HR Records module for Perfex CRM

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

Brief description

HR Records is a human resource records system. The primary function is to provide a central database containing records for all employees past and present. Human resource records refers to the informational documents utilized by an organisation to carry out its functions. It represents the memory of organisation. The records provide information about the organisation which is maintained in tangible form i.e. written, pictorial, charts etc. They are therefore tangible evidence of the activities of the organisation. Personnel records provide information about the position of HR in the organisation e.g. records relating to training, performance, absenteeism, wages and salary, labour turnover, productivity, morale surveys, job satisfaction, social security, employee welfare etc. Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

Module Features

1. Dashboard: Staff ratio by departments, Staff ratio by jobs, Staff ratio by age groups, Ratio of changes in staff by seniority, Staff status by months,Birthdays of the month,...
2. Job Description Groups Management
3. Job Descriptions Management
4. Company Organizational Chart
5. Onboarding Management
6. HR Records Management
7. Trainging Management
8. Contracts Management
9. Dependants Management
10. Layoff Management
11. Q&A and Company Policy Management
12. HR Reports:
    • Laying off staffs
    • The staff list has salary changes
    • Ratio of changes in staff by seniority
    • Ratio of changes in staff by month
    • Personnel qualifications by department
13. Settings:
    • Contract Type Management
    • Salary Type Management
    • Allowance Type Management
    • Layoff Checklist Management
    • Type of Training Management
    • Onboarding Template Management
    • Workplace Management
    • Contract Template Management
    • Permission Management
    • General Settings
14. My Profile:
    • Detailed Profile
    • My Contracts
    • My Dependent Persons
    • My Trainings
    • My Projects
    • My Payslips: This feature integrates with the HR Payroll Management module
    • My Assets: This feature integrates with the Fixed Equipment Management module
    • My File Attachments
15. Integration:
    • Recruitment Management for Perfex CRM
    • Timesheets and Leave Management for Perfex CRM
    • HR Payroll for Perfex CRM
    • Fixed Equipment Management for Perfex CRM
    • OKRs – Objectives and Key Results for Perfex CRM
    • Inventory Management for Perfex CRM
    • Purchase Management for Perfex CRM
    • Report Builder module for Perfex CRM
    • Workflow Automation module for Perfex CRM
    • Product Lifecycle Management module for Perfex CRM

Demo

HR Records 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 / 2021-03-23

    Initial version

Version 1.0.1 / 2021-03-26

    Fix minor bugs

Version 1.0.3 / 2021-04-17

    
    Update the Onboarding process.
    Add Training type feature.
    Upgrade Training feature.
    Add view (own) permission: HR Organization, Onboarding, HR records, Job description, Training, Q&A, Contract, Dependants, Layoff checklist.

Version 1.0.5 / 2022-04-23

    
    Fix minor bugs.
    Update custom fields.
    Integrate job description with recruitment module.
    Not show hr records for not staff members.
    Add excel import feature for HR Records.    
    Add contract template management feature.
    Add the ability to create contracts from templates.
    Add electronic signing feature for contract.
    Add pdf export feature for contract.

Version 1.0.6 / 2022-05-21

    
    Update the payslip feature in staff profile.
    Integrate with the Fixed Equipment Management module.    

Version 1.0.7 / 2022-05-25

    
    Fix minor bugs.

Version 1.0.8 / 2024-06-02

    
    Fix bug edit Knowledge base
    Fix bug error in the staff table
    Fix bug on the dashboard, and update the Skype, Linked, and Facebook icons when upgrading the new template
    Add Imap library
    Contract Template: add new field Bank Name, Bank Account, Bank Account number when designing the template
    Contract Template: update Sort on the table.

Version 1.0.9 / 2024-06-02

    
    Add new field in staff profile: epf_no, social_security_no
    Training: allow attachment documents.
    Fix minor bugs
    Upgrade source code to be compatible with PHP 8.1.
    Upgraded features to be compatible with the latest version of Perfex CRM.

Version 1.1.1 / 2026-01-16

    
    Added additional staff profile fields, including EPF number, social security number, passport and visa details, ID information, and emergency contacts.
    Enabled document attachments for training programs.
    Added a setting to hide general staff information and the edit profile button in staff profiles.
    Allowed importing employees with email addresses containing capital letters.
    Enhanced HR records and staff profile management with configurable visibility controls.
    Improved contract PDF template designer usability and layout handling.
    Upgraded features to be compatible with the latest version of Perfex CRM.
    Fixed permission issues related to viewing own HR records.
    Resolved UI issues including incorrect logo sizing in org charts and HR record charts.
    Fixed RTL-related Handsontable black screen issue when selecting values.
    Addressed minor bugs and visual issues across staff profiles and HR modules.

Version 1.1.2 / 2026-03-25

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

Version 1.1.3 / 2026-08-01

    
    Fixed minor issues.