auto Attendance only for check-in records that are created after setting up and assigning an employee to their shift type. Steps to Set Up Auto Attendance You can set up Auto Attendance by following the steps mentioned below: 1. Define Shift Type with Auto Attendance Enabled You will have to define a Shift Type with Auto Attendance enabled. Details can be found here. 2. Assign these shifts to employees Once you have set up a shift, you will have to assign this shift to the employees. You can assign this to an employee using one of the two methods given below: Using the Shift Assignment: You can use the Shift Assignment document to assign shifts to employees on a date to date basis. Using the Default Shift field in the employee master: Sometimes you would want to assign a shift for an employee for all the days. You can do this by setting the following field in the Employee: > Employee > Attendance and Leave Details > Default Shift Note: Setting Shift Assignment takes precedence over the Default Shift. i.e. if you have set up a shift assignment as well as a default shift for an employee, the system will consider the assigned shift over a default shift. 3. Setup Attendance Device ID field in Employee Biometric systems usually have their own IDs for employees. But, the Employee Checkin in Frappe HR needs to be mapped to an employee. To map the employee to their IDs in the Biometric system you need to set the following field with the appropriate value: Employee > Attendance and Leave Details > Attendance Device ID (Biometric/RF tag ID) 4. Import or sync Employee Checkins Once you are done with the above steps you can import/sync the Employee Checkin and start generating attendance automatically. Please refer to this article to know more about populating Employee Checkins from an external system: Integrating Frappe HR With Biometric Attendance Devices Frequently Asked Questions 1. How are a shift's actual start and end timings determined? Consider a Morning Shift: Start Time: 08:00:00 End Time: 11:30:00 Begin check-in before shift start time (in minutes): 60 Allow check-out after shift end time (in minutes): 60 So the "Actual Start Time" of the shift = Start Time - Begin check-in before shift start time = 07:00:00 The "Actual End Time" of the shift = End Time + Allow check-out after shift end time = 12:30:00. 2. When is the attendance marked automatically for a particular shift? Auto Attendance for every 'Shift Type' record is attempted to be marked every hour. You can also trigger the auto attendance manually for a single shift type by pressing the 'Mark Auto Attendance' button in the Shift Type document. Once the "Last Sync of Checkin" passes the shift's actual end time, all the employee checkins for that shift are processed for marking attendance. For eg: Consider a Morning Shift: Start Time: 08:00:00 End Time: 11:30:00 Begin check-in before shift start time (in minutes): 60 Allow check-out after shift end time (in minutes): 60 So the "Actual Start Time" of the shift is 07:00:00 and the actual end time of the shift is 12:30:00. Once the "Last Sync of Checkin" timestamp passes 12:30:00, it indicates that all possible checkin records for that particular shift have been synced/captured and this is when attendance marking is attempted. 3. How does Auto Attendance determine shift for an Employee? The shift of an Employee on a particular date is determined by the following steps: Shift assigned to an Employee on the given date in the 'Shift Assignment' document. If the above is not found, the shift is picked up from the 'Default Shift' field of the 'Employee' document. Finally, if a shift is not found in 'Employee' document also, then it is assumed that the Employee does not belong to any shift on the given date and no attendance is attempted to be marked by the Auto Attendance job. 4. How does Auto Attendance determine Holiday List for an Employee? Holiday List for an employee is determined as follows: If the employee's determined 'Shift Type' has a holiday list, then this is considered. Otherwise, the holiday list is fetched from either the 'Holiday List' field in the Employee document or from the 'Default Holiday List' field in the Company document, in that order. Note: The Holiday List is important to be determined correctly by the Auto Attendance to not mark the employee as 'Absent' on holidays. 5. Most Biometric devices don't return the exact Log Type. In such cases how will the auto attendance determine which log is IN/OUT and how does it calculate working hours? This is determined by 2 fields in the Shift Type set up: Determine Check-in and Check-out Working Hours Calculation Based On It has been explained in detail over here.	# Auto Attendance Edit Page New Page Revisions Auto attendance marks the attendance for employees assigned to a shift based on the records in the [Employee Checkin](/docs/v14/user/manual/en/human- resources/employee_checkin) document and the [Auto Attendance Settings](/docs/v14/user/manual/en/human-resources/shift-type#2-auto- attendance-settings) of that shift. > Note: [Shift Type](/docs/en/shift-type) needs to be set up and assigned to > employees before creating 'Employee Checkin' records. Attendance will be > marked by Auto Attendance only for check-in records that are created after > setting up and assigning an employee to their shift type. ## Steps to Set Up Auto Attendance You can set up Auto Attendance by following the steps mentioned below: ### 1\. Define Shift Type with Auto Attendance Enabled You will have to define a Shift Type with Auto Attendance enabled. Details can be found [here](/docs/v14/en/shift-type). ### 2\. Assign these shifts to employees Once you have set up a shift, you will have to assign this shift to the employees. You can assign this to an employee using one of the two methods given below: * Using the Shift Assignment : You can use the [Shift Assignment](/docs/v14/user/manual/en/human-resources/shift_assignment) document to assign shifts to employees on a date to date basis. * Using the Default Shift field in the employee master : Sometimes you would want to assign a shift for an employee for all the days. You can do this by setting the following field in the Employee: `> Employee > Attendance and Leave Details > Default Shift` > Note: Setting Shift Assignment takes precedence over the Default Shift. i.e. > if you have set up a shift assignment as well as a default shift for an > employee, the system will consider the assigned shift over a default shift. ### 3\. Setup Attendance Device ID field in Employee Biometric systems usually have their own IDs for employees. But, the Employee Checkin in Frappe HR needs to be mapped to an employee. To map the employee to their IDs in the Biometric system you need to set the following field with the appropriate value: `Employee > Attendance and Leave Details > Attendance Device ID (Biometric/RF tag ID)` ### 4\. Import or sync Employee Checkins Once you are done with the above steps you can import/sync the [Employee Checkin](/docs/v14/user/manual/en/human-resources/employee_checkin) and start generating attendance automatically. Please refer to this article to know more about populating Employee Checkins from an external system: [Integrating Frappe HR With Biometric Attendance Devices](/docs/v14/en/integrating-frappehr-with-biometric-attendance-devices) ## Frequently Asked Questions ### 1\. How are a shift's actual start and end timings determined? Consider a Morning Shift: * Start Time: 08:00:00 * End Time: 11:30:00 * Begin check-in before shift start time (in minutes): 60 * Allow check-out after shift end time (in minutes): 60 So the "Actual Start Time" of the shift = _Start Time - Begin check-in before shift start time_ = 07:00:00 The "Actual End Time" of the shift = _End Time + Allow check-out after shift end time_ = 12:30:00. ### 2\. When is the attendance marked automatically for a particular shift? Auto Attendance for every 'Shift Type' record is attempted to be marked every hour. You can also trigger the auto attendance manually for a single shift type by pressing the 'Mark Auto Attendance' button in the Shift Type document. Once the "Last Sync of Checkin " passes the shift's actual end time, all the employee checkins for that shift are processed for marking attendance. For eg: Consider a Morning Shift: * Start Time: 08:00:00 * End Time: 11:30:00 * Begin check-in before shift start time (in minutes): 60 * Allow check-out after shift end time (in minutes): 60 So the "Actual Start Time" of the shift is 07:00:00 and the actual end time of the shift is 12:30:00. Once the "Last Sync of Checkin" timestamp passes 12:30:00, it indicates that all possible checkin records for that particular shift have been synced/captured and this is when attendance marking is attempted. ### 3\. How does Auto Attendance determine shift for an Employee? The shift of an Employee on a particular date is determined by the following steps: * Shift assigned to an Employee on the given date in the 'Shift Assignment' document. * If the above is not found, the shift is picked up from the 'Default Shift' field of the 'Employee' document. * Finally, if a shift is not found in 'Employee' document also, then it is assumed that the Employee does not belong to any shift on the given date and no attendance is attempted to be marked by the Auto Attendance job. ### 4\. How does Auto Attendance determine Holiday List for an Employee? Holiday List for an employee is determined as follows: * If the employee's determined 'Shift Type' has a holiday list, then this is considered. * Otherwise, the holiday list is fetched from either the 'Holiday List' field in the Employee document or from the 'Default Holiday List' field in the Company document, in that order. Note: The Holiday List is important to be determined correctly by the Auto Attendance to not mark the employee as 'Absent' on holidays. ### 5\. Most Biometric devices don't return the exact Log Type. In such cases how will the auto attendance determine which log is IN/OUT and how does it calculate working hours? This is determined by 2 fields in the Shift Type set up: * Determine Check-in and Check-out * Working Hours Calculation Based On It has been explained in detail over [here](/docs/v14/en/shift-type#2-auto- attendance-settings). ##### Auto Attendance × rucha_mahabal edited 10 months ago Auto attendance marks the attendance for employees assigned to a shift based on the records in the [Employee Checkin](/docs/v14/user/manual/en/human- resources/employee_checkin) document and the [Auto Attendance Settings](/docs/v14/user/manual/en/human-resources/shift-type#2-auto- attendance-settings) of that shift. > Note: [Shift Type](/docs/en/shift-type) needs to be set up and assigned to > employees before creating 'Employee Checkin' records. Attendance will be > marked by Auto Attendance only for check-in records that are created after > setting up and assigning an employee to their shift type. ## Steps to Set Up Auto Attendance You can set up Auto Attendance by following the steps mentioned below: ### 1\. Define Shift Type with Auto Attendance Enabled You will have to define a Shift Type with Auto Attendance enabled. Details can be found [here](/docs/en/shift-type). ### 2\. Assign these shifts to employees Once you have set up a shift, you will have to assign this shift to the employees. You can assign this to an employee using one of the two methods given below: * Using the Shift Assignment : You can use the [Shift Assignment](/docs/v14/user/manual/en/human-resources/shift_assignment) document to assign shifts to employees on a date to date basis. * Using the Default Shift field in the employee master : Sometimes you would want to assign a shift for an employee for all the days. You can do this by setting the following field in the Employee: `> Employee > Attendance and Leave Details > Default Shift` > Note: Setting Shift Assignment takes precedence over the Default Shift. i.e. > if you have set up a shift assignment as well as a default shift for an > employee, the system will consider the assigned shift over a default shift. ### 3\. Setup Attendance Device ID field in Employee Biometric systems usually have their own IDs for employees. But, the Employee Checkin in Frappe HR needs to be mapped to an employee. To map the employee to their IDs in the Biometric system you need to set the following field with the appropriate value: `Employee > Attendance and Leave Details > Attendance Device ID (Biometric/RF tag ID)` ### 4\. Import or sync Employee Checkins Once you are done with the above steps you can import/sync the [Employee Checkin](/docs/v14/user/manual/en/human-resources/employee_checkin) and start generating attendance automatically. Please refer to this article to know more about populating Employee Checkins from an external system: [Integrating Frappe HR With Biometric Attendance Devices](/docs/en/integrating-frappehr-with-biometric-attendance-devices) ## Frequently Asked Questions ### 1\. How are a shift's actual start and end timings determined? Consider a Morning Shift: * Start Time: 08:00:00 * End Time: 11:30:00 * Begin check-in before shift start time (in minutes): 60 * Allow check-out after shift end time (in minutes): 60 So the "Actual Start Time" of the shift = _Start Time - Begin check-in before shift start time_ = 07:00:00 The "Actual End Time" of the shift = _End Time + Allow check-out after shift end time_ = 12:30:00. ### 2\. When is the attendance marked automatically for a particular shift? Auto Attendance for every 'Shift Type' record is attempted to be marked every hour. You can also trigger the auto attendance manually for a single shift type by pressing the 'Mark Auto Attendance' button in the Shift Type document. Once the "Last Sync of Checkin " passes the shift's actual end time, all the employee checkins for that shift are processed for marking attendance. For eg: Consider a Morning Shift: * Start Time: 08:00:00 * End Time: 11:30:00 * Begin check-in before shift start time (in minutes): 60 * Allow check-out after shift end time (in minutes): 60 So the "Actual Start Time" of the shift is 07:00:00 and the actual end time of the shift is 12:30:00. Once the "Last Sync of Checkin" timestamp passes 12:30:00, it indicates that all possible checkin records for that particular shift have been synced/captured and this is when attendance marking is attempted. ### 3\. How does Auto Attendance determine shift for an Employee? The shift of an Employee on a particular date is determined by the following steps: * Shift assigned to an Employee on the given date in the 'Shift Assignment' document. * If the above is not found, the shift is picked up from the 'Default Shift' field of the 'Employee' document. * Finally, if a shift is not found in 'Employee' document also, then it is assumed that the Employee does not belong to any shift on the given date and no attendance is attempted to be marked by the Auto Attendance job. ### 4\. How does Auto Attendance determine Holiday List for an Employee? Holiday List for an employee is determined as follows: * If the employee's determined 'Shift Type' has a holiday list, then this is considered. * Otherwise, the holiday list is fetched from either the 'Holiday List' field in the Employee document or from the 'Default Holiday List' field in the Company document, in that order. Note: The Holiday List is important to be determined correctly by the Auto Attendance to not mark the employee as 'Absent' on holidays. ### 5\. Most Biometric devices don't return the exact Log Type. In such cases how will the auto attendance determine which log is IN/OUT and how does it calculate working hours? This is determined by 2 fields in the Shift Type set up: * Determine Check-in and Check-out * Working Hours Calculation Based On It has been explained in detail over [here](/docs/v14/en/shift-type#2-auto- attendance-settings). Previous Next
Integrating Frappe HR With Biometric Attendance Devices	https://frappehr.com/docs/v14/en/integrating-frappehr-with-biometric-attendance-devices	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Integrating Frappe HR With Biometric Attendance Devices</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><h2>Background</h2><p>The Attendance punch logs from the biometric device are check-in and check-out logs of an employee. Frappe HR has a provision to store these logs in a document called Employee Checkin.</p><p>Attendance can then be marked based on the <a href="/docs/v14/user/manual/en/human-resources/employee_checkin" rel="noopener noreferrer nofollow" target="_blank">Employee Checkin</a> records and the <a href="/docs/v14/user/manual/en/human-resources/shift-type" rel="noopener noreferrer nofollow" target="_blank">Shift Type</a> of the employee by using <a href="/docs/v14/user/manual/en/human-resources/auto-attendance" rel="noopener noreferrer nofollow" target="_blank">Auto Attendance</a></p><p>Hence, integrating your Biometric Device (<em>or any access control system that collects IN/OUT logs</em>), can be done using the following steps:</p><h3>1. Setting up Auto Attendance to mark attendance from the Employee Checkin</h3><p>Before you import/sync employees' Check-in and Check-out logs into your Frappe HR system, you will have to set up the employees and their shifts to be able to generate attendance using the Auto Attendance feature in Frappe HR.</p><p>Please refer to the following link to set up Auto Attendance: <a href="/docs/v14/user/manual/en/human-resources/auto-attendance" rel="noopener noreferrer nofollow" target="_blank">Set up Auto Attendance</a></p><p>Once you have set up the employee master and assigned shifts to the employees, you are now ready to proceed to the next step.</p><h3>2. Populating the Biometric Punch Logs into Frappe HR's Employee Checkin</h3><p>Depending on your biometric system and its features, there can be a lot of ways you can populate the Punch logs into Frappe HR:</p><ol><li><p><strong>Use the Data Import Tool</strong>:</p><ul><li><p>The simplest possible solution (in terms of implementation complexity) would be to generate an Excel/CSV of the Check-in/Check-out and use the built-in data import tool in Frappe HR to periodically import the logs to your Employee Checkin Document</p></li><li><p>Please refer to <a href="https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/data/data-import" rel="noopener noreferrer nofollow" target="_blank">Documentation on Data Import Tool</a> for more on how to do this.</p></li></ul></li><li><p><strong>API Integration</strong>:</p><ul><li><p>You can automate the process of syncing the Biometric Punch Logs by integrating it with the available API in Frappe HR.</p></li><li><p>This method requires some technical knowledge and you should probably get in touch with your Frappe HR implementor or Biometric system vendor.</p></li><li><p>Steps:</p><ol><li><p>You will first need to create a <a href="https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/users-and-permissions/adding-users" rel="noopener noreferrer nofollow" target="_blank">user</a> in your Frappe HR instance that would be used for creating logs since this API method requires login. Make sure this user has all the required permissions to create Employee Checkin.</p></li><li><p><a href="https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/users-and-permissions/adding-users#210-api-access" rel="noopener noreferrer nofollow" target="_blank">Generate API Key and API Secret</a> for the user which will be used for authentication.</p></li><li><p>Make sure you have set the <a href="/docs/v14/user/manual/en/human-resources/auto-attendance#3-setup-attendance-device-id-field-in-employee" rel="noopener noreferrer nofollow" target="_blank">Attendance Device ID (Biometric/RF tag ID)</a> for the employees based on your Biometric Device.</p></li><li><p>The API implementation details can be found <a href="https://github.com/frappe/hrms/blob/d2529e03f92bf50efb65d3163bfcfdacbcf0b8f5/hrms/hr/doctype/employee_checkin/employee_checkin.py#L63-L109" rel="noopener noreferrer nofollow" target="_blank">here</a> and the API can be accessed at: <code>/api/method/hrms.hr.doctype.employee_checkin.employee_checkin.add_log_based_on_employee_field</code>.</p></li><li><p>You can write a script to send a POST request to the API. This endpoint finds the relevant Employee using the employee field value and creates an Employee Checkin. Details of the API endpoint:</p><ul><li><p>URL: <code>/api/method/hrms.hr.doctype.employee_checkin.employee_checkin.add_log_based_on_employee_field</code></p></li><li><p>Method: <code>POST</code></p></li><li><p>Params:</p><ul><li><p><code>employee_field_value</code>: The value to look for in the employee field. This will be the Attendance Device ID found in your biometric logs and also set in the employee record.</p></li><li><p><code>timestamp</code>: The timestamp of the Log. Currently expected in the following format as a string: '2022-04-08 10:48:08.000000'</p></li><li><p><code>device_id</code>: (optional) Location / Device ID. A short string is expected.</p></li><li><p><code>log_type</code>: (optional) Direction of the punch if available (IN/OUT).</p></li><li><p><code>skip_auto_attendance</code>: (optional) Skip auto attendance field will be set for this log (0/1)</p></li><li><p><code>employee_fieldname</code>: (Default: <code>attendance_device_id</code>) Name of the field in Employee DocType based on which employee lookup will happen.</p></li></ul></li><li><p>Response: Returns an Employee Checkin document object which was inserted.</p></li></ul></li></ol></li></ul></li><li><p><strong>Set up a python script on your computer to integrate ZKTeco or similar devices</strong>:</p><ul><li><p>This method works only for ZKTeco or similar devices that use the ZKProtocol to communicate over TCP/IP.</p></li><li><p>This script is available at: <a href="https://github.com/frappe/biometric-attendance-sync-tool" rel="noopener noreferrer nofollow" target="_blank">github:frappe/biometric-attendance-sync-tool</a>.</p></li><li><p>Please follow the instructions given on the script page to set it up on your computer.</p></li><li><p>This Script pulls biometric logs from a supported device and uses the API mentioned in the above step to push the data into Frappe HR.</p></li></ul></li></ol><h2>Frequently Asked Questions</h2><h3>1. How do I select a Biometric Device which is compatible with Frappe HR?</h3><p>If you are using method 1 or 2, you don't need to worry about compatibility.</p><p>However, for the third method, the push biometric app internally uses a script that is compatible with the devices listed over <a href="https://github.com/fananimi/pyzk#compatible-devices" rel="noopener noreferrer nofollow" target="_blank">here</a>. Typically, any ZKTeco or similar device that uses the ZKProtocol to communicate over TCP/IP should work. As far as buying the device is concerned, we suggest you opt for a device trial with the vendor if possible, where the device can be tested with the sync tool, as it's dependent on multiple factors when it comes to compatibility.</p><h3>2. How do I know which method to use for integrating my biometric device with Frappe HR?</h3><p>Method 1 is feasible in any situation but requires you to manually import logs periodically. Methods 2 and 3 need some monitoring and work for a one-time setup for the log syncing to be automated.</p><p><strong>For a single location set up:</strong></p><p>In the Push Biometric Device approach, the tool needs to be able to communicate with your biometric device via TCP/IP. So, it is usually the case that it needs to run on the same LAN Network as the biometric device. To sync these fetched logs to your Frappe HR instance it uses API access. This works best when you have a single location set up.</p><p><strong>For a multi-location set up:</strong></p><p>In this case, we usually recommend method 2 where most biometric vendors provide services to sync the biometric device logs from multiple locations to Frappe HR via API access. Method 3 (push biometric attendance tool) can also work in this case if you have some networking knowledge.</p></div> </div> <input value="4ab89db6b9" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Integrating Frappe HR With Biometric Attendance Devices</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><h2>Background</h2><p>The Attendance punch logs from the biometric device are check-in and check-out logs of an employee. Frappe HR has a provision to store these logs in a document called Employee Checkin.</p><p>Attendance can then be marked based on the <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/employee_checkin">Employee Checkin</a> records and the <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/shift-type">Shift Type</a> of the employee by using <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/auto-attendance">Auto Attendance</a></p><p>Hence, integrating your Biometric Device (<em>or any access control system that collects IN/OUT logs</em>), can be done using the following steps:</p><h3>1. Setting up Auto Attendance to mark attendance from the Employee Checkin</h3><p>Before you import/sync employees' Check-in and Check-out logs into your Frappe HR system, you will have to set up the employees and their shifts to be able to generate attendance using the Auto Attendance feature in Frappe HR.</p><p>Please refer to the following link to set up Auto Attendance: <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/auto-attendance">Set up Auto Attendance</a></p><p>Once you have set up the employee master and assigned shifts to the employees, you are now ready to proceed to the next step.</p><h3>2. Populating the Biometric Punch Logs into Frappe HR's Employee Checkin</h3><p>Depending on your biometric system and its features, there can be a lot of ways you can populate the Punch logs into Frappe HR:</p><ol><li><p><strong>Use the Data Import Tool</strong>:</p><ul><li><p>The simplest possible solution (in terms of implementation complexity) would be to generate an Excel/CSV of the Check-in/Check-out and use the built-in data import tool in Frappe HR to periodically import the logs to your Employee Checkin Document</p></li><li><p>Please refer to <a target="_blank" rel="noopener noreferrer nofollow" href="https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/data/data-import">Documentation on Data Import Tool</a> for more on how to do this.</p></li></ul></li><li><p><strong>API Integration</strong>:</p><ul><li><p>You can automate the process of syncing the Biometric Punch Logs by integrating it with the available API in Frappe HR.</p></li><li><p>This method requires some technical knowledge and you should probably get in touch with your Frappe HR implementor or Biometric system vendor.</p></li><li><p>Steps:</p><ol><li><p>You will first need to create a <a target="_blank" rel="noopener noreferrer nofollow" href="https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/users-and-permissions/adding-users">user</a> in your Frappe HR instance that would be used for creating logs since this API method requires login. Make sure this user has all the required permissions to create Employee Checkin.</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/setting-up/users-and-permissions/adding-users#210-api-access">Generate API Key and API Secret</a> for the user which will be used for authentication.</p></li><li><p>Make sure you have set the <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/auto-attendance#3-setup-attendance-device-id-field-in-employee">Attendance Device ID (Biometric/RF tag ID)</a> for the employees based on your Biometric Device.</p></li><li><p>The API implementation details can be found <a target="_blank" rel="noopener noreferrer nofollow" href="https://github.com/frappe/hrms/blob/d2529e03f92bf50efb65d3163bfcfdacbcf0b8f5/hrms/hr/doctype/employee_checkin/employee_checkin.py#L63-L109">here</a> and the API can be accessed at: <code>/api/method/hrms.hr.doctype.employee_checkin.employee_checkin.add_log_based_on_employee_field</code>.</p></li><li><p>You can write a script to send a POST request to the API. This endpoint finds the relevant Employee using the employee field value and creates an Employee Checkin. Details of the API endpoint:</p><ul><li><p>URL: <code>/api/method/hrms.hr.doctype.employee_checkin.employee_checkin.add_log_based_on_employee_field</code></p></li><li><p>Method: <code>POST</code></p></li><li><p>Params:</p><ul><li><p><code>employee_field_value</code>: The value to look for in the employee field. This will be the Attendance Device ID found in your biometric logs and also set in the employee record.</p></li><li><p><code>timestamp</code>: The timestamp of the Log. Currently expected in the following format as a string: '2022-04-08 10:48:08.000000'</p></li><li><p><code>device_id</code>: (optional) Location / Device ID. A short string is expected.</p></li><li><p><code>log_type</code>: (optional) Direction of the punch if available (IN/OUT).</p></li><li><p><code>skip_auto_attendance</code>: (optional) Skip auto attendance field will be set for this log (0/1)</p></li><li><p><code>employee_fieldname</code>: (Default: <code>attendance_device_id</code>) Name of the field in Employee DocType based on which employee lookup will happen.</p></li></ul></li><li><p>Response: Returns an Employee Checkin document object which was inserted.</p></li></ul></li></ol></li></ul></li><li><p><strong>Set up a python script on your computer to integrate ZKTeco or similar devices</strong>:</p><ul><li><p>This method works only for ZKTeco or similar devices that use the ZKProtocol to communicate over TCP/IP.</p></li><li><p>This script is available at: <a target="_blank" rel="noopener noreferrer nofollow" href="https://github.com/frappe/biometric-attendance-sync-tool">github:frappe/biometric-attendance-sync-tool</a>.</p></li><li><p>Please follow the instructions given on the script page to set it up on your computer.</p></li><li><p>This Script pulls biometric logs from a supported device and uses the API mentioned in the above step to push the data into Frappe HR.</p></li></ul></li></ol><h2>Frequently Asked Questions</h2><h3>1. How do I select a Biometric Device which is compatible with Frappe HR?</h3><p>If you are using method 1 or 2, you don't need to worry about compatibility.</p><p>However, for the third method, the push biometric app internally uses a script that is compatible with the devices listed over <a target="_blank" rel="noopener noreferrer nofollow" href="https://github.com/fananimi/pyzk#compatible-devices">here</a>. Typically, any ZKTeco or similar device that uses the ZKProtocol to communicate over TCP/IP should work. As far as buying the device is concerned, we suggest you opt for a device trial with the vendor if possible, where the device can be tested with the sync tool, as it's dependent on multiple factors when it comes to compatibility.</p><h3>2. How do I know which method to use for integrating my biometric device with Frappe HR?</h3><p>Method 1 is feasible in any situation but requires you to manually import logs periodically. Methods 2 and 3 need some monitoring and work for a one-time setup for the log syncing to be automated.</p><p><strong>For a single location set up:</strong></p><p>In the Push Biometric Device approach, the tool needs to be able to communicate with your biometric device via TCP/IP. So, it is usually the case that it needs to run on the same LAN Network as the biometric device. To sync these fetched logs to your Frappe HR instance it uses API access. This works best when you have a single location set up.</p><p><strong>For a multi-location set up:</strong></p><p>In this case, we usually recommend method 2 where most biometric vendors provide services to sync the biometric device logs from multiple locations to Frappe HR via API access. Method 3 (push biometric attendance tool) can also work in this case if you have some networking knowledge.</p></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Integrating Frappe HR With Biometric Attendance Devices Background The Attendance punch logs from the biometric device are check-in and check-out logs of an employee. Frappe HR has a provision to store these logs in a document called Employee Checkin. Attendance can then be marked based on the Employee Checkin records and the Shift Type of the employee by using Auto Attendance Hence, integrating your Biometric Device (or any access control system that collects IN/OUT logs), can be done using the following steps: 1. Setting up Auto Attendance to mark attendance from the Employee Checkin Before you import/sync employees' Check-in and Check-out logs into your Frappe HR system, you will have to set up the employees and their shifts to be able to generate attendance using the Auto Attendance feature in Frappe HR. Please refer to the following link to set up Auto Attendance: Set up Auto Attendance Once you have set up the employee master and assigned shifts to the employees, you are now ready to proceed to the next step. 2. Populating the Biometric Punch Logs into Frappe HR's Employee Checkin Depending on your biometric system and its features, there can be a lot of ways you can populate the Punch logs into Frappe HR: Use the Data Import Tool: The simplest possible solution (in terms of implementation complexity) would be to generate an Excel/CSV of the Check-in/Check-out and use the built-in data import tool in Frappe HR to periodically import the logs to your Employee Checkin Document Please refer to Documentation on Data Import Tool for more on how to do this. API Integration: You can automate the process of syncing the Biometric Punch Logs by integrating it with the available API in Frappe HR. This method requires some technical knowledge and you should probably get in touch with your Frappe HR implementor or Biometric system vendor. Steps: You will first need to create a user in your Frappe HR instance that would be used for creating logs since this API method requires login. Make sure this user has all the required permissions to create Employee Checkin. Generate API Key and API Secret for the user which will be used for authentication. Make sure you have set the Attendance Device ID (Biometric/RF tag ID) for the employees based on your Biometric Device. The API implementation details can be found here and the API can be accessed at: /api/method/hrms.hr.doctype.employee_checkin.employee_checkin.add_log_based_on_employee_field. You can write a script to send a POST request to the API. This endpoint finds the relevant Employee using the employee field value and creates an Employee Checkin. Details of the API endpoint: URL: /api/method/hrms.hr.doctype.employee_checkin.employee_checkin.add_log_based_on_employee_field Method: POST Params: employee_field_value: The value to look for in the employee field. This will be the Attendance Device ID found in your biometric logs and also set in the employee record. timestamp: The timestamp of the Log. Currently expected in the following format as a string: '2022-04-08 10:48:08.000000' device_id: (optional) Location / Device ID. A short string is expected. log_type: (optional) Direction of the punch if available (IN/OUT). skip_auto_attendance: (optional) Skip auto attendance field will be set for this log (0/1) employee_fieldname: (Default: attendance_device_id) Name of the field in Employee DocType based on which employee lookup will happen. Response: Returns an Employee Checkin document object which was inserted. Set up a python script on your computer to integrate ZKTeco or similar devices: This method works only for ZKTeco or similar devices that use the ZKProtocol to communicate over TCP/IP. This script is available at: github:frappe/biometric-attendance-sync-tool. Please follow the instructions given on the script page to set it up on your computer. This Script pulls biometric logs from a supported device and uses the API mentioned in the above step to push the data into Frappe HR. Frequently Asked Questions 1. How do I select a Biometric Device which is compatible with Frappe HR? If you are using method 1 or 2, you don't need to worry about compatibility. However, for the third method, the push biometric app internally uses a script that is compatible with the devices listed over here. Typically, any ZKTeco or similar device that uses the ZKProtocol to communicate over TCP/IP should work. As far as buying the device is concerned, we suggest you opt for a device trial with the vendor if possible, where the device can be tested with the sync tool, as it's dependent on multiple factors when it comes to compatibility. 