HR Essentials
Keep employee records, attendance and leave in order.
Part of ERPNext HR & Payroll Officer learning path
Take these first
This course builds on other courses. You can still start now.
Coming soon
We are recording the lessons for this course now. Leave your email and we will tell you the day it opens.
What You'll Learn
- ✓Explain what the HRMS app covers and how it connects to ERPNext
- ✓Set up departments, designations and branches
- ✓Create and maintain complete employee records
- ✓Set up holiday lists and shift patterns
- ✓Record attendance by hand or from check-in devices
- ✓Set up leave types and allocations, and approve leave applications
- ✓Process expense claims and employee advances
- ✓Give staff self-service access and report on the workforce
Course Content
8 lessons when complete · 0 live now
- 1Coming
HR in ERPNext
What the HR app covers and how it connects to the rest.
- 2Coming
Company Structure
Departments, designations and branches.
- 3Coming
Employee Records
Create and maintain complete employee files.
- 4Coming
Holiday Lists and Shifts
Working days, holidays and shift patterns.
- 5Coming
Attendance and Check-Ins
Record attendance by hand or from devices.
- 6Coming
Leave Types, Allocations and Applications
Set leave rules and approve requests.
- 7Coming
Expense Claims and Employee Advances
Reimburse staff and recover advances.
- 8Coming
Employee Self-Service and HR Reports
Let staff serve themselves, and report on the workforce.
About This Course
HR and payroll run in the separate HRMS app (Frappe HR), which works alongside ERPNext. This course shows you how to keep employee records, attendance and leave in order.
You'll set up departments, designations and branches, create complete employee files, and define holiday lists and shifts. You'll record attendance by hand or from devices, set leave rules and approve requests, and handle expense claims and employee advances.
You finish by giving staff self-service access and reporting on your workforce.
Prerequisites
- •Getting Started with ERPNext
- •Customers, Suppliers & Items
Who This Course Is For
- →HR officers and HR assistants
- →Office administrators who keep staff records
- →Line managers who approve leave and claims
- →Small business owners managing their own staff
8 more lessons are being recorded. You get every new lesson as it is added.
It opens with an early-bird price: 50% off. The price goes up a little with every new lesson and reaches the full price when the course is complete, so the sooner you join, the less you pay.
This course includes
- ⏱About 3h 20m of video when complete
- 🎬8 lessons, 0 live now
- ♾️Full lifetime access
- 📱Access on all devices
- 🏆Certificate of completion
Your Instructor
Karani Geoffrey
ERPNext Architect & Implementation Consultant · 17+ Years in ERP
Karani Geoffrey is the founder of UPEO Academy and a leading authority on ERPNext implementation in East Africa. With over 17 years of hands-on experience deploying ERP systems across manufacturing, healthcare, retail, and financial services, Karani has guided hundreds of organisations through complex digital transformation journeys.
He is a certified Frappe/ERPNext developer and has built custom Frappe applications for multinational clients. His practical, no-nonsense teaching style bridges the gap between business strategy and technical execution - helping learners not just understand ERPNext, but master it.