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
Employee Lifecycle & Onboarding Workflow
A build-to-order ERPNext app that standardizes onboarding, transfer, promotion, and offboarding with template-driven checklists, cross-department task automation, and asset issuance/recovery tracking. ECOSIRE scopes, builds, installs, and supports it for your instance.
$249.00USD
Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.
Hauptfunktionen
Custom `Lifecycle Event` DocType linking onboarding, transfer, promotion, confirmation and offboarding to the standard ERPNext `Employee` record
Reusable `Lifecycle Checklist Template` DocTypes with per-department task lines, default owners, and relative due-date offsets
Automated cross-department task fan-out generated server-side via `hooks.py` doc events (`on_submit`/`on_update`) into ToDo/assignment records
Frappe `Workflow` documents driving probation-review, confirmation, and promotion/transfer approval chains with policy-defined states and role transitions
Role profiles and permission rules so IT, Facilities, Finance and reporting managers each see only their own task queue
`scheduler_events` cron jobs that sweep for overdue tasks and fire reminder plus escalation notifications
Server scripts enforcing sequencing gates — e.g. asset recovery must clear before an offboarding event can close
Asset issuance and recovery tracking linked to ERPNext `Asset`/`Serial No` for a live per-employee custody trail
Probation and confirmation workflow with review sign-off, extension handling, and automatic confirmation-date stamping
Whitelisted REST endpoints for ingesting joiner data from an ATS or HR portal and querying live task status
Client scripts adding conditional field prompts, inline task summaries, and validation on lifecycle forms
Notification and email templates for task assignment, due-date reminders, and approval decisions
Dashboard and report views (Query/Script Report) for open tasks, aging, and per-department completion rates
Idempotent install/migrate via `patches.txt` and fixtures so redeploys don't duplicate templates or workflow states
Über dieses Produkt
Most HR teams outgrow ERPNext's native Employee Onboarding and Employee Separation DocTypes the moment lifecycle events span more than one department. The stock Employee Onboarding Template drives a linear list of activities, but it has no concept of parallel tracks for IT, Facilities, Finance, and the reporting manager, no automated escalation when a task stalls, and no structured probation-to-confirmation gate. Transfers and promotions fall back to manual Employee record edits with no approval trail, and offboarding asset recovery lives in spreadsheets. When a joiner's laptop isn't provisioned or a leaver keeps building access, the gap is operational risk, not a reporting inconvenience.
Warum Employee Lifecycle & Onboarding Workflow wählen
Custom `Lifecycle Event` DocType linking onboarding, transfer, promotion, confirmation and offboarding to the standard ERPNext `Employee` record
Reusable `Lifecycle Checklist Template` DocTypes with per-department task lines, default owners, and relative due-date offsets
Automated cross-department task fan-out generated server-side via `hooks.py` doc events (`on_submit`/`on_update`) into ToDo/assignment records
Frappe `Workflow` documents driving probation-review, confirmation, and promotion/transfer approval chains with policy-defined states and role transitions
Role profiles and permission rules so IT, Facilities, Finance and reporting managers each see only their own task queue
`scheduler_events` cron jobs that sweep for overdue tasks and fire reminder plus escalation notifications
ECOSIRE builds a proper Frappe app — a versioned module you own — that layers structured lifecycle orchestration on top of ERPNext's HR foundation instead of replacing it. We model the flow as first-class DocTypes: a Lifecycle Event master (onboarding, transfer, promotion, confirmation, offboarding) linked to the standard Employee, with reusable Lifecycle Checklist Template and per-department task lines. Task fan-out and status roll-up are handled server-side through hooks.py doc events (on_submit, on_update) and whitelisted methods, so ToDo/assignment records are generated atomically and each department only sees its own queue via role-scoped permissions and role profiles. A scheduler_events cron sweeps for overdue tasks and fires reminders and escalations, and Frappe Workflow documents drive the probation-review, confirmation, and promotion/transfer approval chains with the states and role transitions your policy actually uses.
The build is grounded in Frappe engineering, not screen configuration. Server scripts and app-level Python enforce sequencing rules (asset recovery must clear before an offboarding event can close; confirmation cannot be granted before the probation review is signed off); client scripts add field-level UX such as conditional prompts and inline task summaries; and everything is exposed over the standard Frappe REST API and custom whitelisted endpoints so joiner data can flow in from your ATS or an HR portal. Asset issuance and recovery link to ERPNext Asset/Serial No records where you use them, giving a live custody trail per employee. The app targets Frappe/ERPNext v15 and the v16 line, ships as an installable app on your bench, and is delivered under version control so your team can read, extend, and audit every line.
Because this is build-to-order, nothing is a black-box download. We start from your actual org chart, checklist policies, and approval matrix on a scoping call, agree the DocType and workflow design, then build against a staging copy of your ERPNext instance. You get UAT on staging with a documented rollback plan before anything touches production. Typical delivery is 2 to 4 weeks from confirmed scope depending on the number of departments, integrations, and approval branches, followed by a post-go-live support window and full git repository handover.
Was Sie bekommen
- Installable Frappe app source code for your commissioned version, built for Frappe/ERPNext v15/v16
- Installation and configuration on your bench, including workflows, role profiles, and checklist templates
- Technical documentation covering DocTypes, doc events, whitelisted methods, and scheduler jobs
- End-user guide plus a live training session for your HR ops team and department task owners
- UAT on a staging copy of your instance with a documented, tested rollback plan
- Post-go-live support window for defect fixes and configuration adjustments
- Full git repository handover so your team owns, audits, and extends the code
- Configured sample checklist templates and approval workflows mapped to your org structure
Für wen das ist
HR Operations Manager
Owns the joiner-mover-leaver process and wants every onboarding, transfer, and exit to run to a repeatable checklist inside ERPNext, with visibility into which tasks are stuck and who owns them — not chased over email and spreadsheets.
