The Timesheets & Leave Management module for Perfex CRM offers a comprehensive solution for time tracking, attendance management, leave management, and shift planning. Here’s an overview of its key features:
Module Features:
- Attendance Management:
- Check-In/Check-Out: Allows manual check-in and check-out for employees.
- Project/Task Timesheets: Tracks time spent on projects or tasks.
- Geographical Location: Tracks location-based check-ins.
- Work Routes: Defines and manages employee work routes.
- Data File With Check In/Out Time: Records check-in/out times in a data file.
- API Integration: Integrates with external systems through APIs.
- Leave Management:
- Overtime Management: Manages and tracks employee overtime hours.
- Shift Categories and Management: Organizes and manages different shift categories.
- Shift Management: Manages and schedules employee shifts.
- Leave Calendar Views: Provides calendar views for leave management.
- Workplace Management:
- Work Routes: Manages routes, route points, and route planning.
- Route Planner: Plans and optimizes employee work routes.
- Route Maps: Provides maps for employee work routes.
Reports:
- Annual Leave Report: Summarizes annual leave details.
- Attendance Report: Generates reports on employee attendance.
- Leave Application Report: Tracks leave applications and approvals.
- Check-In/Out History Report: Logs historical check-in/out data.
- Check-In/Out Progress Report: Monitors employee check-in/out progress.
- Check In/Out Progress According To The Route: Tracks check-in/out progress based on defined routes.
Charts:
- Working Hours Statistics: Presents statistics on working hours.
- Leave By Type Chart: Visualizes leave taken by different types.
- Leave By Department Chart: Shows leave distribution across departments.
- Ratio Of Check In/Out By Workplace Chart: Displays check-in/out ratios across workplaces.
Settings:
- Norms of Leave Management: Configures rules and norms for leave management.
- Holidays Management: Manages holidays and their scheduling.
- Approval Process Management: Configures workflows for leave approval.
- Timesheet Settings: Customizes settings related to timesheets.
- Leave Types Management: Manages different types of leave.
- Permissions Management: Defines user permissions for the module.
- IP Whitelist Management: Manages whitelisted IPs for secure access.
- API Integration: Integrates with external systems through APIs.
Integration:
- HR Records Module: Integrates with Perfex CRM’s HR Records module.
- HR Payroll Module: Integration with Perfex CRM’s HR Payroll module.
- Staff Workload: Works in conjunction with Perfex CRM’s Staff Workload module.
This module aims to offer a comprehensive solution for managing employee attendance, leave, shifts, and time tracking, providing detailed insights and efficient management capabilities within Perfex CRM.
