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HR Records for Perfex CRM
Version: vv1.0.7
Updated: February 27, 2023

HR Records for Perfex CRM

$3.99
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Product Description

The HR Records module integrated into Perfex CRM serves as a comprehensive human resource records system, consolidating employee data and organizational information. It facilitates the management of essential HR documents, capturing and retaining crucial details about employees, past and present, in a centralized database.

Key Features:

  1. Dashboard Insights:
    • Staff ratio analysis across departments, job roles, and age groups
    • Monitoring changes in staff count by seniority and over months
    • Birthdays of employees in the current month
  2. Job Description Management:
    • Organizing and managing job description groups
    • Comprehensive management of job descriptions
  3. Company Organizational Chart:
    • Visual representation of the company's organizational structure
  4. Onboarding Management:
    • Facilitating and managing the onboarding process for new employees
  5. HR Records Management:
    • Centralized repository for personnel records, including training, performance, absenteeism, salaries, turnover, productivity, etc.
  6. Training and Contracts Management:
    • Tracking employee training and contract details
  7. Dependents and Layoff Management:
    • Management of employee dependents and layoff-related functionalities
  8. Q&A and Company Policy Management:
    • Handling Q&A sessions and managing company policies
  9. HR Reports:
    • Providing insights through various reports related to staff layoffs, salary changes, seniority ratios, monthly staff changes, qualifications by department, etc.
  10. Settings Configuration:
    • Management of contract types, salary types, allowances, layoff checklists, training types, onboarding templates, workplace details, contract templates, permissions, and general settings
  11. My Profile:
    • Employees can access their detailed profiles, contracts, dependents, training, projects, payslips (integrated with HR Payroll), assets (integrated with Fixed Equipment Management), file attachments, etc.
  12. Integration with Other Perfex CRM Modules:
    • Seamless integration with various other Perfex CRM modules such as Recruitment Management, Timesheets and Leave Management, HR Payroll, Fixed Equipment Management, OKRs, Inventory Management, and Purchase Management for a more comprehensive HR management system.

This comprehensive suite of functionalities ensures effective HR management by organizing and centralizing all crucial employee-related data and processes within the Perfex CRM environment.

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