how to create HR management solution

1. Understanding the Basics of Frappe and ERPNext

Task 1: Install Frappe and ERPNext

• Goal: Get a local or cloud-based instance of ERPNext running.
• Steps:
  1. Option 1: Cloud Version – You can sign up for ERPNext's free trial to start exploring without installation.
  2. Option 2: Local Installation – If you prefer local setup, follow the official ERPNext installation guide to install Frappe/ERPNext using Docker or on a Linux-based server.
• Outcome: You should have access to ERPNext, ready for development or exploration.

Task 2: Explore Default Modules in ERPNext

• Goal: Familiarize yourself with ERPNext’s out-of-the-box modules like HR, Sales, and Accounts.
• Steps:
  1. Navigate to the HR Module and explore key features like employee profiles, attendance, payroll, and leave management.
  2. Go through other modules (Accounts, Sales, Purchase, etc.) to understand the entire ERP system.
• Outcome: You’ll gain an understanding of the pre-built modules and their workflows.

Task 3: Understand and Create a Custom Doctype

• Goal: Learn what Doctypes are and how to create one.
• Steps:
  1. In ERPNext, go to the Doctype List under the Developer module.
  2. Create a new Doctype for something simple like Training Program.
  3. Add fields like Training Name, Date, and Instructor in the form.
  4. Customize the Doctype’s layout.
• Outcome: You’ll learn how data structures are managed in ERPNext.

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2. Setting Up HRMS Module

Task 4: Set Up the HRMS Module

• Goal: Set up the core HRMS functionalities.
• Steps:
  1. Go to the HR Module in ERPNext.
  2. Create Departments, Designations, and Employee Types under the HR settings.
  3. Add a few employees, filling in relevant fields like name, department, designation, etc.
• Outcome: You’ll have a basic HR structure set up.

Task 5: Explore Attendance, Payroll, and Leave Management

• Goal: Understand core HR functionalities.
• Steps:
  1. For Attendance, log in as an employee and mark attendance manually or through an integration.
  2. For Payroll, explore the salary structure and create a basic payroll run.
  3. For Leave Management, create a leave application and explore the approval workflow.
• Outcome: You’ll understand the core processes of HR management.

Task 6: Customize the Employee Doctype

• Goal: Learn how to customize existing Doctypes.
• Steps:
  1. Navigate to the Employee Doctype under HR settings.
  2. Add a new field like Employee Type (e.g., Full-time, Part-time).
  3. Save and refresh the page, then observe how the field appears on employee forms.
• Outcome: You’ll learn how to modify pre-existing Doctypes.

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3. Customization of Doctypes

Task 7: Add a Custom Field in HR Module

• Goal: Add custom fields to existing Doctypes.
• Steps:
  1. Navigate to Customize Form and choose the Employee Doctype.
  2. Add a custom field such as Years of Experience with data type Int.
  3. Save the customization and see the field appear in the Employee form.
• Outcome: You’ll understand how to extend standard modules.

Task 8: Conditional Field Visibility

• Goal: Show or hide fields based on conditions.
• Steps:
  1. Go to Customize Form and select Employee.
  2. Add a condition (for example, hide the Years of Experience field when Fresher is selected).
  3. Implement the logic using Frappe’s depends_on functionality.
• Outcome: You’ll learn how to create dynamic forms based on user inputs.

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4. Workflow and Permissions

Task 9: Create a Workflow for Employee Approval

• Goal: Build a workflow for employee-related approvals.
• Steps:
  1. Create a new Workflow under the HR module.
  2. Define stages like Pending Approval, Approved, and Rejected.
  3. Assign roles such as HR Manager for the approval stage.
• Outcome: You’ll have an approval system for HR processes.

Task 10: Assign Role-based Permissions

• Goal: Learn how to set permissions for various roles in ERPNext.
• Steps:
  1. Go to Role Permissions Manager.
  2. Define what actions (read, write, create, etc.) different roles (like HR Manager vs. Employee) can perform on HR documents.
  3. Test the permissions by logging in as different users.
• Outcome: You’ll understand how to manage access control in Frappe.

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5. Scripting in Frappe

Task 11: Server-side Scripting

• Goal: Learn how to write Python code to validate data.
• Steps:
  1. Go to the Employee Doctype’s Python script.
  2. Add a validation (e.g., ensuring the employee’s age is greater than 18 before saving).
  3. Test the script by trying to save invalid data.
• Outcome: You’ll be able to manipulate backend logic using Python.

Task 12: Client-side Scripting

• Goal: Learn how to write JavaScript to control frontend behavior.
• Steps:
  1. Add a Custom Script to the Employee form.
  2. Write a script that automatically sets the Date of Joining based on the Department selected.
  3. Test the functionality.
• Outcome: You’ll learn how to control form behavior on the client side.

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6. Reporting and Dashboards

Task 13: Build a Report Using Frappe’s Report Builder

• Goal: Create a custom report.
• Steps:
  1. Go to Report Builder and select the Employee Doctype.
  2. Add fields like Name, Department, and Status.
  3. Filter the data (e.g., show only employees from the HR department).
• Outcome: You’ll be able to create and export simple reports.

Task 14: Create a Custom HR Dashboard

• Goal: Create a dashboard for HR metrics.
• Steps:
  1. Go to Dashboard and create a new HR dashboard.
  2. Add charts for attendance tracking, employee count per department, etc.
  3. Display the dashboard on the HR home page.
• Outcome: You’ll be able to visualize HR metrics in a dashboard.

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7. Payroll Management

Task 15: Set Up Payroll

• Goal: Configure payroll for employees.
• Steps:
  1. Go to the Payroll Settings in the HR module.
  2. Set up salary structures, define allowances, and deductions.
  3. Assign salary structures to employees.
• Outcome: You’ll learn how to configure and manage payroll.

Task 16: Run a Payroll Process

• Goal: Execute the payroll process for employees.
• Steps:
  1. Create a Payroll Entry and process salaries for the current month.
  2. Post the salary slips and generate reports.
• Outcome: You’ll understand the payroll process from start to finish.

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8. Integration and API

Task 17: Use Frappe API

• Goal: Fetch employee details via API.
• Steps:
  1. Access Frappe’s REST API documentation.
  2. Write a script to fetch employee data using the API and display it in a simple interface.
• Outcome: You’ll understand Frappe’s API for integrations.

Task 18: Integrate with External System

• Goal: Display employee data on a custom frontend.
• Steps:
  1. Set up an external React application.
  2. Use the Frappe API to pull employee data and display it in a table.
• Outcome: You’ll learn how to integrate ERPNext with external systems.

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9. Advanced Customization (Optional)

Task 19: Build Custom HR Workflows with Validation Rules

• Goal: Add advanced business logic using Python scripts.
• Steps:
  1. Add advanced validation rules (e.g., automatically assigning leave balance based on years of experience).
  2. Test the functionality with various employee profiles.
• Outcome: You’ll enhance the system’s functionality with custom rules.

Task 20: Create Custom HR Dashboards

• Goal: Build visual dashboards using Frappe’s charting tools.
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Steps:**
1. Create a new dashboard with bar charts, pie charts, and graphs.
2. Visualize key HR metrics such as leave balance, attendance, etc.

• Outcome: You’ll build a rich dashboard for decision-making.

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10. Final Project: HR Management Solution

• Goal: Combine everything you’ve learned into a complete HR solution.
• Steps:
  1. Implement employee onboarding, leave tracking, and payroll in a single system.
  2. Add custom workflows, reports, and dashboards.
  3. Document the project for future reference.
• Outcome: You’ll have built a fully functional HR management system.