Timesheets and Leave Management module for Perfex CRM

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

Brief description

Timesheets & Leave Management module is a complete online time and attendance solution for employee time tracking, project time tracking, leave management and shift planning.

Module Features

1. Attendance Management
2. Check-In/Check-Out:
   • Check-in/out Manually
   • Project/Task Timesheets
   • Geographical Location
   • Work Routes
   • Data File With Check In/Out Time
   • API Integration
3. Leave Management
4. Overtime Management
5. Shift Categories Management
6. Shift Management
7. Work Shift Management
8. Leave Calendar Views
9. Workplace Management
10. Work Routes:
    • Route Point Management
    • Route Planner
    • Route Maps
11. Reports:
    • Annual Leave
    • Attendance
    • Leave Application
    • Check In/Out History
    • Check-In/Out Progress
    • Check In/Out Progress According To The Route
12. Charts:
    • Working Hours Statistics
    • Leave By Type
    • Leave By Department
    • Ratio Of Check In/Out By Workplace
13. Settings:
    • Norms of Leave Management
    • Holidays Management
    • Approval Process Management
    • Timesheet Settings
    • General Settings
    • Leave Types Management
    • Permissions Management
    • IP Whitelist Management
    • API Integration
14. Integration:
    • HR Records module for Perfex CRM
    • HR Payroll module for Perfex CRM
    • Staff Workload for Perfex CRM
    • Workflow Automation module for Perfex CRM

Demo

Timesheets and Leave Management 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 / 2020-09-18

    Initial version

Version 1.0.1 / 2020-10-02

    Fix minor bugs

Version 1.0.2 / 2020-11-20

    Fix minor bugs
    Additional languages: bulgarian, catalan, chinese, czech, dutch, french, german, greek, indonesia, italian, japanese, persian, polish, portuguese, romanian, russian, slovak, spanish, swedish, turkish, ukrainian, vietnamese.

Version 1.0.3 / 2020-12-04

    Fix minor bugs
    Send email checkin/checkout notifications to HR staff
    Additional email templates
    Send an email notification when submitting leave approval request
    Additional sick leave type

Version 1.0.4 / 2020-12-09

    Fix minor bugs    

Version 1.0.5 / 2020-12-24

    Fix minor bugs
    Add feature to send notifications (web & email notifications, support email template) when checking in/out
    Add configuration feature that allows staff to edit check in/out time
    Add configuration feature that allows staff to check in/out back in the past
    Upgrade UI for popup check in/out
    Show history of check in/out when checking in/out

Version 1.0.6 / 2020-12-26

    Update check in/out time according to server time

Version 1.0.7 / 2021-01-14

    Fix minor bugs.
    Add workplace management.
    Assign staffs to workplaces.
    Attendance with geographic location. (To use this feature you need to run on https and when the staffs take the attendance, use it on the mobile device to get the exact GPS locations).
    Update document and videos.
    Update leave application.
    Update attendance with project timesheets.

Version 1.0.8 / 2021-01-20

    Update check in/out time format
    Added check in/out logs when when viewing non-administrator

Version 1.0.9 / 2021-02-09

    Fix minor bugs
    Update leave application (business travel)

Version 1.1.1 / 2021-03-04

    Fix minor bugs.
    Update leave application (late for work, go hom early).
    Add Attendance according to work route.
    Add Route point management.
    Add Route planner.
    Add Route maps.

Version 1.1.2 / 2021-03-27

    Add the feature to export the attendance data to an excel file.
    Update business travel application, convert business travel fee to company expense.
    Update attendance feature.
    Add reports.
    Add automatic check out feature: after X hour of end shift (s), login-time + X hour, after checkin + X hour.
    Add feature: send notification to user if check in forgotten.

Version 1.1.7 / 2022-06-20

     Norms of leave management.
     Permission management.
     IP whitelist management.
     Leave types management.
     API integration.
     Chart: ratio of check in/out by workplace.
     Chart: leave by type.
     Chart: leave by department
     Report: history check in-out.
     Report: check in-out progress according to the route.
     Report: check in-out progress.
     Settings option: send email to customer when staff check in/out at customer location.
     Settings option: allow employees to create Work Points.
     Settings option: start month for annual leave cycle.
     Settings option: Hour of day to perform automatically to send notification of approval expiration.
     Leave calendar view.
     Additional Work Hours.
     Apply for leave.

Version 1.1.8 / 2022-06-29

     Attendance, Additional Work Hours.

Version 1.1.9 / 2024-06-02

    Fix minor bug
    Fix the error of sending notifications and emails when adding working hours
    Fix bug API, API Document
    Show full name in Additional timesheets
    Fix bug language key in permission Screen
    Leave: Allow employees to add working hours to other employees (if authorized)
    Leave: Update UI: select "From date" first, and select "To date" after.
    Add a check-in/out icon, and QR code to the header for mobile

Version 1.2.0 / 2024-06-02

    Fix minor bug
    Upgrade source code to be compatible with PHP 8.1.
    Upgraded features to be compatible with the latest version of Perfex CRM.

Version 1.2.1 / 2026-01-07

    Added Additional Work Hours to Total Working Hours in Attendance reports.
    Introduced Overtime timesheet type with configurable number of hours.
    Enabled QR code attendance with location tracking.
    Added support for 24-hour work shifts and attendance tracking.
    Improved attendance and report calculations to include overtime and additional work hours.
    Enhanced route map behavior to automatically focus on the user’s location when no valid route points are available.
    Improved display of overtime data in attendance views and reports.
    Upgraded features to be compatible with the latest version of Perfex CRM.
    Fixed issues with route table display and saving selected route points.
    Resolved errors when checking in via QR code, including unknown route point issues.
    Fixed incorrect leave balance reset logic.
    Corrected shift creation and saving issues, including shift categories and cross-day shifts.
    Fixed incorrect total working hour calculations for overnight shifts.
    Resolved UI issues where shift categories were incorrectly highlighted or saved with wrong values.

Version 1.2.3 / 2026-03-25

    Integrated with ZKTeco API for device and attendance data synchronization.
    Updated and enhanced several features to improve overall functionality.
    Fixed minor issues to improve system stability.

Version 1.2.4 / 2026-08-01

    Added sorting support for Leave Applications, Additional Work Hours, Permission Settings, and Holiday Settings tables.
    Added localized weekday names and month labels across Attendance, Shift, and Work Shift tables.
    Added EB and UB indicators to the Attendance table.
    Improved multilingual support across attendance and shift-related interfaces.
    Refined approval notifications for Additional Work Hours by preventing unnecessary notifications when the requester is also the approver.
    Fixed incorrect date display when selecting attendance cells in non-English languages.
    Fixed approval settings not appearing in the management list after creation.
    Fixed missing notifications to designated recipients in the Additional Work Hours approval process.
    Fixed incorrect date formatting in the Edit Holiday form.