2. How do I know which method to use for integrating my biometric device with Frappe HR? Method 1 is feasible in any situation but requires you to manually import logs periodically. Methods 2 and 3 need some monitoring and work for a one-time setup for the log syncing to be automated. For a single location set up: In the Push Biometric Device approach, the tool needs to be able to communicate with your biometric device via TCP/IP. So, it is usually the case that it needs to run on the same LAN Network as the biometric device. To sync these fetched logs to your Frappe HR instance it uses API access. This works best when you have a single location set up. For a multi-location set up: In this case, we usually recommend method 2 where most biometric vendors provide services to sync the biometric device logs from multiple locations to Frappe HR via API access. Method 3 (push biometric attendance tool) can also work in this case if you have some networking knowledge.	# Integrating Frappe HR With Biometric Attendance Devices Edit Page New Page Revisions ## Background The Attendance punch logs from the biometric device are check-in and check-out logs of an employee. Frappe HR has a provision to store these logs in a document called Employee Checkin. Attendance can then be marked based on the [Employee Checkin](/docs/v14/user/manual/en/human-resources/employee_checkin) records and the [Shift Type](/docs/v14/user/manual/en/human-resources/shift-type) of the employee by using [Auto Attendance](/docs/v14/user/manual/en/human- resources/auto-attendance) Hence, integrating your Biometric Device (_or any access control system that collects IN/OUT logs_), can be done using the following steps: ### 1\. Setting up Auto Attendance to mark attendance from the Employee Checkin Before you import/sync employees' Check-in and Check-out logs into your Frappe HR system, you will have to set up the employees and their shifts to be able to generate attendance using the Auto Attendance feature in Frappe HR. Please refer to the following link to set up Auto Attendance: [Set up Auto Attendance](/docs/v14/user/manual/en/human-resources/auto-attendance) Once you have set up the employee master and assigned shifts to the employees, you are now ready to proceed to the next step. ### 2\. Populating the Biometric Punch Logs into Frappe HR's Employee Checkin Depending on your biometric system and its features, there can be a lot of ways you can populate the Punch logs into Frappe HR: 1. Use the Data Import Tool : * The simplest possible solution (in terms of implementation complexity) would be to generate an Excel/CSV of the Check-in/Check-out and use the built-in data import tool in Frappe HR to periodically import the logs to your Employee Checkin Document * Please refer to [Documentation on Data Import Tool](https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/data/data-import) for more on how to do this. 2. API Integration : * You can automate the process of syncing the Biometric Punch Logs by integrating it with the available API in Frappe HR. * This method requires some technical knowledge and you should probably get in touch with your Frappe HR implementor or Biometric system vendor. * Steps: 1. You will first need to create a [user](https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/users-and-permissions/adding-users) in your Frappe HR instance that would be used for creating logs since this API method requires login. Make sure this user has all the required permissions to create Employee Checkin. 2. [Generate API Key and API Secret](https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/users-and-permissions/adding-users#210-api-access) for the user which will be used for authentication. 3. Make sure you have set the [Attendance Device ID (Biometric/RF tag ID)](/docs/v14/user/manual/en/human-resources/auto-attendance#3-setup-attendance-device-id-field-in-employee) for the employees based on your Biometric Device. 4. The API implementation details can be found [here](https://github.com/frappe/hrms/blob/d2529e03f92bf50efb65d3163bfcfdacbcf0b8f5/hrms/hr/doctype/employee_checkin/employee_checkin.py#L63-L109) and the API can be accessed at: `/api/method/hrms.hr.doctype.employee_checkin.employee_checkin.add_log_based_on_employee_field`. 5. You can write a script to send a POST request to the API. This endpoint finds the relevant Employee using the employee field value and creates an Employee Checkin. Details of the API endpoint: * URL: `/api/method/hrms.hr.doctype.employee_checkin.employee_checkin.add_log_based_on_employee_field` * Method: `POST` * Params: * `employee_field_value`: The value to look for in the employee field. This will be the Attendance Device ID found in your biometric logs and also set in the employee record. * `timestamp`: The timestamp of the Log. Currently expected in the following format as a string: '2022-04-08 10:48:08.000000' * `device_id`: (optional) Location / Device ID. A short string is expected. * `log_type`: (optional) Direction of the punch if available (IN/OUT). * `skip_auto_attendance`: (optional) Skip auto attendance field will be set for this log (0/1) * `employee_fieldname`: (Default: `attendance_device_id`) Name of the field in Employee DocType based on which employee lookup will happen. * Response: Returns an Employee Checkin document object which was inserted. 3. Set up a python script on your computer to integrate ZKTeco or similar devices : * This method works only for ZKTeco or similar devices that use the ZKProtocol to communicate over TCP/IP. * This script is available at: [github:frappe/biometric-attendance-sync-tool](https://github.com/frappe/biometric-attendance-sync-tool). * Please follow the instructions given on the script page to set it up on your computer. * This Script pulls biometric logs from a supported device and uses the API mentioned in the above step to push the data into Frappe HR. ## Frequently Asked Questions ### 1\. How do I select a Biometric Device which is compatible with Frappe HR? If you are using method 1 or 2, you don't need to worry about compatibility. However, for the third method, the push biometric app internally uses a script that is compatible with the devices listed over [here](https://github.com/fananimi/pyzk#compatible-devices). Typically, any ZKTeco or similar device that uses the ZKProtocol to communicate over TCP/IP should work. As far as buying the device is concerned, we suggest you opt for a device trial with the vendor if possible, where the device can be tested with the sync tool, as it's dependent on multiple factors when it comes to compatibility. ### 2\. How do I know which method to use for integrating my biometric device with Frappe HR? Method 1 is feasible in any situation but requires you to manually import logs periodically. Methods 2 and 3 need some monitoring and work for a one-time setup for the log syncing to be automated. For a single location set up: In the Push Biometric Device approach, the tool needs to be able to communicate with your biometric device via TCP/IP. So, it is usually the case that it needs to run on the same LAN Network as the biometric device. To sync these fetched logs to your Frappe HR instance it uses API access. This works best when you have a single location set up. For a multi-location set up: In this case, we usually recommend method 2 where most biometric vendors provide services to sync the biometric device logs from multiple locations to Frappe HR via API access. Method 3 (push biometric attendance tool) can also work in this case if you have some networking knowledge. ##### Integrating Frappe HR With Biometric Attendance Devices × rucha_mahabal edited 1 year ago ## Background The Attendance punch logs from the biometric device are check-in and check-out logs of an employee. Frappe HR has a provision to store these logs in a document called Employee Checkin. Attendance can then be marked based on the [Employee Checkin](/docs/v14/user/manual/en/human-resources/employee_checkin) records and the [Shift Type](/docs/v14/user/manual/en/human-resources/shift-type) of the employee by using [Auto Attendance](/docs/v14/user/manual/en/human- resources/auto-attendance) Hence, integrating your Biometric Device (_or any access control system that collects IN/OUT logs_), can be done using the following steps: ### 1\. Setting up Auto Attendance to mark attendance from the Employee Checkin Before you import/sync employees' Check-in and Check-out logs into your Frappe HR system, you will have to set up the employees and their shifts to be able to generate attendance using the Auto Attendance feature in Frappe HR. Please refer to the following link to set up Auto Attendance: [Set up Auto Attendance](/docs/v14/user/manual/en/human-resources/auto-attendance) Once you have set up the employee master and assigned shifts to the employees, you are now ready to proceed to the next step. ### 2\. Populating the Biometric Punch Logs into Frappe HR's Employee Checkin Depending on your biometric system and its features, there can be a lot of ways you can populate the Punch logs into Frappe HR: 1. Use the Data Import Tool : * The simplest possible solution (in terms of implementation complexity) would be to generate an Excel/CSV of the Check-in/Check-out and use the built-in data import tool in Frappe HR to periodically import the logs to your Employee Checkin Document * Please refer to [Documentation on Data Import Tool](https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/data/data-import) for more on how to do this. 2. API Integration : * You can automate the process of syncing the Biometric Punch Logs by integrating it with the available API in Frappe HR. * This method requires some technical knowledge and you should probably get in touch with your Frappe HR implementor or Biometric system vendor. * Steps: 1. You will first need to create a [user](https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/users-and-permissions/adding-users) in your Frappe HR instance that would be used for creating logs since this API method requires login. Make sure this user has all the required permissions to create Employee Checkin. 2. [Generate API Key and API Secret](/docs/v14/user/manual/en/setting-up/users-and-permissions/adding-users#210-api-access) for the user which will be used for authentication. 3. Make sure you have set the [Attendance Device ID (Biometric/RF tag ID)](/docs/v14/user/manual/en/human-resources/auto-attendance#3-setup-attendance-device-id-field-in-employee) for the employees based on your Biometric Device. 4. The API implementation details can be found [here](https://github.com/frappe/hrms/blob/d2529e03f92bf50efb65d3163bfcfdacbcf0b8f5/hrms/hr/doctype/employee_checkin/employee_checkin.py#L63-L109) and the API can be accessed at: `/api/method/hrms.hr.doctype.employee_checkin.employee_checkin.add_log_based_on_employee_field`. 5. You can write a script to send a POST request to the API. This endpoint finds the relevant Employee using the employee field value and creates an Employee Checkin. Details of the API endpoint: * URL: `/api/method/hrms.hr.doctype.employee_checkin.employee_checkin.add_log_based_on_employee_field` * Method: `POST` * Params: * `employee_field_value`: The value to look for in the employee field. This will be the Attendance Device ID found in your biometric logs and also set in the employee record. * `timestamp`: The timestamp of the Log. Currently expected in the following format as a string: '2022-04-08 10:48:08.000000' * `device_id`: (optional) Location / Device ID. A short string is expected. * `log_type`: (optional) Direction of the punch if available (IN/OUT). * `skip_auto_attendance`: (optional) Skip auto attendance field will be set for this log (0/1) * `employee_fieldname`: (Default: `attendance_device_id`) Name of the field in Employee DocType based on which employee lookup will happen. * Response: Returns an Employee Checkin document object which was inserted. 3. Set up a python script on your computer to integrate ZKTeco or similar devices : * This method works only for ZKTeco or similar devices that use the ZKProtocol to communicate over TCP/IP. * This script is available at: [github:frappe/biometric-attendance-sync-tool](https://github.com/frappe/biometric-attendance-sync-tool). * Please follow the instructions given on the script page to set it up on your computer. * This Script pulls biometric logs from a supported device and uses the API mentioned in the above step to push the data into Frappe HR. ## Frequently Asked Questions ### 1\. How do I select a Biometric Device which is compatible with Frappe HR? If you are using method 1 or 2, you don't need to worry about compatibility. However, for the third method, the push biometric app internally uses a script that is compatible with the devices listed over [here](https://github.com/fananimi/pyzk#compatible-devices). Typically, any ZKTeco or similar device that uses the ZKProtocol to communicate over TCP/IP should work. As far as buying the device is concerned, we suggest you opt for a device trial with the vendor if possible, where the device can be tested with the sync tool, as it's dependent on multiple factors when it comes to compatibility. ### 2\. How do I know which method to use for integrating my biometric device with Frappe HR? Method 1 is feasible in any situation but requires you to manually import logs periodically. Methods 2 and 3 need some monitoring and work for a one-time setup for the log syncing to be automated. For a single location set up: In the Push Biometric Device approach, the tool needs to be able to communicate with your biometric device via TCP/IP. So, it is usually the case that it needs to run on the same LAN Network as the biometric device. To sync these fetched logs to your Frappe HR instance it uses API access. This works best when you have a single location set up. For a multi-location set up: In this case, we usually recommend method 2 where most biometric vendors provide services to sync the biometric device logs from multiple locations to Frappe HR via API access. Method 3 (push biometric attendance tool) can also work in this case if you have some networking knowledge. Previous Next
Shift Management	https://frappehr.com/docs/v14/en/shift-management	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Shift Management</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>The Shift Management module in Frappe HR helps you efficiently manage shifts for your employees.</p><p>Using this module you can:</p><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/shift-type" rel="noopener noreferrer nofollow" target="_blank">Set up a Shift Type</a>.</p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/shift_request" rel="noopener noreferrer nofollow" target="_blank">Create Shift Requests</a>.</p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/shift_assignment" rel="noopener noreferrer nofollow" target="_blank">View and Manage Shift Assignments</a>.</p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/auto-attendance#3-setup-attendance-device-id-field-in-employee" rel="noopener noreferrer nofollow" target="_blank">Setup Attendance Device ID field in Employee master</a>.</p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/employee_checkin" rel="noopener noreferrer nofollow" target="_blank">Create Employee Checkins</a>.</p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/auto-attendance" rel="noopener noreferrer nofollow" target="_blank">The system then processes auto attendance if it is enabled</a>.</p></li></ol></div> </div> <input value="cb60787406" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Shift Management</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">akash edited 6 months ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>The Shift Management module in Frappe HR helps you efficiently manage shifts for your employees.</p><p>Using this module you can:</p><ol><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/shift_type">Set up a Shift Type</a>.</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/shift_request">Create Shift Requests</a>.</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/shift_assignment">View and Manage Shift Assignments</a>.</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/auto-attendance#3-setup-attendance-device-id-field-in-employee">Setup Attendance Device ID field in Employee master</a>.</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/employee_checkin">Create Employee Checkins</a>.</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/auto-attendance">The system then processes auto attendance if it is enabled</a>.</p></li></ol></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Shift Management The Shift Management module in Frappe HR helps you efficiently manage shifts for your employees. Using this module you can: Set up a Shift Type. Create Shift Requests. View and Manage Shift Assignments. Setup Attendance Device ID field in Employee master. Create Employee Checkins. The system then processes auto attendance if it is enabled.	# Shift Management Edit Page New Page Revisions The Shift Management module in Frappe HR helps you efficiently manage shifts for your employees. Using this module you can: 1. [Set up a Shift Type](/docs/v14/user/manual/en/human-resources/shift-type). 2. [Create Shift Requests](/docs/v14/user/manual/en/human-resources/shift_request). 3. [View and Manage Shift Assignments](/docs/v14/user/manual/en/human-resources/shift_assignment). 4. [Setup Attendance Device ID field in Employee master](/docs/v14/user/manual/en/human-resources/auto-attendance#3-setup-attendance-device-id-field-in-employee). 5. [Create Employee Checkins](/docs/v14/user/manual/en/human-resources/employee_checkin). 6. [The system then processes auto attendance if it is enabled](/docs/v14/user/manual/en/human-resources/auto-attendance). ##### Shift Management × akash edited 6 months ago The Shift Management module in Frappe HR helps you efficiently manage shifts for your employees. Using this module you can: 1. [Set up a Shift Type](/docs/v14/user/manual/en/human-resources/shift_type). 2. [Create Shift Requests](/docs/v14/user/manual/en/human-resources/shift_request). 3. [View and Manage Shift Assignments](/docs/v14/user/manual/en/human-resources/shift_assignment). 4. [Setup Attendance Device ID field in Employee master](/docs/v14/user/manual/en/human-resources/auto-attendance#3-setup-attendance-device-id-field-in-employee). 5. [Create Employee Checkins](/docs/v14/user/manual/en/human-resources/employee_checkin). 6. [The system then processes auto attendance if it is enabled](/docs/v14/user/manual/en/human-resources/auto-attendance). Previous Next
Shift Type	https://frappehr.com/docs/v14/en/shift-type	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Shift Type</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>The Shift Type document allows you to define the different types of Shifts in your Organization and set up auto attendance for the shift. Auto attendance marks attendance based on <a href="/docs/v14/user/manual/en/human-resources/employee_checkin" rel="noopener noreferrer nofollow" target="_blank">Employee Checkin</a> records for employees assigned to a shift.</p><p>To access Shift Type, go to:</p><blockquote><p>Home > Human Resources > Shift Management > Shift Type</p></blockquote><ol><li><p>Click on New.</p></li><li><p>Enter the Shift Name, Start Time and End Time</p></li><li><p>Save</p></li></ol><p><img alt="Shift Type" class="screenshot" src="/files/new-shift-type.png"></p><p>In addition to defining the different shifts in your organization, the Shift Type document also has settings for auto attendance. Auto attendance marks the attendance for the employees assigned to this shift based on records in the 'Employee Checkin' Document. Auto Attendance for all shift type records is attempted to be marked every hour. You can also trigger the auto attendance manually for a single shift type by pressing the 'Mark Attendance' button in the shift type document.</p><p><img alt="auto attendance settings" class="screenshot" src="/files/auto-attendance-settings.png"></p><h3>1. Basic Set Up</h3><ol><li><p><strong>Start Time</strong>: The time of the day when this shift starts. The time is to be entered in a 24Hrs format.</p></li><li><p><strong>End Time</strong>: The time of the day when this shift ends. The time is to be entered in a 24Hrs format.</p></li><li><p><strong>Holiday List</strong>: The applicable holidays for this shift can be selected here. If left blank, the default holiday list from the employee master or the company document is taken into account. Attendance is not marked via the scheduler if it's a holiday.</p></li><li><p><strong>Enable Auto Attendance</strong>: You can use this option to enable marking attendance for the employees assigned to this shift based on their <a href="/docs/v14/user/manual/en/human-resources/employee_checkin" rel="noopener noreferrer nofollow" target="_blank">Employee Checkin</a> records.</p></li></ol><blockquote><p>Note: For cases where the 'End Time' is less than 'Start Time', the shift is assumed to be a night shift that starts on one calendar date and ends on the next calendar date.</p></blockquote><h3>2. Auto Attendance Settings</h3><p>You can use the following settings to configure the Auto Attendance as per your requirements:</p><ul><li><p><strong>Determine Check-in and Check-out</strong>: This setting determines how your check-in logs should be interpreted by the auto attendance system.</p><ol><li><p><strong>Alternating entries as IN and OUT during the same shift</strong>: The first entry is taken as IN followed by the next entry as OUT and the following entry as IN and so on. Employee Check-in may not always have an IN/OUT log type. Not all biometric devices return Log Type for every log. For such scenarios you can use this option.</p></li><li><p><strong>Strictly based on Log Type in Employee Checkin</strong>: The check-in is determined as IN or OUT strictly based on the 'Log Type' in the Employee Checkin record. This should be used when the logs that are being recorded in Frappe HR have the exact log type.</p></li></ol></li><li><p><strong>Working Hours Calculation Based On</strong>: Working hours can be calculated either by including the breaks in between the shift or by excluding the breaks. This can be configured using the following options:</p><ol><li><p><strong>First Check-in and Last Check-out</strong>:</p><ul><li><p>Use this option when you want to include breaks or all out/in entries in your working hours.</p></li><li><p>Selecting this option calculates the working hours by considering the first IN and last OUT Employee Checkin during the shift. The time difference between the two is considered as the actual working hours.</p></li><li><p>In case the IN/OUT is determined by alternating entries then the first Employee Checkin is considered as IN and the last Employee Checkin is considered as OUT for the purpose of calculating working hours.</p></li></ul></li><li><p><strong>Every Valid Check-in and Check-out</strong>:</p><ul><li><p>Selecting this option excludes the time during which the Employee is checked out.</p></li><li><p>i.e. Only the time during which the employee is checked in is calculated as working hours.</p></li></ul></li></ol></li><li><p><strong>Begin check-in before shift start time (in minutes)</strong>: Often employees would check-in a few minutes before the shift start time. To consider these check-ins as part of the shift during the calculation of working hours and marking attendance, you can set up this value accordingly.</p></li><li><p><strong>Allow check-out after shift end time (in minutes)</strong>: Often employees would check-out after the shift end time. To consider these check-outs as part of the shift during the calculation of attendance, you can set up this value accordingly.</p></li><li><p><strong>Mark Auto Attendance on Holidays</strong>: If enabled, auto attendance will be marked on holidays if Employee Checkins exist on that date. By default, auto attendance is skipped on holidays.</p></li><li><p><strong>Working Hours Threshold for Half Day</strong>: If the actual number of working hours is less than the given value in this field then the employee attendance is marked as 'Half Day'. If you never want to mark Half Day based on working hours, you should set this value to zero.</p></li><li><p><strong>Working Hours Threshold for Absent</strong>: If the actual number of working hours is less than the given value in this field then the employee attendance is marked as 'Absent'. If you never want to mark Absent based on working hours, you should set this value to zero.</p></li><li><p><strong>Process Attendance After</strong>: The date from which 'Auto Attendance' should start marking attendance. You should set it to a date after which you have Employee Checkin records for this shift.</p></li><li><p><strong>Last Sync of Checkin</strong>: This is the timestamp up to which Employee Checkin records have been synced. This field has to be updated by the script/person(in case of manual entry) making the Employee Checkin Records. If your logs are automatically pushed to Frappe HR using the sync tool, this timestamp will automatically be updated for you. You should set this to a date and time up to which the Employee Checkin has been synced.</p></li></ul><h3>3. <strong>Late Entry & Early Exit Settings for Auto Attendance</strong></h3><ul><li><p><strong>Enable Late Entry Marking</strong>: Selecting this option marks those Attendance records with Late Entry wherein the employee's In Time exceeds the permissible In Time.</p></li><li><p><strong>Late Entry Grace Period</strong>: Adds additional grace period in minutes to the Shift Start Time after which entries are marked as late.</p></li><li><p><strong>Enable Early Exit Marking</strong>: Selecting this option marks those Attendance records with Early Exit wherein the employee's Out Time falls short of the permissible Out Time.</p></li><li><p><strong>Early Exit Grace Period</strong>: Adds additional grace period in minutes to the Shift End Time before which exits are marked as early.</p></li></ul></div> </div> <input value="5f8e2222cb" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Shift Type</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">akash edited 8 months ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>The Shift Type document allows you to define the different types of Shifts in your Organization and set up auto attendance for the shift. Auto attendance marks attendance based on <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/employee_checkin">Employee Checkin</a> records for employees assigned to a shift.</p><p>To access Shift Type, go to:</p><blockquote><p>Home > Human Resources > Shift Management > Shift Type</p></blockquote><ol><li><p>Click on New.</p></li><li><p>Enter the Shift Name, Start Time and End Time</p></li><li><p>Save</p></li></ol><p><img class="screenshot" src="/files/new-shift-type.png" alt="Shift Type"></p><p>In addition to defining the different shifts in your organization, the Shift Type document also has settings for auto attendance. Auto attendance marks the attendance for the employees assigned to this shift based on records in the 'Employee Checkin' Document. Auto Attendance for all shift type records is attempted to be marked every hour. You can also trigger the auto attendance manually for a single shift type by pressing the 'Mark Attendance' button in the shift type document.</p><p><img class="screenshot" src="/files/auto-attendance-settings.png" alt="auto attendance settings"></p><h3>1. Basic Set Up</h3><ol><li><p><strong>Start Time</strong>: The time of the day when this shift starts. The time is to be entered in a 24Hrs format.</p></li><li><p><strong>End Time</strong>: The time of the day when this shift ends. The time is to be entered in a 24Hrs format.</p></li><li><p><strong>Holiday List</strong>: The applicable holidays for this shift can be selected here. If left blank, the default holiday list from the employee master or the company document is taken into account. Attendance is not marked via the scheduler if it's a holiday.</p></li><li><p><strong>Enable Auto Attendance</strong>: You can use this option to enable marking attendance for the employees assigned to this shift based on their <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/employee_checkin">Employee Checkin</a> records.</p></li></ol><blockquote><p>Note: For cases where the 'End Time' is less than 'Start Time', the shift is assumed to be a night shift that starts on one calendar date and ends on the next calendar date.</p></blockquote><h3>2. Auto Attendance Settings</h3><p>You can use the following settings to configure the Auto Attendance as per your requirements:</p><ul><li><p><strong>Determine Check-in and Check-out</strong>: This setting determines how your check-in logs should be interpreted by the auto attendance system.</p><ol><li><p><strong>Alternating entries as IN and OUT during the same shift</strong>: The first entry is taken as IN followed by the next entry as OUT and the following entry as IN and so on. Employee Check-in may not always have an IN/OUT log type. Not all biometric devices return Log Type for every log. For such scenarios you can use this option.</p></li><li><p><strong>Strictly based on Log Type in Employee Checkin</strong>: The check-in is determined as IN or OUT strictly based on the 'Log Type' in the Employee Checkin record. This should be used when the logs that are being recorded in Frappe HR have the exact log type.</p></li></ol></li><li><p><strong>Working Hours Calculation Based On</strong>: Working hours can be calculated either by including the breaks in between the shift or by excluding the breaks. This can be configured using the following options:</p><ol><li><p><strong>First Check-in and Last Check-out</strong>:</p><ul><li><p>Use this option when you want to include breaks or all out/in entries in your working hours.</p></li><li><p>Selecting this option calculates the working hours by considering the first IN and last OUT Employee Checkin during the shift. The time difference between the two is considered as the actual working hours.</p></li><li><p>In case the IN/OUT is determined by alternating entries then the first Employee Checkin is considered as IN and the last Employee Checkin is considered as OUT for the purpose of calculating working hours.</p></li></ul></li><li><p><strong>Every Valid Check-in and Check-out</strong>:</p><ul><li><p>Selecting this option excludes the time during which the Employee is checked out.</p></li><li><p>i.e. Only the time during which the employee is checked in is calculated as working hours.</p></li></ul></li></ol></li><li><p><strong>Begin check-in before shift start time (in minutes)</strong>: Often employees would check-in a few minutes before the shift start time. To consider these check-ins as part of the shift during the calculation of working hours and marking attendance, you can set up this value accordingly.</p></li><li><p><strong>Allow check-out after shift end time (in minutes)</strong>: Often employees would check-out after the shift end time. To consider these check-outs as part of the shift during the calculation of attendance, you can set up this value accordingly.</p></li><li><p><strong>Mark Auto Attendance on Holidays</strong>: If enabled, auto attendance will be marked on holidays if Employee Checkins exist on that date. By default, auto attendance is skipped on holidays.</p></li><li><p><strong>Working Hours Threshold for Half Day</strong>: If the actual number of working hours is less than the given value in this field then the employee attendance is marked as 'Half Day'. If you never want to mark Half Day based on working hours, you should set this value to zero.</p></li><li><p><strong>Working Hours Threshold for Absent</strong>: If the actual number of working hours is less than the given value in this field then the employee attendance is marked as 'Absent'. If you never want to mark Absent based on working hours, you should set this value to zero.</p></li><li><p><strong>Process Attendance After</strong>: The date from which 'Auto Attendance' should start marking attendance. You should set it to a date after which you have Employee Checkin records for this shift.</p></li><li><p><strong>Last Sync of Checkin</strong>: This is the timestamp up to which Employee Checkin records have been synced. This field has to be updated by the script/person(in case of manual entry) making the Employee Checkin Records. If your logs are automatically pushed to Frappe HR using the sync tool, this timestamp will automatically be updated for you. You should set this to a date and time up to which the Employee Checkin has been synced.</p></li></ul><h3>3. <strong>Late Entry & Early Exit Settings for Auto Attendance</strong></h3><ul><li><p><strong>Enable Late Entry Marking</strong>: Selecting this option marks those Attendance records with Late Entry wherein the employee's In Time exceeds the permissible In Time. </p></li><li><p><strong>Late Entry Grace Period</strong>: Adds additional grace period in minutes to the Shift Start Time after which entries are marked as late.</p></li><li><p><strong>Enable Early Exit Marking</strong>: Selecting this option marks those Attendance records as Early Exit wherein the employee's Out Time falls short of the permissible Out Time. </p></li><li><p><strong>Early Exit Grace Period</strong>: Adds additional grace period in minutes to the Shift End Time before which exits are marked as early.</p></li></ul></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Shift Type The Shift Type document allows you to define the different types of Shifts in your Organization and set up auto attendance for the shift. Auto attendance marks attendance based on Employee Checkin records for employees assigned to a shift. To access Shift Type, go to: Home > Human Resources > Shift Management > Shift Type Click on New. Enter the Shift Name, Start Time and End Time Save In addition to defining the different shifts in your organization, the Shift Type document also has settings for auto attendance. Auto attendance marks the attendance for the employees assigned to this shift based on records in the 'Employee Checkin' Document. Auto Attendance for all shift type records is attempted to be marked every hour. You can also trigger the auto attendance manually for a single shift type by pressing the 'Mark Attendance' button in the shift type document. 