(A) Employee Records Management
- Navigate to HRM > Employees.
- Add new employees with details like name, contact, department, job role, salary, and joining date.
- Assign roles & permissions for employees.
(B) Attendance & Leave Management
- Go to HRM > Attendance to track employee attendance.
- Set up leave policies and approve/reject leave requests under HRM > Leaves.
3. Managing HR Payroll in Perfex CRM
Once you have employee records set up, you can manage payroll:
(A) Set Employee Salaries
- Go to HRM > Payroll.
- Assign basic salary, allowances, and deductions for each employee.
(B) Generate & Process Payroll
- Select an employee and click Generate Payslip.
- The system will calculate salary, taxes, bonuses, and deductions.
- Click Process Payment to mark it as paid.
(C) Download Payslips
- Employees can download payslips from the client/staff portal.
4. HR Reports & Analytics
- View HR reports under HRM > Reports.
- Generate reports for payroll, leaves, and attendance.