HR Records module for Perfex CRM

HR Records is a human resource records system. The primary function is to provide a central database containing records for all employees past and present. Human resource records refers to the informa­tional documents utilized by an organisation to carry out its functions. It represents the memory of organisation. The records provide information about the organisation which is maintained in tangible form i.e. written, pictorial, charts etc.
They are therefore tan­gible evidence of the activities of the organi­sation. Personnel records provide informa­tion about the position of HR in the organi­sation e.g. – records relating to training, per­formance, absenteeism, wages and salary, labour turnover, productivity, morale sur­veys, job satisfaction, social security, em­ployee welfare etc.
Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

Module Features

1. Dashboard: Staff ratio by departments, Staff ratio by jobs, Staff ratio by age groups, Ratio of changes in staff by seniority, Staff status by months,Birthdays of the month,…
2. Job Description Groups Management
3. Job Descriptions Management
4. Company Organizational Chart
5. Onboarding Management
6. HR Records Management
7. Trainging Management
8. Contracts Management
9. Dependants Management
10. Layoff Management
11. Q&A and Company Policy Management
12. HR Reports:
    • Laying off staffs
    • The staff list has salary changes
    • Ratio of changes in staff by seniority
    • Ratio of changes in staff by month
    • Personnel qualifications by department
13. Settings:
    • Contract Type Management
    • Salary Type Management
    • Allowance Type Management
    • Layoff Checklist Management
    • Type of Training Management
    • Onboarding Template Management
    • Workplace Management
    • Contract Template Management
    • Permission Management
    • General Settings
14. My Profile:
    • Detailed Profile
    • My Contracts
    • My Dependent Persons
    • My Trainings
    • My Projects
    • My Payslips: This feature integrates with the HR Payroll Management module
    • My Assets: This feature integrates with the Fixed Equipment Management module
    • My File Attachments
15. Integration:
    • Recruitment Management for Perfex CRM
    • Timesheets and Leave Management for Perfex CRM
    • HR Payroll for Perfex CRM
    • Fixed Equipment Management for Perfex CRM
    • OKRs – Objectives and Key Results for Perfex CRM
    • Inventory Management for Perfex CRM
    • Purchase Management for Perfex CRM

Demo

HR Records Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2021-03-23

    Initial version

Version 1.0.1 / 2021-03-26

    Fix minor bugs

Version 1.0.3 / 2021-04-17

    
    Update the Onboarding process.
    Add Training type feature.
    Upgrade Training feature.
    Add view (own) permission: HR Organization, Onboarding, HR records, Job description, Training, Q&A, Contract, Dependants, Layoff checklist.

Version 1.0.5 / 2022-04-23

Fix minor bugs. Update custom fields. Integrate job description with recruitment module. Not show hr records for not staff members. Add excel import feature for HR Records. Add contract template management feature. Add the ability to create contracts from templates. Add electronic signing feature for contract. Add pdf export feature for contract.

Version 1.0.6 / 2022-05-21

Update the payslip feature in staff profile. Integrate with the Fixed Equipment Management module.

Version 1.0.7 / 2022-05-25

    
    Fix minor bugs.