1. Basic Set Up Start Time: The time of the day when this shift starts. The time is to be entered in a 24Hrs format. End Time: The time of the day when this shift ends. The time is to be entered in a 24Hrs format. Holiday List: The applicable holidays for this shift can be selected here. If left blank, the default holiday list from the employee master or the company document is taken into account. Attendance is not marked via the scheduler if it's a holiday. Enable Auto Attendance: You can use this option to enable marking attendance for the employees assigned to this shift based on their Employee Checkin records. Note: For cases where the 'End Time' is less than 'Start Time', the shift is assumed to be a night shift that starts on one calendar date and ends on the next calendar date. 2. Auto Attendance Settings You can use the following settings to configure the Auto Attendance as per your requirements: Determine Check-in and Check-out: This setting determines how your check-in logs should be interpreted by the auto attendance system. Alternating entries as IN and OUT during the same shift: The first entry is taken as IN followed by the next entry as OUT and the following entry as IN and so on. Employee Check-in may not always have an IN/OUT log type. Not all biometric devices return Log Type for every log. For such scenarios you can use this option. Strictly based on Log Type in Employee Checkin: The check-in is determined as IN or OUT strictly based on the 'Log Type' in the Employee Checkin record. This should be used when the logs that are being recorded in Frappe HR have the exact log type. Working Hours Calculation Based On: Working hours can be calculated either by including the breaks in between the shift or by excluding the breaks. This can be configured using the following options: First Check-in and Last Check-out: Use this option when you want to include breaks or all out/in entries in your working hours. Selecting this option calculates the working hours by considering the first IN and last OUT Employee Checkin during the shift. The time difference between the two is considered as the actual working hours. In case the IN/OUT is determined by alternating entries then the first Employee Checkin is considered as IN and the last Employee Checkin is considered as OUT for the purpose of calculating working hours. Every Valid Check-in and Check-out: Selecting this option excludes the time during which the Employee is checked out. i.e. Only the time during which the employee is checked in is calculated as working hours. Begin check-in before shift start time (in minutes): Often employees would check-in a few minutes before the shift start time. To consider these check-ins as part of the shift during the calculation of working hours and marking attendance, you can set up this value accordingly. Allow check-out after shift end time (in minutes): Often employees would check-out after the shift end time. To consider these check-outs as part of the shift during the calculation of attendance, you can set up this value accordingly. Mark Auto Attendance on Holidays: If enabled, auto attendance will be marked on holidays if Employee Checkins exist on that date. By default, auto attendance is skipped on holidays. Working Hours Threshold for Half Day: If the actual number of working hours is less than the given value in this field then the employee attendance is marked as 'Half Day'. If you never want to mark Half Day based on working hours, you should set this value to zero. Working Hours Threshold for Absent: If the actual number of working hours is less than the given value in this field then the employee attendance is marked as 'Absent'. If you never want to mark Absent based on working hours, you should set this value to zero. Process Attendance After: The date from which 'Auto Attendance' should start marking attendance. You should set it to a date after which you have Employee Checkin records for this shift. Last Sync of Checkin: This is the timestamp up to which Employee Checkin records have been synced. This field has to be updated by the script/person(in case of manual entry) making the Employee Checkin Records. If your logs are automatically pushed to Frappe HR using the sync tool, this timestamp will automatically be updated for you. You should set this to a date and time up to which the Employee Checkin has been synced. 3. Late Entry & Early Exit Settings for Auto Attendance Enable Late Entry Marking: Selecting this option marks those Attendance records with Late Entry wherein the employee's In Time exceeds the permissible In Time. Late Entry Grace Period: Adds additional grace period in minutes to the Shift Start Time after which entries are marked as late. Enable Early Exit Marking: Selecting this option marks those Attendance records with Early Exit wherein the employee's Out Time falls short of the permissible Out Time. Early Exit Grace Period: Adds additional grace period in minutes to the Shift End Time before which exits are marked as early.	# Shift Type Edit Page New Page Revisions The Shift Type document allows you to define the different types of Shifts in your Organization and set up auto attendance for the shift. Auto attendance marks attendance based on [Employee Checkin](/docs/v14/user/manual/en/human- resources/employee_checkin) records for employees assigned to a shift. To access Shift Type, go to: > Home > Human Resources > Shift Management > Shift Type 1. Click on New. 2. Enter the Shift Name, Start Time and End Time 3. Save ![Shift Type](/files/new-shift-type.png) In addition to defining the different shifts in your organization, the Shift Type document also has settings for auto attendance. Auto attendance marks the attendance for the employees assigned to this shift based on records in the 'Employee Checkin' Document. Auto Attendance for all shift type records is attempted to be marked every hour. You can also trigger the auto attendance manually for a single shift type by pressing the 'Mark Attendance' button in the shift type document. ![auto attendance settings](/files/auto-attendance-settings.png) ### 1\. Basic Set Up 1. Start Time : The time of the day when this shift starts. The time is to be entered in a 24Hrs format. 2. End Time : The time of the day when this shift ends. The time is to be entered in a 24Hrs format. 3. Holiday List : The applicable holidays for this shift can be selected here. If left blank, the default holiday list from the employee master or the company document is taken into account. Attendance is not marked via the scheduler if it's a holiday. 4. Enable Auto Attendance : You can use this option to enable marking attendance for the employees assigned to this shift based on their [Employee Checkin](/docs/v14/user/manual/en/human-resources/employee_checkin) records. > Note: For cases where the 'End Time' is less than 'Start Time', the shift is > assumed to be a night shift that starts on one calendar date and ends on the > next calendar date. ### 2\. Auto Attendance Settings You can use the following settings to configure the Auto Attendance as per your requirements: * Determine Check-in and Check-out : This setting determines how your check-in logs should be interpreted by the auto attendance system. 1. Alternating entries as IN and OUT during the same shift : The first entry is taken as IN followed by the next entry as OUT and the following entry as IN and so on. Employee Check-in may not always have an IN/OUT log type. Not all biometric devices return Log Type for every log. For such scenarios you can use this option. 2. Strictly based on Log Type in Employee Checkin : The check-in is determined as IN or OUT strictly based on the 'Log Type' in the Employee Checkin record. This should be used when the logs that are being recorded in Frappe HR have the exact log type. * Working Hours Calculation Based On : Working hours can be calculated either by including the breaks in between the shift or by excluding the breaks. This can be configured using the following options: 1. First Check-in and Last Check-out : * Use this option when you want to include breaks or all out/in entries in your working hours. * Selecting this option calculates the working hours by considering the first IN and last OUT Employee Checkin during the shift. The time difference between the two is considered as the actual working hours. * In case the IN/OUT is determined by alternating entries then the first Employee Checkin is considered as IN and the last Employee Checkin is considered as OUT for the purpose of calculating working hours. 2. Every Valid Check-in and Check-out : * Selecting this option excludes the time during which the Employee is checked out. * i.e. Only the time during which the employee is checked in is calculated as working hours. * Begin check-in before shift start time (in minutes) : Often employees would check-in a few minutes before the shift start time. To consider these check-ins as part of the shift during the calculation of working hours and marking attendance, you can set up this value accordingly. * Allow check-out after shift end time (in minutes) : Often employees would check-out after the shift end time. To consider these check-outs as part of the shift during the calculation of attendance, you can set up this value accordingly. * Mark Auto Attendance on Holidays : If enabled, auto attendance will be marked on holidays if Employee Checkins exist on that date. By default, auto attendance is skipped on holidays. * Working Hours Threshold for Half Day : If the actual number of working hours is less than the given value in this field then the employee attendance is marked as 'Half Day'. If you never want to mark Half Day based on working hours, you should set this value to zero. * Working Hours Threshold for Absent : If the actual number of working hours is less than the given value in this field then the employee attendance is marked as 'Absent'. If you never want to mark Absent based on working hours, you should set this value to zero. * Process Attendance After : The date from which 'Auto Attendance' should start marking attendance. You should set it to a date after which you have Employee Checkin records for this shift. * Last Sync of Checkin : This is the timestamp up to which Employee Checkin records have been synced. This field has to be updated by the script/person(in case of manual entry) making the Employee Checkin Records. If your logs are automatically pushed to Frappe HR using the sync tool, this timestamp will automatically be updated for you. You should set this to a date and time up to which the Employee Checkin has been synced. ### 3\. Late Entry & Early Exit Settings for Auto Attendance * Enable Late Entry Marking : Selecting this option marks those Attendance records with Late Entry wherein the employee's In Time exceeds the permissible In Time. * Late Entry Grace Period : Adds additional grace period in minutes to the Shift Start Time after which entries are marked as late. * Enable Early Exit Marking : Selecting this option marks those Attendance records with Early Exit wherein the employee's Out Time falls short of the permissible Out Time. * Early Exit Grace Period : Adds additional grace period in minutes to the Shift End Time before which exits are marked as early. ##### Shift Type × akash edited 8 months ago The Shift Type document allows you to define the different types of Shifts in your Organization and set up auto attendance for the shift. Auto attendance marks attendance based on [Employee Checkin](/docs/v14/user/manual/en/human- resources/employee_checkin) records for employees assigned to a shift. To access Shift Type, go to: > Home > Human Resources > Shift Management > Shift Type 1. Click on New. 2. Enter the Shift Name, Start Time and End Time 3. Save ![Shift Type](/files/new-shift-type.png) In addition to defining the different shifts in your organization, the Shift Type document also has settings for auto attendance. Auto attendance marks the attendance for the employees assigned to this shift based on records in the 'Employee Checkin' Document. Auto Attendance for all shift type records is attempted to be marked every hour. You can also trigger the auto attendance manually for a single shift type by pressing the 'Mark Attendance' button in the shift type document. ![auto attendance settings](/files/auto-attendance-settings.png) ### 1\. Basic Set Up 1. Start Time : The time of the day when this shift starts. The time is to be entered in a 24Hrs format. 2. End Time : The time of the day when this shift ends. The time is to be entered in a 24Hrs format. 3. Holiday List : The applicable holidays for this shift can be selected here. If left blank, the default holiday list from the employee master or the company document is taken into account. Attendance is not marked via the scheduler if it's a holiday. 4. Enable Auto Attendance : You can use this option to enable marking attendance for the employees assigned to this shift based on their [Employee Checkin](/docs/v14/user/manual/en/human-resources/employee_checkin) records. > Note: For cases where the 'End Time' is less than 'Start Time', the shift is > assumed to be a night shift that starts on one calendar date and ends on the > next calendar date. ### 2\. Auto Attendance Settings You can use the following settings to configure the Auto Attendance as per your requirements: * Determine Check-in and Check-out : This setting determines how your check-in logs should be interpreted by the auto attendance system. 1. Alternating entries as IN and OUT during the same shift : The first entry is taken as IN followed by the next entry as OUT and the following entry as IN and so on. Employee Check-in may not always have an IN/OUT log type. Not all biometric devices return Log Type for every log. For such scenarios you can use this option. 2. Strictly based on Log Type in Employee Checkin : The check-in is determined as IN or OUT strictly based on the 'Log Type' in the Employee Checkin record. This should be used when the logs that are being recorded in Frappe HR have the exact log type. * Working Hours Calculation Based On : Working hours can be calculated either by including the breaks in between the shift or by excluding the breaks. This can be configured using the following options: 1. First Check-in and Last Check-out : * Use this option when you want to include breaks or all out/in entries in your working hours. * Selecting this option calculates the working hours by considering the first IN and last OUT Employee Checkin during the shift. The time difference between the two is considered as the actual working hours. * In case the IN/OUT is determined by alternating entries then the first Employee Checkin is considered as IN and the last Employee Checkin is considered as OUT for the purpose of calculating working hours. 2. Every Valid Check-in and Check-out : * Selecting this option excludes the time during which the Employee is checked out. * i.e. Only the time during which the employee is checked in is calculated as working hours. * Begin check-in before shift start time (in minutes) : Often employees would check-in a few minutes before the shift start time. To consider these check-ins as part of the shift during the calculation of working hours and marking attendance, you can set up this value accordingly. * Allow check-out after shift end time (in minutes) : Often employees would check-out after the shift end time. To consider these check-outs as part of the shift during the calculation of attendance, you can set up this value accordingly. * Mark Auto Attendance on Holidays : If enabled, auto attendance will be marked on holidays if Employee Checkins exist on that date. By default, auto attendance is skipped on holidays. * Working Hours Threshold for Half Day : If the actual number of working hours is less than the given value in this field then the employee attendance is marked as 'Half Day'. If you never want to mark Half Day based on working hours, you should set this value to zero. * Working Hours Threshold for Absent : If the actual number of working hours is less than the given value in this field then the employee attendance is marked as 'Absent'. If you never want to mark Absent based on working hours, you should set this value to zero. * Process Attendance After : The date from which 'Auto Attendance' should start marking attendance. You should set it to a date after which you have Employee Checkin records for this shift. * Last Sync of Checkin : This is the timestamp up to which Employee Checkin records have been synced. This field has to be updated by the script/person(in case of manual entry) making the Employee Checkin Records. If your logs are automatically pushed to Frappe HR using the sync tool, this timestamp will automatically be updated for you. You should set this to a date and time up to which the Employee Checkin has been synced. ### 3\. Late Entry & Early Exit Settings for Auto Attendance * Enable Late Entry Marking : Selecting this option marks those Attendance records with Late Entry wherein the employee's In Time exceeds the permissible In Time. * Late Entry Grace Period : Adds additional grace period in minutes to the Shift Start Time after which entries are marked as late. * Enable Early Exit Marking : Selecting this option marks those Attendance records as Early Exit wherein the employee's Out Time falls short of the permissible Out Time. * Early Exit Grace Period : Adds additional grace period in minutes to the Shift End Time before which exits are marked as early. Previous Next
Shift Request	https://frappehr.com/docs/v14/en/shift_request	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Shift Request</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>Shift Request is used by an employee to request for a particular Shift Type.</p><h3>1. Prerequisites</h3><p>To create a Shift Request, these need to be created first:</p><ul><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/shift_type" rel="noopener noreferrer nofollow" target="_blank">Shift Type</a></p></li></ul><h3>2. How to create a Shift Request</h3><p>To create a new Shift Request go to: > Human Resources > Shift Management > Shift Request</p><ol><li><p>Go to Shift Request List, Click on New.</p></li><li><p>Select Employee and Shift Type.</p></li><li><p>Set the Shift duration using From Date and To Date.</p></li><li><p>Select the Approver. If the selected approver does not have access to the Shift Request document, it is shared with the approver with "submit" permission.</p></li><li><p>Save.</p></li><li><p>Once the Shift Request is Approved and submitted, it creates a <a href="/docs/v14/user/manual/en/human-resources/shift_assignment" rel="noopener noreferrer nofollow" target="_blank">Shift Assignment</a></p><p><img alt="Shift Request" src="/files/shift-requestae7f8e.png"></p></li></ol><h3>3. Setting Shift Request Approver</h3><p>A Shift Request Approver is a user who can approve a Shift Request of an Employee. Shift Request Approver can be set at two levels:</p><ul><li><p><strong>Department Level:</strong> Shift Request Approvers for each department can be configured in the <a href="/docs/v14/user/manual/en/human-resources/department" rel="noopener noreferrer nofollow" target="_blank">Department</a> master. Multiple Shift Request Approver can be set in a Department.</p><p><img alt="Shift Request Approvers" src="/files/department-shift-request-approvers.png"></p><p>When an Employee belonging to a particular department request for Shift Type, the Shift Request Approver set in that Employee's department master will be considered as his Shift Type Approvers.</p></li><li><p><strong>Employee Level:</strong> Shift Request Approver can also be set in the employee master.</p><p><img alt="Shift Request Approvers" src="/files/employee-shift-request-approver.png"></p></li></ul><p>If Shift Request Approver are set at both employee and department level, the employee level Shift Request Approver will be considered as the default Leave Approver in this case.</p></div> </div> <input value="3f66b76a9e" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Shift Request</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>Shift Request is used by an employee to request for a particular Shift Type.</p> <h3 id="1-prerequisites">1. Prerequisites</h3> <p>To create a Shift Request, these need to be created first:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/shift_type">Shift Type</a></li> </ul> <h3 id="2-how-to-create-a-shift-request">2. How to create a Shift Request</h3> <p>To create a new Shift Request go to:</p> <blockquote> <p>Human Resources > Shift Management > Shift Request</p> </blockquote> <ol> <li>Go to Shift Request List, Click on New.</li> <li>Select Employee and Shift Type.</li> <li>Set the Shift duration using From Date and To Date.</li> <li>Select the Approver. If the selected approver does not have access to the Shift Request document, it is shared with the approver with "submit" permission.</li> <li>Save.</li> <li><p>Once the Shift Request is Approved and submitted, it creates a <a href="/docs/v14/user/manual/en/human-resources/shift_assignment">Shift Assignment</a></p> <p><img class="screenshot" alt="Shift Request" src="/files/shift-requestae7f8e.png"></p></li> </ol> <h3 id="3-setting-shift-request-approver">3. Setting Shift Request Approver</h3> <p>A Shift Request Approver is a user who can approve a Shift Request of an Employee. In ERPNext version 13, Shift Request Approver can be set at two levels:</p> <ul> <li><p><strong>Department Level:</strong> Shift Request Approvers for each department can be configured in the <a href="/docs/v14/user/manual/en/human-resources/department">Department</a> master. Multiple Shift Request Approver can be set in a Department.</p> <p><img class="screenshot" alt="Shift Request Approvers" src="/files/department-shift-request-approvers.png"></p> <p>When an Employee belonging to a particular department request for Shift Type, the Shift Request Approver set in that Employee's department master will be considered as his Shift Type Approvers.</p></li> <li><p><strong>Employee Level:</strong> Shift Request Approver can also be set in the employee master.</p> <p><img class="screenshot" alt="Shift Request Approvers" src="/files/employee-shift-request-approver.png"></p></li> </ul> <p>If Shift Request Approver are set at both employee and department level, the employee level Shift Request Approver will be considered as the default Leave Approver in this case.</p> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Shift Request Shift Request is used by an employee to request for a particular Shift Type. 1. Prerequisites To create a Shift Request, these need to be created first: Employee Shift Type 2. How to create a Shift Request To create a new Shift Request go to: > Human Resources > Shift Management > Shift Request Go to Shift Request List, Click on New. Select Employee and Shift Type. Set the Shift duration using From Date and To Date. Select the Approver. If the selected approver does not have access to the Shift Request document, it is shared with the approver with "submit" permission. Save. Once the Shift Request is Approved and submitted, it creates a Shift Assignment 3. Setting Shift Request Approver A Shift Request Approver is a user who can approve a Shift Request of an Employee. Shift Request Approver can be set at two levels: Department Level: Shift Request Approvers for each department can be configured in the Department master. Multiple Shift Request Approver can be set in a Department. When an Employee belonging to a particular department request for Shift Type, the Shift Request Approver set in that Employee's department master will be considered as his Shift Type Approvers. Employee Level: Shift Request Approver can also be set in the employee master. If Shift Request Approver are set at both employee and department level, the employee level Shift Request Approver will be considered as the default Leave Approver in this case.	# Shift Request Edit Page New Page Revisions Shift Request is used by an employee to request for a particular Shift Type. ### 1\. Prerequisites To create a Shift Request, these need to be created first: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Shift Type](/docs/v14/user/manual/en/human-resources/shift_type) ### 2\. How to create a Shift Request To create a new Shift Request go to: > Human Resources > Shift Management > Shift Request 1. Go to Shift Request List, Click on New. 2. Select Employee and Shift Type. 3. Set the Shift duration using From Date and To Date. 4. Select the Approver. If the selected approver does not have access to the Shift Request document, it is shared with the approver with "submit" permission. 5. Save. 6. Once the Shift Request is Approved and submitted, it creates a [Shift Assignment](/docs/v14/user/manual/en/human-resources/shift_assignment) ![Shift Request](/files/shift-requestae7f8e.png) ### 3\. Setting Shift Request Approver A Shift Request Approver is a user who can approve a Shift Request of an Employee. Shift Request Approver can be set at two levels: * Department Level: Shift Request Approvers for each department can be configured in the [Department](/docs/v14/user/manual/en/human-resources/department) master. Multiple Shift Request Approver can be set in a Department. ![Shift Request Approvers](/files/department-shift-request-approvers.png) When an Employee belonging to a particular department request for Shift Type, the Shift Request Approver set in that Employee's department master will be considered as his Shift Type Approvers. * Employee Level: Shift Request Approver can also be set in the employee master. ![Shift Request Approvers](/files/employee-shift-request-approver.png) If Shift Request Approver are set at both employee and department level, the employee level Shift Request Approver will be considered as the default Leave Approver in this case. ##### Shift Request × rucha_mahabal edited 1 year ago Shift Request is used by an employee to request for a particular Shift Type. ### 1\. Prerequisites To create a Shift Request, these need to be created first: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Shift Type](/docs/v14/user/manual/en/human-resources/shift_type) ### 2\. How to create a Shift Request To create a new Shift Request go to: > Human Resources > Shift Management > Shift Request 1. Go to Shift Request List, Click on New. 2. Select Employee and Shift Type. 3. Set the Shift duration using From Date and To Date. 4. Select the Approver. If the selected approver does not have access to the Shift Request document, it is shared with the approver with "submit" permission. 5. Save. 6. Once the Shift Request is Approved and submitted, it creates a [Shift Assignment](/docs/v14/user/manual/en/human-resources/shift_assignment) ![Shift Request](/files/shift-requestae7f8e.png) ### 3\. Setting Shift Request Approver A Shift Request Approver is a user who can approve a Shift Request of an Employee. In ERPNext version 13, Shift Request Approver can be set at two levels: * Department Level: Shift Request Approvers for each department can be configured in the [Department](/docs/v14/user/manual/en/human-resources/department) master. Multiple Shift Request Approver can be set in a Department. ![Shift Request Approvers](/files/department-shift-request-approvers.png) When an Employee belonging to a particular department request for Shift Type, the Shift Request Approver set in that Employee's department master will be considered as his Shift Type Approvers. * Employee Level: Shift Request Approver can also be set in the employee master. ![Shift Request Approvers](/files/employee-shift-request-approver.png) If Shift Request Approver are set at both employee and department level, the employee level Shift Request Approver will be considered as the default Leave Approver in this case. Previous Next
Shift Assignment	https://frappehr.com/docs/v14/en/shift_assignment	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Shift Assignment</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>A Shift Assignment is created to assign a particular shift type to an employee for a specific period.</p><h2>1. Prerequisites</h2><p>To create a Shift Assignment, these need to be created first:</p><ul><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/shift_type" rel="noopener noreferrer nofollow" target="_blank">Shift Type</a></p></li></ul><h2>2. How to create a Shift Assignment</h2><p>In some organizations, shifts are assigned to employees, and in some, employees request for a shift. In the latter case, employees can create a <a href="/docs/v14/user/manual/en/human-resources/shift_request" rel="noopener noreferrer nofollow" target="_blank">Shift Request</a>. Once the Shift Request is Approved and submitted it automatically creates a Shift Assignments for an Employee.</p><p>To directly create a Shift Assignment, go to:</p><blockquote><p>Home > Human Resources > Shift Management > Shift Assignment</p></blockquote><ul><li><p>Click on New</p></li><li><p>Select the Employee</p></li><li><p>Select the Shift Type</p></li><li><p>Set the Start Date. If you want to assign this shift for a specific period, set an End Date.</p></li><li><p>Save and Submit.</p></li><li><p>You can set the Assignment as Inactive after submission too.</p></li></ul><p><img alt="Shift Assignment" class="screenshot" contenteditable="false" draggable="true" src="/files/shift-assignment0b8bdd.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>You can also switch to a calendar view to see shift schedules of multiple employees</p><p><img alt="Shift Assignment Calendar" class="screenshot" contenteditable="false" draggable="true" src="/files/shift-assignment374dda.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><blockquote><p>Note: The Assignment for active shift-type will be for a fixed period if there is an End Date otherwise, it will be treated as an ongoing shift with no End Date. Users can update the End Date and status even after submitting the document.</p></blockquote><h2><strong>3. Features</strong></h2><h3><strong>3.1 Allow Multiple Shift Assignments for Same Date</strong></h3><p class="">Multiple Shift Assignments on the same date for an employee can be enabled or disabled under the <a href="https://frappehr.com/docs/v14/en/hr-settings#3-1-allow-multiple-shift-assignments-for-same-date" rel="noopener noreferrer nofollow" target="_blank">HR Settings</a>.</p></div> </div> <input value="7e183f1303" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Shift Assignment</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">akash edited 4 months ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p>A Shift Assignment is created to assign a particular shift type to an employee for a specific period.</p> <h3 id="1-prerequisites">1. Prerequisites</h3> <p>To create a Shift Assignment, these need to be created first:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/shift_type">Shift Type</a></li> </ul> <h3 id="2-how-to-create-a-shift-assignment">2. How to create a Shift Assignment</h3> <p>In some organizations, shifts are assigned to employees, and in some, employees request for a shift. In the latter case, employees can create a <a href="/docs/v14/user/manual/en/human-resources/shift_request">Shift Request</a>. Once the Shift Request is Approved and submitted it automatically creates a Shift Assignments for an Employee.</p> <p>To directly create a Shift Assignment, go to:</p> <blockquote> <p>Home > Human Resources > Shift Management > Shift Assignment</p> </blockquote> <ul> <li>Click on New</li> <li>Select the Employee</li> <li>Select the Shift Type</li> <li>Set the Start Date. If you want to assign this shift for a specific period, set an End Date.</li> <li>Save and Submit.</li> <li>You can set the Assignment as Inactive after submission too.</li> </ul> <p><img src="/files/shift-assignment0b8bdd.png" alt="Shift Assignment" class="screenshot"></p> <blockquote> <p>Note: The Assignment for active shift-type will be for a fixed period if there is an End Date otherwise, it will be treated as an ongoing shift with no End Date. Users can update the End Date and status even after submitting the document.</p> </blockquote> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Shift Assignment A Shift Assignment is created to assign a particular shift type to an employee for a specific period. 1. Prerequisites To create a Shift Assignment, these need to be created first: Employee Shift Type 2. How to create a Shift Assignment In some organizations, shifts are assigned to employees, and in some, employees request for a shift. In the latter case, employees can create a Shift Request. Once the Shift Request is Approved and submitted it automatically creates a Shift Assignments for an Employee. To directly create a Shift Assignment, go to: Home > Human Resources > Shift Management > Shift Assignment Click on New Select the Employee Select the Shift Type Set the Start Date. If you want to assign this shift for a specific period, set an End Date. Save and Submit. You can set the Assignment as Inactive after submission too. You can also switch to a calendar view to see shift schedules of multiple employees Note: The Assignment for active shift-type will be for a fixed period if there is an End Date otherwise, it will be treated as an ongoing shift with no End Date. Users can update the End Date and status even after submitting the document. 3. Features 3.1 Allow Multiple Shift Assignments for Same Date Multiple Shift Assignments on the same date for an employee can be enabled or disabled under the HR Settings.	# Shift Assignment Edit Page New Page Revisions A Shift Assignment is created to assign a particular shift type to an employee for a specific period. ## 1\. Prerequisites To create a Shift Assignment, these need to be created first: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Shift Type](/docs/v14/user/manual/en/human-resources/shift_type) ## 2\. How to create a Shift Assignment In some organizations, shifts are assigned to employees, and in some, employees request for a shift. In the latter case, employees can create a [Shift Request](/docs/v14/user/manual/en/human-resources/shift_request). Once the Shift Request is Approved and submitted it automatically creates a Shift Assignments for an Employee. To directly create a Shift Assignment, go to: > Home > Human Resources > Shift Management > Shift Assignment * Click on New * Select the Employee * Select the Shift Type * Set the Start Date. If you want to assign this shift for a specific period, set an End Date. * Save and Submit. * You can set the Assignment as Inactive after submission too. ![Shift Assignment](/files/shift-assignment0b8bdd.png) You can also switch to a calendar view to see shift schedules of multiple employees ![Shift Assignment Calendar](/files/shift-assignment374dda.png) > Note: The Assignment for active shift-type will be for a fixed period if > there is an End Date otherwise, it will be treated as an ongoing shift with > no End Date. Users can update the End Date and status even after submitting > the document. ## 3\. Features ### 3.1 Allow Multiple Shift Assignments for Same Date Multiple Shift Assignments on the same date for an employee can be enabled or disabled under the [HR Settings](https://frappehr.com/docs/v14/en/hr- settings#3-1-allow-multiple-shift-assignments-for-same-date). ##### Shift Assignment × akash edited 4 months ago A Shift Assignment is created to assign a particular shift type to an employee for a specific period. ### 1\. Prerequisites To create a Shift Assignment, these need to be created first: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Shift Type](/docs/v14/user/manual/en/human-resources/shift_type) ### 2\. How to create a Shift Assignment In some organizations, shifts are assigned to employees, and in some, employees request for a shift. In the latter case, employees can create a [Shift Request](/docs/v14/user/manual/en/human-resources/shift_request). Once the Shift Request is Approved and submitted it automatically creates a Shift Assignments for an Employee. To directly create a Shift Assignment, go to: > Home > Human Resources > Shift Management > Shift Assignment * Click on New * Select the Employee * Select the Shift Type * Set the Start Date. If you want to assign this shift for a specific period, set an End Date. * Save and Submit. * You can set the Assignment as Inactive after submission too. ![Shift Assignment](/files/shift-assignment0b8bdd.png) > Note: The Assignment for active shift-type will be for a fixed period if > there is an End Date otherwise, it will be treated as an ongoing shift with > no End Date. Users can update the End Date and status even after submitting > the document. Previous Next
