Human Resources Management - HR module for Perfex CRM

NEW VERSION Released ⚡ NEW – Performance Management with Reviews & Goals (OKRs/KPIs) NEW – Learning Paths & Course Enrollment NEW – Employee Engagement Surveys & 1:1 Meeting Notes NEW – HR Document Management Library NEW – Custom Report Builder (Staff, Contracts, Training) NEW – HR Helpdesk Ticket System NEW – Onboarding Management with Per-Item Checklists NEW – Asset Management & Staff Assignment NEW – My Courses Tab in Staff Profile NEW – Survey Response UI for Staff NEW – Helpdesk Ticket Status Updates NEW – Dashboard Seniority Chart (Hired vs Left by Tenure) NEW – Add Training & Assign Asset from Member Profile NEW – Edit/Delete for Courses, Surveys, 1:1 Notes, Documents

Manage your employees and HR processes effortlessly inside your CRM

This is the first and most complete Human Resources Management (HRM) solution for Perfex CRM. Human Resources Management module for Perfex CRM helps companies save time and manage their Human Resources directly inside their dashboard – with more features than any other HRM solution available for Perfex.

✔️ All-in-one HR dashboard – Staff, contracts, payroll, training, and more in one place ✔️ Deep Perfex integration – Works seamlessly with your existing CRM, projects, and staff ✔️ Theme-compatible – Complies with every CSS standard of your current theme and default Perfex admin ✔️ No external tools needed – Everything runs inside Perfex CRM ✔️ Regular updates – Active development and continuous improvements

Demo & Documentation

Screenshot items and demo website showcase an installation of this module under a Perfex installation which uses Flat Admin Theme, an item of our team (https://bit.ly/perfexflat). This module complies with every CSS standard of your current theme and/or default Perfex theme for the admin area.

HRM Module – Complete Feature List

Unlike other HRM solutions for Perfex that offer only basic staff lists or contracts, our module delivers a full enterprise-grade HR suite with everything you need to manage employees from hire to retirement.

Staff Management

Comprehensive staff profiles with extended data fields:

✔️ HR code, personal info, birth date, birthplace, marital status, nationality ✔️ Identification, residence, current address, literacy ✔️ Work status, job position, workplace ✔️ Bank account, tax code, hourly rate ✔️ Social links (Facebook, LinkedIn, Skype) ✔️ Department assignments, custom fields ✔️ Staff profile image, email signature ✔️ My Dependants – Add, edit, delete dependants from profile ✔️ My Trainings – Add training records directly from profile ✔️ My Assets – Assign company assets from profile ✔️ My Courses – View enrolled learning paths ✔️ My Payslips – View, download, PDF export ✔️ My Onboarding – Track onboarding checklists ✔️ File attachments per staff member

Contracts Management

Full contract lifecycle management:

✔️ Contract types, templates, and codes ✔️ Start/end dates, validity tracking ✔️ Contract status (active, expired, overdue) ✔️ List overdue and expiring contracts ✔️ Contract attachments and documents

Insurance Management

Track employee insurance and benefits:

✔️ Insurance book number, health insurance number ✔️ City code, registration medical care ✔️ Insurance history per staff

⏰ Shifts & Timekeeping

Manage work schedules and attendance:

✔️ Shift allocation and management ✔️ Day-off management ✔️ Timekeeping table and timesheets ✔️ Shiftwork templates

Payroll Management

Complete payroll and payslip system:

✔️ Payroll types with configurable columns ✔️ Payroll table with Handsontable editor ✔️ Payslip generation and PDF export ✔️ CSV export for payroll data ✔️ Allowances, salary forms, deductions

Dashboard & Analytics

Visual HR insights at a glance:

✔️ Total staff, new staff, working count ✔️ Overdue contracts, expiring contracts ✔️ Birthdays this month ✔️ Staff chart by age (variable pie) ✔️ Staff chart by department ✔️ Staff chart by job position ✔️ Staff status by months (line chart) ✔️ Seniority chart – Hired vs left by tenure (column chart)

