Produktdetails werden auf Englisch angezeigt. Übersetzungen folgen in Kürze.
Kurze Fakten
- Preis
- $249.00 USD
- ERPNext-Versionen
- —
- Rüstzeit
- 30 Min
- Lizenz
- Einmalig und unbefristet
- Sprachen
- 11 Sprachen
Einmalkauf
Benefits & Insurance Administration
A build-to-order ERPNext application that manages flexible benefit plans, medical and life insurance enrollment, dependents, and reimbursement claims inside ERPNext HR. ECOSIRE scopes, builds, installs, and supports it for your team — it is not an instant-download marketplace app.
$249.00USD
Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.
Hauptfunktionen
Dedicated Frappe app installed as its own module on your bench, extending ERPNext HR without patching core
New DocTypes: Insurance Provider, Insurance Policy, Benefit Plan, Benefit Plan Allocation, Employee Dependent, and Insurance Claim
Flexible benefit plan allocation that ties back into ERPNext's native Flexible Benefits and salary structure components
Employee-to-policy enrollment with selectable coverage tiers and configurable premium-split (employer vs employee) math
Dependent management: spouse and children records with eligibility windows and per-policy dependent limits
Submittable Insurance Claim workflow (draft → submitted → approved → reimbursed) with cancel-safe accounting via on_cancel
hooks.py doc events (validate / on_submit / on_cancel) enforcing eligibility, dependent caps, and premium calculations
Scheduler events that flag policies nearing renewal and notify HR ahead of expiry
Automated benefit-in-kind tax handling: taxable-benefit values rolled into the correct salary component for payroll
Whitelisted Python methods and Frappe REST API endpoints for enrollment, claim submission, and claim status
Client scripts for tier-aware enrollment and claim forms (conditional fields, live premium preview)
Role profiles and DocType-level permissions separating HR admin, claim approver, and self-service employee access
Provider and policy master records with renewal dates, coverage limits, and document attachments
Reports and dashboard for active enrollments, claim volume, reimbursement status, and upcoming renewals
Built and tested on Frappe/ERPNext v15, forward-compatible with v16
Über dieses Produkt
Most HR teams running ERPNext hit the same wall the moment benefits get real. ERPNext HR ships Employee Benefit Application and Employee Benefit Claim tied to the Flexible Benefits framework in salary structures, but it stops at the payroll boundary: there is no proper insurance provider master, no policy or coverage-tier records, no place to enroll dependents, and no lifecycle for a medical claim beyond a salary component. Teams end up tracking policies in spreadsheets, emailing brokers, and reconciling benefit-in-kind tax by hand at year end — exactly the manual, error-prone work an ERP is supposed to remove.
Warum Benefits & Insurance Administration wählen
Dedicated Frappe app installed as its own module on your bench, extending ERPNext HR without patching core
New DocTypes: Insurance Provider, Insurance Policy, Benefit Plan, Benefit Plan Allocation, Employee Dependent, and Insurance Claim
Flexible benefit plan allocation that ties back into ERPNext's native Flexible Benefits and salary structure components
Employee-to-policy enrollment with selectable coverage tiers and configurable premium-split (employer vs employee) math
Dependent management: spouse and children records with eligibility windows and per-policy dependent limits
Submittable Insurance Claim workflow (draft → submitted → approved → reimbursed) with cancel-safe accounting via on_cancel
ECOSIRE builds a dedicated Frappe app (its own module, installed on your bench alongside hr and payroll) that closes this gap without forking ERPNext core. We add first-class DocTypes for Insurance Provider, Insurance Policy (with coverage tiers, premium splits, and renewal dates), Benefit Plan and Benefit Plan Allocation, Employee Dependent, and Insurance Claim with a submittable workflow from draft through approval to reimbursement. Enrollment links each employee (and their eligible dependents) to a policy and a coverage tier, and the flexible-plan allocation ties cleanly back to ERPNext's existing Flexible Benefits so payroll continues to work the way your accountants expect.
The logic lives where Frappe intends it. hooks.py doc events (validate, on_submit, on_cancel) enforce eligibility windows, dependent limits, and premium-split math; server scripts and whitelisted methods expose enrollment and claim actions to the Frappe REST API and to portal or client-script buttons; scheduler events flag policies approaching renewal and roll benefit-in-kind values into the correct salary component so taxable-benefit handling is automatic rather than a spreadsheet chore. Client scripts drive the enrollment and claim forms with tier-aware field logic, and everything is wrapped in role profiles and DocType permissions so HR administrators, approvers, and employees each see only what they should. It is built and tested against ERPNext / Frappe v15 and forward-compatible with v16.
Because this is build-to-order, nothing ships until we agree on scope. A short scoping call establishes your providers, plan structure, tax rules, and approval chain; we then build against your exact requirements, run UAT on a staging bench, and hand over installable source plus the git repository. Typical delivery is 2–4 weeks from confirmed scope. You get working software configured for your organization — not a generic download you have to reverse-engineer.
Was Sie bekommen
- Installable source code for your ERPNext version (v15, and/or v16) as a proper Frappe app
- Installation and configuration on your bench, including providers, plans, tiers, and role profiles
- Technical documentation: DocType schema, hooks/server-script logic, whitelisted API methods, and permissions
- End-user guide plus a live training session for HR administrators and approvers
- UAT on a staging bench with a signed-off test plan and a documented rollback procedure
- Post-go-live support window for defect fixes and configuration adjustments
- Git repository handover with full commit history and branch/tag for your release
- Scope document capturing your providers, plan structure, tax rules, and approval chain as the build baseline
Für wen das ist
HR Benefits Administrator
Owns enrollment, dependents, and open-enrollment cycles on ERPNext and needs provider, policy, and tier records in one place instead of spreadsheets and broker emails.
