Human Resources Management (HRM) & Workforce Automation module

About Human Resources Management (HRM) & Workforce Automation module

Run your entire HR department from inside Perfex CRM. This Human Resources Management module brings staff records, contracts, payroll, shifts, onboarding, training, performance and employee engagement together in one place - so you manage the full employee lifecycle next to the customers, projects and invoices you already work with every day. No separate HR software, no exporting spreadsheets between systems: everything lives in the CRM your team knows.

It is the first and most feature-complete HRM solution built for Perfex, spanning more than 30 distinct feature areas, and it complies with every CSS standard of your current theme and the default Perfex admin so it looks native from day one.

An HR command center

The HRM dashboard turns scattered people data into decisions. See total staff, new hires and who is currently working at a glance, with live alerts for overdue and soon-to-expire contracts and a list of birthdays this month. Visual charts break your workforce down by age, department and job position, plot staff status over time, and a seniority chart compares people hired versus those who left by tenure - the kind of insight most Perfex HR add-ons simply do not offer.

Rich employee profiles

Every staff member gets a deep, structured profile that goes far beyond a name and email: HR code, personal details, birth date and birthplace, marital status, nationality, identification, residence, current address and literacy, work status, job position and workplace, bank account, tax code and hourly rate, social links (Facebook, LinkedIn, Skype), an email signature and a profile image, plus department assignments and custom fields. Each profile doubles as a self-service hub where employees can view their payslips (with PDF download), enrolled courses, assigned assets, dependants, training records and onboarding progress, add their own dependants and training entries, and managers can attach files per person.

Contracts, insurance and benefits

Manage the full contract lifecycle with contract types, reusable templates and codes, start and end dates, and status tracking (active, expired, overdue) that automatically surfaces overdue and expiring agreements in dedicated lists. Contract templates wire straight into the new-contract form: pick a template filtered by contract type and its content loads into the contract body, where a merge-field engine resolves tokens such as employee name, department, contract code and dates against real data when the contract is saved. Every contract has a print-friendly view with all fields already replaced, ready to print or save as PDF, and assigned staff can add an in-app e-signature, stored with its timestamp and IP and rendered on the printable copy. Attach supporting documents to any agreement.

A dedicated insurance section tracks insurance book and health-insurance numbers, city code and registered medical care, with full per-staff insurance history, so benefits administration stays organized.

Shifts, timekeeping and attendance

Build work schedules that fit your operation. Create shiftwork templates, allocate shifts to staff, and manage day-off arrangements for holidays and breaks. A timekeeping table and timesheets keep attendance and logged hours in one view.

Payroll and payslips

Configure payroll types with the columns you need, edit figures in a spreadsheet-style Handsontable editor, and generate payslips your staff can view and download as PDF. Salary forms, allowances and deductions are all supported, and payroll data exports to CSV for your accountant.

The full employee lifecycle

This module goes well beyond basic record-keeping to cover how people actually move through your company:

• Onboarding - build onboarding templates with checklist items, assign them to staff, then check off each item individually as new hires get up to speed, mark the process complete and track progress from their profile.
• Training and learning - define training types and record training with completion dates and certificate numbers, build learning paths as courses with category and duration, and enroll staff in courses they follow from a My Courses tab on their own dashboard.
• Performance - run performance reviews tied to a staff member, period, date, rating and notes, and set goals (OKRs and KPIs) with target dates and status (pending, in progress, completed).
• Engagement - launch engagement surveys with a date range that staff respond to through a feedback UI, and keep structured 1:1 meeting notes between employees and managers.
• Assets - maintain a company asset register (name, category, condition), assign equipment to staff, and surface it through a My Assets tab on each person’s profile - assets can even be assigned straight from the member profile.
• Dependants and layoff - track dependants with relationship and date of birth, and manage layoff records with dates, notes and a customizable layoff checklist.

Job descriptions and organizational chart

Document job description groups and detailed descriptions, spell out duties and responsibilities, and view your company structure through an organizational chart.

Documents, helpdesk and policies

Keep an organized HR document library with categorized uploads, descriptions and downloads. Give employees an internal HR helpdesk where they submit tickets (subject, category, message) and HR staff update the status through open, in progress and closed. Publish company policies and a Q&A, flagging items as FAQs, so the rules everyone needs are always one click away.

Reporting that answers real questions

Beyond the six built-in reports - laying-off staff, staff with salary changes, ratio of changes by seniority and by month, and personnel qualifications by department - a custom report builder lets you assemble exactly the view you need: staff lists, breakdowns by department or position, and contract or training summaries, all exportable as HTML or CSV.

Settings and configuration

Tailor the module to how your company works. Define contract types, allowance types and payroll types, set up job positions and workplaces, and manage the layoff checklist, training types, onboarding templates and contract templates from one settings area.

Why teams choose this HRM

Most HR add-ons for Perfex stop at a staff list and simple contracts. This one spans more than 30 feature areas across the entire hire-to-exit journey - onboarding, training, performance, engagement, assets, payroll and analytics - while staying fully integrated with your CRM and compatible with your theme. Employee engagement tools, learning paths, performance goals, an HR helpdesk and a custom report builder are rarely found together in a Perfex HRM module, and the work continues with active development and regular updates. It is a complete HR platform that rivals standalone software, without the extra subscription or the data silos.

Requirements

The module runs on PHP 7.4 or later on the CodeIgniter-based Perfex CRM. Admin privileges are required to access the full range of HR functionality.