Mastering HR Management with ERPNext: A Comprehensive Course
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Welcome to the comprehensive ERPNext HR Management Course! Designed for HR professionals, ERP implementers, and individuals seeking to optimize their HR processes, this in-depth course not only covers the ERPNext HR Module but also provides valuable insights into industry best practices for HR management.
With over two decades of industry expertise in HR and ERP implementation, our course instructor brings a wealth of knowledge and practical experience to guide you through this learning journey. Beyond just mastering the ERPNext HR Module, you will also gain a deep understanding of the best practices and policies that drive effective HR processes.
Throughout the course, you will explore a wide range of HR topics and learn how to align them with the capabilities of ERPNext. Starting with an introduction to the ERPNext HR Module, you will discover its key features and benefits, setting the stage for the comprehensive learning experience that follows.
Building on this foundation, you will dive into Employee Management, where you will learn how to create and manage employee records, define employment types, establish branches and departments, assign designations, manage promotions, and handle employee health insurance. The course will provide valuable insights into industry best practices for each of these HR processes, ensuring that you gain a holistic understanding of HR management.
Employee Lifecycle Management will be another crucial aspect covered in the course, focusing on streamlining the onboarding process, mapping employee skills, managing promotions and transfers, and effectively addressing employee grievances. You will not only learn the technical aspects of these processes within ERPNext but also gain insights into the best practices that foster a positive employee experience and drive organizational success.
Attendance and Leave Management will be thoroughly explored, equipping you with the knowledge to configure attendance policies, manage attendance requests, track employee presence, and effectively manage leaves. With a focus on best practices, you will learn how to optimize attendance and leave management to enhance productivity and ensure compliance.
The Employee Exit Management section will guide you through the process of managing employee separations, generating full and final settlement statements, conducting exit interviews, and leveraging the collected data for organizational improvement. You will learn the best practices for handling employee exits with sensitivity and professionalism, ensuring a smooth transition for both the departing employee and the organization.
Expense Management, an integral part of HR operations, will be covered extensively. You will gain insights into best practices for recording and managing employee expense claims, handling advances and reconciliations, and managing travel requests and reimbursements. By understanding the industry best practices, you will be equipped to streamline expense management processes, control costs, and ensure accurate financial reporting.
Recruitment Management, a critical HR function, will be explored in detail. You will learn how to create and manage job openings, track employee referrals, manage job applicants, generate job offers and employment contracts, create staffing plans, conduct interviews, and leverage ERPNext to streamline the recruitment process. Best practices for attracting top talent, assessing candidate suitability, and creating a positive candidate experience will be emphasized.
Performance Management will be a key focus, where you will learn to manage employee appraisals, configure energy point rules, track energy point accumulation, generate attendance reports for performance assessment, and leverage recruitment and employee analytics for informed decision-making. You will gain insights into best practices for setting performance goals, conducting fair evaluations, and motivating employees to excel.
The course will also cover additional HR functions, such as fleet management, employee loans, HR settings configuration, daily work summary groups, and internal communication enhancements. Through best practices and practical examples, you will learn how to optimize these functions within ERPNext to achieve operational efficiency and effectiveness.
Furthermore, Training and Development will be a vital component of the course, where you will discover how to manage training programs, organize training events, evaluate training results, and collect participant feedback. By incorporating industry best practices into your training initiatives, you will create a culture of continuous learning and development within your organization.
By the end of this course, you will not only be proficient in using the ERPNext HR Module but will also have a deep understanding of industry best practices, policies, and processes related to HR management. Your extensive experience in HR and ERP implementation will be further enhanced by the insights and knowledge gained throughout the course.
Enroll now to broaden your HR knowledge, gain valuable insights into best practices, and unlock the full potential of ERPNext for HR management in your organization!
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1Introduction to ERPNext HR Module CourseVideo lesson
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2Understand the ERPNext FrameworkVideo lesson
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3ERPNext - User InterfaceVideo lesson
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4ERPNext User Interface - Awsomebar and User SettingsVideo lesson
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5Customizing Your Workspace - Desk PageVideo lesson
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6HR Module SettingsVideo lesson
In this lecture, you will know all about HR Settings, including the Naming Series, Reminders and Notification Settings, Leave Settings, Recruitment Settings, Interview settings and a lot more.
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7Human Resource Process OverviewVideo lesson
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8Section 1 : QuizQuiz
Section 1 : Quiz
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9Understanding Employee Record and Master Data ManagementVideo lesson
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10Employee Master : Managing Employee RecordsVideo lesson
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11Defining Employment TypesVideo lesson
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12Departments : Categorizing Employees by Job FunctionsVideo lesson
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13Employee Grade and Company Policies : Best PracticesVideo lesson
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14Creating and Managing BranchesVideo lesson
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15Designation Master : Job Description and SkillsVideo lesson
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16Designation Master : Bulk Data ImportVideo lesson
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17Holiday ListVideo lesson
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18Shif TypesVideo lesson
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19Employee Health InsuranceVideo lesson
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20Employee Master : Adding First Employee in ERPNextVideo lesson
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21Import Employee Data : Bulk Data ImportVideo lesson
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22Update Employee Data : Bulk Update using Data Import ToolVideo lesson
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23Quiz 2Quiz
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24Employee Recruitment ManagementVideo lesson
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25Understanding the Recruitment Process - Best PracticesVideo lesson
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26Staffing Plan to Initiate the Recruitment : Understading the Best PractricesVideo lesson
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27Job Opening : Formal Annoucment and Accepting the Job ApplicaitonsVideo lesson
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28Job Applicant : Creating, Accepting and Managing Job ApplicationsVideo lesson
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29Employee Referral and Referal BonusesVideo lesson
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30Interview Process : A comlete LectureVideo lesson
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31Job Offer : Creating Job Offer for Selcted CandidatesVideo lesson
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32Appointment Letter : Create Template and Complete Recruitment ProcessVideo lesson
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33Employee Lifecycle ManagementVideo lesson
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34Employee Lifecycle in ERPNextVideo lesson
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35Introduction to Employee OnboardingVideo lesson
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36Onboarding Template : Creating Templates for Onboarding Process (Tasks)Video lesson
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37Employee Onboarding : Managing the new JoiningsVideo lesson
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38Employee Skill Map : Mapping Skills to Employee and Understanding Training NeedsVideo lesson
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39Employee Promotion ProcessVideo lesson
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40Managing Employee TransferVideo lesson
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41Grievance Type : Defining Formal Types and Understanding Company PolicyVideo lesson
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42Employee Grievance : How to create and updateVideo lesson
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43Employee Attendance and Leave ManagementVideo lesson
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44Attendance and Leave Management Validation Process and Payment Days CalculationVideo lesson
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45Holliday and Shift ManagementVideo lesson
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46How to Use Employee Check-inVideo lesson
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47Automarking Attendance and Attendance ManagementVideo lesson
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48Attendance Request : Managing Exceptions and Manual AttendanceVideo lesson
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49Attendance Tool and Report :Bulk Mark and Upload AttendanceVideo lesson
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50Leave ManagementVideo lesson
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51Leave TypeVideo lesson
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52Leave PeriodVideo lesson
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53Leave PolicyVideo lesson
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54Leave Policy AssignmentVideo lesson
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55Leave Allocation : Additional Leave and Modification in ExistingVideo lesson
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56Leave Block ListVideo lesson
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57Applying and Managing Leave ApplicationVideo lesson
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58Compensatory Leave Management : Request and ApplyVideo lesson

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