HR Records module for Perfex CRM

Description

HR Records module for Perfex CRM

HR Records module for Perfex CRM enhances your Perfex CRM by adding a complete human resources management system for employee data tracking, compliance, and reporting. With features like centralized employee profiles, document storage, performance records, leave tracking, and custom fields, this module makes it easier for HR teams to manage their workforce efficiently within the CRM they already use. Distributed by wpshop.net with lifetime free updates and limited email support.

Feature Highlights

• 👤 Centralized Employee Profiles: Store and manage all employee records, including personal details, contact info, and employment history.
• 📂 Document Management: Securely upload and store contracts, certifications, ID proofs, and other HR-related documents.
• 📈 Performance & Appraisal Tracking: Monitor employee growth with performance reviews, ratings, and appraisal history.
• 🗂️ Departments & Designations: Organize employees by department, role, or designation for structured reporting.
• 🗓️ Leave & Absence Records: Keep detailed records of employee leaves, holidays, and absences for compliance and payroll integration.
• ⚙️ Custom Fields & Notes: Add extra data fields or notes to tailor HR records to your business requirements.
• 🔐 Role-Based Access: Assign permissions for HR staff, managers, and administrators to ensure data privacy and compliance.
• 📊 Comprehensive Reports: Generate reports on employee demographics, departments, turnover, and more.

Detailed Overview

The HR Records module for Perfex CRM is designed to bring your human resources data management into one centralized platform. It helps HR teams save time and reduce manual paperwork by offering a paperless employee record-keeping system that integrates seamlessly with existing Perfex CRM workflows.

By maintaining all employee profiles, documents, performance reviews, and leave records within the CRM, businesses can improve HR efficiency, maintain compliance, and enhance team transparency. Role-based permissions ensure sensitive data is accessible only to authorized staff, while comprehensive reports help HR leaders make informed decisions.

Comparison Table

Feature	HR Records module for Perfex CRM	Spreadsheets / Manual Systems
Centralized Employee Profiles	✅ Built-In	❌ Manual & Scattered
Document Storage & Compliance	✅ Secure & Organized	❌ Risk of Loss or Breach
Performance & Appraisal Records	✅ Fully Integrated	❌ Requires Separate Tools
Leave & Absence Management	✅ Detailed Tracking	❌ Often Missing or Manual
Custom Fields & Notes	✅ Easy to Add	❌ Requires Technical Effort
Role-Based Access Control	✅ Secure & Flexible	❌ Difficult to Enforce
GPL License & Lifetime Updates	✅ Included via wpshop.net	❌ Paid SaaS or None

Installation Guide

1. Download the HR Records module for Perfex CRM package from your wpshop.net account.
2. Go to Setup > Modules in Perfex CRM’s admin dashboard.
3. Upload the module ZIP file to the modules/ directory of your Perfex installation.
4. Activate the module from the Installed Modules section in the dashboard.
5. Configure user roles, departments, and custom fields as per your HR requirements.
6. Start adding employee profiles, uploading documents, and managing performance & leave records seamlessly within Perfex CRM.

Licensing Information

The HR Records module for Perfex CRM is distributed under the GPL license, allowing for unlimited installations and full source-code customization. wpshop.net provides lifetime free updates and limited email support. We are an independent GPL distributor, not affiliated with the original developer, and our distribution fully complies with GPL standards.

FAQs

Q1: Can I track all employee documents in this module?

Yes. The HR Records module allows you to securely store and manage all employee-related documents within Perfex CRM.

Q2: Does it integrate with existing Perfex CRM roles and permissions?

Absolutely. The module respects existing user roles and lets you assign HR-specific permissions for added security.

Q3: Can I customize the fields in employee profiles?

Yes. You can create custom fields to capture additional information relevant to your HR processes.

Q4: Is leave tracking included in this module?

Yes. The module lets you record employee leaves, absences, and holidays, which can help streamline payroll calculations.

Q5: Are lifetime updates provided with my purchase?

Yes. Buying from wpshop.net includes lifetime free updates and compliance with GPL licensing.

Why Choose HR Records module for Perfex CRM?

The HR Records module for Perfex CRM transforms your CRM into a powerful HR management platform that centralizes all employee data. With document storage, leave tracking, performance reviews, custom fields, and secure role-based access, you’ll save time, improve compliance, and enhance HR operations—all without leaving your CRM environment.

Centralize Your HR Operations Today!

Upgrade your Perfex CRM into a robust HR solution. Download the HR Records module for Perfex CRM now to streamline employee data management—backed by lifetime updates and dependable support from wpshop.net.