Shift Assignment Tool	https://frappehr.com/docs/v14/en/shift-assignment-tool	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Shift Assignment Tool</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>The Shift Assignment Tool allows you to assign shifts or process shift requests in bulk.</p><blockquote><p>Home > Human Resources > Shift Management > Shift Assignment Tool</p></blockquote><h2><strong>1. Prerequisites</strong></h2><p>Before using the Shift Assignment Tool, it is advisable to create the following documents:</p><ul><li><p><a href="https://frappehr.com/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li><li><p><a href="https://frappehr.com/docs/v14/en/shift-type" rel="noopener noreferrer nofollow" target="_blank">Shift Type</a></p></li><li><p><a href="https://frappehr.com/docs/v14/en/shift_request" rel="noopener noreferrer nofollow" target="_blank">Shift Request</a></p></li></ul><h2><strong>2. How to use the Shift Assignment Tool</strong></h2><h3><strong>2.1 Assigning Shifts</strong></h3><ol><li><p>Set Action as 'Assign Shift' and select a Company if it hasn't been appropriately selected already.</p></li><li><p>Select the Shift Type that you wish to assign, along with the dates on which you wish to assign it. This will cause all employees without overlapping active Shift Assignments to be loaded in the Select Employees table below.</p></li><li><p>You can also assign inactive shifts by setting Status as 'Inactive'. Pre-existing overlapping shifts will be ignored in this case.</p></li><li><p>Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters.</p></li><li><p>Select suitable employees from the Select Employees table.</p></li><li><p>If everything looks good, click on the Assign Shift button at the top.</p></li></ol><p><img alt="" class="screenshot" contenteditable="false" draggable="true" src="/files/dCNR1ua.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>As a result, Shift Assignments will be created for the selected employees.</p><h3><strong>2.2 Processing Shift Requests</strong></h3><ol><li><p>Set Action as 'Process Shift Requests' and select a Company if it hasn't been appropriately selected already.</p></li><li><p>You can filter based on Shift Type or Approver. You can also set From Date and To Date to only include shift requests falling between these dates.</p></li><li><p>Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters.</p></li><li><p>Select suitable shift requests from the Select Shift Requests table.</p></li><li><p>If everything looks good, click on the Process Requests button at the top and select Approve or Reject.</p></li></ol><p><img alt="" class="screenshot" contenteditable="false" draggable="true" src="/files/L4mUQdk.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>The selected Shift Requests will then be approved or rejected, and submitted accordingly.</p><h2><strong>3. Related Topics</strong></h2><ol><li><p><a href="https://frappehr.com/docs/v14/en/shift-type" rel="noopener noreferrer nofollow" target="_blank">Shift Type</a></p></li><li><p><a href="https://frappehr.com/docs/v14/en/shift_assignment" rel="noopener noreferrer nofollow" target="_blank">Shift Assignment</a></p></li><li><p><a href="https://frappehr.com/docs/v14/en/shift_request" rel="noopener noreferrer nofollow" target="_blank">Shift Request</a></p></li></ol></div> </div> <input value="fe6d918831" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Shift Assignment Tool</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">akash edited 6 minutes ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>The Shift Assignment Tool allows you to assign shifts or process shift requests in bulk.</p><blockquote><p>Home > Human Resources > Shift Management > Shift Assignment Tool</p></blockquote><h2><strong>1. Prerequisites</strong></h2><p>Before using the Shift Assignment Tool, it is advisable to create the following documents:</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/user/manual/en/human-resources/employee">Employee</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/en/shift-type">Shift Type</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/en/shift_request">Shift Request</a></p></li></ul><h2><strong>2. How to use the Shift Assignment Tool</strong></h2><h3><strong>2.1 Assigning Shifts</strong></h3><ol><li><p>Set Action as 'Assign Shift' and select a Company if it hasn't been appropriately selected already.</p></li><li><p>Select the Shift Type that you wish to assign, along with the dates on which you wish to assign it. This will cause all employees without overlapping active Shift Assignments to be loaded in the Select Employees table below.</p></li><li><p>You can also assign inactive shifts by setting Status as 'Inactive'. Pre-existing overlapping shifts will be ignored in this case.</p></li><li><p>Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters.</p></li><li><p>Select suitable employees from the Select Employees table.</p></li><li><p>If everything looks good, click on the Assign Shift button at the top.</p></li></ol><p><img class="screenshot" src="/files/dCNR1ua.png" alt="" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>As a result, Shift Assignments will be created for the selected employees.</p><h3><strong>2.2 Processing Shift Requests</strong></h3><ol><li><p>Set Action as 'Process Shift Requests' and select a Company if it hasn't been appropriately selected already.</p></li><li><p>You can filter based on Shift Type or Approver. You can also set From Date and To Date to only include shift requests falling between these dates.</p></li><li><p>Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters.</p></li><li><p>Select suitable shift requests from the Select Shift Requests table.</p></li><li><p>If everything looks good, click on the Process Requests button at the top and select Approve or Reject.</p></li></ol><p><img class="screenshot" src="/files/L4mUQdk.png" alt="" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>The selected Shift Requests will then be approved or rejected, and submitted accordingly.</p><h2><strong>3. Related Topics</strong></h2><ol><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/en/shift-type">Shift Type</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/en/shift_assignment">Shift Assignment</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/en/shift_request">Shift Request</a></p></li></ol></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Shift Assignment Tool The Shift Assignment Tool allows you to assign shifts or process shift requests in bulk. Home > Human Resources > Shift Management > Shift Assignment Tool 1. Prerequisites Before using the Shift Assignment Tool, it is advisable to create the following documents: Employee Shift Type Shift Request 2. How to use the Shift Assignment Tool 2.1 Assigning Shifts Set Action as 'Assign Shift' and select a Company if it hasn't been appropriately selected already. Select the Shift Type that you wish to assign, along with the dates on which you wish to assign it. This will cause all employees without overlapping active Shift Assignments to be loaded in the Select Employees table below. You can also assign inactive shifts by setting Status as 'Inactive'. Pre-existing overlapping shifts will be ignored in this case. Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters. Select suitable employees from the Select Employees table. If everything looks good, click on the Assign Shift button at the top. As a result, Shift Assignments will be created for the selected employees. 2.2 Processing Shift Requests Set Action as 'Process Shift Requests' and select a Company if it hasn't been appropriately selected already. You can filter based on Shift Type or Approver. You can also set From Date and To Date to only include shift requests falling between these dates. Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters. Select suitable shift requests from the Select Shift Requests table. If everything looks good, click on the Process Requests button at the top and select Approve or Reject. The selected Shift Requests will then be approved or rejected, and submitted accordingly. 3. Related Topics Shift Type Shift Assignment Shift Request	# Shift Assignment Tool Edit Page New Page Revisions The Shift Assignment Tool allows you to assign shifts or process shift requests in bulk. > Home > Human Resources > Shift Management > Shift Assignment Tool ## 1\. Prerequisites Before using the Shift Assignment Tool, it is advisable to create the following documents: * [Employee](https://frappehr.com/docs/v14/user/manual/en/human-resources/employee) * [Shift Type](https://frappehr.com/docs/v14/en/shift-type) * [Shift Request](https://frappehr.com/docs/v14/en/shift_request) ## 2\. How to use the Shift Assignment Tool ### 2.1 Assigning Shifts 1. Set Action as 'Assign Shift' and select a Company if it hasn't been appropriately selected already. 2. Select the Shift Type that you wish to assign, along with the dates on which you wish to assign it. This will cause all employees without overlapping active Shift Assignments to be loaded in the Select Employees table below. 3. You can also assign inactive shifts by setting Status as 'Inactive'. Pre-existing overlapping shifts will be ignored in this case. 4. Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters. 5. Select suitable employees from the Select Employees table. 6. If everything looks good, click on the Assign Shift button at the top. ![](/files/dCNR1ua.png) As a result, Shift Assignments will be created for the selected employees. ### 2.2 Processing Shift Requests 1. Set Action as 'Process Shift Requests' and select a Company if it hasn't been appropriately selected already. 2. You can filter based on Shift Type or Approver. You can also set From Date and To Date to only include shift requests falling between these dates. 3. Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters. 4. Select suitable shift requests from the Select Shift Requests table. 5. If everything looks good, click on the Process Requests button at the top and select Approve or Reject. ![](/files/L4mUQdk.png) The selected Shift Requests will then be approved or rejected, and submitted accordingly. ## 3\. Related Topics 1. [Shift Type](https://frappehr.com/docs/v14/en/shift-type) 2. [Shift Assignment](https://frappehr.com/docs/v14/en/shift_assignment) 3. [Shift Request](https://frappehr.com/docs/v14/en/shift_request) ##### Shift Assignment Tool × akash edited 6 minutes ago The Shift Assignment Tool allows you to assign shifts or process shift requests in bulk. > Home > Human Resources > Shift Management > Shift Assignment Tool ## 1\. Prerequisites Before using the Shift Assignment Tool, it is advisable to create the following documents: * [Employee](https://frappehr.com/docs/v14/user/manual/en/human-resources/employee) * [Shift Type](https://frappehr.com/docs/v14/en/shift-type) * [Shift Request](https://frappehr.com/docs/v14/en/shift_request) ## 2\. How to use the Shift Assignment Tool ### 2.1 Assigning Shifts 1. Set Action as 'Assign Shift' and select a Company if it hasn't been appropriately selected already. 2. Select the Shift Type that you wish to assign, along with the dates on which you wish to assign it. This will cause all employees without overlapping active Shift Assignments to be loaded in the Select Employees table below. 3. You can also assign inactive shifts by setting Status as 'Inactive'. Pre-existing overlapping shifts will be ignored in this case. 4. Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters. 5. Select suitable employees from the Select Employees table. 6. If everything looks good, click on the Assign Shift button at the top. ![](/files/dCNR1ua.png) As a result, Shift Assignments will be created for the selected employees. ### 2.2 Processing Shift Requests 1. Set Action as 'Process Shift Requests' and select a Company if it hasn't been appropriately selected already. 2. You can filter based on Shift Type or Approver. You can also set From Date and To Date to only include shift requests falling between these dates. 3. Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters. 4. Select suitable shift requests from the Select Shift Requests table. 5. If everything looks good, click on the Process Requests button at the top and select Approve or Reject. ![](/files/L4mUQdk.png) The selected Shift Requests will then be approved or rejected, and submitted accordingly. ## 3\. Related Topics 1. [Shift Type](https://frappehr.com/docs/v14/en/shift-type) 2. [Shift Assignment](https://frappehr.com/docs/v14/en/shift_assignment) 3. [Shift Request](https://frappehr.com/docs/v14/en/shift_request) Previous Next
Leaves	https://frappehr.com/docs/v14/en/leave-management-intro	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leaves</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>This section will help you understand how Frappe HR enables you to efficiently manage the leave schedule of your organization. It also explains how employees can apply for leaves.</p><p>The number and type of leaves an Employee can apply is controlled by Leave Allocation. You can create Leave Allocation for a Leave Period based on the Company's Leave Policy. You can also allocate Additional Leaves to your employees and generate reports to track leaves taken by Employees.</p><p>Employees can also create leave requests, which their respective managers (leave approvers) can approve or reject. An Employee can select leaves from a number of leave types such as Sick Leave, Casual Leave, Privilege Leave and so on.</p><h2>Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/holiday-list" rel="noopener noreferrer nofollow" target="_blank">Holiday List</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-type" rel="noopener noreferrer nofollow" target="_blank">Leave Type</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-period" rel="noopener noreferrer nofollow" target="_blank">Leave Period</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a></p></li><li><p><a href="https://frappehr.com/docs/v14/en/leave-policy-assignment" rel="noopener noreferrer nofollow" target="_blank">Leave Policy Assignment</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-allocation" rel="noopener noreferrer nofollow" target="_blank">Leave Allocation</a></p></li><li><p><a href="https://frappehr.com/docs/v14/en/leave-control-panel" rel="noopener noreferrer nofollow" target="_blank">Leave Control Panel</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-application" rel="noopener noreferrer nofollow" target="_blank">Leave Application</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/compensatory-leave-request" rel="noopener noreferrer nofollow" target="_blank">Compensatory Leave Request</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-encashment" rel="noopener noreferrer nofollow" target="_blank">Leave Encashment</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-block-list" rel="noopener noreferrer nofollow" target="_blank">Leave Block List</a></p></li><li><p><a href="https://frappehr.com/docs/v14/en/leave-ledger-entry" rel="noopener noreferrer nofollow" target="_blank">Leave Ledger Entry</a></p></li></ol></div> </div> <input value="2d2a58d850" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leaves</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">akash edited 6 months ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>This section will help you understand how Frappe HR enables you to efficiently manage the leave schedule of your organization. It also explains how employees can apply for leaves.</p><p>The number and type of leaves an Employee can apply is controlled by Leave Allocation. You can create Leave Allocation for a Leave Period based on the Company's Leave Policy. You can also allocate Additional Leaves to your employees and generate reports to track leaves taken by Employees.</p><p>Employees can also create leave requests, which their respective managers (leave approvers) can approve or reject. An Employee can select leaves from a number of leave types such as Sick Leave, Casual Leave, Privilege Leave and so on.</p><h2>Related Topics</h2><ol><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/holiday-list">Holiday List</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-type">Leave Type</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-allocation">Leave Allocation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-application">Leave Application</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/compensatory-leave-request">Compensatory Leave Request</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-encashment">Leave Encashment</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-block-list">Leave Block List</a></p></li></ol></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leaves This section will help you understand how Frappe HR enables you to efficiently manage the leave schedule of your organization. It also explains how employees can apply for leaves. The number and type of leaves an Employee can apply is controlled by Leave Allocation. You can create Leave Allocation for a Leave Period based on the Company's Leave Policy. You can also allocate Additional Leaves to your employees and generate reports to track leaves taken by Employees. Employees can also create leave requests, which their respective managers (leave approvers) can approve or reject. An Employee can select leaves from a number of leave types such as Sick Leave, Casual Leave, Privilege Leave and so on. Related Topics Holiday List Leave Type Leave Period Leave Policy Leave Policy Assignment Leave Allocation Leave Control Panel Leave Application Compensatory Leave Request Leave Encashment Leave Block List Leave Ledger Entry	# Leaves Edit Page New Page Revisions This section will help you understand how Frappe HR enables you to efficiently manage the leave schedule of your organization. It also explains how employees can apply for leaves. The number and type of leaves an Employee can apply is controlled by Leave Allocation. You can create Leave Allocation for a Leave Period based on the Company's Leave Policy. You can also allocate Additional Leaves to your employees and generate reports to track leaves taken by Employees. Employees can also create leave requests, which their respective managers (leave approvers) can approve or reject. An Employee can select leaves from a number of leave types such as Sick Leave, Casual Leave, Privilege Leave and so on. ## Related Topics 1. [Holiday List](/docs/v14/user/manual/en/human-resources/holiday-list) 2. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) 3. [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) 4. [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) 5. [Leave Policy Assignment](https://frappehr.com/docs/v14/en/leave-policy-assignment) 6. [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) 7. [Leave Control Panel](https://frappehr.com/docs/v14/en/leave-control-panel) 8. [Leave Application](/docs/v14/user/manual/en/human-resources/leave-application) 9. [Compensatory Leave Request](/docs/v14/user/manual/en/human-resources/compensatory-leave-request) 10. [Leave Encashment](/docs/v14/user/manual/en/human-resources/leave-encashment) 11. [Leave Block List](/docs/v14/user/manual/en/human-resources/leave-block-list) 12. [Leave Ledger Entry](https://frappehr.com/docs/v14/en/leave-ledger-entry) ##### Leaves × akash edited 6 months ago This section will help you understand how Frappe HR enables you to efficiently manage the leave schedule of your organization. It also explains how employees can apply for leaves. The number and type of leaves an Employee can apply is controlled by Leave Allocation. You can create Leave Allocation for a Leave Period based on the Company's Leave Policy. You can also allocate Additional Leaves to your employees and generate reports to track leaves taken by Employees. Employees can also create leave requests, which their respective managers (leave approvers) can approve or reject. An Employee can select leaves from a number of leave types such as Sick Leave, Casual Leave, Privilege Leave and so on. ## Related Topics 1. [Holiday List](/docs/v14/user/manual/en/human-resources/holiday-list) 2. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) 3. [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) 4. [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) 5. [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) 6. [Leave Application](/docs/v14/user/manual/en/human-resources/leave-application) 7. [Compensatory Leave Request](/docs/v14/user/manual/en/human-resources/compensatory-leave-request) 8. [Leave Encashment](/docs/v14/user/manual/en/human-resources/leave-encashment) 9. [Leave Block List](/docs/v14/user/manual/en/human-resources/leave-block-list) Previous Next
Holiday List	https://frappehr.com/docs/v14/en/holiday-list	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Holiday List</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>Holiday List is a list which contains the dates of holidays.</strong></p><p>Most organizations have a standard Holiday List for their employees. However, some of them may have different holiday lists based on different Locations or Departments. In ERPNext, you can configure multiple Holiday Lists and assign them to your employees based on your requirements.</p><p>To access Holiday List, go to:</p><blockquote><p>Home > Human Resources > Leaves > Holiday List</p></blockquote><h2>1. How to create a Holiday List</h2><ol><li><p>Go to Holiday List, click on New.</p></li><li><p>Enter Holiday List Name. It can be based on the Fiscal Year or Location or Department as per the requirement.</p></li><li><p>Select From Date and To Date for the Holiday List.</p><p><img alt="Holiday List" class="screenshot" contenteditable="false" draggable="true" src="/files/holiday-list-1.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></li></ol><h2>2. Features</h2><p>Some of the additional features in the Holiday List are as follows:</p><h3>2.1 Adding Weekly Holidays</h3><p>You can quickly add Weekly Offs in the Holiday List as follows:</p><ol><li><p>In the 'Add Weekly Holidays' section, select the day in the Weekly Off field.</p></li><li><p>Click on the 'Add to Holidays' button.</p></li></ol><p><img alt="Holiday List" class="screenshot" contenteditable="false" draggable="true" src="/files/holiday-list-2.gif"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>2.2 Adding Local Holidays</h3><p>You can quickly add local holidays to the Holiday List as follows:</p><ol><li><p>In the 'Add Local Holidays' section, select the country.</p></li><li><p>Some countries have subdivisions with different or additional holidays. If you like, you can optionally select a specific subdivision.</p></li><li><p>Click on the 'Add to Holidays' button.</p></li></ol><h3>2.3 Adding Holidays manually</h3><p>You can also add specific days manually by clicking on the 'Add row' option in the Holidays table.</p><p><img alt="Holiday List" class="screenshot" contenteditable="false" draggable="true" src="/files/holiday-list-3.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>3. Holiday List in Company</h2><p>You can set a default Holiday List at the company-level in the Company master in the 'Default Holiday List' field.</p><p><img alt="Holiday List" class="screenshot" contenteditable="false" draggable="true" src="/files/default-holiday-list-company.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>4. Holiday List in Employee</h2><p>If you have created multiple Holiday List, select a specific Holiday List for an Employee in the respective master.</p><p>When an Employee applies for Leave, the days mentioned in the Holiday List will not be counted, as they are holidays already.</p><blockquote><p><strong>Note:</strong> If you have specified a Holiday List in the Employee master, then that Holiday List will be given priority as compared to the default Holiday List of the Company. You can form as many holiday lists as you wish. For example, if you have a factory, you can have one list for the factory workers and another list for office staff. You can manage between many lists by linking a Holiday List to the respective Employee.</p></blockquote><h2>5. Holiday List in Workstation</h2><p>You can also set a Holiday List at workstation-level as shown in the screenshot below.</p><p><img alt="Holiday List" class="screenshot" contenteditable="false" draggable="true" src="/files/holiday-list-workstation.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>The dates in the Holiday List tagged in the <a href="/docs/v13/user/manual/en/manufacturing/workstation" rel="noopener noreferrer nofollow" target="_blank">Workstation</a> master will be considered as the days the Workstation will remain closed.</p><h2>6. Related Topics</h2><ol><li><p><a href="/docs/v13/user/manual/en/human-resources/leave-allocation" rel="noopener noreferrer nofollow" target="_blank">Leave Allocation</a></p></li><li><p><a href="/docs/v13/user/manual/en/human-resources/leave-period" rel="noopener noreferrer nofollow" target="_blank">Leave Period</a></p></li><li><p><a href="/docs/v13/user/manual/en/human-resources/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a></p></li><li><p><a href="/docs/v13/user/manual/en/human-resources/hr-settings" rel="noopener noreferrer nofollow" target="_blank">HR Settings</a></p></li></ol></div> </div> <input value="0dc6e5df72" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Holiday List</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>Holiday List is a list which contains the dates of holidays.</strong></p> <p>Most organizations have a standard Holiday List for their employees. However, some of them may have different holiday lists based on different Locations or Departments. In ERPNext, you can configure multiple Holiday Lists and assign them to your employees based on your requirements.</p> <p>To access Holiday List, go to:</p> <blockquote> <p>Home > Human Resources > Leaves > Holiday List</p> </blockquote> <h2 id="1-how-to-create-a-holiday-list">1. How to create a Holiday List</h2> <ol> <li>Go to Holiday List, click on New.</li> <li>Enter Holiday List Name. It can be based on the Fiscal Year or Location or Department as per the requirement.</li> <li><p>Select From Date and To Date for the Holiday List.</p> <p><img class="screenshot" alt="Holiday List" src="/files/holiday-list-1.png"></p></li> </ol> <h2 id="2-features">2. Features</h2> <p>Some of the additional features in the Holiday List are as follows:</p> <h3 id="21-adding-weekly-holidays">2.1 Adding Weekly Holidays</h3> <p>You can quickly add Weekly Offs in the Holiday List as follows:</p> <ol> <li>In the 'Add Weekly Holidays' section, select the day in the Weekly Off field.</li> <li>Click on the 'Add to Holidays' button.</li> <li>Save.</li> </ol> <p>Once the Weekly Offs are added, it is reflected in the Holidays table.</p> <blockquote> <p><strong>Note:</strong> You can add multiple days in the Weekly Offs.</p> </blockquote> <p><img class="screenshot" alt="Holiday List" src="/files/holiday-list-2.gif"></p> <p>You can also add specific days (like festival holidays) manually by clicking on the 'Add row' option in the Holidays table.</p> <p><img class="screenshot" alt="Holiday List" src="/files/holiday-list-3.png"></p> <blockquote> <p><strong>Note:</strong> Each time a new holiday is updated in the Holidays table, the Total Holidays field gets updated.</p> </blockquote> <h3 id="22-holiday-list-in-company">2.2 Holiday List in Company</h3> <p>You can set a default Holiday List at the company-level in the Company master in the 'Default Holiday List' field.</p> <p><img class="screenshot" alt="Holiday List" src="/files/default-holiday-list-company.png"></p> <h3 id="23-holiday-list-in-employee">2.3 Holiday List in Employee</h3> <p>If you have created multiple Holiday List, select a specific Holiday List for an Employee in the respective master.</p> <p>When an Employee applies for Leave, the days mentioned in the Holiday List will not be counted, as they are holidays already.</p> <blockquote> <p><strong>Note:</strong> If you have specified a Holiday List in the Employee master, then that Holiday List will be given priority as compared to the default Holiday List of the Company. You can form as many holiday lists as you wish. For example, if you have a factory, you can have one list for the factory workers and another list for office staff. You can manage between many lists by linking a Holiday List to the respective Employee.</p> </blockquote> <h3 id="24-holiday-list-in-workstation">2.4 Holiday List in Workstation</h3> <p>You can also set a Holiday List at workstation-level as shown in the screenshot below.</p> <p><img class="screenshot" alt="Holiday List" src="/files/holiday-list-workstation.png"></p> <p>The dates in the Holiday List tagged in the <a href="https://docs.erpnext.com/docs/v144/user/manual/en/manufacturing/workstation">Workstation</a> master will be considered as the days the Workstation will remain closed.</p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/leave-allocation">Leave Allocation</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/hr-settings">HR Settings</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Holiday List Holiday List is a list which contains the dates of holidays. Most organizations have a standard Holiday List for their employees. However, some of them may have different holiday lists based on different Locations or Departments. In ERPNext, you can configure multiple Holiday Lists and assign them to your employees based on your requirements. To access Holiday List, go to: Home > Human Resources > Leaves > Holiday List 1. How to create a Holiday List Go to Holiday List, click on New. Enter Holiday List Name. It can be based on the Fiscal Year or Location or Department as per the requirement. Select From Date and To Date for the Holiday List. 2. Features Some of the additional features in the Holiday List are as follows: 2.1 Adding Weekly Holidays You can quickly add Weekly Offs in the Holiday List as follows: In the 'Add Weekly Holidays' section, select the day in the Weekly Off field. Click on the 'Add to Holidays' button. 2.2 Adding Local Holidays You can quickly add local holidays to the Holiday List as follows: In the 'Add Local Holidays' section, select the country. Some countries have subdivisions with different or additional holidays. If you like, you can optionally select a specific subdivision. Click on the 'Add to Holidays' button. 2.3 Adding Holidays manually You can also add specific days manually by clicking on the 'Add row' option in the Holidays table. 3. Holiday List in Company You can set a default Holiday List at the company-level in the Company master in the 'Default Holiday List' field. 4. Holiday List in Employee If you have created multiple Holiday List, select a specific Holiday List for an Employee in the respective master. When an Employee applies for Leave, the days mentioned in the Holiday List will not be counted, as they are holidays already. Note: If you have specified a Holiday List in the Employee master, then that Holiday List will be given priority as compared to the default Holiday List of the Company. You can form as many holiday lists as you wish. For example, if you have a factory, you can have one list for the factory workers and another list for office staff. You can manage between many lists by linking a Holiday List to the respective Employee. 5. Holiday List in Workstation You can also set a Holiday List at workstation-level as shown in the screenshot below. The dates in the Holiday List tagged in the Workstation master will be considered as the days the Workstation will remain closed. 6. Related Topics Leave Allocation Leave Period Leave Policy HR Settings	# Holiday List Edit Page New Page Revisions Holiday List is a list which contains the dates of holidays. Most organizations have a standard Holiday List for their employees. However, some of them may have different holiday lists based on different Locations or Departments. In ERPNext, you can configure multiple Holiday Lists and assign them to your employees based on your requirements. To access Holiday List, go to: > Home > Human Resources > Leaves > Holiday List ## 1\. How to create a Holiday List 1. Go to Holiday List, click on New. 2. Enter Holiday List Name. It can be based on the Fiscal Year or Location or Department as per the requirement. 3. Select From Date and To Date for the Holiday List. ![Holiday List](/files/holiday-list-1.png) ## 2\. Features Some of the additional features in the Holiday List are as follows: ### 2.1 Adding Weekly Holidays You can quickly add Weekly Offs in the Holiday List as follows: 1. In the 'Add Weekly Holidays' section, select the day in the Weekly Off field. 2. Click on the 'Add to Holidays' button. ![Holiday List](/files/holiday-list-2.gif) ### 2.2 Adding Local Holidays You can quickly add local holidays to the Holiday List as follows: 1. In the 'Add Local Holidays' section, select the country. 2. Some countries have subdivisions with different or additional holidays. If you like, you can optionally select a specific subdivision. 3. Click on the 'Add to Holidays' button. ### 2.3 Adding Holidays manually You can also add specific days manually by clicking on the 'Add row' option in the Holidays table. ![Holiday List](/files/holiday-list-3.png) ## 3\. Holiday List in Company You can set a default Holiday List at the company-level in the Company master in the 'Default Holiday List' field. ![Holiday List](/files/default-holiday-list-company.png) ## 4\. Holiday List in Employee If you have created multiple Holiday List, select a specific Holiday List for an Employee in the respective master. When an Employee applies for Leave, the days mentioned in the Holiday List will not be counted, as they are holidays already. > Note: If you have specified a Holiday List in the Employee master, then > that Holiday List will be given priority as compared to the default Holiday > List of the Company. You can form as many holiday lists as you wish. For > example, if you have a factory, you can have one list for the factory > workers and another list for office staff. You can manage between many lists > by linking a Holiday List to the respective Employee. ## 5\. Holiday List in Workstation You can also set a Holiday List at workstation-level as shown in the screenshot below. ![Holiday List](/files/holiday-list-workstation.png) The dates in the Holiday List tagged in the [Workstation](/docs/v13/user/manual/en/manufacturing/workstation) master will be considered as the days the Workstation will remain closed. ## 6\. Related Topics 1. [Leave Allocation](/docs/v13/user/manual/en/human-resources/leave-allocation) 2. [Leave Period](/docs/v13/user/manual/en/human-resources/leave-period) 3. [Leave Policy](/docs/v13/user/manual/en/human-resources/leave-policy) 4. [HR Settings](/docs/v13/user/manual/en/human-resources/hr-settings) ##### Holiday List × rucha_mahabal edited 1 year ago Holiday List is a list which contains the dates of holidays. Most organizations have a standard Holiday List for their employees. However, some of them may have different holiday lists based on different Locations or Departments. In ERPNext, you can configure multiple Holiday Lists and assign them to your employees based on your requirements. To access Holiday List, go to: > Home > Human Resources > Leaves > Holiday List ## 1\. How to create a Holiday List 1. Go to Holiday List, click on New. 2. Enter Holiday List Name. It can be based on the Fiscal Year or Location or Department as per the requirement. 3. Select From Date and To Date for the Holiday List. ![Holiday List](/files/holiday-list-1.png) ## 2\. Features Some of the additional features in the Holiday List are as follows: ### 2.1 Adding Weekly Holidays You can quickly add Weekly Offs in the Holiday List as follows: 1. In the 'Add Weekly Holidays' section, select the day in the Weekly Off field. 2. Click on the 'Add to Holidays' button. 3. Save. Once the Weekly Offs are added, it is reflected in the Holidays table. > Note: You can add multiple days in the Weekly Offs. ![Holiday List](/files/holiday-list-2.gif) You can also add specific days (like festival holidays) manually by clicking on the 'Add row' option in the Holidays table. ![Holiday List](/files/holiday-list-3.png) > Note: Each time a new holiday is updated in the Holidays table, the > Total Holidays field gets updated. ### 2.2 Holiday List in Company You can set a default Holiday List at the company-level in the Company master in the 'Default Holiday List' field. ![Holiday List](/files/default-holiday-list-company.png) ### 2.3 Holiday List in Employee If you have created multiple Holiday List, select a specific Holiday List for an Employee in the respective master. When an Employee applies for Leave, the days mentioned in the Holiday List will not be counted, as they are holidays already. > Note: If you have specified a Holiday List in the Employee master, then > that Holiday List will be given priority as compared to the default Holiday > List of the Company. You can form as many holiday lists as you wish. For > example, if you have a factory, you can have one list for the factory > workers and another list for office staff. You can manage between many lists > by linking a Holiday List to the respective Employee. ### 2.4 Holiday List in Workstation You can also set a Holiday List at workstation-level as shown in the screenshot below. ![Holiday List](/files/holiday-list-workstation.png) The dates in the Holiday List tagged in the [Workstation](https://docs.erpnext.com/docs/v144/user/manual/en/manufacturing/workstation) master will be considered as the days the Workstation will remain closed. ## 3\. Related Topics 1. [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) 2. [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) 3. [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) 4. [HR Settings](/docs/v14/user/manual/en/human-resources/hr-settings) Previous Next
