What is OpenERP?
OpenERP is a SaaS tool with multiple applications including CRM, Accounting, Project Management, Web site management, eCommerce but also Human Resources. Human Resources application contains employee administration, Recruitment, Appraisal, Leave Management and also Payroll calculation.
How does it work?
You create your company with a 15 days trial period and start installing application you need to manage your company. Installation is purely done in background, there is no need to download programs and install on your computer or server. Everything is directly managed by OpenERP.
Once your applications are installed (requires 1-2 minutes depending on the number of applications you choose) you can start to customize your company and applications. It is easy and you don’t need much explanations, except for Payroll rules setting.
Below are some screenshots about application installation and configuration.
Application installationYou chose the applications you need for your company.
Once you have chosen the Human Resources application you can start creating employees. A first employee is created automatically for Administration of the company.
Creation of a new employee
This page allow you to enter data for your new employee.
If any of your picklist is empty when using the first time your application you can directly edit and create new items as shown below for the Tag field:
Here is how you create new items in your picklist:
As well when you need to assign a company in your employee file you can add these object directly when editing the employee file:
When the employee is created you can add a picture. This is your employee listing:
Other basic configurations
Human resources basic configuration requires 2 tables: Departments and Job Positions.
Departments are defined hierarchically, each department can me attached to a parent department as shown below:
Job positions can be assigned to departments and number of expected recruitment can be defined:
General settings for HR Management
Working Schedule configuration
You can create working schedule very precisely with a start and end time for every days and chose a company in which this schedule is available and the starting date of your configuration:
You can create Leave request with approval scenarios
Here is the calendar view with all Leave requests
You can create time sheets and assign work done on new customers:
And add accounts to your customers:
Here is the new time sheet created for an employee:
And the summary of your time sheet
You can manage expenses related to a project
Payroll rules can be configured in Salary structures tables
Here is a basic salary rule
Each rule can have Child rules allowing cascading computation
Inputs can be added to a salary rule in order to add employee based variables. These inputs can be used in the salary rule configuration
This is the basic Gross Salary rule. The computation can be a written in Python code. OpenERP offers multiple standard variables to simplify your payroll rules configuration.
Here is the way to define how a contribution is calculated based on a tax grid:
One child rule with specific conditions to compute the salary rule
This is a range based on Gross pay for which a specific contribution is computed
Before the payslip can be calculated you need to review the number of worked days
Then you can review the salary computation
And review the details by Salary rule category
This is the details of the computation
Once you agree with the calculation you can approve and then print the payslip in PDF format: