AX-07 · Operate
HR, attendance, and payroll
Employee records, leave, attendance, expense claims, and payroll where your local salary structure can be expressed in ERPNext.
Typical length: 4–8 weeks
Outcome
Joiners, leave, and a pay run that posts to the ledger, with a clear boundary for anything a local statutory file still has to do.
Who it is for
- Companies keeping headcount in spreadsheets
- Plants that need shift attendance beside production
- Finance teams who want payroll journals in the same system
What is included
- Employee master
- Departments, designations, holiday lists, and the documents HR already collects. Access is separated from finance roles.
- Leave and attendance
- Leave types, approvals, and attendance from a manual sheet or a biometric feed if we integrate one.
- Payroll
- Salary structures, components, and a test pay run posted to accounts. Statutory formats vary by country and are scoped explicitly.
- Claims
- Expense claims with approval and a payment entry back to the employee.
How the work runs
- 01Confirm the payroll boundaryWhat ERPNext will calculate, and what a local filing or bank file still needs from a report.
- 02Load a sample departmentStructures, one leave cycle, and one pay run on staging.
- 03Reconcile the journalFinance checks the salary posting before the first live run.
Deliverables
- Employee data template
- Leave policy configuration
- Salary structure workbook
- Test payroll journal