Payroll & Compensation Manager
Needs benefit-in-kind values and premium splits to flow automatically into the correct salary components so taxable-benefit reporting is right without manual reconciliation.
HR Systems / ERPNext Administrator
Wants benefits logic delivered as a clean, upgrade-safe Frappe app with proper DocTypes, hooks, permissions, and a git repo — not core patches that break on the next bench update.
Finance / Claims Approver
Reviews and approves insurance claims and reimbursements, and needs a clear submittable workflow with audit trail rather than ad-hoc email approvals.
Installationsübersicht
Von ECOSIRE herunterladen
Kaufen Sie die Lizenz auf ecosire.com und laden Sie die ZIP-Datei der Benefits & Insurance Administration-App von Ihrem Konto-Dashboard herunter.
Fügen Sie die App zu Ihrer Bank hinzu
Extrahieren Sie die ZIP-Datei in den Apps-Ordner Ihrer Bank oder führen Sie „bench get-app“ mit dem Pfad zur extrahierten App aus.
Installieren Sie es auf Ihrer Website
Führen Sie „bench --site SITE_NAME install-app APP_NAME“ gefolgt von „bench migrate“ aus, um Benefits & Insurance Administration zu installieren und sein Schema anzuwenden.
Aktivieren Sie Ihre Lizenz
Öffnen Sie die ECOSIRE-Lizenzeinstellungen auf Ihrer Website und aktivieren Sie Ihren Lizenzschlüssel. Erfordert die kostenlosen Apps ecosire_connect und ecosire_license_client.
Wie Benefits & Insurance Administration im Vergleich abschneidet
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Odoo Native |
|---|---|---|---|---|
| Insurance provider & policy masters | Dedicated DocTypes with tiers, limits, renewals | Whatever you build from scratch | Often absent or basic | |
| Dependent enrollment | First-class dependent records with eligibility rules | Build and test yourself | Rarely covered | |
| Claim lifecycle | Submittable workflow to reimbursement with audit trail | Depends on your effort | Basic or claim-as-salary-component only | |
| Benefit-in-kind tax handling | Auto-rolled into correct salary component | Manual logic you must design | Usually manual | |
| Fit to your org | Scoped to your providers, tiers, and approval chain | Fully bespoke but you own the risk | Generic, configure around it | |
| Upgrade safety | Separate Frappe app, survives bench upgrades | Risk of core patches breaking on upgrade | Varies by vendor quality | |
| Support & ownership | Post-go-live window + full git repo handover | Self-supported unless you hire out | Vendor support, no source guarantee | |
| Time to working software | 2–4 weeks from confirmed scope | Months of build and QA | Instant install, then heavy config |
Häufig gestellte Fragen zu Benefits & Insurance Administration
+Is this an instant download from the Frappe marketplace?
No. This is a build-to-order application. ECOSIRE scopes, builds, installs, and supports it for your organization. There is no instant download — you receive working software configured to your providers, plans, and tax rules, plus the source and git repository.
+How long does delivery take?
Typical delivery is 2–4 weeks from confirmed scope. The timeline starts once we have agreed your providers, plan structure, coverage tiers, tax rules, and approval chain on a short scoping call. Larger or more complex requirements may extend this, and we confirm the schedule in writing before building.
+Which ERPNext versions do you support, and how are updates handled?
We build and test on Frappe/ERPNext v15 with forward compatibility for v16. Because it is a separate Frappe app rather than a core patch, it survives bench upgrades cleanly. A post-go-live support window covers defect fixes and configuration adjustments; ongoing maintenance and version upgrades can be arranged as a support agreement.
+Will it break ERPNext's native payroll and flexible benefits?
No. The app extends ERPNext rather than replacing it. Flexible benefit plan allocations tie back into ERPNext's native Flexible Benefits and salary structure components, and benefit-in-kind values roll into the correct salary component so payroll continues to work exactly as your accountants expect.
+Can we integrate it with brokers or external systems?
Yes. Enrollment, dependents, and claims are exposed through whitelisted methods and the standard Frappe REST API, so external portals, broker feeds, or reporting tools can read and write data securely under Frappe's permission model. Specific integrations are captured during scoping.
+Do we own the code?
Yes. You receive the full installable source for your version and a git repository handover with complete commit history. There is no lock-in to a proprietary black box — your team or any Frappe developer can maintain it.
+How is data protected and access controlled?
Access is governed by Frappe role profiles and DocType-level permissions, so HR administrators, claim approvers, and employees each see only what they should. Sensitive dependent and claim data is scoped accordingly, and all actions run through Frappe's standard audit trail.
Verwandte Module
Angebot anfordern
Benefits & Insurance Administration
A build-to-order ERPNext application that manages flexible benefit plans, medical and life insurance enrollment, dependents, and reimbursement claims inside ERPNext HR. ECOSIRE scopes, builds, installs, and supports it for your team — it is not an instant-download marketplace app.
- Dedicated Frappe app installed as its own module on your bench, extending ERPNext HR without patching core
- New DocTypes: Insurance Provider, Insurance Policy, Benefit Plan, Benefit Plan Allocation, Employee Dependent, and Insurance Claim
- Flexible benefit plan allocation that ties back into ERPNext's native Flexible Benefits and salary structure components
- Employee-to-policy enrollment with selectable coverage tiers and configurable premium-split (employer vs employee) math