🚀 Overview

The Timesheets & Leave Management module extends Perfex CRM with end-to-end workforce features: clock-in/out, manual timesheets, leave requests & approvals, calendars, and utilisation analytics.
It is ideal for agencies, software teams, service providers, and consultancies that invoice by time or require reliable attendance & PTO records.

Experience-driven design: reflects real HR/operations workflows — configurable leave types, approval chains, holiday calendars, billable flags, overtime rules, and CSV/Excel exports that feed payroll or accounting.

✨ Key Features

• Clock-In/Out & Timers: start/stop timers on tasks, projects, or ad-hoc entries; optional location/IP capture.
• Manual Timesheets: daily/weekly entry views, copy last week, bulk edits, billable/non-billable flags.
• Leave Management (PTO): configurable leave types (Annual, Sick, Unpaid, WFH), accruals, carry-over limits, and attachments.
• Approvals Workflow: manager/HR approval chain, comments, reassign, and audit trail for each request.
• Calendars & Schedules: team calendar with public holidays, blackout dates, and shift planning.
• Overtime & Policies: thresholds and multipliers, lunch breaks, and minimum/maximum daily caps.
• Project/Task Integration: log time to Perfex projects & tasks; sync with billing and invoices.
• Utilisation & Reports: billable %, capacity, overtime heatmap, leave balance, exports (CSV/XLSX).
• Roles & Permissions: Admin, HR/Manager, Team Lead, Staff; granular view/edit/approve rights.
• Notifications: email & in-app alerts for approvals, rejections, reminders, and timesheet deadlines.
• Localization: multi-language UI, date/number formats, and time zones.
• GDPR-Friendly: request history, data export, and retention settings.

⚙️ Technical Stack

• Platform: Perfex CRM (PHP, CodeIgniter-based)
• PHP: 8.0+ recommended (match your Perfex version requirements)
• Database: MySQL 5.7+/8.0 or MariaDB 10.3+
• Frontend: Perfex admin theme components (Bootstrap) + jQuery/Vanilla JS
• Server: Nginx/Apache with HTTPS & OPCache
• Extensions: pdo_mysql, mbstring, openssl, curl, intl, json, zip, fileinfo

🧩 Installation Guide

1. Backup: back up your Perfex files & database first.
2. Upload: install via Perfex Module Uploader or copy the module folder into modules/.
3. Activate: in Perfex, go to Setup → Modules and enable Timesheets & Leave.
4. Permissions: assign roles (Admin/HR/Manager/Staff) and enable capabilities (view, create, approve).
5. Configure: set work week, business hours, holidays, leave types, approval chain, overtime rules.
6. Cron: ensure Perfex cron is running for reminders/reports (use your existing Perfex cron job).
7. Test: submit a leave request, approve it, and generate a weekly timesheet report.

Tip: Lock timesheets after payroll cut-off to prevent retroactive changes.

📦 Deliverables

• Module source code (GPL build) for Perfex CRM
• Timesheets UI (daily/weekly) + timer widget
• Leave request & approval workflows
• Team calendar + holiday management
• Reports & exports (CSV/XLSX)
• Documentation & sample settings
• GPL license text & changelog

📱 Supported Platforms

• Server OS: Linux recommended; Windows/macOS suitable for development
• Browsers: Latest Chrome, Firefox, Edge, Safari
• Devices: Responsive admin UI for desktop, tablet, and mobile

🧠 Notes

• License: Distributed under the GNU General Public License (GPL) for lawful self-hosting, testing, and education.
• Customization Tips: use Perfex hooks/events and language files; avoid core edits for upgrade safety.
• Payroll: export approved hours/leave balances to your payroll or accounting system.
• Security: enforce HTTPS, strong passwords/2FA, and role-based approvals; audit logs enabled.
• Data: align leave types and accruals with local labor laws; document policy exceptions.

👨‍💻 Original Developer Credit

Originally authored by the vendor on
CodeCanyon.
Please support the original developer by purchasing a commercial license if your usage requires it.

🔒 Disclaimer

This is a GPL redistribution intended for lawful testing, education, and self-hosting.
We are not the original developers and provide no implied warranties.
All product names and trademarks belong to their respective owners.
Validate local labor and payroll rules before production use.