Employee Promotion

Promotion or career advancement is a process through which an Employee of a company is given a higher share of duties, a higher pay-scale or both.

In ERPNext, you can manage Employee Promotion and its various associated activities using this document.

To access Employee Promotion, go to:

Human Resources > Employee Lifecycle > Employee Promotion

1. Prerequisites

Before creating an Employee Promotion, it is advisable that you create the following documents:

2. How to create an Employee Promotion

  1. Go to: Employee Promotion > New.
  2. Select the Employee.
  3. Enter the Promotion Date.
  4. In the Employee Promotion Detail table, select the Property and set the Current and New value.

    Employee Promotion

Note: Promotion document can be submitted on or after Promotion Date. Once submitted all the changes added to Promotion Details table will be applied to the Employee. ERPNext also keeps a record of all promotions of the Employee in the Employment History table in Employee document.

  1. Employee Onboarding
  2. Employee Separation
  3. Employee Transfer