HR Payroll module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

HR Payroll module allows you to pay your employees quickly and correctly every time you run payroll. The right system can shave hours off your payroll process, help you pay payroll taxes, and comply with labor laws.

Module Features

1. Employee Profile Management
2. Attendance Information Management
3. Commission Information Management
4. Salary Deductions
5. KPI Bonus
6. Insurance Management
7. Income Taxes Management
8. Payslip Template Management
9. Payslips Management
10. Settings:
    • Income Tax Rates
    • Income Tax Rebates
    • Earnings List
    • Salary Deductions List
    • Insurance List
    • Payroll Columns Management
    • PDF Payslip Templates Management
    • Data Integration
    • Currency Rates Management
    • Permissions Management
11. Report:
    • Payroll Report
    • Income Summary Report
    • Insurance Cost Summary Report
    • Payroll Overview (Chart)
    • Payroll Department Overview (Chart)
12. Integration: master data can be imported from data files or can be synchronized with modules
    • HR Records module for Perfex CRM
    • Timesheets and Leave Management for Perfex CRM
    • Sales Commission Program for Perfex CRM
    • Accounting and Bookkeeping module for Perfex CRM
    • Workflow Automation module for Perfex CRM

Demo

HR Payroll Module Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket. Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2021-04-26

    Initial version

Version 1.0.1 / 2021-05-16

    Add view (Own) permission: Employees, Attendance, Commissions, Deductions, Bonus Kpi, Insurance, Payslips, Payslip templates, Income taxes,...
    Calculate the hourly payroll of the task or project.

Version 1.0.2 / 2021-05-18

    Update sync feature with Timesheet & Leave module.

Version 1.0.3 / 2022-04-24

    Fix minor bugs.
    Update view payslip
    PDF for payslip: view, download ( one employee or multiple by month).
    Add view Own permission for module: related to employees, attendance, commissions, deductions, bonus KPI, insurance, payslips, payslip templates, Income taxes.
    Improve integration features with HR Records module:: view my payslip on the data table, and PDF add two-column "basic salary", "allowance".
    Setting salary deduction list add new option: choose to deduct salary according to any column in the list of earning list.
    Employees: add bank name and bank account columns.

Version 1.0.4 / 2022-05-21

    Update features: payslip templates and payslips

Version 1.0.5 / 2022-05-25

    Fix minor bugs.

Version 1.0.6 / 2024-06-02

    Fix bug filer on Report: Insurance cost summary report
    Payslip: Allows creating payslips by time interval
    Payslip: Update in 1 month 1 employee can have multiple payslips
    Attendance: Add a tab for detailed management timesheet leave (paid leave time, Unpaid leave time): allows entering details day by day, add, edit, delete, update
    Attendance: when syncing from the past timesheet, the module will sync to the upper tab and automatically recalculate

Version 1.0.7 / 2024-06-02

    Fix bug: Data synchronization from the timesheet module
    Fix errors related to the Handsontable library
    Synchronize bank name and bank account number, Contract data from HR records module.
    Settings: customize which columns will display on the payslip screen in employee details.
    Create a PDF template for the Payslip
    Apply the created PDF template to the corresponding pay slips

Version 1.0.8 / 2024-06-02

    Add new field in staff profile: epf_no, social_security_no
    Add new field in payslip: epf_no, social_security_no

Version 1.0.9 / 2024-06-02

    Add setting currency rates
    Allows creating payslips by currency
    Update screens and functions related to currency in payslip: payslip in employee details, payslip pdf, payslip report
    Fix bug:  add remove column when editing Payslip Template.
    Payslip download ZIP, fix error of employee without an Employee ID number when exporting pay slip, no pay slip PDF file will be created
    Upgrade source code to be compatible with PHP 8.1.
    Upgraded features to be compatible with the latest version of Perfex CRM.

Version 1.1.6 / 2026-01-16

    Added extended employee profile fields, including passport, visa, ID, contact, and labor information.
    Introduced overtime management with synchronization from timesheets.
    Added payroll support for 13th-month salary.
    Integrated payroll with Projects, allowing employee cost management, project-based salary, and bonuses.
    Added hourly rate and total hourly pay columns to payslips.
    Enabled automatic email notifications to staff when payslips are closed.
    Enhanced payslip template management with better column handling and formatting.
    Improved payslip PDF and Excel outputs, including number formatting, bank account formatting, and data consistency.
    Optimized payslip PDF generation via cron jobs to prevent timeouts and download errors for large payrolls.
    Added accounting mapping support for payroll data integration.
    Upgraded features to be compatible with the latest version of Perfex CRM.
    Fixed multiple issues related to payslip generation, export, and download (PDF, Excel, ZIP).
    Resolved errors caused by invalid employee codes, missing employee IDs, and template mismatches.
    Fixed attendance and leave synchronization issues affecting payroll calculations.
    Corrected UI and editor issues, including RTL display errors and black screen issues.
    Fixed data loss issues when editing and saving payroll details.

Version 1.1.7 / 2026-03-25

    Updated and enhanced several features to improve overall functionality.
    Fixed minor issues to improve system stability.

Version 1.1.8 / 2026-07-22

    
    Fixed minor issues.