Job Descriptions & Organizational Chart

✔️ Job description groups and detailed descriptions ✔️ Duties & responsibilities ✔️ Organizational chart view

Onboarding Management

Streamline new hire onboarding:

✔️ Onboarding templates with checklist items ✔️ Assign templates to staff ✔️ Per-item checkable checklist (toggle each item) ✔️ Mark as completed, track progress ✔️ View onboarding records from staff profile

Training & Learning

Manage employee development:

✔️ Training types (Settings) ✔️ Staff training records with completion dates ✔️ Certificate numbers ✔️ Learning Paths – Create courses with category, duration ✔️ Course enrollment – Enroll staff to courses ✔️ Edit/delete courses ✔️ My Courses tab in staff profile

Performance Management

Track and improve employee performance:

✔️ Performance reviews (staff, period, date, rating, notes) ✔️ Performance goals (OKRs/KPIs) with target dates ✔️ Goal status (pending, in progress, completed) ✔️ Add, edit, delete reviews and goals

Employee Engagement

Surveys and 1:1 meetings:

✔️ Engagement surveys with date range ✔️ Staff can respond to surveys (feedback UI) ✔️ 1:1 meeting notes (staff, manager, date, notes) ✔️ Edit/delete surveys and 1:1 notes

HR Document Management

Centralized document library:

✔️ Upload HR documents (title, category, description) ✔️ File storage and download ✔️ Edit/delete documents

HR Helpdesk

Staff can submit questions and get support:

✔️ Submit tickets (subject, category, message) ✔️ View ticket details ✔️ HR staff can update ticket status (open, in progress, closed)

Asset Management

Track company assets and assignments:

✔️ Asset CRUD (name, category, condition) ✔️ Assign assets to staff ✔️ My Assets menu and tab in profile ✔️ Assign asset from member profile

‍‍ Dependants & Layoff

✔️ Dependants management (name, relationship, DOB) ✔️ Layoff records with date and notes ✔️ Customizable layoff checklist

Policies & Q&A

✔️ Company policies and FAQ management ✔️ Add, edit, delete, view policies ✔️ FAQ flag for Q&A items

HR Reports

Six built-in report types:

✔️ Laying off staff report ✔️ Staff with salary changes ✔️ Ratio of changes by seniority ✔️ Ratio of changes by month ✔️ Personnel qualifications by department ✔️ Custom Report Builder – Staff list, by department, by position, contracts summary, training summary ✔️ HTML and CSV output formats

Settings & Configuration

✔️ Contract types, allowance types, payroll types ✔️ Job positions, workplaces ✔️ Layout checklist, training types ✔️ Onboarding templates, contract templates

Why Choose Our HRM Over Other Perfex Solutions?

Most other HRM modules for Perfex offer only basic staff lists, simple contracts, or payroll – and that’s it. Our module delivers:

✔️ 30+ distinct feature areas – From onboarding to performance to layoff ✔️ Full staff lifecycle – Hire → onboarding → training → performance → assets → payslips ✔️ Employee engagement tools – Surveys, 1:1 notes – rarely found in Perfex HRM modules ✔️ Learning paths & courses – Enroll staff, track progress ✔️ Performance goals (OKRs/KPIs) – Set and track objectives ✔️ HR Helpdesk – Let staff ask questions without leaving Perfex ✔️ Custom report builder – Build reports your way ✔️ Per-item onboarding checklists – Not just “mark complete” – check off each item ✔️ Add training & assign assets from profile – No need to switch screens ✔️ Dashboard charts – Including seniority chart (hired vs left by tenure) ✔️ Insurance management – Extra depth many competitors lack ✔️ Theme-compatible – Works with your Perfex theme

Please make sure you check out its complete video preview, which demonstrates all available features prior to purchase. Keep in mind that you need admin privileges to access all functionality of the HRM module.