HRIS / ERPNext Administrator
Maintains the ERPNext instance and needs lifecycle logic delivered as a clean, version-controlled Frappe app that respects permissions, migrates cleanly on the bench, and can be extended in-house rather than a pile of ungoverned customizations.
People Operations Lead / HRBP
Responsible for policy compliance around probation, confirmation, and approvals; wants enforced sequencing and audit trails so confirmations, promotions, and transfers can't skip the required sign-offs.
IT / Facilities Coordinator
Receives asset-provisioning and recovery tasks and needs a single scoped queue per department, tied to asset custody records, so laptops and access are issued on day one and reliably recovered on exit.
Installationsübersicht
Von ECOSIRE herunterladen
Kaufen Sie die Lizenz auf ecosire.com und laden Sie die ZIP-Datei der Employee Lifecycle & Onboarding Workflow-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 Employee Lifecycle & Onboarding Workflow 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 Employee Lifecycle & Onboarding Workflow im Vergleich abschneidet
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Odoo Native |
|---|---|---|---|---|
| Cross-department task orchestration | Parallel per-department fan-out via doc events with scoped queues | Possible but you design and maintain it from scratch | Usually linear checklists, limited parallel tracks | |
| Probation & confirmation gates | Enforced workflow with sign-off and auto-confirmation stamping | Whatever you build and test yourself | Rarely modeled; often manual | |
| Promotion / transfer approvals | Frappe Workflow approval chains mapped to your matrix | Buildable, needs approval design and QA | Varies; often generic or absent | |
| Asset issuance & recovery | Linked to `Asset`/`Serial No` with sequencing before exit closes | You wire the links and rules yourself | Typically tracked loosely or not at all | |
| Overdue escalation | Scheduler cron sweeps and escalates stalled tasks | Requires custom scheduler jobs and testing | Basic reminders if any | |
| Fit to your org & policy | Built from your org chart, checklists and approval matrix | Full fit but full build cost and risk on you | Fit to the vendor's assumptions, hard to bend | |
| Ownership & extensibility | Full git repo handover, versioned Frappe app you own | You own it but also carry all the build effort | Vendor-owned; limited or no source access | |
| Support & delivery model | Scoped build, UAT on staging, post-go-live support window | Depends entirely on your internal team's capacity | Marketplace/community support, variable SLAs |
Häufig gestellte Fragen zu Employee Lifecycle & Onboarding Workflow
+Is this a ready-made app I can download and install today?
No. This is a build-to-order engagement. ECOSIRE scopes the lifecycle events, checklist templates, and approval matrix against your actual ERPNext instance, then builds and installs a versioned Frappe app for you. There is no instant download — the deliverable is code purpose-built for your org.
+How long does delivery take?
Typical delivery is 2 to 4 weeks from confirmed scope. The exact timeline depends on the number of departments in the task fan-out, the complexity of your approval workflows, and any ATS/HR-portal integrations. We confirm dates in writing after the scoping call.
+Which ERPNext versions are supported?
We build against Frappe/ERPNext v15 and the v16 line. We target your specific version at scoping so the app installs and migrates cleanly on your bench and stays compatible with the DocTypes and APIs on your release.
+Does it replace ERPNext's native HR onboarding and separation?
No — it builds on top of them. We layer structured `Lifecycle Event`, checklist, and workflow DocTypes over the standard `Employee`, `Asset`, and HR foundation, so you keep native reporting and payroll links while gaining parallel cross-department orchestration, escalation, and sequencing gates the core doesn't provide.
+How do we get support and updates after go-live?
Every build includes a post-go-live support window for defect fixes and configuration adjustments. Because you receive the full git repository, your team can extend it independently, and ECOSIRE offers ongoing support and version-upgrade engagements (for example moving from v15 to a newer release) as a separate arrangement.
+Will it work with our existing permissions and roles?
Yes. Task queues and lifecycle actions are scoped through ERPNext permission rules and role profiles, so IT, Facilities, Finance, and reporting managers each see only what they should. We map these to your existing role structure during the build.
+Can it integrate with our recruitment system or HR portal?
Yes. We expose whitelisted REST endpoints so joiner data can be pushed from an ATS or HR portal to auto-create onboarding events, and task status can be read back out. Integration scope is agreed during scoping and delivered against your staging environment first.
Verwandte Module
Angebot anfordern
Employee Lifecycle & Onboarding Workflow
A build-to-order ERPNext app that standardizes onboarding, transfer, promotion, and offboarding with template-driven checklists, cross-department task automation, and asset issuance/recovery tracking. ECOSIRE scopes, builds, installs, and supports it for your instance.
- Custom `Lifecycle Event` DocType linking onboarding, transfer, promotion, confirmation and offboarding to the standard ERPNext `Employee` record
- Reusable `Lifecycle Checklist Template` DocTypes with per-department task lines, default owners, and relative due-date offsets
- Automated cross-department task fan-out generated server-side via `hooks.py` doc events (`on_submit`/`on_update`) into ToDo/assignment records
- Frappe `Workflow` documents driving probation-review, confirmation, and promotion/transfer approval chains with policy-defined states and role transitions