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:
- 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
- Job Description Management:
- Organizing and managing job description groups
- Comprehensive management of job descriptions
- Company Organizational Chart:
- Visual representation of the company’s organizational structure
- Onboarding Management:
- Facilitating and managing the onboarding process for new employees
- HR Records Management:
- Centralized repository for personnel records, including training, performance, absenteeism, salaries, turnover, productivity, etc.
- Training and Contracts Management:
- Tracking employee training and contract details
- Dependents and Layoff Management:
- Management of employee dependents and layoff-related functionalities
- Q&A and Company Policy Management:
- Handling Q&A sessions and managing company policies
- HR Reports:
- Providing insights through various reports related to staff layoffs, salary changes, seniority ratios, monthly staff changes, qualifications by department, etc.
- Settings Configuration:
- Management of contract types, salary types, allowances, layoff checklists, training types, onboarding templates, workplace details, contract templates, permissions, and general settings
- 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.
- 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.