✔️ HRM Module for Perfex – Continuous Improvements

The HRM module has evolved significantly since its initial release, introducing powerful features that streamline employee management and enhance HR operations within Perfex CRM.

From staff management and contracts to performance reviews, learning paths, and employee engagement, the module continues to grow with your operational needs in mind. Each update brings meaningful improvements designed to boost productivity, improve collaboration, and simplify HR management.

Version 2.6.0 introduces a comprehensive suite of powerful features that transform HR management within Perfex CRM – performance goals, learning courses, engagement surveys, HR helpdesk, custom reports, per-item onboarding checklists, and more. Experience a complete HR solution that rivals standalone HR software – fully integrated into the CRM you already use.

Version 2.6.3

- Added custom Insurance Categories: define your own insurance types (Dental, Vision, Life, and more), each with its own company % and worker % split.
- Added custom Deduction Types (fixed amount or percentage, taxable or recurring) plus a new Employee Deductions ledger to issue cash advances/loans and recover them from salary, one-time or in automatic installments with live balance tracking.
- Added 13th Month Salary: per-employee, pro-rated by months worked, with a one-click "generate for all employees" run and draft/approved/paid tracking.
- New admin menu items for Employee Deductions and 13th Month Salary; two new Settings tabs for Insurance Category and Deduction Type.
- Database changes ship via a guarded migration and install script: new installs and upgrades from any prior version apply automatically, with no impact on existing data.

Version 2.6.2

- Contract Templates are now wired into the New Contract form: a new Document tab lets you pick a template (filtered by contract type) and loads its content into the contract body editor.
- Merge-field engine: tokens like {employee_fullname}, {employee_department}, {contract_code}, {contract_start_date}, {contract_end_date}, {company_name}, {today_date} (and more) are now resolved with real data when a contract is saved. A clickable cheatsheet of every supported token is shown on both the template editor and the contract Document tab.
- View / Print / Save as PDF: each contract now has a View Contract action (contracts list + edit form) that opens a print-friendly version with all merge fields already replaced; users can print or save as PDF directly from the browser.
- Employee e-signature: assigned staff (or hrm:edit admins) can sign a contract in-app via a canvas signature pad. Signature image, timestamp and IP are stored on the contract and rendered on the printable view and on the Signed Information tab.
- Fix: 404 when clicking Add Contract Templates from Setup.
- Fix: 419 Page Expired when adding an Asset record (CSRF token).
- Fix: missing language keys for Assigned Date and Condition on the Asset form.
- DB: new staff_contract columns (template_id, body_content, signed_at, signature_image, signed_ip) — added automatically on module reactivation.

Version 2.6.0

- Performance Management: Reviews, Goals (OKRs/KPIs), add/edit/delete
- Learning Paths: Courses, enrollment, edit/delete, My Courses tab
- Employee Engagement: Surveys, 1:1 notes, survey response UI, edit/delete
- HR Document Management: Upload, download, edit/delete
- Custom Report Builder: Staff, contracts, training reports
- HR Helpdesk: Ticket system, status updates (open/in progress/closed)
- Onboarding: Per-item checkable checklist, AJAX toggle
- Asset Management: Assign from member profile
- Add Training from member profile (My Trainings tab)
- Dashboard: Seniority chart (hired vs left by tenure)
- Edit/delete for courses, surveys, 1:1 notes, documents
- Minimum PHP version: 7.4

Version 1.0g

- Enhancements for PHP 8.x
- Minimum PHP version required: 7.4

Version 1.0f

- Enhancements for Contracts model

Version 1.0e

- Fix for JavaScript rendering errors under Workplaces

Version 1.0d

- Wages/Allowances can now allow multiple items/values

Version 1.0c

- Support for MS Word files (doc/docx/xlx/xlxs) in Member's attachments
- Improved language file

Version 1.0b

- Fixed attachments' deletion issue

Version 1.0a

- Added preview for attachments

Version 1.0

- Initial version