👨‍💼 Overview

The Staff Approvals Management module is designed to extend the :contentReference[oaicite:0]{index=0} platform by adding formal approval workflows for staff requests.
It empowers organisations to manage employee requests for leave, expenses, overtime, travel, and other custom-actions with a multi-level approval process.

Target users: small businesses, agencies, HR teams, accounting departments and organisations using Perfex CRM who need structured request-and-approval systems.

✨ Key Features

• Request Types: leave requests, expense claims, overtime submissions, travel authorisation and custom request types.
• Multi-Level Approvals: configurable workflows (manager → finance → HR), conditional routing and escalation rules.
• Dashboard for Approvals: approval queue for managers with filters, search and bulk actions (approve/reject).
• Notifications: email and in-CRM notifications for request submission, status changes and comments.
• Custom Request Fields: define request categories and fields (date ranges, amount, attachments, description, reason).
• Attachment Support: staff can upload supporting documents (receipts, travel itineraries, images) with their requests.
• Audit Trail & History: full log of requests, decisions, comments and status with exportable records.
• Reports & Metrics: leave balances, expense by category, approval turnaround times and overdue actions.
• Permissions & Access: map approval roles to staff roles inside Perfex CRM for security and segregation of duties.

⚙️ Technical Stack

• Base Platform: Perfex CRM (built in PHP & CodeIgniter).
• Module Code: PHP 7.x / 8.x, uses Perfex hooks and models.
• Database: MySQL/MariaDB, uses migrations or SQL scripts to add tables for requests and workflows.
• Front-End: uses CodeIgniter views, Bootstrap 4/5 for UI elements, jQuery for interactive forms.
• Server Requirements: typical Perfex CRM server (PHP, MySQL, HTTPS) plus cron job for overdue escalations.

🧩 Installation Guide (Quick Start)

1. Download module ZIP and extract into your Perfex modules folder.
2. Install via Perfex admin > Modules > Upload module ZIP.
3. Go to Settings > Approvals and define request types, workflow levels and roles.
4. Configure email notifications, leave balances and expense categories.
5. Test by submitting a request as staff and approve as manager to verify workflow.

📦 Deliverables

• Module source code (PHP files, views, language files).
• Database migration or SQL script for tables.
• Installation & configuration documentation.
• GPL license file for modification and redistribution.

🧠 Notes

• License: distributed under GNU GPL — you can adapt, redistribute and integrate freely.
• Customization tips: add mobile app support, Slack/Teams integrations, dynamic analytics dashboards.
• SEO & visibility: keywords “approval workflow Perfex CRM”, “staff requests modules”, “Perfex leave & expense approvals”.

👨‍💻 Original Developer Credit

Built by the original author and distributed in markets. All trademarks and assets remain the property of the respective owners.

🔒 Disclaimer

This module is provided under the GNU GPL and we are not affiliated with the official Perfex CRM authors. No warranty or support unless you obtain the licensed version.