Leave Type	https://frappehr.com/docs/v14/en/leave-type	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leave Type</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>Leave Type refers to the types of leaves allocated to an Employee which they can use while making Leave Applications.</strong></p><p>You can create any number of Leave Types based on your company’s requirements.</p><p>To access Leave Type, go to:</p><blockquote><p>Home > Human Resources > Leaves > Leave Type</p></blockquote><h2>1. How to create a Leave Type</h2><ol><li><p>Go to Leave Type list, click on New.</p></li><li><p>Enter Leave Type Name.</p></li><li><p>Enter Maximum Leave Allocation Allowed, Applicable After (Working Days), Maximum Consecutive Leaves Allowed (optional).</p></li><li><p>Save.</p><p><img alt="" contenteditable="false" draggable="true" src="/files/22ZtSxQ.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></li></ol><p>Below is a detailed explanation of all the fields and checkboxes in Leave Type.</p><ul><li><p><strong>Maximum Leave Allocation Allowed:</strong> This field allows you to set the maximum number of the annual allocation of this Leave Type while creating the Leave Policy.</p></li><li><p><strong>Applicable After (Working Days):</strong> Enter the minimum number of working days here. Only the employees who have worked for this number of days or more will be allowed to apply for this particular leave type. Any other leaves (such as Casual Leave, Sick Leave.etc.) availed by the Employees after their joining date will also be considered while calculating working days of the Employee.</p></li><li><p><strong>Maximum Consecutive Leaves Allowed:</strong> It refers to the maximum number of days this particular Leave Type can be availed at a stretch. If an employee exceeds the maximum number of days, their extended leave will be considered as ‘Leave Without Pay'.</p></li><li><p><strong>Is Carry Forward:</strong> If checked, the balance leaves of this Leave Type will be carried forward to the next allocation period.</p></li><li><p><strong>Is Leave Without Pay:</strong> This ensures that the Leave Type will be treated as leaves without pay and salary will get deducted for this Leave Type.</p></li><li><p><strong>Is Optional Leave:</strong> Optional Leaves are holidays that Employees can choose to avail from a list of holidays published by the company. The Holiday List for Optional Leaves can have any number of holidays, but you can restrict the number of such leaves by setting the Max Days Leave Allowed field.</p></li><li><p><strong>Allow Negative Balance:</strong> If checked, the system will always allow to apply and approve <a href="/docs/v14/user/manual/en/human-resources/leave-application" rel="noopener noreferrer nofollow" target="_blank">Leave Applications</a> for the Leave Type, even if there is no leave balance.</p></li><li><p><strong>Allow Over Allocation:</strong> If checked, the system will allow allocating more leaves than the number of days in the allocation period.</p></li><li><p><strong>Include holidays within leaves as leaves:</strong> Check this option if you wish to count holidays within leaves as a ‘leave’. For example, if an Employee has applied for leave on Friday and Monday, and Saturday and Sunday are weekly offs, if the 'Include holidays within leaves as leaves' checkbox for the Leave Type is checked, the system will consider Saturday as Sunday as leaves too. Such holidays will be deducted from the total number of leaves.</p></li><li><p><strong>Is Compensatory:</strong> Compensatory leaves are leaves granted for working overtime or on holidays, normally compensated as an encashable leave. You can check this option to mark the Leave Type as compensatory. An Employee can request for compensatory leaves using <a href="/docs/v14/user/manual/en/human-resources/compensatory-leave-request" rel="noopener noreferrer nofollow" target="_blank">Compensatory Leave Request</a>.</p></li></ul><blockquote><p>Introduced in version 13</p></blockquote><ul><li><p><strong>Is Partially Paid Leaves:</strong> This checkbox ensures that Leave Type will be treated as partially paid and some part of daily earnings will be paid through salary slip. If this checkbox is enabled then a field "Fraction of Daily Salary Per Leave" appears where you can define the fraction of daily salary paid on the partial leave day.</p><p><img alt="" contenteditable="false" draggable="true" src="/files/8IeXPo5.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></li></ul><blockquote><p><strong>Note:</strong> The Leave Type can be either Leave Without pay or Partially Paid.</p></blockquote><h2>2. Features</h2><h3>2.1 Leave Encashment</h3><p>It is possible that Employees can receive cash from their Employer for unused leaves granted to them in a Leave Period. Not all Leave Types need to be encashable, so, you should set "Allow Encashment" for only those Leave Types which are encashable.</p><blockquote><p><strong>Note:</strong> Leave encashment is allowed only in the last month of the Leave Period.</p></blockquote><p><img alt="" contenteditable="false" draggable="true" src="/files/N7AiiYE.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><strong>Non-Encashable Leaves:</strong> This field indicates the number of leave days the Employees won't be able to encash. Above the mentioned days, the Employee is eligible to encash leaves.</p><p>For example, if there are 10 leaves of a particular Leave Type which is encashable, and the Employee has 8 leaves left. If Non-Encashable Leaves = 5, the Employee is given encashment of only 8 - 5 = 3 leaves.</p><p><strong>Earning Component:</strong> This field allows you to specify the Salary Component that will be encashed to Employees as a part of their Salary in the Salary Slip.</p><blockquote><p><strong>Note:</strong> On submitting a <a href="/docs/v14/user/manual/en/human-resources/leave-encashment" rel="noopener noreferrer nofollow" target="_blank">Leave Encashment</a> for an Employee, Frappe HR automatically creates an <a href="/docs/v14/user/manual/en/human-resources/additional-salary" rel="noopener noreferrer nofollow" target="_blank">Additional Salary</a> which will get added to the Salary Slip of the Employee when processing the next payroll.</p></blockquote><h3>2.2 Earned Leave</h3><p>Earned Leaves are leaves earned by an Employee after working with the company for a certain amount of time. Checking "Is Earned Leave" will allot leaves pro-rata basis by automatically updating Leave Allocation for leaves of this type at intervals set by 'Earned Leave Frequency'.</p><p>For example, an Employee is allotted 24 Privilege Leaves in a year, wherein the Privilege Leave is set as Earned Leave with Monthly allotment. In this case, the Employee will earn 2 (24 leaves/12 months) Privilege Leaves at the end of every month. The leave allotment process (background job) will only allot leaves considering the max leaves for the leave type and will round to 'Rounding' for fractions.</p><p><img alt="" contenteditable="false" draggable="true" src="/files/1SrI5mm.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><blockquote><p><strong>Note:</strong> The initial allocation of this Leave Type will be 0. Leaves will be updated at the end of the Month (or as per the 'Earned Leave Frequency' set).</p></blockquote><h3>2.3 Default Leave Types</h3><p>There are some pre-loaded Leave Types in the system, as below:</p><ul><li><p><strong>Leave Without Pay:</strong> You can avail these leaves for different purposes, such as extended medical issues, educational purposes, or unavoidable personal reasons. The 'Leave Without Pay' checkbox for this Leave Type is checked by default. The employee does not get paid for such leaves.</p></li><li><p><strong>Privilege leave:</strong> These are like earned leaves that can be availed for travel, family vacation, and so on.</p></li><li><p><strong>Sick leave:</strong> You can avail of these leaves if you are unwell.</p></li><li><p><strong>Compensatory off:</strong> These are compensatory leaves allotted to employees for overtime work. The 'Is Compensatory' checkbox for this Leave Type is checked by default.</p></li><li><p><strong>Casual leave:</strong> You can avail of this leave to take care of urgent and unseen matters.</p></li></ul><h2>3. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-period" rel="noopener noreferrer nofollow" target="_blank">Leave Period</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-allocation" rel="noopener noreferrer nofollow" target="_blank">Leave Allocation</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-application" rel="noopener noreferrer nofollow" target="_blank">Leave Application</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/compensatory-leave-request" rel="noopener noreferrer nofollow" target="_blank">Compensatory Leave Request</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-encashment" rel="noopener noreferrer nofollow" target="_blank">Leave Encashment</a></p></li></ol></div> </div> <input value="b1282dabae" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leave Type</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">akash edited 4 months ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p><strong>Leave Type refers to the types of leaves allocated to an Employee which they can use while making Leave Applications.</strong></p><p>You can create any number of Leave Types based on your company’s requirements.</p><p>To access Leave Type, go to:</p><blockquote><p>Home > Human Resources > Leaves > Leave Type</p></blockquote><h2>1. How to create a Leave Type</h2><ol><li><p>Go to Leave Type list, click on New.</p></li><li><p>Enter Leave Type Name.</p></li><li><p>Enter Max Leaves Allowed, Applicable After (Working Days), Maximum Continuous Days Applicable (optional).</p></li><li><p>Save.</p><p><img src="/files/new-leave-type.png" alt="New Leave Type"></p></li></ol><p>Below is a detailed explanation of all the fields and checkboxes in Leave Type.</p><ul><li><p><strong>Max Leaves Allowed:</strong> This field allows you to set the maximum number of the annual allocation of this Leave Type while creating the Leave Policy.</p></li><li><p><strong>Applicable After (Working Days):</strong> Enter the minimum number of working days here. Only the employees who have worked for this number of days or more will be allowed to apply for this particular leave type. Any other leaves (such as Casual Leave, Sick Leave.etc.) availed by the Employees after their joining date will also be considered while calculating working days of the Employee.</p></li><li><p><strong>Maximum Continuous Days Applicable:</strong> It refers to the maximum number of days this particular Leave Type can be availed at a stretch. If an employee exceeds the maximum number of days, their extended leave will be considered as ‘Leave Without Pay'.</p></li><li><p><strong>Is Carry Forward:</strong> If checked, the balance leaves of this Leave Type will be carried forward to the next allocation period.</p></li><li><p><strong>Is Leave Without Pay:</strong> This ensures that the Leave Type will be treated as leaves without pay and salary will get deducted for this Leave Type.</p></li><li><p><strong>Is Optional:</strong> Optional Leaves are holidays that Employees can choose to avail from a list of holidays published by the company. The Holiday List for Optional Leaves can have any number of holidays, but you can restrict the number of such leaves by setting the Max Days Leave Allowed field.</p></li><li><p><strong>Allow Negative Balance:</strong> If checked, the system will always allow to apply and approve <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-application">Leave Applications</a> for the Leave Type, even if there is no leave balance.</p></li><li><p><strong>Allow Over Allocation:</strong> If checked, the system will allow allocating more leaves than the number of days in the allocation period.</p></li><li><p><strong>Include holidays within leaves as leaves:</strong> Check this option if you wish to count holidays within leaves as a ‘leave’. For example, if an Employee has applied for leave on Friday and Monday, and Saturday and Sunday are weekly offs, if the 'Include holidays within leaves as leaves' checkbox for the Leave Type is checked, the system will consider Saturday as Sunday as leaves too. Such holidays will be deducted from the total number of leaves.</p></li><li><p><strong>Is Compensatory:</strong> Compensatory leaves are leaves granted for working overtime or on holidays, normally compensated as an encashable leave. You can check this option to mark the Leave Type as compensatory. An Employee can request for compensatory leaves using <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/compensatory-leave-request">Compensatory Leave Request</a>.</p></li></ul><blockquote><p>Introduced in version 13</p></blockquote><ul><li><p><strong>Is Partially Paid Leaves:</strong> This checkbox ensures that Leave Type will be treated as partially paid and some part of daily earnings will be paid through salary slip. If this checkbox is enabled then a field "Fraction of Daily Salary Per Leave" appears where you can define the fraction of daily salary paid on the partial leave day.</p><p><img src="/files/is-partially-paid-leaves.png" alt="New Leave Type"></p></li></ul><blockquote><p><strong>Note:</strong> The Leave Type can be either Leave Without pay or Partially Paid.</p></blockquote><h2>2. Features</h2><h3>2.1 Leave Encashment</h3><p>It is possible that Employees can receive cash from their Employer for unused leaves granted to them in a Leave Period. Not all Leave Types need to be encashable, so, you should set "Allow Encashment" for only those Leave Types which are encashable.</p><blockquote><p><strong>Note:</strong> Leave encashment is allowed only in the last month of the Leave Period.</p></blockquote><p><img src="/files/leave-encashment.png" alt="Leave Encashment"></p><p><strong>Encashment Threshold Days:</strong> This field indicates the number of leave days the Employees won't be able to encash. Above the mentioned days, the Employee is eligible to encash leaves.</p><p>For example, if there are 10 leaves of a particular Leave Type which is encashable, and the Employee has 8 leaves left. If Encashment Threshold Days = 5, the Employee is given encashment of only 8 - 5 = 3 leaves.</p><p><strong>Earning Component:</strong> This field allows you to specify the Salary Component that will be encashed to Employees as a part of their Salary in the Salary Slip.</p><blockquote><p><strong>Note:</strong> On submitting a <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-encashment">Leave Encashment</a> for an Employee, Frappe HR automatically creates an <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/additional-salary">Additional Salary</a> which will get added to the Salary Slip of the Employee when processing the next payroll.</p></blockquote><h3>2.2 Earned Leave</h3><p>Earned Leaves are leaves earned by an Employee after working with the company for a certain amount of time. Checking "Is Earned Leave" will allot leaves pro-rata basis by automatically updating Leave Allocation for leaves of this type at intervals set by 'Earned Leave Frequency'.</p><p>For example, an Employee is allotted 24 Privilege Leaves in a year, wherein the Privilege Leave is set as Earned Leave with Monthly allotment. In this case, the Employee will earn 2 (24 leaves/12 months) Privilege Leaves at the end of every month. The leave allotment process (background job) will only allot leaves considering the max leaves for the leave type and will round to 'Rounding' for fractions.</p><p><img src="/files/earned-leave.png" alt="Earned Leave"></p><blockquote><p><strong>Note:</strong> The initial allocation of this Leave Type will be 0. Leaves will be updated at the end of the Month (or as per the 'Earned Leave Frequency' set).</p></blockquote><h3>2.3 Default Leave Types</h3><p>There are some pre-loaded Leave Types in the system, as below:</p><ul><li><p><strong>Leave Without Pay:</strong> You can avail these leaves for different purposes, such as extended medical issues, educational purposes, or unavoidable personal reasons. The 'Leave Without Pay' checkbox for this Leave Type is checked by default. The employee does not get paid for such leaves.</p></li><li><p><strong>Privilege leave:</strong> These are like earned leaves that can be availed for travel, family vacation, and so on.</p></li><li><p><strong>Sick leave:</strong> You can avail of these leaves if you are unwell.</p></li><li><p><strong>Compensatory off:</strong> These are compensatory leaves allotted to employees for overtime work. The 'Is Compensatory' checkbox for this Leave Type is checked by default.</p></li><li><p><strong>Casual leave:</strong> You can avail of this leave to take care of urgent and unseen matters.</p></li></ul><h2>3. Related Topics</h2><ol><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-allocation">Leave Allocation</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-application">Leave Application</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/compensatory-leave-request">Compensatory Leave Request</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-encashment">Leave Encashment</a></p></li></ol></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leave Type Leave Type refers to the types of leaves allocated to an Employee which they can use while making Leave Applications. You can create any number of Leave Types based on your company’s requirements. To access Leave Type, go to: Home > Human Resources > Leaves > Leave Type 1. How to create a Leave Type Go to Leave Type list, click on New. Enter Leave Type Name. Enter Maximum Leave Allocation Allowed, Applicable After (Working Days), Maximum Consecutive Leaves Allowed (optional). Save. Below is a detailed explanation of all the fields and checkboxes in Leave Type. Maximum Leave Allocation Allowed: This field allows you to set the maximum number of the annual allocation of this Leave Type while creating the Leave Policy. Applicable After (Working Days): Enter the minimum number of working days here. Only the employees who have worked for this number of days or more will be allowed to apply for this particular leave type. Any other leaves (such as Casual Leave, Sick Leave.etc.) availed by the Employees after their joining date will also be considered while calculating working days of the Employee. Maximum Consecutive Leaves Allowed: It refers to the maximum number of days this particular Leave Type can be availed at a stretch. If an employee exceeds the maximum number of days, their extended leave will be considered as ‘Leave Without Pay'. Is Carry Forward: If checked, the balance leaves of this Leave Type will be carried forward to the next allocation period. Is Leave Without Pay: This ensures that the Leave Type will be treated as leaves without pay and salary will get deducted for this Leave Type. Is Optional Leave: Optional Leaves are holidays that Employees can choose to avail from a list of holidays published by the company. The Holiday List for Optional Leaves can have any number of holidays, but you can restrict the number of such leaves by setting the Max Days Leave Allowed field. Allow Negative Balance: If checked, the system will always allow to apply and approve Leave Applications for the Leave Type, even if there is no leave balance. Allow Over Allocation: If checked, the system will allow allocating more leaves than the number of days in the allocation period. Include holidays within leaves as leaves: Check this option if you wish to count holidays within leaves as a ‘leave’. For example, if an Employee has applied for leave on Friday and Monday, and Saturday and Sunday are weekly offs, if the 'Include holidays within leaves as leaves' checkbox for the Leave Type is checked, the system will consider Saturday as Sunday as leaves too. Such holidays will be deducted from the total number of leaves. Is Compensatory: Compensatory leaves are leaves granted for working overtime or on holidays, normally compensated as an encashable leave. You can check this option to mark the Leave Type as compensatory. An Employee can request for compensatory leaves using Compensatory Leave Request. Introduced in version 13 Is Partially Paid Leaves: This checkbox ensures that Leave Type will be treated as partially paid and some part of daily earnings will be paid through salary slip. If this checkbox is enabled then a field "Fraction of Daily Salary Per Leave" appears where you can define the fraction of daily salary paid on the partial leave day. Note: The Leave Type can be either Leave Without pay or Partially Paid. 2. Features 2.1 Leave Encashment It is possible that Employees can receive cash from their Employer for unused leaves granted to them in a Leave Period. Not all Leave Types need to be encashable, so, you should set "Allow Encashment" for only those Leave Types which are encashable. Note: Leave encashment is allowed only in the last month of the Leave Period. Non-Encashable Leaves: This field indicates the number of leave days the Employees won't be able to encash. Above the mentioned days, the Employee is eligible to encash leaves. For example, if there are 10 leaves of a particular Leave Type which is encashable, and the Employee has 8 leaves left. If Non-Encashable Leaves = 5, the Employee is given encashment of only 8 - 5 = 3 leaves. Earning Component: This field allows you to specify the Salary Component that will be encashed to Employees as a part of their Salary in the Salary Slip. Note: On submitting a Leave Encashment for an Employee, Frappe HR automatically creates an Additional Salary which will get added to the Salary Slip of the Employee when processing the next payroll. 2.2 Earned Leave Earned Leaves are leaves earned by an Employee after working with the company for a certain amount of time. Checking "Is Earned Leave" will allot leaves pro-rata basis by automatically updating Leave Allocation for leaves of this type at intervals set by 'Earned Leave Frequency'. For example, an Employee is allotted 24 Privilege Leaves in a year, wherein the Privilege Leave is set as Earned Leave with Monthly allotment. In this case, the Employee will earn 2 (24 leaves/12 months) Privilege Leaves at the end of every month. The leave allotment process (background job) will only allot leaves considering the max leaves for the leave type and will round to 'Rounding' for fractions. Note: The initial allocation of this Leave Type will be 0. Leaves will be updated at the end of the Month (or as per the 'Earned Leave Frequency' set). 2.3 Default Leave Types There are some pre-loaded Leave Types in the system, as below: Leave Without Pay: You can avail these leaves for different purposes, such as extended medical issues, educational purposes, or unavoidable personal reasons. The 'Leave Without Pay' checkbox for this Leave Type is checked by default. The employee does not get paid for such leaves. Privilege leave: These are like earned leaves that can be availed for travel, family vacation, and so on. Sick leave: You can avail of these leaves if you are unwell. Compensatory off: These are compensatory leaves allotted to employees for overtime work. The 'Is Compensatory' checkbox for this Leave Type is checked by default. Casual leave: You can avail of this leave to take care of urgent and unseen matters. 3. Related Topics Leave Period Leave Policy Leave Allocation Leave Application Compensatory Leave Request Leave Encashment	# Leave Type Edit Page New Page Revisions Leave Type refers to the types of leaves allocated to an Employee which they can use while making Leave Applications. You can create any number of Leave Types based on your company’s requirements. To access Leave Type, go to: > Home > Human Resources > Leaves > Leave Type ## 1\. How to create a Leave Type 1. Go to Leave Type list, click on New. 2. Enter Leave Type Name. 3. Enter Maximum Leave Allocation Allowed, Applicable After (Working Days), Maximum Consecutive Leaves Allowed (optional). 4. Save. ![](/files/22ZtSxQ.png) Below is a detailed explanation of all the fields and checkboxes in Leave Type. * Maximum Leave Allocation Allowed: This field allows you to set the maximum number of the annual allocation of this Leave Type while creating the Leave Policy. * Applicable After (Working Days): Enter the minimum number of working days here. Only the employees who have worked for this number of days or more will be allowed to apply for this particular leave type. Any other leaves (such as Casual Leave, Sick Leave.etc.) availed by the Employees after their joining date will also be considered while calculating working days of the Employee. * Maximum Consecutive Leaves Allowed: It refers to the maximum number of days this particular Leave Type can be availed at a stretch. If an employee exceeds the maximum number of days, their extended leave will be considered as ‘Leave Without Pay'. * Is Carry Forward: If checked, the balance leaves of this Leave Type will be carried forward to the next allocation period. * Is Leave Without Pay: This ensures that the Leave Type will be treated as leaves without pay and salary will get deducted for this Leave Type. * Is Optional Leave: Optional Leaves are holidays that Employees can choose to avail from a list of holidays published by the company. The Holiday List for Optional Leaves can have any number of holidays, but you can restrict the number of such leaves by setting the Max Days Leave Allowed field. * Allow Negative Balance: If checked, the system will always allow to apply and approve [Leave Applications](/docs/v14/user/manual/en/human-resources/leave-application) for the Leave Type, even if there is no leave balance. * Allow Over Allocation: If checked, the system will allow allocating more leaves than the number of days in the allocation period. * Include holidays within leaves as leaves: Check this option if you wish to count holidays within leaves as a ‘leave’. For example, if an Employee has applied for leave on Friday and Monday, and Saturday and Sunday are weekly offs, if the 'Include holidays within leaves as leaves' checkbox for the Leave Type is checked, the system will consider Saturday as Sunday as leaves too. Such holidays will be deducted from the total number of leaves. * Is Compensatory: Compensatory leaves are leaves granted for working overtime or on holidays, normally compensated as an encashable leave. You can check this option to mark the Leave Type as compensatory. An Employee can request for compensatory leaves using [Compensatory Leave Request](/docs/v14/user/manual/en/human-resources/compensatory-leave-request). > Introduced in version 13 * Is Partially Paid Leaves: This checkbox ensures that Leave Type will be treated as partially paid and some part of daily earnings will be paid through salary slip. If this checkbox is enabled then a field "Fraction of Daily Salary Per Leave" appears where you can define the fraction of daily salary paid on the partial leave day. ![](/files/8IeXPo5.png) > Note: The Leave Type can be either Leave Without pay or Partially Paid. ## 2\. Features ### 2.1 Leave Encashment It is possible that Employees can receive cash from their Employer for unused leaves granted to them in a Leave Period. Not all Leave Types need to be encashable, so, you should set "Allow Encashment" for only those Leave Types which are encashable. > Note: Leave encashment is allowed only in the last month of the Leave > Period. ![](/files/N7AiiYE.png) Non-Encashable Leaves: This field indicates the number of leave days the Employees won't be able to encash. Above the mentioned days, the Employee is eligible to encash leaves. For example, if there are 10 leaves of a particular Leave Type which is encashable, and the Employee has 8 leaves left. If Non-Encashable Leaves = 5, the Employee is given encashment of only 8 - 5 = 3 leaves. Earning Component: This field allows you to specify the Salary Component that will be encashed to Employees as a part of their Salary in the Salary Slip. > Note: On submitting a [Leave Encashment](/docs/v14/user/manual/en/human- > resources/leave-encashment) for an Employee, Frappe HR automatically creates > an [Additional Salary](/docs/v14/user/manual/en/human-resources/additional- > salary) which will get added to the Salary Slip of the Employee when > processing the next payroll. ### 2.2 Earned Leave Earned Leaves are leaves earned by an Employee after working with the company for a certain amount of time. Checking "Is Earned Leave" will allot leaves pro-rata basis by automatically updating Leave Allocation for leaves of this type at intervals set by 'Earned Leave Frequency'. For example, an Employee is allotted 24 Privilege Leaves in a year, wherein the Privilege Leave is set as Earned Leave with Monthly allotment. In this case, the Employee will earn 2 (24 leaves/12 months) Privilege Leaves at the end of every month. The leave allotment process (background job) will only allot leaves considering the max leaves for the leave type and will round to 'Rounding' for fractions. ![](/files/1SrI5mm.png) > Note: The initial allocation of this Leave Type will be 0. Leaves will > be updated at the end of the Month (or as per the 'Earned Leave Frequency' > set). ### 2.3 Default Leave Types There are some pre-loaded Leave Types in the system, as below: * Leave Without Pay: You can avail these leaves for different purposes, such as extended medical issues, educational purposes, or unavoidable personal reasons. The 'Leave Without Pay' checkbox for this Leave Type is checked by default. The employee does not get paid for such leaves. * Privilege leave: These are like earned leaves that can be availed for travel, family vacation, and so on. * Sick leave: You can avail of these leaves if you are unwell. * Compensatory off: These are compensatory leaves allotted to employees for overtime work. The 'Is Compensatory' checkbox for this Leave Type is checked by default. * Casual leave: You can avail of this leave to take care of urgent and unseen matters. ## 3\. Related Topics 1. [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) 2. [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) 3. [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) 4. [Leave Application](/docs/v14/user/manual/en/human-resources/leave-application) 5. [Compensatory Leave Request](/docs/v14/user/manual/en/human-resources/compensatory-leave-request) 6. [Leave Encashment](/docs/v14/user/manual/en/human-resources/leave-encashment) ##### Leave Type × akash edited 4 months ago Leave Type refers to the types of leaves allocated to an Employee which they can use while making Leave Applications. You can create any number of Leave Types based on your company’s requirements. To access Leave Type, go to: > Home > Human Resources > Leaves > Leave Type ## 1\. How to create a Leave Type 1. Go to Leave Type list, click on New. 2. Enter Leave Type Name. 3. Enter Max Leaves Allowed, Applicable After (Working Days), Maximum Continuous Days Applicable (optional). 4. Save. ![New Leave Type](/files/new-leave-type.png) Below is a detailed explanation of all the fields and checkboxes in Leave Type. * Max Leaves Allowed: This field allows you to set the maximum number of the annual allocation of this Leave Type while creating the Leave Policy. * Applicable After (Working Days): Enter the minimum number of working days here. Only the employees who have worked for this number of days or more will be allowed to apply for this particular leave type. Any other leaves (such as Casual Leave, Sick Leave.etc.) availed by the Employees after their joining date will also be considered while calculating working days of the Employee. * Maximum Continuous Days Applicable: It refers to the maximum number of days this particular Leave Type can be availed at a stretch. If an employee exceeds the maximum number of days, their extended leave will be considered as ‘Leave Without Pay'. * Is Carry Forward: If checked, the balance leaves of this Leave Type will be carried forward to the next allocation period. * Is Leave Without Pay: This ensures that the Leave Type will be treated as leaves without pay and salary will get deducted for this Leave Type. * Is Optional: Optional Leaves are holidays that Employees can choose to avail from a list of holidays published by the company. The Holiday List for Optional Leaves can have any number of holidays, but you can restrict the number of such leaves by setting the Max Days Leave Allowed field. * Allow Negative Balance: If checked, the system will always allow to apply and approve [Leave Applications](/docs/v14/user/manual/en/human-resources/leave-application) for the Leave Type, even if there is no leave balance. * Allow Over Allocation: If checked, the system will allow allocating more leaves than the number of days in the allocation period. * Include holidays within leaves as leaves: Check this option if you wish to count holidays within leaves as a ‘leave’. For example, if an Employee has applied for leave on Friday and Monday, and Saturday and Sunday are weekly offs, if the 'Include holidays within leaves as leaves' checkbox for the Leave Type is checked, the system will consider Saturday as Sunday as leaves too. Such holidays will be deducted from the total number of leaves. * Is Compensatory: Compensatory leaves are leaves granted for working overtime or on holidays, normally compensated as an encashable leave. You can check this option to mark the Leave Type as compensatory. An Employee can request for compensatory leaves using [Compensatory Leave Request](/docs/v14/user/manual/en/human-resources/compensatory-leave-request). > Introduced in version 13 * Is Partially Paid Leaves: This checkbox ensures that Leave Type will be treated as partially paid and some part of daily earnings will be paid through salary slip. If this checkbox is enabled then a field "Fraction of Daily Salary Per Leave" appears where you can define the fraction of daily salary paid on the partial leave day. ![New Leave Type](/files/is-partially-paid-leaves.png) > Note: The Leave Type can be either Leave Without pay or Partially Paid. ## 2\. Features ### 2.1 Leave Encashment It is possible that Employees can receive cash from their Employer for unused leaves granted to them in a Leave Period. Not all Leave Types need to be encashable, so, you should set "Allow Encashment" for only those Leave Types which are encashable. > Note: Leave encashment is allowed only in the last month of the Leave > Period. ![Leave Encashment](/files/leave-encashment.png) Encashment Threshold Days: This field indicates the number of leave days the Employees won't be able to encash. Above the mentioned days, the Employee is eligible to encash leaves. For example, if there are 10 leaves of a particular Leave Type which is encashable, and the Employee has 8 leaves left. If Encashment Threshold Days = 5, the Employee is given encashment of only 8 - 5 = 3 leaves. Earning Component: This field allows you to specify the Salary Component that will be encashed to Employees as a part of their Salary in the Salary Slip. > Note: On submitting a [Leave Encashment](/docs/v14/user/manual/en/human- > resources/leave-encashment) for an Employee, Frappe HR automatically creates > an [Additional Salary](/docs/v14/user/manual/en/human-resources/additional- > salary) which will get added to the Salary Slip of the Employee when > processing the next payroll. ### 2.2 Earned Leave Earned Leaves are leaves earned by an Employee after working with the company for a certain amount of time. Checking "Is Earned Leave" will allot leaves pro-rata basis by automatically updating Leave Allocation for leaves of this type at intervals set by 'Earned Leave Frequency'. For example, an Employee is allotted 24 Privilege Leaves in a year, wherein the Privilege Leave is set as Earned Leave with Monthly allotment. In this case, the Employee will earn 2 (24 leaves/12 months) Privilege Leaves at the end of every month. The leave allotment process (background job) will only allot leaves considering the max leaves for the leave type and will round to 'Rounding' for fractions. ![Earned Leave](/files/earned-leave.png) > Note: The initial allocation of this Leave Type will be 0. Leaves will > be updated at the end of the Month (or as per the 'Earned Leave Frequency' > set). ### 2.3 Default Leave Types There are some pre-loaded Leave Types in the system, as below: * Leave Without Pay: You can avail these leaves for different purposes, such as extended medical issues, educational purposes, or unavoidable personal reasons. The 'Leave Without Pay' checkbox for this Leave Type is checked by default. The employee does not get paid for such leaves. * Privilege leave: These are like earned leaves that can be availed for travel, family vacation, and so on. * Sick leave: You can avail of these leaves if you are unwell. * Compensatory off: These are compensatory leaves allotted to employees for overtime work. The 'Is Compensatory' checkbox for this Leave Type is checked by default. * Casual leave: You can avail of this leave to take care of urgent and unseen matters. ## 3\. Related Topics 1. [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) 2. [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) 3. [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) 4. [Leave Application](/docs/v14/user/manual/en/human-resources/leave-application) 5. [Compensatory Leave Request](/docs/v14/user/manual/en/human-resources/compensatory-leave-request) 6. [Leave Encashment](/docs/v14/user/manual/en/human-resources/leave-encashment) Previous Next
Leave Period	https://frappehr.com/docs/v14/en/leave-period	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leave Period</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>A Leave Period is a duration of time for which leaves are allocated.</strong></p><p>Most companies manage leaves based on a Leave Period, corresponding to a calendar year or the fiscal year. To access Leave Period, go to:</p><p>> Home > Human Resources > Leaves > Leave Period</p><h2>1. Prerequisites</h2><p>Before creating a Leave Period, it is advisable to create the following:</p><ul><li><p><a href="/docs/v14/user/manual/en/setting-up/company-setup" rel="noopener noreferrer nofollow" target="_blank">Company</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/holiday-list" rel="noopener noreferrer nofollow" target="_blank">Holiday List</a></p></li></ul><h2>2. How to create a Leave Period</h2><ol><li><p>Go to Leave Period list, click on New.</p></li><li><p>Enter the From Date and To Date of the Leave Period.</p></li><li><p>Select the Company name for which the Leave Period is applicable.</p></li><li><p>Save.</p></li></ol><p>The Leave Period also allows you to select a <a href="/docs/v14/user/manual/en/human-resources/holiday-list" rel="noopener noreferrer nofollow" target="_blank">Holiday List for Optional Leaves</a> (optional) which will be considered for allocating Optional Leaves for the period.</p><p>> <strong>Note:</strong> The 'Holiday List for Optional Leaves' is not the same as the usual 'Holiday List'. This list will contain a list of optional holidays only. 'Holiday List for Optional Leaves' can be created from the <a href="/docs/v14/user/manual/en/human-resources/holiday-list" rel="noopener noreferrer nofollow" target="_blank">Holiday List</a> document. You can create two Holiday Lists for a Leave Period; one containing the usual set of holidays and the other for optional holidays.</p><p>Additionally, you can check the 'Is Active' checkbox if you want to enable this particular Leave Period.</p><p><img alt="Leave Period" class="screenshot" contenteditable="false" draggable="true" src="/files/leave-period.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>3. Granting leaves based on Leave Period</h2><p>To grant leaves based on Leave Period, use the <a href="https://frappehr.com/docs/v14/en/leave-policy-assignment" rel="noopener noreferrer nofollow" target="_blank">Leave Policy Assignment</a>.</p><h2>4. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-allocation" rel="noopener noreferrer nofollow" target="_blank">Leave Allocation</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-type" rel="noopener noreferrer nofollow" target="_blank">Leave Type</a></p></li></ol></div> </div> <input value="80b1ec33ce" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leave Period</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">akash edited 4 months ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>A Leave Period is a duration of time for which leaves are allocated.</strong></p> <p>Most companies manage leaves based on a Leave Period, corresponding to a calendar year or the fiscal year. To access Leave Period, go to:</p> <blockquote> <p>Home > Human Resources > Leaves > Leave Period</p> </blockquote> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating a Leave Period, it is advisable to create the following:</p> <ul> <li><a href="/docs/v14/user/manual/en/setting-up/company-setup">Company</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/holiday-list">Holiday List</a></li> </ul> <h2 id="2-how-to-create-a-leave-period">2. How to create a Leave Period</h2> <ol> <li>Go to Leave Period list, click on New.</li> <li>Enter the From Date and To Date of the Leave Period.</li> <li>Select the Company name for which the Leave Period is applicable.</li> <li>Save.</li> </ol> <p>The Leave Period also allows you to select a <a href="/docs/v14/user/manual/en/human-resources/holiday-list">Holiday List for Optional Leaves</a> (optional) which will be considered for allocating Optional Leaves for the period.</p> <blockquote> <p><strong>Note:</strong> The 'Holiday List for Optional Leaves' is not the same as the usual 'Holiday List'. This list will contain a list of optional holidays only. 'Holiday List for Optional Leaves' can be created from the <a href="/docs/v14/user/manual/en/human-resources/holiday-list">Holiday List</a> document. You can create two Holiday Lists for a Leave Period; one containing the usual set of holidays and the other for optional holidays.</p> </blockquote> <p>Additionally, you can check the 'Is Active' checkbox if you want to enable this particular Leave Period.</p> <p><img class="screenshot" alt="Leave Period" src="/files/leave-period.png"></p> <h2 id="3-granting-leave-using-leave-period">3. Granting leave using Leave Period</h2> <blockquote> <p>In version 12, leaves could be granted via Leave Period through the "Grant Leaves" button. In version 13, leaves will be granted using <a href="/docs/v14/user/manual/en/human-resources/leave-policy-assignment">Leave Policy Assignment</a>.</p> </blockquote> <p>Once the information is saved, the Leave Period will also be used as a tool to help you grant leaves for a category of employees.</p> <p>The <strong>Grant</strong> button will generate Leave Allocations based on the <a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a> applicable to each Employee. You can allocate leaves based on <a href="/docs/v14/user/manual/en/human-resources/employee-grade">Employee Grade</a>, <a href="/docs/v14/user/manual/en/human-resources/department">Department</a> or <a href="/docs/v14/user/manual/en/human-resources/designation">Designation</a> as shown below.</p> <p><img class="screenshot" alt="Leave Period" src="/files/grant-button.gif"></p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/leave-allocation">Leave Allocation</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-type">Leave Type</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leave Period A Leave Period is a duration of time for which leaves are allocated. Most companies manage leaves based on a Leave Period, corresponding to a calendar year or the fiscal year. To access Leave Period, go to: > Home > Human Resources > Leaves > Leave Period 1. Prerequisites Before creating a Leave Period, it is advisable to create the following: Company Holiday List 2. How to create a Leave Period Go to Leave Period list, click on New. Enter the From Date and To Date of the Leave Period. Select the Company name for which the Leave Period is applicable. Save. The Leave Period also allows you to select a Holiday List for Optional Leaves (optional) which will be considered for allocating Optional Leaves for the period. > Note: The 'Holiday List for Optional Leaves' is not the same as the usual 'Holiday List'. This list will contain a list of optional holidays only. 'Holiday List for Optional Leaves' can be created from the Holiday List document. You can create two Holiday Lists for a Leave Period; one containing the usual set of holidays and the other for optional holidays. Additionally, you can check the 'Is Active' checkbox if you want to enable this particular Leave Period. 3. Granting leaves based on Leave Period To grant leaves based on Leave Period, use the Leave Policy Assignment. 4. Related Topics Leave Allocation Leave Policy Leave Type	# Leave Period Edit Page New Page Revisions A Leave Period is a duration of time for which leaves are allocated. Most companies manage leaves based on a Leave Period, corresponding to a calendar year or the fiscal year. To access Leave Period, go to: > Home > Human Resources > Leaves > Leave Period ## 1\. Prerequisites Before creating a Leave Period, it is advisable to create the following: * [Company](/docs/v14/user/manual/en/setting-up/company-setup) * [Holiday List](/docs/v14/user/manual/en/human-resources/holiday-list) ## 2\. How to create a Leave Period 1. Go to Leave Period list, click on New. 2. Enter the From Date and To Date of the Leave Period. 3. Select the Company name for which the Leave Period is applicable. 4. Save. The Leave Period also allows you to select a [Holiday List for Optional Leaves](/docs/v14/user/manual/en/human-resources/holiday-list) (optional) which will be considered for allocating Optional Leaves for the period. > Note: The 'Holiday List for Optional Leaves' is not the same as the > usual 'Holiday List'. This list will contain a list of optional holidays > only. 'Holiday List for Optional Leaves' can be created from the [Holiday > List](/docs/v14/user/manual/en/human-resources/holiday-list) document. You > can create two Holiday Lists for a Leave Period; one containing the usual > set of holidays and the other for optional holidays. Additionally, you can check the 'Is Active' checkbox if you want to enable this particular Leave Period. ![Leave Period](/files/leave-period.png) ## 3\. Granting leaves based on Leave Period To grant leaves based on Leave Period, use the [Leave Policy Assignment](https://frappehr.com/docs/v14/en/leave-policy-assignment). ## 4\. Related Topics 1. [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) 2. [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) 3. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) ##### Leave Period × akash edited 4 months ago A Leave Period is a duration of time for which leaves are allocated. Most companies manage leaves based on a Leave Period, corresponding to a calendar year or the fiscal year. To access Leave Period, go to: > Home > Human Resources > Leaves > Leave Period ## 1\. Prerequisites Before creating a Leave Period, it is advisable to create the following: * [Company](/docs/v14/user/manual/en/setting-up/company-setup) * [Holiday List](/docs/v14/user/manual/en/human-resources/holiday-list) ## 2\. How to create a Leave Period 1. Go to Leave Period list, click on New. 2. Enter the From Date and To Date of the Leave Period. 3. Select the Company name for which the Leave Period is applicable. 4. Save. The Leave Period also allows you to select a [Holiday List for Optional Leaves](/docs/v14/user/manual/en/human-resources/holiday-list) (optional) which will be considered for allocating Optional Leaves for the period. > Note: The 'Holiday List for Optional Leaves' is not the same as the > usual 'Holiday List'. This list will contain a list of optional holidays > only. 'Holiday List for Optional Leaves' can be created from the [Holiday > List](/docs/v14/user/manual/en/human-resources/holiday-list) document. You > can create two Holiday Lists for a Leave Period; one containing the usual > set of holidays and the other for optional holidays. Additionally, you can check the 'Is Active' checkbox if you want to enable this particular Leave Period. ![Leave Period](/files/leave-period.png) ## 3\. Granting leave using Leave Period > In version 12, leaves could be granted via Leave Period through the "Grant > Leaves" button. In version 13, leaves will be granted using [Leave Policy > Assignment](/docs/v14/user/manual/en/human-resources/leave-policy- > assignment). Once the information is saved, the Leave Period will also be used as a tool to help you grant leaves for a category of employees. The Grant button will generate Leave Allocations based on the [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) applicable to each Employee. You can allocate leaves based on [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade), [Department](/docs/v14/user/manual/en/human-resources/department) or [Designation](/docs/v14/user/manual/en/human-resources/designation) as shown below. ![Leave Period](/files/grant-button.gif) ## 3\. Related Topics 1. [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) 2. [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) 3. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) Previous Next
Leave Policy	https://frappehr.com/docs/v14/en/leave-policy	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leave Policy</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>The amount of entitled leaves in a Company for an Employee in a Leave Period is known as Leave Policy.</strong></p><p>It is a practice for many enterprises to enforce a general Leave Policy to effectively track and manage Employee leaves. Frappe HR allows you to create and manage multiple Leave Policies and allocate leaves to Employees as defined by the policy.</p><p>To access Leave Policy, go to:</p><blockquote><p>Home > Human Resources > Leaves > Leave Policy</p></blockquote><h2>1. How to create a Leave Policy</h2><ol><li><p>Go to Leave Policy list, click on New.</p></li><li><p>Select the Leave Type and enter its Annual Allocation.</p></li><li><p>Save and Submit.</p><p><img alt="Leave Policy" src="/files/leave-policy.png"></p></li></ol><p>Once submitted, you can create <a href="/docs/v14/user/manual/en/human-resources/leave-policy-assignment" rel="noopener noreferrer nofollow" target="_blank">Leave Policy Assignment</a> to assign this policy to multiple employees.</p><h2>2. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-period" rel="noopener noreferrer nofollow" target="_blank">Leave Period</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-type" rel="noopener noreferrer nofollow" target="_blank">Leave Type</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-policy-assignment" rel="noopener noreferrer nofollow" target="_blank">Leave Policy Assignment</a></p></li></ol></div> </div> <input value="6f52f394c3" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leave Policy</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>The amount of entitled leaves in a Company for an Employee in a Leave Period is known as Leave Policy.</strong></p> <p>It is a practice for many enterprises to enforce a general Leave Policy to effectively track and manage Employee leaves. ERPNext allows you to create and manage multiple Leave Policies and allocate leaves to Employees as defined by the policy.</p> <p>To access Leave Policy, go to:</p> <blockquote> <p>Home > Human Resources > Leaves > Leave Policy</p> </blockquote> <h2 id="1-how-to-create-a-leave-policy">1. How to create a Leave Policy</h2> <ol> <li>Go to Leave Policy list, click on New.</li> <li>Select the Leave Type and enter its Annual Allocation.</li> <li><p>Save and Submit.</p> <p><img class="screenshot" alt="Leave Policy" src="/files/leave-policy.png"></p></li> </ol> <p>Once submitted, you can create <a href="/docs/v14/user/manual/en/human-resources/leave-policy-assignment">Leave Policy Assignment</a> to assign this policy to multiple employees.</p> <h2 id="2-related-topics">2. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-type">Leave Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-policy-assignment">Leave Policy Assignment</a></li> </ol> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leave Policy The amount of entitled leaves in a Company for an Employee in a Leave Period is known as Leave Policy. It is a practice for many enterprises to enforce a general Leave Policy to effectively track and manage Employee leaves. Frappe HR allows you to create and manage multiple Leave Policies and allocate leaves to Employees as defined by the policy. To access Leave Policy, go to: Home > Human Resources > Leaves > Leave Policy 1. How to create a Leave Policy Go to Leave Policy list, click on New. Select the Leave Type and enter its Annual Allocation. Save and Submit. Once submitted, you can create Leave Policy Assignment to assign this policy to multiple employees. 2. Related Topics Leave Period Leave Type Leave Policy Assignment	# Leave Policy Edit Page New Page Revisions The amount of entitled leaves in a Company for an Employee in a Leave Period is known as Leave Policy. It is a practice for many enterprises to enforce a general Leave Policy to effectively track and manage Employee leaves. Frappe HR allows you to create and manage multiple Leave Policies and allocate leaves to Employees as defined by the policy. To access Leave Policy, go to: > Home > Human Resources > Leaves > Leave Policy ## 1\. How to create a Leave Policy 1. Go to Leave Policy list, click on New. 2. Select the Leave Type and enter its Annual Allocation. 3. Save and Submit. ![Leave Policy](/files/leave-policy.png) Once submitted, you can create [Leave Policy Assignment](/docs/v14/user/manual/en/human-resources/leave-policy-assignment) to assign this policy to multiple employees. ## 2\. Related Topics 1. [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) 2. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) 3. [Leave Policy Assignment](/docs/v14/user/manual/en/human-resources/leave-policy-assignment) ##### Leave Policy × rucha_mahabal edited 1 year ago The amount of entitled leaves in a Company for an Employee in a Leave Period is known as Leave Policy. It is a practice for many enterprises to enforce a general Leave Policy to effectively track and manage Employee leaves. ERPNext allows you to create and manage multiple Leave Policies and allocate leaves to Employees as defined by the policy. To access Leave Policy, go to: > Home > Human Resources > Leaves > Leave Policy ## 1\. How to create a Leave Policy 1. Go to Leave Policy list, click on New. 2. Select the Leave Type and enter its Annual Allocation. 3. Save and Submit. ![Leave Policy](/files/leave-policy.png) Once submitted, you can create [Leave Policy Assignment](/docs/v14/user/manual/en/human-resources/leave-policy-assignment) to assign this policy to multiple employees. ## 2\. Related Topics 1. [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) 2. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) 3. [Leave Policy Assignment](/docs/v14/user/manual/en/human-resources/leave-policy-assignment) Previous Next
Leave Policy Assignment	https://frappehr.com/docs/v14/en/leave-policy-assignment	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leave Policy Assignment</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><blockquote><p>Introduced in Version 13</p></blockquote><p>Leave Policy Assignment in Frappe HR is used to assign leaves to employees based on created policies. To access Leave policy assignment, go to:</p><blockquote><p>Home > Human Resources > Leaves > Leave Policy Assignment</p></blockquote><h2>1. Prerequisites</h2><p>Before creating a Leave Policy Assignment, it is advisable to create the following:</p><ul><li><p><a href="/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a></p></li></ul><h2>2. How to create a Leave Policy Assignment</h2><ol><li><p>Go to Leave Policy Assignment, click on New.</p></li><li><p>Select Employee and Leave Policy.</p></li><li><p>Select Assignment based on the following as needed:</p><ul><li><p>If "Assignment based on" is set to Leave Period, you need to select the applicable Leave Period. The Effective From and Effective To dates will be set automatically based on the Leave Period selected.</p></li><li><p>If "Assignment based on" is set to Joining Date, the Effective From date will be set to the employee's Date of Joining.</p></li><li><p>If "Assignment based on" is left blank, then you will have to set the Effective From and Effective To date manually.</p></li></ul></li><li><p>Save and Submit.</p></li></ol><p><img alt="Leave Policy Assignment" class="screenshot" contenteditable="false" draggable="true" src="/files/leave-policy-assignment.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>On submission, Leave Allocation documents would be created automatically based on the <a href="/docs/v14/user/manual/en/human-resources/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a> as shown below.</p><p><img alt="Leave Allocations" class="screenshot" contenteditable="false" draggable="true" src="/files/granted-leaves.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h2>3. Features</h2><h3>3.1 Bulk Leave Policy Assignment</h3><p>Frappe HR also allows creating Leave Policy Assignments for multiple employees at once.</p><ol><li><p>Go to the Leave Policy Assignment list.</p></li><li><p>Click on Bulk Leave Policy Assignment.</p></li><li><p>This will take you to the <a href="https://frappehr.com/docs/v14/en/leave-control-panel" rel="noopener noreferrer nofollow" target="_blank">Leave Control Panel</a>, where you can assign Leave Policies in bulk.</p></li></ol><p><img alt="" class="screenshot" contenteditable="false" draggable="true" src="/files/NUL3M8C.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><h3>3.2 Allocating Earned Leaves</h3><p>Leave Policy Assignments can also be used to allocate <a href="https://frappehr.com/docs/v14/en/configuring-earned-leave" rel="noopener noreferrer nofollow" target="_blank">Earned Leaves</a>.</p></div> </div> <input value="84d5364e99" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leave Policy Assignment</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">akash edited 4 months ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><blockquote><p>Introduced in Version 13</p></blockquote><p>Leave Policy Assignment in Frappe HR is used to assign leaves to employees based on created policies. To access Leave policy assignment, go to:</p><blockquote><p>Home > Human Resources > Leaves > Leave Policy Assignment</p></blockquote><h2>1. Prerequisites</h2><p>Before creating a Leave Policy Assignment, it is advisable to create the following:</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></p></li></ul><h2>2. How to create a Leave Policy Assignment</h2><ol><li><p>Go to Leave Policy Assignment, click on New.</p></li><li><p>Select Employee and Leave Policy.</p></li><li><p>Select Assignment based on the following as needed:</p><ul><li><p>If "Assignment based on" is set to Leave Period, you need to select the applicable Leave Period. The Effective From and Effective To dates will be set automatically based on the Leave Period selected.</p></li><li><p>If "Assignment based on" is set to Joining Date, the Effective From date will be set to the employee's Date of Joining.</p></li><li><p>If "Assignment based on" is left blank, then you will have to set the Effective From and Effective To date manually.</p></li></ul></li><li><p>Save and Submit.</p></li></ol><p><img class="screenshot" src="/files/leave-policy-assignment.png" alt="Leave Policy Assignment" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><p>On submission, Leave Allocation documents would be created automatically based on the <a target="_blank" rel="noopener noreferrer nofollow" href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a> as shown below.</p><p><img class="screenshot" src="/files/granted-leaves.png" alt="Leave Allocations" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p><h2>3. Features</h2><h3>3.1 Bulk Leave Policy Assignment</h3><p>Frappe HR also allows creating Leave Policy Assignments for multiple employees at once.</p><ol><li><p>Go to the Leave Policy Assignment list.</p></li><li><p>Click on Bulk Leave Policy Assignment.</p></li><li><p>This will take you to the <a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/en/leave-control-panel">Leave Control Panel</a>, where you can assign Leave Policies in bulk.</p></li></ol><p><img src="/files/NUL3M8C.png" alt="" contenteditable="false" draggable="true"><img class="ProseMirror-separator" alt=""><br class="ProseMirror-trailingBreak"></p></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leave Policy Assignment Introduced in Version 13 Leave Policy Assignment in Frappe HR is used to assign leaves to employees based on created policies. To access Leave policy assignment, go to: Home > Human Resources > Leaves > Leave Policy Assignment 1. Prerequisites Before creating a Leave Policy Assignment, it is advisable to create the following: Employee Leave Policy 2. How to create a Leave Policy Assignment Go to Leave Policy Assignment, click on New. Select Employee and Leave Policy. Select Assignment based on the following as needed: If "Assignment based on" is set to Leave Period, you need to select the applicable Leave Period. The Effective From and Effective To dates will be set automatically based on the Leave Period selected. If "Assignment based on" is set to Joining Date, the Effective From date will be set to the employee's Date of Joining. If "Assignment based on" is left blank, then you will have to set the Effective From and Effective To date manually. Save and Submit. On submission, Leave Allocation documents would be created automatically based on the Leave Policy as shown below. 3. Features 3.1 Bulk Leave Policy Assignment Frappe HR also allows creating Leave Policy Assignments for multiple employees at once. Go to the Leave Policy Assignment list. Click on Bulk Leave Policy Assignment. This will take you to the Leave Control Panel, where you can assign Leave Policies in bulk. 3.2 Allocating Earned Leaves Leave Policy Assignments can also be used to allocate Earned Leaves.	# Leave Policy Assignment Edit Page New Page Revisions > Introduced in Version 13 Leave Policy Assignment in Frappe HR is used to assign leaves to employees based on created policies. To access Leave policy assignment, go to: > Home > Human Resources > Leaves > Leave Policy Assignment ## 1\. Prerequisites Before creating a Leave Policy Assignment, it is advisable to create the following: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) ## 2\. How to create a Leave Policy Assignment 1. Go to Leave Policy Assignment, click on New. 2. Select Employee and Leave Policy. 3. Select Assignment based on the following as needed: * If "Assignment based on" is set to Leave Period, you need to select the applicable Leave Period. The Effective From and Effective To dates will be set automatically based on the Leave Period selected. * If "Assignment based on" is set to Joining Date, the Effective From date will be set to the employee's Date of Joining. * If "Assignment based on" is left blank, then you will have to set the Effective From and Effective To date manually. 4. Save and Submit. ![Leave Policy Assignment](/files/leave-policy-assignment.png) On submission, Leave Allocation documents would be created automatically based on the [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) as shown below. ![Leave Allocations](/files/granted-leaves.png) ## 3\. Features ### 3.1 Bulk Leave Policy Assignment Frappe HR also allows creating Leave Policy Assignments for multiple employees at once. 1. Go to the Leave Policy Assignment list. 2. Click on Bulk Leave Policy Assignment. 3. This will take you to the [Leave Control Panel](https://frappehr.com/docs/v14/en/leave-control-panel), where you can assign Leave Policies in bulk. ![](/files/NUL3M8C.png) ### 3.2 Allocating Earned Leaves Leave Policy Assignments can also be used to allocate [Earned Leaves](https://frappehr.com/docs/v14/en/configuring-earned-leave). ##### Leave Policy Assignment × akash edited 4 months ago > Introduced in Version 13 Leave Policy Assignment in Frappe HR is used to assign leaves to employees based on created policies. To access Leave policy assignment, go to: > Home > Human Resources > Leaves > Leave Policy Assignment ## 1\. Prerequisites Before creating a Leave Policy Assignment, it is advisable to create the following: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) ## 2\. How to create a Leave Policy Assignment 1. Go to Leave Policy Assignment, click on New. 2. Select Employee and Leave Policy. 3. Select Assignment based on the following as needed: * If "Assignment based on" is set to Leave Period, you need to select the applicable Leave Period. The Effective From and Effective To dates will be set automatically based on the Leave Period selected. * If "Assignment based on" is set to Joining Date, the Effective From date will be set to the employee's Date of Joining. * If "Assignment based on" is left blank, then you will have to set the Effective From and Effective To date manually. 4. Save and Submit. ![Leave Policy Assignment](/files/leave-policy-assignment.png) On submission, Leave Allocation documents would be created automatically based on the [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) as shown below. ![Leave Allocations](/files/granted-leaves.png) ## 3\. Features ### 3.1 Bulk Leave Policy Assignment Frappe HR also allows creating Leave Policy Assignments for multiple employees at once. 1. Go to the Leave Policy Assignment list. 2. Click on Bulk Leave Policy Assignment. 3. This will take you to the [Leave Control Panel](https://frappehr.com/docs/v14/en/leave-control-panel), where you can assign Leave Policies in bulk. ![](/files/NUL3M8C.png) Previous Next
Leave Allocation	https://frappehr.com/docs/v14/en/leave-allocation	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leave Allocation</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <p><strong>Leave Allocation enables you to allocate a specific number of leaves of a particular type to an Employee.</strong></p> <p>To access Leave Allocation, go to:</p> <p>> Home > Human Resources > Leaves > Leave Allocation</p> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating a Leave Allocation, it is advisable you create the following documents:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-type">Leave Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></li> </ul> <h2 id="2-how-to-create-a-leave-allocation">2. How to create a Leave Allocation</h2> <ol> <li>Go to Leave Allocation list, click on New.</li> <li>Select the Employee, Leave Type, From Date and To Date.</li> <li>Enter the number of New Leaves Allocated for that particular Leave Type.</li> <li><p>Save and Submit.</p> <p><img alt="Leave Allocation" class="screenshot" src="/files/leave-allocation.png"></p></li> </ol> <p>> <strong>Note:</strong> Enable the 'Add unused leaves from previous allocations' option in case you want to carry forward unused leaves from the previous allocation period for this particular Leave Type.</p> <h3 id="21-allocating-leaves-through-leave-period">2.1 Allocating Leaves through Leave Period</h3> <p>Leaves are usually allocated for a particular <a href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a>. Once a Leave Period is created and saved, you can click on the <strong>Grant</strong> button to generate Leave Allocations based on the <a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a> applicable to each Employee.</p> <p><img alt="Grant Leaves from Leave Period" class="screenshot" src="/files/grant-button.png"></p> <p>You can allocate leaves based on <a href="/docs/v14/user/manual/en/human-resources/employee-grade">Employee Grade</a>, <a href="/docs/v14/user/manual/en/human-resources/department">Department</a> or <a href="/docs/v14/user/manual/en/human-resources/designation">Designation</a>.</p> <p>Once granted, the leaves will be automatically allocated to the selected Employees based on the Leave Policy set in their <a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a> master. You can check the newly allocated leaves in the Leave Allocation list.</p> <p><img alt="Manual Leave Allocation" class="screenshot" src="/files/leave-allocation2.png"></p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/leave-application">Leave Application</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/compensatory-leave-request">Compensatory Leave Request</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-encashment">Leave Encashment</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-block-list">Leave Block List</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/holiday-list">Holiday List</a></li> </ol> </div> <input value="0cb4164b94" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leave Allocation</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leave Allocation Leave Allocation enables you to allocate a specific number of leaves of a particular type to an Employee. To access Leave Allocation, go to: > Home > Human Resources > Leaves > Leave Allocation 1. Prerequisites Before creating a Leave Allocation, it is advisable you create the following documents: Employee Leave Type Leave Period Leave Policy 2. How to create a Leave Allocation Go to Leave Allocation list, click on New. Select the Employee, Leave Type, From Date and To Date. Enter the number of New Leaves Allocated for that particular Leave Type. Save and Submit. > Note: Enable the 'Add unused leaves from previous allocations' option in case you want to carry forward unused leaves from the previous allocation period for this particular Leave Type. 2.1 Allocating Leaves through Leave Period Leaves are usually allocated for a particular Leave Period. Once a Leave Period is created and saved, you can click on the Grant button to generate Leave Allocations based on the Leave Policy applicable to each Employee. You can allocate leaves based on Employee Grade, Department or Designation. Once granted, the leaves will be automatically allocated to the selected Employees based on the Leave Policy set in their Employee master. You can check the newly allocated leaves in the Leave Allocation list. 3. Related Topics Leave Application Compensatory Leave Request Leave Encashment Leave Block List Holiday List	# Leave Allocation Edit Page New Page Revisions Leave Allocation enables you to allocate a specific number of leaves of a particular type to an Employee. To access Leave Allocation, go to: > Home > Human Resources > Leaves > Leave Allocation ## 1\. Prerequisites Before creating a Leave Allocation, it is advisable you create the following documents: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) * [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) * [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) ## 2\. How to create a Leave Allocation 1. Go to Leave Allocation list, click on New. 2. Select the Employee, Leave Type, From Date and To Date. 3. Enter the number of New Leaves Allocated for that particular Leave Type. 4. Save and Submit. ![Leave Allocation](/files/leave-allocation.png) > Note: Enable the 'Add unused leaves from previous allocations' option in > case you want to carry forward unused leaves from the previous allocation > period for this particular Leave Type. ### 2.1 Allocating Leaves through Leave Period Leaves are usually allocated for a particular [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period). Once a Leave Period is created and saved, you can click on the Grant button to generate Leave Allocations based on the [Leave Policy](/docs/v14/user/manual/en/human- resources/leave-policy) applicable to each Employee. ![Grant Leaves from Leave Period](/files/grant-button.png) You can allocate leaves based on [Employee Grade](/docs/v14/user/manual/en/human-resources/employee-grade), [Department](/docs/v14/user/manual/en/human-resources/department) or [Designation](/docs/v14/user/manual/en/human-resources/designation). Once granted, the leaves will be automatically allocated to the selected Employees based on the Leave Policy set in their [Employee](/docs/v14/user/manual/en/human-resources/employee) master. You can check the newly allocated leaves in the Leave Allocation list. ![Manual Leave Allocation](/files/leave-allocation2.png) ## 3\. Related Topics 1. [Leave Application](/docs/v14/user/manual/en/human-resources/leave-application) 2. [Compensatory Leave Request](/docs/v14/user/manual/en/human-resources/compensatory-leave-request) 3. [Leave Encashment](/docs/v14/user/manual/en/human-resources/leave-encashment) 4. [Leave Block List](/docs/v14/user/manual/en/human-resources/leave-block-list) 5. [Holiday List](/docs/v14/user/manual/en/human-resources/holiday-list) ##### Leave Allocation × rucha_mahabal edited 1 year ago ### No Revisions Previous Next
