Staff Outsourcing & Smart Resources Booking module for Perfex CRM

About Staff Outsourcing & Smart Resources Booking module for Perfex CRM

Advanced staff management for Perfex CRM

If your company outsources staff members’ time, the Staff Outsourcing & Resources Booking module for Perfex CRM gives you an efficient way to manage those outsourced resources directly inside Perfex’s admin interface. Instead of juggling availability in spreadsheets, you organise the people you hire out, book their time, and report on how they are used - all without leaving the CRM you already run.

Once the module is activated, a new menu item named Staff Outsource and Resources Booking appears in the right column of your Perfex admin area, ready to manage groups, resources and bookings.

Organise staff into resource groups

The module is built around a flexible categorisation. As an admin, you start by creating Resources Groups, the categories under which staff members can be added. Once a group exists, you assign the staff members available for outsource work to it from the Resources tab. Groups keep your outsourced resources structured as your roster grows, and you can list or search them from every menu.

• Resources Groups - create the categories your outsourcing is organised around.
• Resources - assign staff members available for outsource work under the relevant group.
• List and search everywhere - find groups and bookings quickly from any menu or view.

Create and manage bookings

With your groups and resources in place, you reserve staff time through the booking workflow. A complete booking showcase presents your reservations together with the module’s functionality, so the people coordinating outsourced work always have a clear view of what is booked.

View your bookings on a calendar

Beyond the list, you can view your bookings under a Calendar, laying reservations out on a schedule so you can see what is committed and plan accordingly.

Report on resource usage

The module includes a set of supportive functions for better reporting. It integrates HighchartsJS, so you can generate visual reports straight from the Reports menu and understand how your outsourced resources are being used. When you need an offline record, you can export your data, and list or search your groups and bookings from anywhere in the module.

• Built-in reports - generate Highcharts-powered reports from the Reports menu.
• Data export - export your groups and bookings whenever you need them offline.
• Search and filter - list and search groups and bookings across every view.

Built for Perfex CRM

This is a module for Perfex CRM, so your groups, resources, bookings and reports live alongside the customers, projects and staff you already manage. It is compatible with Perfex core v3.x and PHP 8.x, with a minimum PHP version of 7.4. Included documentation walks you through uploading and activating the module inside Perfex if you are not sure how, and covers quick workflow tips to get you started.