Human Resources Management – HR module for Perfex CRM

🚀 Overview

The Human Resources Management – HR Module for Perfex CRM is a full-featured HR-management extension built to integrate directly into the core Perfex CRM ecosystem. It enables companies to manage employee data, performance, leave/attendance, documents and HR workflows seamlessly within the CRM dashboard. :contentReference[oaicite:1]{index=1}

Designed for real-world HR departments within small to medium businesses, this module reflects hands-on HR operations such as onboarding, document tracking, departmental structures and performance reviews — demonstrating solid domain experience.

Target users: Businesses using Perfex CRM who want to extend it into a full HR system — HR managers, operations teams, internal admins, agencies implementing HR solutions on behalf of clients.

✨ Key Features

• Centralised Employee Profiles: Create and store comprehensive employee records including personal details, employment history and organisational data. :contentReference[oaicite:2]{index=2}
• Departments & Designations: Manage company structure via departments, roles and designations for organised HR reporting. :contentReference[oaicite:3]{index=3}
• Document Management: Upload and manage critical HR documents (contracts, certifications, identification) linked to each employee. :contentReference[oaicite:4]{index=4}
• Leave & Absence Tracking: Record leave, absences and holidays; integrate with employee records for comprehensive view. :contentReference[oaicite:5]{index=5}
• Performance & Appraisal Suite: Monitor employee performance with reviews, appraisals, ratings and history tracking. :contentReference[oaicite:6]{index=6}
• Custom Fields & Notes: Add custom data fields or notes to tailor the module to your business’s HR workflows. :contentReference[oaicite:7]{index=7}
• Role-Based Access Controls: Control which CRM users (HR admin, managers, staff) can view or edit HR data, ensuring privacy and compliance. :contentReference[oaicite:8]{index=8}
• Reports & Analytics: Generate insights on head-count, turnover, departmental demographics, and other HR metrics — helping managers make informed decisions. :contentReference[oaicite:9]{index=9}

⚙️ Technical Stack & Requirements

• Platform: Module built for Perfex CRM (which uses CodeIgniter/PHP framework) per module-documentation. :contentReference[oaicite:10]{index=10}
• Languages: PHP (backend), JavaScript/HTML/CSS (frontend UI & interactions).
• Database: MySQL or MariaDB (leveraging existing Perfex database schema).
• Server Requirements: Web server (Apache or Nginx), PHP version compatible with your Perfex installation (commonly PHP 7.x/8.x), necessary PHP extensions (mbstring, fileinfo, JSON, etc.).

🧩 Installation Guide

1. Prerequisite: Ensure your Perfex CRM installation is up and running, and you have administrative access to install modules.
2. Upload Module Files: Upload the HR Module ZIP to the “modules” directory of your Perfex installation or use Setup → Modules in the Perfex admin panel. :contentReference[oaicite:11]{index=11}
3. Activate Module: In Perfex admin, navigate to Modules, locate the “Human Resources Management” module and click Activate.
4. Configure HR Settings: Define your departments, designations, custom fields, document types, and role-permissions for HR staff and managers.
5. Add Employees: Create employee profiles, upload documents, set leave balances or performance review cycles as required.
6. Test HR Workflows: Have staff members access their profiles, managers run performance reviews, and HR run leave reports to ensure everything works as expected.
7. Go Live: After thorough testing, launch internal HR portal, ensure backups, and monitor performance and access rights according to your organisation’s data-privacy policies.

📦 Deliverables

• Full source-code package of the “Human Resources Management – HR Module for Perfex CRM” (GPL licensed for unlimited domain usage when obtained via a compliant distributor). :contentReference[oaicite:12]{index=12}
• Admin interface files, employee dashboard, HR workflows (documents, leave, performance), user documentation/README.
• Licensing details (GPL), installation instructions, and update/change-log info where provided.

📱 Supported Platforms

• Web Browsers: Chrome, Firefox, Safari, Edge — for HR dashboard and employee portal.
• Devices: Desktop and laptop environments for HR workflows; mobile-friendly where supported for basic employee self-service.
• Server OS: Linux distributions (Ubuntu, Debian, CentOS) recommended; Windows servers supported if PHP/MySQL stack fulfilled.

🧠 Notes

• License: This module is distributed under the GNU General Public License (GPL)</strong) when acquired through a GPL-compliant distributor. Verify removal of any restrictions and confirm unlimited domain usage rights. :contentReference[oaicite:13]{index=13}
• Customization Tips: You may extend the module by integrating payroll, recruitment, training modules, or tie it into your Perfex CRM’s HR costs workflow. Use existing Perfex custom-fields to expand employee data, or build custom reports for HR analytics.
• SEO & Trust Assurance: Centralising HR data inside your CRM demonstrates organisational maturity — reducing administrative overhead, improving data consistency and enhancing internal credibility and trust within your team and leadership.
• Experience Highlight: The module provides practical HR workflows (document storage, performance reviews, leave tracking) which reflects the developer’s real-world HR domain understanding. :contentReference[oaicite:14]{index=14}