Leave Control Panel	https://frappehr.com/docs/v14/en/leave-control-panel	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leave Control Panel</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>The Leave Control Panel allows you to allocate leaves in bulk based on a specific Leave Policy or Leave Type.</p><blockquote><p>Home > Human Resources > Leaves > Leave Control Panel</p></blockquote><h2><strong>1. Prerequisites</strong></h2><p>Before using the Leave Control Panel, it is advisable to create the following documents:</p><ul><li><p><a href="https://frappehr.com/docs/v14/user/manual/en/human-resources/employee" rel="noopener noreferrer nofollow" target="_blank">Employee</a></p></li><li><p><a href="https://frappehr.com/docs/v14/en/leave-period" rel="noopener noreferrer nofollow" target="_blank">Leave Period</a> (optional)</p></li><li><p><a href="https://frappehr.com/docs/v14/en/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a> / <a href="https://frappehr.com/docs/v14/en/leave-type" rel="noopener noreferrer nofollow" target="_blank">Leave Type</a></p></li></ul><h2><strong>2. How to allocate leave using the Leave Control Panel</strong></h2><ol><li><p>Choose the appropriate option from Dates Based On and fill in the corresponding data. This would include Leave Period or From Date and/or To Date.</p></li><li><p>If you wish to assign a Leave Policy, select the intended one. Alternatively, you can allocate leave directly by disabling Allocate Based On Leave Policy, selecting the desired Leave Type, and filling in the corresponding number of New Leaves Allocated.</p></li><li><p>Select Carry Forward if you wish to add unused leaves from the previous allocation into this one.</p></li><li><p>Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters.</p></li><li><p>Select suitable employees from the Select Employees table below and click on the Allocate Leave button at the top right corner.</p></li></ol><p><img alt="" contenteditable="false" draggable="true" src="/files/dZbeNka.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><blockquote><p><strong>Note: Leave cannot be allocated for past dates.</strong></p></blockquote><p><a href="https://frappehr.com/docs/v14/en/leave-policy-assignment" rel="noopener noreferrer nofollow" target="_blank">Leave Policy Assignments</a> and <a href="https://frappehr.com/docs/v14/en/leave-allocation" rel="noopener noreferrer nofollow" target="_blank">Leave Allocations</a> made using the Leave Control Panel are reflected in their respective DocTypes as shown below:</p><ul><li><p>Leave Policy Assignment</p></li></ul><p><img alt="" class="screenshot" contenteditable="false" draggable="true" src="/files/91LxRtw.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><ul><li><p>Leave Allocation</p></li></ul><p><img alt="" class="screenshot" contenteditable="false" draggable="true" src="/files/2fi9z2Z.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="c3f865c7c4" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leave Control Panel</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">akash edited 4 months ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <div markdown="1"><p>The Leave Control Panel allows you to allocate leaves in bulk based on a specific Leave Policy or Leave Type.</p><blockquote><p>Home > Human Resources > Leaves > Leave Control Panel</p></blockquote><h2><strong>1. Prerequisites</strong></h2><p>Before using the Leave Control Panel, it is advisable to create the following documents:</p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/user/manual/en/human-resources/employee">Employee</a></p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/en/leave-period">Leave Period</a> (optional)</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/en/leave-policy">Leave Policy</a> / <a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/en/leave-type">Leave Type</a></p></li></ul><h2><strong>2. How to allocate leave using the Leave Control Panel</strong></h2><ol><li><p>Choose the appropriate option from Dates Based On and fill in the corresponding data. This would include Leave Period or From Date and/or To Date.</p></li><li><p>If you wish to assign a Leave Policy, select the intended one. Alternatively, you can allocate leave directly by disabling Allocate Based On Leave Policy, selecting the desired Leave Type, and filling in the corresponding number of New Leaves Allocated.</p></li><li><p>Select Carry Forward if you wish to add unused leaves from the previous allocation into this one.</p></li><li><p>Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters.</p></li><li><p>Select suitable employees from the Select Employees table below and click on the Allocate Leave button at the top right corner.</p></li></ol><p><img class="screenshot" src="/files/ZJx6TRj.png" alt=""></p><blockquote><p><strong>Note: Leave cannot be allocated for past dates.</strong></p></blockquote><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/en/leave-policy-assignment">Leave Policy Assignments</a> and <a target="_blank" rel="noopener noreferrer nofollow" href="https://frappehr.com/docs/v14/en/leave-allocation">Leave Allocations</a> made using the Leave Control Panel are reflected in their respective DocTypes as shown below:</p><ul><li><p>Leave Policy Assignment</p></li></ul><p><img class="screenshot" src="/files/91LxRtw.png" alt=""></p><ul><li><p>Leave Allocation</p></li></ul><p><img class="screenshot" src="/files/2fi9z2Z.png" alt=""></p></div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leave Control Panel The Leave Control Panel allows you to allocate leaves in bulk based on a specific Leave Policy or Leave Type. Home > Human Resources > Leaves > Leave Control Panel 1. Prerequisites Before using the Leave Control Panel, it is advisable to create the following documents: Employee Leave Period (optional) Leave Policy / Leave Type 2. How to allocate leave using the Leave Control Panel Choose the appropriate option from Dates Based On and fill in the corresponding data. This would include Leave Period or From Date and/or To Date. If you wish to assign a Leave Policy, select the intended one. Alternatively, you can allocate leave directly by disabling Allocate Based On Leave Policy, selecting the desired Leave Type, and filling in the corresponding number of New Leaves Allocated. Select Carry Forward if you wish to add unused leaves from the previous allocation into this one. Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters. Select suitable employees from the Select Employees table below and click on the Allocate Leave button at the top right corner. Note: Leave cannot be allocated for past dates. Leave Policy Assignments and Leave Allocations made using the Leave Control Panel are reflected in their respective DocTypes as shown below: Leave Policy Assignment Leave Allocation	# Leave Control Panel Edit Page New Page Revisions The Leave Control Panel allows you to allocate leaves in bulk based on a specific Leave Policy or Leave Type. > Home > Human Resources > Leaves > Leave Control Panel ## 1\. Prerequisites Before using the Leave Control Panel, it is advisable to create the following documents: * [Employee](https://frappehr.com/docs/v14/user/manual/en/human-resources/employee) * [Leave Period](https://frappehr.com/docs/v14/en/leave-period) (optional) * [Leave Policy](https://frappehr.com/docs/v14/en/leave-policy) / [Leave Type](https://frappehr.com/docs/v14/en/leave-type) ## 2\. How to allocate leave using the Leave Control Panel 1. Choose the appropriate option from Dates Based On and fill in the corresponding data. This would include Leave Period or From Date and/or To Date. 2. If you wish to assign a Leave Policy, select the intended one. Alternatively, you can allocate leave directly by disabling Allocate Based On Leave Policy, selecting the desired Leave Type, and filling in the corresponding number of New Leaves Allocated. 3. Select Carry Forward if you wish to add unused leaves from the previous allocation into this one. 4. Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters. 5. Select suitable employees from the Select Employees table below and click on the Allocate Leave button at the top right corner. ![](/files/dZbeNka.png) > Note: Leave cannot be allocated for past dates. [Leave Policy Assignments](https://frappehr.com/docs/v14/en/leave-policy- assignment) and [Leave Allocations](https://frappehr.com/docs/v14/en/leave- allocation) made using the Leave Control Panel are reflected in their respective DocTypes as shown below: * Leave Policy Assignment ![](/files/91LxRtw.png) * Leave Allocation ![](/files/2fi9z2Z.png) ##### Leave Control Panel × akash edited 4 months ago The Leave Control Panel allows you to allocate leaves in bulk based on a specific Leave Policy or Leave Type. > Home > Human Resources > Leaves > Leave Control Panel ## 1\. Prerequisites Before using the Leave Control Panel, it is advisable to create the following documents: * [Employee](https://frappehr.com/docs/v14/user/manual/en/human-resources/employee) * [Leave Period](https://frappehr.com/docs/v14/en/leave-period) (optional) * [Leave Policy](https://frappehr.com/docs/v14/en/leave-policy) / [Leave Type](https://frappehr.com/docs/v14/en/leave-type) ## 2\. How to allocate leave using the Leave Control Panel 1. Choose the appropriate option from Dates Based On and fill in the corresponding data. This would include Leave Period or From Date and/or To Date. 2. If you wish to assign a Leave Policy, select the intended one. Alternatively, you can allocate leave directly by disabling Allocate Based On Leave Policy, selecting the desired Leave Type, and filling in the corresponding number of New Leaves Allocated. 3. Select Carry Forward if you wish to add unused leaves from the previous allocation into this one. 4. Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters. 5. Select suitable employees from the Select Employees table below and click on the Allocate Leave button at the top right corner. ![](/files/ZJx6TRj.png) > Note: Leave cannot be allocated for past dates. [Leave Policy Assignments](https://frappehr.com/docs/v14/en/leave-policy- assignment) and [Leave Allocations](https://frappehr.com/docs/v14/en/leave- allocation) made using the Leave Control Panel are reflected in their respective DocTypes as shown below: * Leave Policy Assignment ![](/files/91LxRtw.png) * Leave Allocation ![](/files/2fi9z2Z.png) Previous Next
Leave Application	https://frappehr.com/docs/v14/en/leave-application	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leave Application</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p><strong>Leave Application is a formal document created by an Employee to apply for Leaves for a particular time period.</strong></p><p>Frappe HR allows your employees to apply for leaves via Leave Applications and get them approved by the Leave Approvers.</p><p>To access Leave Application, go to:</p><blockquote><p>Home > Human Resources > Leaves > Leave Application</p></blockquote><h2>1. Prerequisites</h2><p>Before you create a Leave Application, it is advisable you have the following documents:</p><ul><li><p><a href="/docs/v14/user/manual/en/human-resources/department" rel="noopener noreferrer nofollow" target="_blank">Department</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-period" rel="noopener noreferrer nofollow" target="_blank">Leave Period</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/holiday-list" rel="noopener noreferrer nofollow" target="_blank">Holiday List</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-type" rel="noopener noreferrer nofollow" target="_blank">Leave Type</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-allocation" rel="noopener noreferrer nofollow" target="_blank">Leave Allocation</a></p></li></ul><h2>2. How to create a Leave Application</h2><ol><li><p>Go to Leave Application list, click on New.</p></li><li><p>A table of Allocated Leaves will be shown. Based on the Leaves taken, the available leaves are displayed for each Leave Type.</p><p><img alt="Leave Application" src="/files/leave-app.png"></p></li><li><p>Select the Employee Name and Leave Type.</p></li><li><p>Set the Leave duration using From Date and To Date. Based on the dates selected, the 'Total Leave Days' and the 'Leave Balance Before Application' fields will be displayed.</p></li><li><p>If the Leave applied is for a half-day, select the 'Half Day' checkbox.</p></li><li><p>Enter the Reason for Leave.</p><p><img alt="Leave Application" src="/files/leave-app1.png"></p></li><li><p>Select Leave Approver.</p></li><li><p>Select the Posting Date of the Leave Application.</p></li><li><p>Check the 'Follow via Email' checkbox to send notification of the Leave Application to the Leave Approver.</p></li><li><p>You can also link the Salary Slip of the Employee in the Leave Application for the record.</p><p><img alt="Leave Application" src="/files/leave-app3.png"></p></li><li><p>Click on Save. Once the Employee saves the Leave Application, the status of the Leave Application changes to 'Open', and an email is sent to the Leave Approver for approval. The Leave Approval Notification Template can be configured in <a href="/docs/v14/user/manual/en/human-resources/hr-settings" rel="noopener noreferrer nofollow" target="_blank">HR Settings</a> under the Leave Settings section.</p></li><li><p>Once the Leave Approver receives the email, they can Approve, Reject, or Cancel the Leave Application. Once this is done, the Leave Approver can submit the Leave Application. On submission, the status of the document changes accordingly, and an email is sent to the Employee notifying them the same.</p></li></ol><blockquote><p><strong>Note:</strong> Leave Application cannot be submitted if the Salary is already processed for the leave period.</p></blockquote><p>The Leave Application process flow is summarized below:</p><ul><li><p>The employee applies for leave through Leave Application.</p></li><li><p>Approver gets notification via email. For this, the "Follow via Email" checkbox should be checked.</p></li><li><p>Approver reviews Leave Application.</p></li><li><p>Approver approves/rejects/cancels Leave Application</p></li><li><p>The employee gets the notification on the status of his/her Leave Application</p></li></ul><h2>3. Features</h2><h3>3.1 Setting Leave Approver</h3><p>A leave approver is a user who can approve a Leave Application of an Employee. In Frappe HR version 12, Leave Approvers can be set at two levels:</p><ul><li><p><strong>Department Level:</strong> Leave Approvers for each department can be configured in the <a href="/docs/v14/user/manual/en/human-resources/department" rel="noopener noreferrer nofollow" target="_blank">Department</a> master. Multiple Leave Approvers can be set in a Department. The first Leave Approver in the list will be considered as the default Leave Approver.</p><p><img alt="Leave Application - Leave Approvers" src="/files/leave-app4.png"></p><p>When an Employee belonging to a particular department applies for leave, the Leave Approvers set in that Employee's department master will be considered as his Leave Approvers.</p></li><li><p><strong>Employee Level:</strong> Leave Approvers can also be set Employee-wise in the employee master.</p><p><img alt="Leave Application - Leave Approvers" src="/files/employee-level-approvers.png"></p></li></ul><p>If Leave Approvers are set at both Employee-level and Department-level, the Employee-level Leave Approver will be considered as the default Leave Approver in this case.</p><p>When a new Leave Application is created, if the selected leave approver does not have access to it, the document is shared with the approver with "submit" permission.</p><p><strong>Tip:</strong> If you want all users to create their own Leave Applications, you can set their “Employee ID” as a match rule in the Leave Application Permission settings. Check <a href="https://docs.erpnext.com/docs/v144/user/manual/en/setting-up/users-and-permissions/user-permissions" rel="noopener noreferrer nofollow" target="_blank">Setting Up Permissions</a> for more information.</p><blockquote><p><strong>Additional Notes:</strong></p></blockquote><blockquote><ul><li><p>Leave Application period must be within a single Leave Allocation period. In case, you are applying for leave across the leave allocation period, you have to create two Leave Application records.</p></li><li><p>Leave Application period must be in the latest Leave Allocation period.</p></li><li><p>Employee cannot apply for leave on the dates which are added in the <a href="/docs/v14/user/manual/en/human-resources/leave-block-list" rel="noopener noreferrer nofollow" target="_blank">Leave Block List</a>.</p></li></ul></blockquote><p>To understand how Frappe HR allows you configure leaves for employees, check <a href="/docs/v14/user/manual/en/human-resources/leave-management-intro/" rel="noopener noreferrer nofollow" target="_blank">Leaves</a>.</p><h2>3. Related Topics</h2><ol><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-type" rel="noopener noreferrer nofollow" target="_blank">Leave Type</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-period" rel="noopener noreferrer nofollow" target="_blank">Leave Period</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-policy" rel="noopener noreferrer nofollow" target="_blank">Leave Policy</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-allocation" rel="noopener noreferrer nofollow" target="_blank">Leave Allocation</a></p></li><li><p><a href="/docs/v14/user/manual/en/human-resources/leave-block-list" rel="noopener noreferrer nofollow" target="_blank">Leave Block List</a></p></li></ol></div> </div> <input value="67f1581571" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leave Application</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <p><strong>Leave Application is a formal document created by an Employee to apply for Leaves for a particular time period.</strong></p> <p>ERPNext allows your employees to apply for leaves via Leave Applications and get them approved by the Leave Approvers.</p> <p>To access Leave Application, go to:</p> <blockquote> <p>Home > Human Resources > Leaves > Leave Application</p> </blockquote> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before you create a Leave Application, it is advisable you have the following documents:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/department">Department</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/holiday-list">Holiday List</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-type">Leave Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-allocation">Leave Allocation</a></li> </ul> <h2 id="2-how-to-create-a-leave-application">2. How to create a Leave Application</h2> <ol> <li>Go to Leave Application list, click on New.</li> <li><p>A table of Allocated Leaves will be shown. Based on the Leaves taken, the available leaves are displayed for each Leave Type.</p> <p><img class="screenshot" alt="Leave Application" src="/files/leave-app.png"></p></li> <li><p>Select the Employee Name and Leave Type.</p></li> <li>Set the Leave duration using From Date and To Date. Based on the dates selected, the 'Total Leave Days' and the 'Leave Balance Before Application' fields will be displayed.</li> <li>If the Leave applied is for a half-day, select the 'Half Day' checkbox.</li> <li><p>Enter the Reason for Leave.</p> <p><img class="screenshot" alt="Leave Application" src="/files/leave-app1.png"></p></li> <li><p>Select Leave Approver.</p></li> <li>Select the Posting Date of the Leave Application.</li> <li>Check the 'Follow via Email' checkbox to send notification of the Leave Application to the Leave Approver.</li> <li><p>You can also link the Salary Slip of the Employee in the Leave Application for the record.</p> <p><img class="screenshot" alt="Leave Application" src="/files/leave-app3.png"></p></li> <li><p>Click on Save. Once the Employee saves the Leave Application, the status of the Leave Application changes to 'Open', and an email is sent to the Leave Approver for approval. The Leave Approval Notification Template can be configured in <a href="/docs/v14/user/manual/en/human-resources/hr-settings">HR Settings</a> under the Leave Settings section.</p></li> <li>Once the Leave Approver receives the email, they can Approve, Reject, or Cancel the Leave Application. Once this is done, the Leave Approver can submit the Leave Application. On submission, the status of the document changes accordingly, and an email is sent to the Employee notifying them the same.</li> </ol> <blockquote> <p><strong>Note:</strong> Leave Application cannot be submitted if the Salary is already processed for the leave period.</p> </blockquote> <p>The Leave Application process flow is summarized below:</p> <ul> <li>The employee applies for leave through Leave Application.</li> <li>Approver gets notification via email. For this, the "Follow via Email" checkbox should be checked.</li> <li>Approver reviews Leave Application.</li> <li>Approver approves/rejects/cancels Leave Application</li> <li>The employee gets the notification on the status of his/her Leave Application</li> </ul> <h2 id="3-features">3. Features</h2> <h3 id="31-setting-leave-approver">3.1 Setting Leave Approver</h3> <p>A leave approver is a user who can approve a Leave Application of an Employee. In ERPNext version 12, Leave Approvers can be set at two levels:</p> <ul> <li><p><strong>Department Level:</strong> Leave Approvers for each department can be configured in the <a href="/docs/v14/user/manual/en/human-resources/department">Department</a> master. Multiple Leave Approvers can be set in a Department. The first Leave Approver in the list will be considered as the default Leave Approver.</p> <p><img class="screenshot" alt="Leave Application - Leave Approvers" src="/files/leave-app4.png"></p> <p>When an Employee belonging to a particular department applies for leave, the Leave Approvers set in that Employee's department master will be considered as his Leave Approvers.</p></li> <li><p><strong>Employee Level:</strong> Leave Approvers can also be set Employee-wise in the employee master.</p> <p><img class="screenshot" alt="Leave Application - Leave Approvers" src="/files/employee-level-approvers.png"></p></li> </ul> <p>If Leave Approvers are set at both Employee-level and Department-level, the Employee-level Leave Approver will be considered as the default Leave Approver in this case.</p> <p>When a new Leave Application is created, if the selected leave approver does not have access to it, the document is shared with the approver with "submit" permission.</p> <p><strong>Tip:</strong> If you want all users to create their own Leave Applications, you can set their “Employee ID” as a match rule in the Leave Application Permission settings. Check <a href="https://docs.erpnext.com/docs/v144/user/manual/en/setting-up/users-and-permissions/user-permissions">Setting Up Permissions</a> for more information.</p> <blockquote> <p><strong>Additional Notes:</strong></p> </blockquote> <blockquote> <ul> <li>Leave Application period must be within a single Leave Allocation period. In case, you are applying for leave across the leave allocation period, you have to create two Leave Application records.</li> <li>Leave Application period must be in the latest Leave Allocation period.</li> <li>Employee cannot apply for leave on the dates which are added in the <a href="/docs/v14/user/manual/en/human-resources/leave-block-list">Leave Block List</a>.</li> </ul> </blockquote> <p>To understand how ERPNext allows you configure leaves for employees, check <a href="/docs/v14/user/manual/en/human-resources/leave-management-intro/">Leaves</a>.</p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/leave-type">Leave Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-allocation">Leave Allocation</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-block-list">Leave Block List</a></li> </ol> <div class="embed-container"> <iframe src="https://www.youtube.com/embed/fc0p_AXebc8?rel=0" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen> </iframe> </div> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leave Application Leave Application is a formal document created by an Employee to apply for Leaves for a particular time period. Frappe HR allows your employees to apply for leaves via Leave Applications and get them approved by the Leave Approvers. To access Leave Application, go to: Home > Human Resources > Leaves > Leave Application 1. Prerequisites Before you create a Leave Application, it is advisable you have the following documents: Department Leave Period Holiday List Leave Type Leave Policy Leave Allocation 2. How to create a Leave Application Go to Leave Application list, click on New. A table of Allocated Leaves will be shown. Based on the Leaves taken, the available leaves are displayed for each Leave Type. Select the Employee Name and Leave Type. Set the Leave duration using From Date and To Date. Based on the dates selected, the 'Total Leave Days' and the 'Leave Balance Before Application' fields will be displayed. If the Leave applied is for a half-day, select the 'Half Day' checkbox. Enter the Reason for Leave. Select Leave Approver. Select the Posting Date of the Leave Application. Check the 'Follow via Email' checkbox to send notification of the Leave Application to the Leave Approver. You can also link the Salary Slip of the Employee in the Leave Application for the record. Click on Save. Once the Employee saves the Leave Application, the status of the Leave Application changes to 'Open', and an email is sent to the Leave Approver for approval. The Leave Approval Notification Template can be configured in HR Settings under the Leave Settings section. Once the Leave Approver receives the email, they can Approve, Reject, or Cancel the Leave Application. Once this is done, the Leave Approver can submit the Leave Application. On submission, the status of the document changes accordingly, and an email is sent to the Employee notifying them the same. Note: Leave Application cannot be submitted if the Salary is already processed for the leave period. The Leave Application process flow is summarized below: The employee applies for leave through Leave Application. Approver gets notification via email. For this, the "Follow via Email" checkbox should be checked. Approver reviews Leave Application. Approver approves/rejects/cancels Leave Application The employee gets the notification on the status of his/her Leave Application 3. Features 3.1 Setting Leave Approver A leave approver is a user who can approve a Leave Application of an Employee. In Frappe HR version 12, Leave Approvers can be set at two levels: Department Level: Leave Approvers for each department can be configured in the Department master. Multiple Leave Approvers can be set in a Department. The first Leave Approver in the list will be considered as the default Leave Approver. When an Employee belonging to a particular department applies for leave, the Leave Approvers set in that Employee's department master will be considered as his Leave Approvers. Employee Level: Leave Approvers can also be set Employee-wise in the employee master. If Leave Approvers are set at both Employee-level and Department-level, the Employee-level Leave Approver will be considered as the default Leave Approver in this case. When a new Leave Application is created, if the selected leave approver does not have access to it, the document is shared with the approver with "submit" permission. Tip: If you want all users to create their own Leave Applications, you can set their “Employee ID” as a match rule in the Leave Application Permission settings. Check Setting Up Permissions for more information. Additional Notes: Leave Application period must be within a single Leave Allocation period. In case, you are applying for leave across the leave allocation period, you have to create two Leave Application records. Leave Application period must be in the latest Leave Allocation period. Employee cannot apply for leave on the dates which are added in the Leave Block List. To understand how Frappe HR allows you configure leaves for employees, check Leaves. 3. Related Topics Leave Type Leave Period Leave Policy Leave Allocation Leave Block List	# Leave Application Edit Page New Page Revisions Leave Application is a formal document created by an Employee to apply for Leaves for a particular time period. Frappe HR allows your employees to apply for leaves via Leave Applications and get them approved by the Leave Approvers. To access Leave Application, go to: > Home > Human Resources > Leaves > Leave Application ## 1\. Prerequisites Before you create a Leave Application, it is advisable you have the following documents: * [Department](/docs/v14/user/manual/en/human-resources/department) * [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) * [Holiday List](/docs/v14/user/manual/en/human-resources/holiday-list) * [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) * [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) * [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) ## 2\. How to create a Leave Application 1. Go to Leave Application list, click on New. 2. A table of Allocated Leaves will be shown. Based on the Leaves taken, the available leaves are displayed for each Leave Type. ![Leave Application](/files/leave-app.png) 3. Select the Employee Name and Leave Type. 4. Set the Leave duration using From Date and To Date. Based on the dates selected, the 'Total Leave Days' and the 'Leave Balance Before Application' fields will be displayed. 5. If the Leave applied is for a half-day, select the 'Half Day' checkbox. 6. Enter the Reason for Leave. ![Leave Application](/files/leave-app1.png) 7. Select Leave Approver. 8. Select the Posting Date of the Leave Application. 9. Check the 'Follow via Email' checkbox to send notification of the Leave Application to the Leave Approver. 10. You can also link the Salary Slip of the Employee in the Leave Application for the record. ![Leave Application](/files/leave-app3.png) 11. Click on Save. Once the Employee saves the Leave Application, the status of the Leave Application changes to 'Open', and an email is sent to the Leave Approver for approval. The Leave Approval Notification Template can be configured in [HR Settings](/docs/v14/user/manual/en/human-resources/hr-settings) under the Leave Settings section. 12. Once the Leave Approver receives the email, they can Approve, Reject, or Cancel the Leave Application. Once this is done, the Leave Approver can submit the Leave Application. On submission, the status of the document changes accordingly, and an email is sent to the Employee notifying them the same. > Note: Leave Application cannot be submitted if the Salary is already > processed for the leave period. The Leave Application process flow is summarized below: * The employee applies for leave through Leave Application. * Approver gets notification via email. For this, the "Follow via Email" checkbox should be checked. * Approver reviews Leave Application. * Approver approves/rejects/cancels Leave Application * The employee gets the notification on the status of his/her Leave Application ## 3\. Features ### 3.1 Setting Leave Approver A leave approver is a user who can approve a Leave Application of an Employee. In Frappe HR version 12, Leave Approvers can be set at two levels: * Department Level: Leave Approvers for each department can be configured in the [Department](/docs/v14/user/manual/en/human-resources/department) master. Multiple Leave Approvers can be set in a Department. The first Leave Approver in the list will be considered as the default Leave Approver. ![Leave Application - Leave Approvers](/files/leave-app4.png) When an Employee belonging to a particular department applies for leave, the Leave Approvers set in that Employee's department master will be considered as his Leave Approvers. * Employee Level: Leave Approvers can also be set Employee-wise in the employee master. ![Leave Application - Leave Approvers](/files/employee-level-approvers.png) If Leave Approvers are set at both Employee-level and Department-level, the Employee-level Leave Approver will be considered as the default Leave Approver in this case. When a new Leave Application is created, if the selected leave approver does not have access to it, the document is shared with the approver with "submit" permission. Tip: If you want all users to create their own Leave Applications, you can set their “Employee ID” as a match rule in the Leave Application Permission settings. Check [Setting Up Permissions](https://docs.erpnext.com/docs/v144/user/manual/en/setting- up/users-and-permissions/user-permissions) for more information. > Additional Notes: > * Leave Application period must be within a single Leave Allocation > period. In case, you are applying for leave across the leave allocation > period, you have to create two Leave Application records. > > * Leave Application period must be in the latest Leave Allocation period. > > * Employee cannot apply for leave on the dates which are added in the > [Leave Block List](/docs/v14/user/manual/en/human-resources/leave-block- > list). > > To understand how Frappe HR allows you configure leaves for employees, check [Leaves](/docs/v14/user/manual/en/human-resources/leave-management-intro/). ## 3\. Related Topics 1. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) 2. [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) 3. [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) 4. [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) 5. [Leave Block List](/docs/v14/user/manual/en/human-resources/leave-block-list) ##### Leave Application × rucha_mahabal edited 1 year ago Leave Application is a formal document created by an Employee to apply for Leaves for a particular time period. ERPNext allows your employees to apply for leaves via Leave Applications and get them approved by the Leave Approvers. To access Leave Application, go to: > Home > Human Resources > Leaves > Leave Application ## 1\. Prerequisites Before you create a Leave Application, it is advisable you have the following documents: * [Department](/docs/v14/user/manual/en/human-resources/department) * [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) * [Holiday List](/docs/v14/user/manual/en/human-resources/holiday-list) * [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) * [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) * [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) ## 2\. How to create a Leave Application 1. Go to Leave Application list, click on New. 2. A table of Allocated Leaves will be shown. Based on the Leaves taken, the available leaves are displayed for each Leave Type. ![Leave Application](/files/leave-app.png) 3. Select the Employee Name and Leave Type. 4. Set the Leave duration using From Date and To Date. Based on the dates selected, the 'Total Leave Days' and the 'Leave Balance Before Application' fields will be displayed. 5. If the Leave applied is for a half-day, select the 'Half Day' checkbox. 6. Enter the Reason for Leave. ![Leave Application](/files/leave-app1.png) 7. Select Leave Approver. 8. Select the Posting Date of the Leave Application. 9. Check the 'Follow via Email' checkbox to send notification of the Leave Application to the Leave Approver. 10. You can also link the Salary Slip of the Employee in the Leave Application for the record. ![Leave Application](/files/leave-app3.png) 11. Click on Save. Once the Employee saves the Leave Application, the status of the Leave Application changes to 'Open', and an email is sent to the Leave Approver for approval. The Leave Approval Notification Template can be configured in [HR Settings](/docs/v14/user/manual/en/human-resources/hr-settings) under the Leave Settings section. 12. Once the Leave Approver receives the email, they can Approve, Reject, or Cancel the Leave Application. Once this is done, the Leave Approver can submit the Leave Application. On submission, the status of the document changes accordingly, and an email is sent to the Employee notifying them the same. > Note: Leave Application cannot be submitted if the Salary is already > processed for the leave period. The Leave Application process flow is summarized below: * The employee applies for leave through Leave Application. * Approver gets notification via email. For this, the "Follow via Email" checkbox should be checked. * Approver reviews Leave Application. * Approver approves/rejects/cancels Leave Application * The employee gets the notification on the status of his/her Leave Application ## 3\. Features ### 3.1 Setting Leave Approver A leave approver is a user who can approve a Leave Application of an Employee. In ERPNext version 12, Leave Approvers can be set at two levels: * Department Level: Leave Approvers for each department can be configured in the [Department](/docs/v14/user/manual/en/human-resources/department) master. Multiple Leave Approvers can be set in a Department. The first Leave Approver in the list will be considered as the default Leave Approver. ![Leave Application - Leave Approvers](/files/leave-app4.png) When an Employee belonging to a particular department applies for leave, the Leave Approvers set in that Employee's department master will be considered as his Leave Approvers. * Employee Level: Leave Approvers can also be set Employee-wise in the employee master. ![Leave Application - Leave Approvers](/files/employee-level-approvers.png) If Leave Approvers are set at both Employee-level and Department-level, the Employee-level Leave Approver will be considered as the default Leave Approver in this case. When a new Leave Application is created, if the selected leave approver does not have access to it, the document is shared with the approver with "submit" permission. Tip: If you want all users to create their own Leave Applications, you can set their “Employee ID” as a match rule in the Leave Application Permission settings. Check [Setting Up Permissions](https://docs.erpnext.com/docs/v144/user/manual/en/setting- up/users-and-permissions/user-permissions) for more information. > Additional Notes: > * Leave Application period must be within a single Leave Allocation > period. In case, you are applying for leave across the leave allocation > period, you have to create two Leave Application records. > * Leave Application period must be in the latest Leave Allocation period. > * Employee cannot apply for leave on the dates which are added in the > [Leave Block List](/docs/v14/user/manual/en/human-resources/leave-block- > list). > To understand how ERPNext allows you configure leaves for employees, check [Leaves](/docs/v14/user/manual/en/human-resources/leave-management-intro/). ## 3\. Related Topics 1. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) 2. [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) 3. [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) 4. [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) 5. [Leave Block List](/docs/v14/user/manual/en/human-resources/leave-block-list) Previous Next
Compensatory Leave Request	https://frappehr.com/docs/v14/en/compensatory-leave-request	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Compensatory Leave Request</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <p><strong>Compensatory Leave is a leave that is granted to an Employee as compensation for working overtime or on holidays.</strong></p> <p>Frappe HR allows Employees to request for Compensatory Leaves through the Compensatory Leave Request document. It is necessary that the dates mentioned in the Compensatory Leave Request should be in default Holiday List and also that the Employee should have their attendance marked Present.</p> <p>> <strong>Note:</strong> Only Leave Types which are marked as 'Is Compensatory' can be selected in the Compensatory Leave Request.</p> <p>To access Compensatory Leave Request, go to:</p> <p>> Home > Human Resources > Leaves > Compensatory Leave Request</p> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating a Compensatory Leave Request, it is necessary to create the following documents:</p> <ul> <li><a href="/docs/v14/user/manual/en/human-resources/employee">Employee</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-type">Leave Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-allocation">Leave Allocation</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/holiday-list">Holiday List</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/attendance">Attendance</a></li> </ul> <h2 id="2-how-to-create-a-compensatory-leave-request">2. How to create a Compensatory Leave Request</h2> <ol> <li>Go to Compensatory Leave Request list, click on New.</li> <li>Select the Employee ID. Once selected, The Employee Name and Department will get automatically fetched.</li> <li>Select Leave Type.</li> <li>Select Work From Date and Work End Date. This is the date of the day(s) the Employee has worked on, during a Holiday.</li> <li>Enter the Reason.</li> <li><p>Save and Submit.</p> <p><img alt="Compensatory Leave Request" class="screenshot" src="/files/compensatory-leave.png"></p></li> </ol> <p>On submitting the Compensatory Leave Request, Frappe HR updates the Leave Allocation record for the Compensatory leave type, allowing the Employee to apply for leaves of this type later on depending upon the number of leaves left.</p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/leave-application">Leave Application</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-encashment">Leave Encashment</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-block-list">Leave Block List</a></li> </ol> </div> <input value="45c893d1b2" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Compensatory Leave Request</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Compensatory Leave Request Compensatory Leave is a leave that is granted to an Employee as compensation for working overtime or on holidays. Frappe HR allows Employees to request for Compensatory Leaves through the Compensatory Leave Request document. It is necessary that the dates mentioned in the Compensatory Leave Request should be in default Holiday List and also that the Employee should have their attendance marked Present. > Note: Only Leave Types which are marked as 'Is Compensatory' can be selected in the Compensatory Leave Request. To access Compensatory Leave Request, go to: > Home > Human Resources > Leaves > Compensatory Leave Request 1. Prerequisites Before creating a Compensatory Leave Request, it is necessary to create the following documents: Employee Leave Period Leave Type Leave Policy Leave Allocation Holiday List Attendance 2. How to create a Compensatory Leave Request Go to Compensatory Leave Request list, click on New. Select the Employee ID. Once selected, The Employee Name and Department will get automatically fetched. Select Leave Type. Select Work From Date and Work End Date. This is the date of the day(s) the Employee has worked on, during a Holiday. Enter the Reason. Save and Submit. On submitting the Compensatory Leave Request, Frappe HR updates the Leave Allocation record for the Compensatory leave type, allowing the Employee to apply for leaves of this type later on depending upon the number of leaves left. 3. Related Topics Leave Application Leave Encashment Leave Block List	# Compensatory Leave Request Edit Page New Page Revisions Compensatory Leave is a leave that is granted to an Employee as compensation for working overtime or on holidays. Frappe HR allows Employees to request for Compensatory Leaves through the Compensatory Leave Request document. It is necessary that the dates mentioned in the Compensatory Leave Request should be in default Holiday List and also that the Employee should have their attendance marked Present. > Note: Only Leave Types which are marked as 'Is Compensatory' can be > selected in the Compensatory Leave Request. To access Compensatory Leave Request, go to: > Home > Human Resources > Leaves > Compensatory Leave Request ## 1\. Prerequisites Before creating a Compensatory Leave Request, it is necessary to create the following documents: * [Employee](/docs/v14/user/manual/en/human-resources/employee) * [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) * [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) * [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) * [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) * [Holiday List](/docs/v14/user/manual/en/human-resources/holiday-list) * [Attendance](/docs/v14/user/manual/en/human-resources/attendance) ## 2\. How to create a Compensatory Leave Request 1. Go to Compensatory Leave Request list, click on New. 2. Select the Employee ID. Once selected, The Employee Name and Department will get automatically fetched. 3. Select Leave Type. 4. Select Work From Date and Work End Date. This is the date of the day(s) the Employee has worked on, during a Holiday. 5. Enter the Reason. 6. Save and Submit. ![Compensatory Leave Request](/files/compensatory-leave.png) On submitting the Compensatory Leave Request, Frappe HR updates the Leave Allocation record for the Compensatory leave type, allowing the Employee to apply for leaves of this type later on depending upon the number of leaves left. ## 3\. Related Topics 1. [Leave Application](/docs/v14/user/manual/en/human-resources/leave-application) 2. [Leave Encashment](/docs/v14/user/manual/en/human-resources/leave-encashment) 3. [Leave Block List](/docs/v14/user/manual/en/human-resources/leave-block-list) ##### Compensatory Leave Request × rucha_mahabal edited 1 year ago ### No Revisions Previous Next
Leave Encashment	https://frappehr.com/docs/v14/en/leave-encashment	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leave Encashment</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <p><strong>Leave Encashment refers to an amount of money received in exchange for Leaves not availed by an Employee. You can submit Leave Encashment for Leave Types which are encashable.</strong></p> <p>To access Leave Encashment, go to:</p> <p>> Home > Human Resources > Leaves > Leave Encashment</p> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating Leave Encashment, it is advisable you create the following documents:</p> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/leave-allocation">Employee</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-type">Leave Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/salary-structure">Salary Structure</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/salary-structure-assignment">Salary Structure Assignment</a></li> </ol> <h2 id="2-how-to-create-a-leave-encashment">2. How to create a Leave Encashment</h2> <ol> <li>Go to Leave Encashment list, click on New.</li> <li>Select Leave Period.</li> <li>Select the Employee. Once the Employee is selected, the Employee's Department is automatically fetched.</li> <li>Select Leave Type for which the Leave is encashed. Make sure the Leave Type is encashable (the 'Allow Encashment' checkbox in the Leave Type is checked).</li> <li>Select Encashment Date. Based on the date selected, the amount will be encashed in that particular Payroll Entry.</li> <li><p>Save and Submit.</p> <p><img alt="Leave Encashment" class="screenshot" src="/files/leave-encashment-new.png"></p></li> </ol> <p>> <strong>Note:</strong> As you select Employee and Leave Type, Leave Balance and Encashable Days (which is total leave balance minus the threshold days set in Leave Type) will be shown along with the Encashment Amount based on the Leave Encashment per day as configured in the Employee's assigned Salary Structure.</p> <p>On submitting a Leave Encashment for an Employee, Frappe HR automatically creates an <a href="/docs/v14/user/manual/en/human-resources/additional-salary">Additional Salary</a> which will get added to the Salary Slip of the Employee when processing the payroll.</p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/payroll-period">Payroll Period</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/payroll-entry">Payroll Entry</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/additional-salary">Additional Salary</a></li> </ol> </div> <input value="9d95f581cd" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leave Encashment</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leave Encashment Leave Encashment refers to an amount of money received in exchange for Leaves not availed by an Employee. You can submit Leave Encashment for Leave Types which are encashable. To access Leave Encashment, go to: > Home > Human Resources > Leaves > Leave Encashment 1. Prerequisites Before creating Leave Encashment, it is advisable you create the following documents: Employee Leave Type Leave Policy Leave Period Salary Structure Salary Structure Assignment 2. How to create a Leave Encashment Go to Leave Encashment list, click on New. Select Leave Period. Select the Employee. Once the Employee is selected, the Employee's Department is automatically fetched. Select Leave Type for which the Leave is encashed. Make sure the Leave Type is encashable (the 'Allow Encashment' checkbox in the Leave Type is checked). Select Encashment Date. Based on the date selected, the amount will be encashed in that particular Payroll Entry. Save and Submit. > Note: As you select Employee and Leave Type, Leave Balance and Encashable Days (which is total leave balance minus the threshold days set in Leave Type) will be shown along with the Encashment Amount based on the Leave Encashment per day as configured in the Employee's assigned Salary Structure. On submitting a Leave Encashment for an Employee, Frappe HR automatically creates an Additional Salary which will get added to the Salary Slip of the Employee when processing the payroll. 3. Related Topics Payroll Period Payroll Entry Additional Salary	# Leave Encashment Edit Page New Page Revisions Leave Encashment refers to an amount of money received in exchange for Leaves not availed by an Employee. You can submit Leave Encashment for Leave Types which are encashable. To access Leave Encashment, go to: > Home > Human Resources > Leaves > Leave Encashment ## 1\. Prerequisites Before creating Leave Encashment, it is advisable you create the following documents: 1. [Employee](/docs/v14/user/manual/en/human-resources/leave-allocation) 2. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) 3. [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) 4. [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) 5. [Salary Structure](/docs/v14/user/manual/en/human-resources/salary-structure) 6. [Salary Structure Assignment](/docs/v14/user/manual/en/human-resources/salary-structure-assignment) ## 2\. How to create a Leave Encashment 1. Go to Leave Encashment list, click on New. 2. Select Leave Period. 3. Select the Employee. Once the Employee is selected, the Employee's Department is automatically fetched. 4. Select Leave Type for which the Leave is encashed. Make sure the Leave Type is encashable (the 'Allow Encashment' checkbox in the Leave Type is checked). 5. Select Encashment Date. Based on the date selected, the amount will be encashed in that particular Payroll Entry. 6. Save and Submit. ![Leave Encashment](/files/leave-encashment-new.png) > Note: As you select Employee and Leave Type, Leave Balance and > Encashable Days (which is total leave balance minus the threshold days set > in Leave Type) will be shown along with the Encashment Amount based on the > Leave Encashment per day as configured in the Employee's assigned Salary > Structure. On submitting a Leave Encashment for an Employee, Frappe HR automatically creates an [Additional Salary](/docs/v14/user/manual/en/human- resources/additional-salary) which will get added to the Salary Slip of the Employee when processing the payroll. ## 3\. Related Topics 1. [Payroll Period](/docs/v14/user/manual/en/human-resources/payroll-period) 2. [Payroll Entry](/docs/v14/user/manual/en/human-resources/payroll-entry) 3. [Additional Salary](/docs/v14/user/manual/en/human-resources/additional-salary) ##### Leave Encashment × rucha_mahabal edited 1 year ago ### No Revisions Previous Next
Leave Block List	https://frappehr.com/docs/v14/en/leave-block-list	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leave Block List</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <p><strong>Leave Block List is a list of dates in a year, on which employees cannot apply for leave.</strong></p> <p>To access Leave Block List, go to:</p> <p>> Home > Human Resources > Leaves > Leave Block List</p> <p>Frappe HR allows you to define a list of Leave Approvers who can approve Leave Applications on blocked days, in case of urgency. You can also define whether the list will be applied to the entire company or on any specific departments.</p> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before you create a Leave Block List, it is advisable you have the following documents:</p> <ul> <li><a href="/docs/v14/user/manual/en/setting-up/company-setup">Company</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/department">Department</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/holiday-list">Holiday List</a></li> </ul> <h2 id="2-how-to-create-a-leave-block-list">2. How to create a Leave Block List</h2> <ol> <li>Go to Leave Block list, and click on New.</li> <li>Enter Leave Block List Name.</li> <li>Enter Block Date and Reason in the 'Leave Block List Dates' table.</li> <li>Enter Users to approve Leave Applications for Blocked Days in the 'Leave BLock List Allowed' table.</li> <li><p>Save.</p> <p><img alt="Leave Block List" class="screenshot" src="/files/leave-block-list.png"></p></li> </ol> <p>> <strong>Note:</strong> Enable the 'Applies to Company' option if you want the Leave Block List to be applicable for the entire Company. If not checked, the list will have to be added to each <a href="/docs/v14/user/manual/en/human-resources/department">Department</a> where it has to be applied.</p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/leave-type">Leave Type</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-period">Leave Period</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-policy">Leave Policy</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-allocation">Leave Allocation</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/leave-application">Leave Application</a></li> </ol> </div> <input value="9c0da455a5" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leave Block List</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leave Block List Leave Block List is a list of dates in a year, on which employees cannot apply for leave. To access Leave Block List, go to: > Home > Human Resources > Leaves > Leave Block List Frappe HR allows you to define a list of Leave Approvers who can approve Leave Applications on blocked days, in case of urgency. You can also define whether the list will be applied to the entire company or on any specific departments. 1. Prerequisites Before you create a Leave Block List, it is advisable you have the following documents: Company Department Leave Period Holiday List 2. How to create a Leave Block List Go to Leave Block list, and click on New. Enter Leave Block List Name. Enter Block Date and Reason in the 'Leave Block List Dates' table. Enter Users to approve Leave Applications for Blocked Days in the 'Leave BLock List Allowed' table. Save. > Note: Enable the 'Applies to Company' option if you want the Leave Block List to be applicable for the entire Company. If not checked, the list will have to be added to each Department where it has to be applied. 3. Related Topics Leave Type Leave Period Leave Policy Leave Allocation Leave Application	# Leave Block List Edit Page New Page Revisions Leave Block List is a list of dates in a year, on which employees cannot apply for leave. To access Leave Block List, go to: > Home > Human Resources > Leaves > Leave Block List Frappe HR allows you to define a list of Leave Approvers who can approve Leave Applications on blocked days, in case of urgency. You can also define whether the list will be applied to the entire company or on any specific departments. ## 1\. Prerequisites Before you create a Leave Block List, it is advisable you have the following documents: * [Company](/docs/v14/user/manual/en/setting-up/company-setup) * [Department](/docs/v14/user/manual/en/human-resources/department) * [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) * [Holiday List](/docs/v14/user/manual/en/human-resources/holiday-list) ## 2\. How to create a Leave Block List 1. Go to Leave Block list, and click on New. 2. Enter Leave Block List Name. 3. Enter Block Date and Reason in the 'Leave Block List Dates' table. 4. Enter Users to approve Leave Applications for Blocked Days in the 'Leave BLock List Allowed' table. 5. Save. ![Leave Block List](/files/leave-block-list.png) > Note: Enable the 'Applies to Company' option if you want the Leave Block > List to be applicable for the entire Company. If not checked, the list will > have to be added to each [Department](/docs/v14/user/manual/en/human- > resources/department) where it has to be applied. ## 3\. Related Topics 1. [Leave Type](/docs/v14/user/manual/en/human-resources/leave-type) 2. [Leave Period](/docs/v14/user/manual/en/human-resources/leave-period) 3. [Leave Policy](/docs/v14/user/manual/en/human-resources/leave-policy) 4. [Leave Allocation](/docs/v14/user/manual/en/human-resources/leave-allocation) 5. [Leave Application](/docs/v14/user/manual/en/human-resources/leave-application) ##### Leave Block List × rucha_mahabal edited 1 year ago ### No Revisions Previous Next
Leave Ledger Entry	https://frappehr.com/docs/v14/en/leave-ledger-entry	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leave Ledger Entry</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <p>A unified ledger for all leave related transactions for an employee. This maintains all the leaves related transactions, this includes the leave allocations, leave applications and leave encashments of your employees.</p> <p><img alt="Leave Ledger Entry" class="screenshot" src="/files/leave-ledger-entry.png"></p> </div> <input value="258af87ad7" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leave Ledger Entry</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leave Ledger Entry A unified ledger for all leave related transactions for an employee. This maintains all the leaves related transactions, this includes the leave allocations, leave applications and leave encashments of your employees.	# Leave Ledger Entry Edit Page New Page Revisions A unified ledger for all leave related transactions for an employee. This maintains all the leaves related transactions, this includes the leave allocations, leave applications and leave encashments of your employees. ![Leave Ledger Entry](/files/leave-ledger-entry.png) ##### Leave Ledger Entry × rucha_mahabal edited 1 year ago ### No Revisions Previous Next
Leave Ledger Report	https://frappehr.com/docs/v14/en/leave-ledger-report	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Leave Ledger Report</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <div><p>This report allows you to view the ledger impact for all your leave-related transactions:</p><ol><li><p>Leave Allocation</p></li><li><p>Leave Application</p></li><li><p>Leave Encashment</p></li></ol><p><img alt="ledger-report" class="screenshot" contenteditable="false" draggable="true" src="/files/ledger-report.png" title="ledger-report.png"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p>This report gives you an overview of:</p><ol><li><p>Ledger entry creation date</p></li><li><p>Ledger transaction dates (From Date - To Date)</p></li><li><p>Leaves (added/consumed/deducted)</p></li><li><p>Leave Type</p></li><li><p>Linked transaction details (Type & Name)</p></li><li><p>Any special flags: Is Carry Forward, Is Expired, Is Leave Without Pay</p></li><li><p>Company & Holiday List linked to it</p></li></ol><p>You can use the <strong>View Ledger</strong> button in transactions to view the linked ledger entries in the report view </p><p><img alt="leave-ledger" class="screenshot" contenteditable="false" draggable="true" src="/files/leave-ledger.gif" title="leave-ledger.gif"><img alt="" class="ProseMirror-separator"><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p><p><br class="ProseMirror-trailingBreak"></p></div> </div> <input value="0acb11fac1" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Leave Ledger Report</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 3 days ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Leave Ledger Report This report allows you to view the ledger impact for all your leave-related transactions: Leave Allocation Leave Application Leave Encashment This report gives you an overview of: Ledger entry creation date Ledger transaction dates (From Date - To Date) Leaves (added/consumed/deducted) Leave Type Linked transaction details (Type & Name) Any special flags: Is Carry Forward, Is Expired, Is Leave Without Pay Company & Holiday List linked to it You can use the View Ledger button in transactions to view the linked ledger entries in the report view	# Leave Ledger Report Edit Page New Page Revisions This report allows you to view the ledger impact for all your leave-related transactions: 1. Leave Allocation 2. Leave Application 3. Leave Encashment ![ledger-report](/files/ledger-report.png) This report gives you an overview of: 1. Ledger entry creation date 2. Ledger transaction dates (From Date - To Date) 3. Leaves (added/consumed/deducted) 4. Leave Type 5. Linked transaction details (Type & Name) 6. Any special flags: Is Carry Forward, Is Expired, Is Leave Without Pay 7. Company & Holiday List linked to it You can use the View Ledger button in transactions to view the linked ledger entries in the report view ![leave-ledger](/files/leave-ledger.gif) ##### Leave Ledger Report × rucha_mahabal edited 3 days ago ### No Revisions Previous Next
Appraisal Template	https://frappehr.com/docs/v14/en/appraisal-template	<div class="from-markdown "> <div class="d-flex justify-content-between align-items-center"> <h1 class="wiki-title">Appraisal Template</h1> <div class="dropdown wiki-options"> <div class="dropdown-toggle" type="button" role="button" id="wikiOptionsButton" data-toggle="dropdown" aria-label="Wiki Option Button" aria-expanded="false"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="feather feather-more-vertical"> <circle cx="12" cy="12" r="1"></circle> <circle cx="12" cy="5" r="1"></circle> <circle cx="12" cy="19" r="1"></circle> </svg> </div> <div class="dropdown-menu d-print-none" aria-labelledby="wikiOptionsButton"> <a class="dropdown-item edit-wiki-btn" href="#">Edit Page</a> <a class="dropdown-item add-wiki-btn" href="#">New Page</a> <a class="dropdown-item show-revisions" href="#" data-toggle="modal" data-target="#revisionsModal">Revisions</a> </div> </div> </div> <div class="wiki-content"> <p>You can define the KRAs and Feedback Criteria based on which employees would be rated in the Appraisal Template.</p> <p>To access Appraisal Template, go to:</p> <blockquote> <p>Home > Human Resources > Performance > Appraisal Template</p> </blockquote> <h2 id="1-prerequisites">1. Prerequisites</h2> <p>Before creating an Appraisal Template, you should create the following:</p> <ul> <li>KRA: Key Result Areas master to align your goals against</li> <li>Employee Feedback Criteria: Criteria based on which employees should be rated in Performance Feedback and Self Appraisal</li> </ul> <h2 id="2-how-to-create-an-appraisal-template">2. How to create an Appraisal Template</h2> <ol> <li>Go to the Appraisal Template list, and click on New.</li> <li>Enter a title for the Template. You can keep the title same as the Department or Designation you are creating the template for.</li> <li>You can optionally set some description. </li> <li>Add the KRAs (Key Result Areas) along with their weightages.</li> <li><p>Add the Criteria based on which employees should be rated in Performance Feedback and Self Appraisal. </p> <p><img src="/files/appraisal-template9d1d22.png" alt="Appraisal Template" class="screenshot"></p></li> </ol> <p>Once you create the templates, you can link them to the respective Designations.</p> <p><img src="/files/template-link.png" alt="template link" class="screenshot"></p> <p>You can link a template to multiple designations</p> <p><img src="/files/template-link-2.png" alt="template link" class="screenshot"></p> <h2 id="3-related-topics">3. Related Topics</h2> <ol> <li><a href="/docs/v14/user/manual/en/human-resources/appraisal">Appraisal</a></li> <li><a href="/docs/v14/user/manual/en/human-resources/employee-performance-feedback">Employee Performance Feedback</a></li> </ol> </div> <input value="3438813831" class="d-none" name="wiki-page-name"> <div class="modal revisions-modal fade" id="revisionsModal" tabindex="-1" role="dialog" aria-labelledby="revisionsModalTitle" aria-hidden="true"> <div class="modal-dialog modal-dialog-centered" role="document"> <div class="modal-content"> <div class="modal-header"> <h5 class="modal-title revision-title" id="revisionsModalTitle">Appraisal Template</h5> <button type="button" class="d-block d-sm-none close" data-dismiss="modal" aria-label="Close"> <span aria-hidden="true">×</span> </button> <span class="small text-muted revision-time">rucha_mahabal edited 1 year ago</span> </div> <div class="modal-body"> <div class="revision-content wiki-content"> <h3>No Revisions</h3> </div> </div> <div class="modal-footer"> <button type="button" data-modal-button="previous" class="previous-revision btn btn-secondary btn-sm hide">Previous</button> <button type="button" data-modal-button="next" class="next-revision btn btn-secondary btn-sm hide">Next</button> </div> </div> </div> </div> </div>	Appraisal Template You can define the KRAs and Feedback Criteria based on which employees would be rated in the Appraisal Template. To access Appraisal Template, go to: Home > Human Resources > Performance > Appraisal Template 1. Prerequisites Before creating an Appraisal Template, you should create the following: KRA: Key Result Areas master to align your goals against Employee Feedback Criteria: Criteria based on which employees should be rated in Performance Feedback and Self Appraisal 2. How to create an Appraisal Template Go to the Appraisal Template list, and click on New. Enter a title for the Template. You can keep the title same as the Department or Designation you are creating the template for. You can optionally set some description. Add the KRAs (Key Result Areas) along with their weightages. Add the Criteria based on which employees should be rated in Performance Feedback and Self Appraisal. Once you create the templates, you can link them to the respective Designations. You can link a template to multiple designations 3. Related Topics Appraisal Employee Performance Feedback	# Appraisal Template Edit Page New Page Revisions You can define the KRAs and Feedback Criteria based on which employees would be rated in the Appraisal Template. To access Appraisal Template, go to: > Home > Human Resources > Performance > Appraisal Template ## 1\. Prerequisites Before creating an Appraisal Template, you should create the following: * KRA: Key Result Areas master to align your goals against * Employee Feedback Criteria: Criteria based on which employees should be rated in Performance Feedback and Self Appraisal ## 2\. How to create an Appraisal Template 1. Go to the Appraisal Template list, and click on New. 2. Enter a title for the Template. You can keep the title same as the Department or Designation you are creating the template for. 3. You can optionally set some description. 4. Add the KRAs (Key Result Areas) along with their weightages. 5. Add the Criteria based on which employees should be rated in Performance Feedback and Self Appraisal. ![Appraisal Template](/files/appraisal-template9d1d22.png) Once you create the templates, you can link them to the respective Designations. ![template link](/files/template-link.png) You can link a template to multiple designations ![template link](/files/template-link-2.png) ## 3\. Related Topics 1. [Appraisal](/docs/v14/user/manual/en/human-resources/appraisal) 2. [Employee Performance Feedback](/docs/v14/user/manual/en/human-resources/employee-performance-feedback) ##### Appraisal Template × rucha_mahabal edited 1 year ago ### No Revisions Previous Next